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Ishares LG Cap MAX Buff JUN (MAXJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BIP Wealth, LLC
INCREASED
Shares922,327 from 831,835
Change+90,492 (+11%)
Value$27.2M (+$3.0M)
Filed 2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED
Shares484,465 from 552,310
Change-67,845 (-12%)
Value$14.3M (-$1.8M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares129,902 from 30,451
Change+99,451 (+327%)
Value$3.8M (+$2.9M)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares107,496 from 107,577
Change-81 (0%)
Value$3.2M (+$35.2K)
Filed 2026-11-03
FC Advisory LLC
INCREASED
Shares98,006 from 63,301
Change+34,705 (+55%)
Value$2.9M (+$1.0M)
Filed 2026-10-05
Client First Capital LLC
DECREASED
Shares88,663 from 89,249
Change-586 (-1%)
Value$2.6M (+$13.9K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares62,074 from 29,463
Change+32,611 (+111%)
Value$1.8M (+$971.6K)
Filed 2026-11-02
Diversify Wealth Management, LLC
INCREASED
Shares61,581 from 59,653
Change+1,928 (+3%)
Value$1.8M (+$85.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares61,581 from 59,653
Change+1,928 (+3%)
Value$1.8M (+$85.7K)
Filed 2026-10-20
Balboa Wealth Partners
DECREASED
Shares48,400 from 53,797
Change-5,397 (-10%)
Value$1.4M (-$140.3K)
Filed 2026-10-20
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares39,263 from 31,344
Change+7,919 (+25%)
Value$1.2M (+$244.4K)
Filed 2026-10-13
CRA Financial Services, LLC
DECREASED
Shares36,836 from 37,836
Change-1,000 (-3%)
Value$1.1M (-$16.3K)
Filed 2026-10-16
Grantvest Financial Group LLC
INCREASED
Shares27,952 from 26,201
Change+1,751 (+7%)
Value$824.0K (+$60.8K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares25,776
Change+25,776
Value$759.9K
Filed 2026-10-26
Encompass More Asset Management
DECREASED
Shares24,837 from 25,066
Change-229 (-1%)
Value$732.2K (+$2.0K)
Filed 2026-10-16
Kestra Investment Management, LLC
NEW
Shares23,056
Change+23,056
Value$679.7K
Filed 2026-11-04
Crosspoint Financial, LLC
DECREASED
Shares22,381 from 32,454
Change-10,073 (-31%)
Value$659.8K (-$285.6K)
Filed 2026-11-03
Cypress Wealth Services, LLC
UNCHANGED
Shares21,997 from 21,997
Change0 (0%)
Value$651.9K (+$11.1K)
Filed 2026-10-21
Middleton & Co Inc
INCREASED
Shares21,217 from 21,067
Change+150 (+1%)
Value$625.5K (+$11.8K)
Filed 2026-10-23
NBZ Investment Advisors LLC
UNCHANGED
Shares19,321 from 19,321
Change0 (0%)
Value$569.6K (+$6.7K)
Filed 2026-10-30
LPL Financial LLC
UNCHANGED
Shares17,100 from 17,100
Change0 (0%)
Value$504.1K (+$6.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW
Shares13,074
Change+13,074
Value$385
Filed 2026-11-02
Weaver Consulting Group
UNCHANGED
Shares12,935 from 12,935
Change0 (0%)
Value$381.3K (+$4.5K)
Filed 2026-10-07
Sigma Planning Corp
UNCHANGED
Shares10,275 from 10,275
Change0 (0%)
Value$302.9K (+$3.6K)
Filed 2026-10-23
Atria Investments, Inc
NEW
Shares10,184
Change+10,184
Value$300.2K
Filed 2026-10-15
ARS Investment Partners, LLC
UNCHANGED
Shares9,960 from 9,960
Change0 (0%)
Value$293.6K (+$3.5K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
NEW
Shares9,548
Change+9,548
Value$281.5K
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares7,939 from 7,939
Change0 (0%)
Value$234.0K (+$2.8K)
Filed 2026-10-16
Trek Financial, LLC
NEW
Shares7,787
Change+7,787
Value$229.6K
Filed 2026-10-29
Amplius Wealth Advisors, LLC
DECREASED
Shares7,252 from 24,249
Change-16,997 (-70%)
Value$213.8K (-$492.6K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares5,384 from 2,914
Change+2,470 (+85%)
Value$158.7K (+$73.8K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares375 from 125
Change+250 (+200%)
Value$11.1K (+$7.4K)
Filed 2026-10-16
Comprehensive Financial Planning, Inc.
NEW
Shares10
Change+10
Value$300
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 29,595
Change-29,595 (-100%)
Value$0 (-$862.1K)
Filed 2026-10-21
Blue Trust, Inc.
