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Ishares Larg CM Buff MAR ETF (MMAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BIP Wealth, LLC
DECREASED
Shares273,735 from 288,154
Change-14,419 (-5%)
Value$7.5M (-$272.8K)
Filed 2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED
Shares142,868 from 193,208
Change-50,340 (-26%)
Value$3.9M (-$1.3M)
Filed 2026-10-20
FC Advisory LLC
UNCHANGED
Shares92,299 from 92,299
Change0 (0%)
Value$2.5M (+$39.5K)
Filed 2026-10-05
JIM Saulnier & Associates, LLC
DECREASED
Shares59,380 from 82,922
Change-23,542 (-28%)
Value$1.6M (-$611.5K)
Filed 2026-11-04
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares38,521 from 40,058
Change-1,537 (-4%)
Value$1.1M (-$25.1K)
Filed 2026-10-13
Farther Finance Advisors, LLC
UNCHANGED
Shares16,761 from 16,761
Change0 (0%)
Value$460.7K (+$7.2K)
Filed 2026-10-08
Grantvest Financial Group LLC
DECREASED
Shares10,634 from 10,674
Change-40 (0%)
Value$292.3K (+$3.5K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares5,497 from 5,497
Change0 (0%)
Value$151.1K (+$2.4K)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$4.3K (+$66)
Filed 2026-10-16
Blue Trust, Inc.
CLOSED
Shares0 from 1,457
Change-1,457 (-100%)
Value$0 (-$39.4K)
Filed 2026-10-15
Prosperity Consulting Group, LLC
N/A
Shares— from 783,235
Change-783,235 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 47,527
Change-47,527 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,805
Change-37,805 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 32,611
Change-32,611 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,926
Change-19,926 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,358
Change-14,358 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,950
Change-13,950 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Status
BIP Wealth, LLC
DECREASED273,735288,154-14,419-5%$7.8M$7.5M-$272.8K2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED142,868193,208-50,340-26%$5.2M$3.9M-$1.3M2026-10-20
FC Advisory LLC
UNCHANGED92,29992,29900%$2.5M$2.5M+$39.5K2026-10-05
JIM Saulnier & Associates, LLC
DECREASED59,38082,922-23,542-28%$2.2M$1.6M-$611.5K2026-11-04
Blue Sky Capital Consultants Group, Inc.
DECREASED38,52140,058-1,537-4%$1.1M$1.1M-$25.1K2026-10-13
Farther Finance Advisors, LLC
UNCHANGED16,76116,76100%$453.5K$460.7K+$7.2K2026-10-08
Grantvest Financial Group LLC
DECREASED10,63410,674-400%$288.8K$292.3K+$3.5K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED5,4975,49700%$148.7K$151.1K+$2.4K2026-10-27
IFP Advisors, Inc
UNCHANGED15515500%$4.2K$4.3K+$662026-10-16
Blue Trust, Inc.
CLOSED01,457-1,457-100%$39.4K$0-$39.4K2026-10-15
Prosperity Consulting Group, LLC
N/A—783,235-783,235-100%$21.2M———
BlackRock, Inc.
N/A—400,000-400,000-100%$10.8M———
Crewe Advisors LLC
N/A—47,527-47,527-100%$1.3M———
Susquehanna International Group, LLP
N/A—37,805-37,805-100%$1.0M———
Captrust Financial Advisors
N/A—32,611-32,611-100%$882.3K———
Old Mission Capital LLC
N/A—19,926-19,926-100%$539.1K———
Envestnet Asset Management Inc
N/A—14,358-14,358-100%$388.5K———
Raymond James Financial Inc
N/A—13,950-13,950-100%$377.4K———
Kovack Advisors, Inc.
N/A—10,174-10,174-100%$275.3K———
Showing 19 of 19 institutions