Who owns iShares Large Cap Max Buffer Dec ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DMAX from SEC Form 13F filings across 45 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 45 institutions disclosed 3.5M shares of iShares Large Cap Max Buffer Dec ETF worth $97.0M — about 71.3% of shares outstanding; the largest disclosed holder is BIP Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
45
13F holders
$97.0M
value, 2026 filers
71.3%
of shares outstanding (3.5M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DMAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BIP Wealth, LLC | 736,972 | $20.1M | 0.6% | 14.8% | -3.1% |
| 2 | J. L. Bainbridge & Co., Inc. | 581,471 | $15.9M | 1.3% | 11.7% | -14.8% |
| 3 | Crown Wealth Group, LLC | 513,454 | $14.0M | 3.6% | 10.3% | +3.0% |
| 4 | BlackRock, Inc. | 400,000 | $10.9M | 0.0% | 8% | 0.0% |
| 5 | RAYMOND JAMES FINANCIAL INC | 167,821 | $4.6M | 0.0% | 3.4% | +34.3% |
| 6 | FC Advisory LLC | 153,596 | $4.2M | 1.1% | 3.1% | +0.4% |
| 7 | Ashton Thomas Private Wealth, LLC | 114,196 | $3.1M | 0.1% | 2.3% | +46.8% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 89,962 | $2.5M | 0.0% | 1.8% | +0.3% |
| 9 | Grantvest Financial Group LLC | 62,521 | $1.7M | 1.0% | 1.3% | -2.5% |
| 10 | Crewe Advisors LLC | 57,241 | $1.6M | 0.1% | 1.2% | -24.4% |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 55,025 | $1.5M | 0.0% | 1.1% | 0.0% |
| 12 | Kestra Advisory Services, LLCNEW | 54,814 | $1.5M | 0.0% | 1.1% | new |
| 13 | Blue Sky Capital Consultants Group, Inc. | 51,506 | $1.4M | 0.6% | 1% | +2.1% |
| 14 | Kestra Investment Management, LLCNEW | 48,847 | $1.3M | 0.0% | 1% | new |
| 15 | ATX Financial Planning, LLC | 39,883 | $1.1M | 0.7% | 0.8% | -8.4% |
| 16 | Cetera Investment Advisers | 36,392 | $994,957 | 0.0% | 0.7% | +59.8% |
| 17 | Amplius Wealth Advisors, LLC | 29,647 | $810,543 | 0.1% | 0.6% | 0.0% |
| 18 | Creative Planning | 27,420 | $749,657 | 0.0% | 0.6% | 0.0% |
| 19 | CITADEL ADVISORS LLC | 27,261 | $745,310 | 0.0% | 0.5% | -7.8% |
| 20 | Encompass More Asset Management | 26,797 | $732,625 | 0.1% | 0.5% | -16.8% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,671 | $729,180 | 0.0% | 0.5% | -23.6% |
| 22 | Smith & Howard Wealth Management, LLC | 23,422 | $640,353 | 0.1% | 0.5% | 0.0% |
| 23 | CROSSPOINT FINANCIAL, LLC | 21,683 | $592,815 | 1.4% | 0.4% | 0.0% |
| 24 | Advisory Services Network, LLC | 20,236 | $553,248 | 0.0% | 0.4% | +1.2% |
| 25 | Ausdal Financial Partners, Inc. | 19,641 | $536,981 | 0.0% | 0.4% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.