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Ishares LG Cap MAX Buff DEC (DMAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BIP Wealth, LLC
INCREASED
Shares760,441 from 736,972
Change+23,469 (+3%)
Value$21.2M (+$1.0M)
Filed 2026-10-22
Crown Wealth Group, LLC
DECREASED
Shares504,884 from 513,454
Change-8,570 (-2%)
Value$14.0M (+$7.9K)
Filed 2026-10-19
J. L. Bainbridge & Co., Inc.
DECREASED
Shares490,154 from 581,471
Change-91,317 (-16%)
Value$13.6M (-$2.3M)
Filed 2026-10-20
FC Advisory LLC
DECREASED
Shares153,436 from 153,596
Change-160 (0%)
Value$4.3M (+$69.2K)
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares114,554 from 114,196
Change+358 (+0%)
Value$3.2M (+$64.8K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares104,690 from 54,814
Change+49,876 (+91%)
Value$2.9M (+$1.4M)
Filed 2026-11-02
Grantvest Financial Group LLC
DECREASED
Shares61,791 from 62,521
Change-730 (-1%)
Value$1.7M (+$9.7K)
Filed 2026-10-21
Kestra Investment Management, LLC
DECREASED
Shares42,962 from 48,847
Change-5,885 (-12%)
Value$1.2M (-$140.3K)
Filed 2026-11-04
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares40,110 from 51,506
Change-11,396 (-22%)
Value$1.1M (-$292.3K)
Filed 2026-10-13
ATX Financial Planning, LLC
DECREASED
Shares39,463 from 39,883
Change-420 (-1%)
Value$1.1M (+$7.5K)
Filed 2026-10-14
Creative Planning
UNCHANGED
Shares27,420 from 27,420
Change0 (0%)
Value$762.8K (+$13.2K)
Filed 2026-11-02
Encompass More Asset Management
DECREASED
Shares26,555 from 26,797
Change-242 (-1%)
Value$738.7K (+$6.1K)
Filed 2026-10-16
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares23,422 from 23,422
Change0 (0%)
Value$651.6K (+$11.2K)
Filed 2026-10-27
Crosspoint Financial, LLC
UNCHANGED
Shares21,683 from 21,683
Change0 (0%)
Value$603.2K (+$10.4K)
Filed 2026-11-03
Amplius Wealth Advisors, LLC
DECREASED
Shares19,000 from 29,647
Change-10,647 (-36%)
Value$528.6K (-$282.0K)
Filed 2026-10-20
Strategic Blueprint, LLC
UNCHANGED
Shares17,165 from 17,165
Change0 (0%)
Value$477.5K (+$8.2K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares15,969 from 16,492
Change-523 (-3%)
Value$444.3K (-$6.6K)
Filed 2026-10-22
Middleton & Co Inc
UNCHANGED
Shares11,800 from 11,800
Change0 (0%)
Value$328.3K (+$5.7K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares11,709 from 13,533
Change-1,824 (-13%)
Value$325.7K (-$44.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW
Shares10,593
Change+10,593
Value$295
Filed 2026-11-02
ARS Investment Partners, LLC
UNCHANGED
Shares9,990 from 9,990
Change0 (0%)
Value$277.9K (+$4.8K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$65.2K (+$1.1K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.2K (+$39)
Filed 2026-10-16
Lido Advisors, LLC
CLOSED
Shares0 from 16,394
Change-16,394 (-100%)
Value$0 (-$448.2K)
Filed 2026-11-04
Sigma Planning Corp
CLOSED
Shares0 from 7,839
Change-7,839 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-23
Blue Trust, Inc.
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$39.6K)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 167,821
Change-167,821 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 89,962
Change-89,962 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 57,241
Change-57,241 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 55,025
Change-55,025 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,392
Change-36,392 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,261
Change-27,261 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,671
Change-26,671 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,236
Change-20,236 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,641
Change-19,641 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 14,254
Change-14,254 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,019
Change-12,019 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,353
Change-9,353 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,934
Change-6,934 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 371
Change-371 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Status
BIP Wealth, LLC
INCREASED760,441736,972+23,469+3%$20.1M$21.2M+$1.0M2026-10-22
Crown Wealth Group, LLC
DECREASED504,884513,454-8,570-2%$14.0M$14.0M+$7.9K2026-10-19
J. L. Bainbridge & Co., Inc.
DECREASED490,154581,471-91,317-16%$15.9M$13.6M-$2.3M2026-10-20
FC Advisory LLC
DECREASED153,436153,596-1600%$4.2M$4.3M+$69.2K2026-10-05
Ashton Thomas Private Wealth, LLC
INCREASED114,554114,196+358+0%$3.1M$3.2M+$64.8K2026-11-03
Kestra Advisory Services, LLC
INCREASED104,69054,814+49,876+91%$1.5M$2.9M+$1.4M2026-11-02
Grantvest Financial Group LLC
DECREASED61,79162,521-730-1%$1.7M$1.7M+$9.7K2026-10-21
Kestra Investment Management, LLC
DECREASED42,96248,847-5,885-12%$1.3M$1.2M-$140.3K2026-11-04
Blue Sky Capital Consultants Group, Inc.