CLOSED
Shares0 from 1,363
Change-1,363 (-100%)
Value$0 (-$39.7K)
Filed 2026-10-15
Panoramic Investment Advisors, LLC
N/A
Shares— from 69,150
Change-69,150 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 56,450
Change-56,450 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 37,034
Change-37,034 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 36,295
Change-36,295 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,501
Change-34,501 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,006
Change-25,006 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,445
Change-20,445 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,429
Change-20,429 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 20,156
Change-20,156 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 13,045
Change-13,045 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 9,995
Change-9,995 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,671
Change-9,671 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,434
Change-8,434 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Status
BIP Wealth, LLC
INCREASED922,327831,835+90,492+11%$24.2M$27.2M+$3.0M2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED484,465552,310-67,845-12%$16.1M$14.3M-$1.8M2026-10-20
Kestra Advisory Services, LLC
INCREASED129,90230,451+99,451+327%$887.0K$3.8M+$2.9M2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED107,496107,577-810%$3.1M$3.2M+$35.2K2026-11-03
FC Advisory LLC
INCREASED98,00663,301+34,705+55%$1.8M$2.9M+$1.0M2026-10-05
Client First Capital LLC
DECREASED88,66389,249-586-1%$2.6M$2.6M+$13.9K2026-10-22
Commonwealth Equity Services, LLC
INCREASED62,07429,463+32,611+111%$858.3K$1.8M+$971.6K2026-11-02
Diversify Wealth Management, LLC
INCREASED61,58159,653+1,928+3%$1.7M$1.8M+$85.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED61,58159,653+1,928+3%$1.7M$1.8M+$85.7K2026-10-20
Balboa Wealth Partners
DECREASED48,40053,797-5,397-10%$1.6M$1.4M-$140.3K2026-10-20
Blue Sky Capital Consultants Group, Inc.
INCREASED39,26331,344+7,919+25%$913.1K$1.2M+$244.4K2026-10-13
CRA Financial Services, LLC
DECREASED36,83637,836-1,000-3%$1.1M$1.1M-$16.3K2026-10-16
Grantvest Financial Group LLC
INCREASED27,95226,201+1,751+7%$763.2K$824.0K+$60.8K2026-10-21
Ashton Thomas Securities, LLC
NEW25,776—+25,776——$759.9K—2026-10-26
Encompass More Asset Management
DECREASED24,83725,066-229-1%$730.2K$732.2K+$2.0K2026-10-16
Kestra Investment Management, LLC
NEW23,056—+23,056——$679.7K—2026-11-04
Crosspoint Financial, LLC
DECREASED22,38132,454-10,073-31%$945.4K$659.8K-$285.6K2026-11-03
Cypress Wealth Services, LLC
UNCHANGED21,99721,99700%$640.8K$651.9K+$11.1K2026-10-21
Middleton & Co Inc
INCREASED21,21721,067+150+1%$613.7K$625.5K+$11.8K2026-10-23
NBZ Investment Advisors LLC
UNCHANGED19,32119,32100%$562.8K$569.6K+$6.7K2026-10-30
LPL Financial LLC
UNCHANGED17,10017,10000%$498.1K$504.1K+$6.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW13,074—+13,074——$385—2026-11-02
Weaver Consulting Group
UNCHANGED12,93512,93500%$376.8K$381.3K+$4.5K2026-10-07
Sigma Planning Corp
UNCHANGED10,27510,27500%$299.3K$302.9K+$3.6K2026-10-23
Atria Investments, Inc
NEW10,184—+10,184——$300.2K—2026-10-15
ARS Investment Partners, LLC
UNCHANGED9,9609,96000%$290.1K$293.6K+$3.5K2026-11-05
Signal Advisors Wealth, LLC
NEW9,548—+9,548——$281.5K—2026-10-13
ARS Wealth Advisors Group, LLC
UNCHANGED7,9397,93900%$231.3K$234.0K+$2.8K2026-10-16
Trek Financial, LLC
NEW7,787—+7,787——$229.6K—2026-10-29
Amplius Wealth Advisors, LLC
DECREASED7,25224,249-16,997-70%$706.4K$213.8K-$492.6K2026-10-20
Farther Finance Advisors, LLC
INCREASED5,3842,914+2,470+85%$84.9K$158.7K+$73.8K2026-10-08
IFP Advisors, Inc
INCREASED375125+250+200%$3.6K$11.1K+$7.4K2026-10-16
Comprehensive Financial Planning, Inc.
NEW10—+10——$300—2026-10-27
Axxcess Wealth Management, LLC
CLOSED029,595-29,595-100%$862.1K$0-$862.1K2026-10-21
Blue Trust, Inc.
CLOSED01,363-1,363-100%$39.7K$0-$39.7K2026-10-15
Panoramic Investment Advisors, LLC
N/A—69,150-69,150-100%$2.0M———
HighTower Advisors, LLC
N/A—56,450-56,450-100%$1.6M———
Cetera Investment Advisers
N/A—37,034-37,034-100%$1.1M———
Crewe Advisors LLC
N/A—36,295-36,295-100%$1.1M———
Citadel Advisors LLC
N/A—34,501-34,501-100%$1.0M———
Jane Street Group, LLC
N/A—25,006-25,006-100%$728.4K———
OneDigital Investment Advisors LLC
N/A—20,445-20,445-100%$595.6K———
Envestnet Asset Management Inc
N/A—20,429-20,429-100%$595.1K———
Tradition Wealth Management, LLC
N/A—20,156-20,156-100%$587.1K———
Bcgm Wealth Management, LLC
N/A—13,045-13,045-100%$380.0K———
Proficio Capital Partners LLC
N/A—9,995-9,995-100%$291.2K———
Ausdal Financial Partners, Inc.
N/A—9,671-9,671-100%$281.7K———
Susquehanna International Group, LLP
N/A—8,434-8,434-100%$245.7K———
Harbour Investments, Inc.
N/A—7,278-7,278-100%$212.0K———
Geneos Wealth Management Inc.
N/A—3,507-3,507-100%$102.2K———
EFG International AG
N/A—2,636-2,636-100%$76.8K———
Osaic Holdings, Inc.
N/A—1,038-1,038-100%$30.2K———
AE Wealth Management LLC
N/A—206-206-100%$6.0K———
Showing 53 of 53 institutions