Who owns DMAX?
iShares Large Cap Max Buffer Dec ETF · iShares
46 institutions reported holding DMAX, worth $97.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DMAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BIP Wealth, LLC | Atlanta, GA | $20.1M | 736,972 | −23,947 shares |
| J. L. Bainbridge & Co., Inc. | Sarasota, FL | $15.9M | 581,471 | −100,626 shares |
| Crown Wealth Group, LLC | Charlotte, NC | $14.0M | 513,454 | +14,887 shares |
| BlackRock, Inc. | New York, NY | $10.9M | 400,000 | No change |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.6M | 167,821 | +42,824 shares |
| FC Advisory LLC | West Chester, PA | $4.2M | 153,596 | +601 shares |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | $3.1M | 114,196 | +36,414 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.5M | 89,962 | +257 shares |
| Grantvest Financial Group LLC | Matawan, NJ | $1.7M | 62,521 | −1,605 shares |
| Crewe Advisors LLC | Salt Lake City, UT | $1.6M | 57,241 | −18,449 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DMAX?
46 institutional managers reported holding DMAX in Form 13F filings for June 30, 2026, worth $97.0M in total. The largest reported position was held by BIP Wealth, LLC, at $20.1M.
Did institutions buy or sell DMAX last quarter?
Reported 13F value rose 0.7% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DMAX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.