DECREASED40,11051,506-11,396-22%$1.4M$1.1M-$292.3K2026-10-13
ATX Financial Planning, LLC
DECREASED39,46339,883-420-1%$1.1M$1.1M+$7.5K2026-10-14
Creative Planning
UNCHANGED27,42027,42000%$749.7K$762.8K+$13.2K2026-11-02
Encompass More Asset Management
DECREASED26,55526,797-242-1%$732.6K$738.7K+$6.1K2026-10-16
Smith & Howard Wealth Management, LLC
UNCHANGED23,42223,42200%$640.4K$651.6K+$11.2K2026-10-27
Crosspoint Financial, LLC
UNCHANGED21,68321,68300%$592.8K$603.2K+$10.4K2026-11-03
Amplius Wealth Advisors, LLC
DECREASED19,00029,647-10,647-36%$810.5K$528.6K-$282.0K2026-10-20
Strategic Blueprint, LLC
UNCHANGED17,16517,16500%$469.3K$477.5K+$8.2K2026-10-22
Sagespring Wealth Partners, LLC
DECREASED15,96916,492-523-3%$450.9K$444.3K-$6.6K2026-10-22
Middleton & Co Inc
UNCHANGED11,80011,80000%$322.6K$328.3K+$5.7K2026-10-23
Commonwealth Equity Services, LLC
DECREASED11,70913,533-1,824-13%$370.0K$325.7K-$44.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW10,593—+10,593——$295—2026-11-02
ARS Investment Partners, LLC
UNCHANGED9,9909,99000%$273.1K$277.9K+$4.8K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED2,3452,34500%$64.1K$65.2K+$1.1K2026-10-08
IFP Advisors, Inc
UNCHANGED808000%$2.2K$2.2K+$392026-10-16
Lido Advisors, LLC
CLOSED016,394-16,394-100%$448.2K$0-$448.2K2026-11-04
Sigma Planning Corp
CLOSED07,839-7,839-100%$214.3K$0-$214.3K2026-10-23
Blue Trust, Inc.
CLOSED01,450-1,450-100%$39.6K$0-$39.6K2026-10-15
BlackRock, Inc.
N/A—400,000-400,000-100%$10.9M———
Raymond James Financial Inc
N/A—167,821-167,821-100%$4.6M———
Envestnet Asset Management Inc
N/A—89,962-89,962-100%$2.5M———
Crewe Advisors LLC
N/A—57,241-57,241-100%$1.6M———
Mercer Global Advisors Inc
N/A—55,025-55,025-100%$1.5M———
Cetera Investment Advisers
N/A—36,392-36,392-100%$995.0K———
Citadel Advisors LLC
N/A—27,261-27,261-100%$745.3K———
Susquehanna International Group, LLP
N/A—26,671-26,671-100%$729.2K———
Advisory Services Network, LLC
N/A—20,236-20,236-100%$553.2K———
Ausdal Financial Partners, Inc.
N/A—19,641-19,641-100%$537.0K———
Shared Vision Wealth Group LLC
N/A—14,254-14,254-100%$389.7K———
Old Mission Capital LLC
N/A—12,019-12,019-100%$328.6K———
Kovack Advisors, Inc.
N/A—9,353-9,353-100%$255.7K———
OneDigital Investment Advisors LLC
N/A—8,613-8,613-100%$235.5K———
Prosperity Consulting Group, LLC
N/A—7,827-7,827-100%$214.0K———
JPMorgan Chase & Co
N/A—6,934-6,934-100%$189.3K———
Fiduciary Financial Advisors
N/A—1,759-1,759-100%$48.1K———
Harbour Investments, Inc.
N/A—1,683-1,683-100%$46.0K———
Bernard Wealth Management Corp.
N/A—371-371-100%$10.1K———
AE Wealth Management LLC
N/A—211-211-100%$5.8K———
Showing 46 of 46 institutions