Who Owns ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $52.0M of ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: J. L. Bainbridge & Co., Inc. ($26.4M), Client First Capital LLC ($4.0M), RAYMOND JAMES FINANCIAL INC ($2.6M), FC Advisory LLC ($2.2M), Grantvest Financial Group LLC ($2.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	J. L. Bainbridge & Co., Inc.	$26.4M	947,144	Trimmed
2	Client First Capital LLC	$4.0M	143,897	Trimmed
3	RAYMOND JAMES FINANCIAL INC	$2.6M	93,262	Added
4	FC Advisory LLC	$2.2M	80,533	Trimmed
5	Grantvest Financial Group LLC	$2.0M	73,199	Trimmed
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.9M	69,884	Added
7	Amplius Wealth Advisors, LLC	$1.3M	48,101	Hold
8	ENVESTNET ASSET MANAGEMENT INC	$1.2M	44,209	Added
9	Crewe Advisors LLC	$1.1M	38,118	Hold
10	JIM SAULNIER & ASSOCIATES, LLC	$1.0M	36,141	Hold
11	COMMONWEALTH EQUITY SERVICES, LLC	$746,180	26,778	Trimmed
12	Kestra Advisory Services, LLC	$598,898	21,493	Hold
13	Tradition Wealth Management, LLC	$588,299	21,112	Hold
14	ARS Investment Partners, LLC	$554,514	19,900	Hold
15	Lifestyle Asset Management, Inc.	$465,903	16,720	Trimmed
16	Crown Wealth Group, LLC	$465,373	16,701	Trimmed
17	CITADEL ADVISORS LLC	$444,057	15,936	New
18	Clear Creek Financial Management, LLC	$427,923	15,357	Hold
19	Kestra Investment Management, LLC	$412,037	14,787	New
20	Kovack Advisors, Inc.	$411,938	14,782	Hold
21	Creative Planning	$389,943	13,994	Hold
22	Blue Sky Capital Consultants Group, Inc.	$325,101	11,667	Trimmed
23	Ausdal Financial Partners, Inc.	$323,234	11,600	Hold
24	OLD MISSION CAPITAL LLC	$294,923	10,584	Trimmed
25	BANK OF AMERICA CORP /DE/	$250,980	9,007	New

Source: SEC Form 13F filings · as of 2026-06-30