Who owns MAXJWhat MAXJ owns — n/a

Who owns MAXJ?

Institutional ownership of MAXJ from SEC Form 13F filings across 35 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.

13F holders

$52.0M

value, 2026 filers

1.8M

shares disclosed

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 MAXJ's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	BIP Wealth, LLC	831,835	$24.2M	0.7%	—	-7.6%
2	Ashton Thomas Private Wealth, LLC	107,577	$3.1M	0.1%	—	+44.0%
3	PANORAMIC INVESTMENT ADVISORS, LLC	69,150	$2.0M	1.0%	—	0.0%
4	Diversify Advisory Services, LLCNEW	59,653	$1.7M	0.0%	—	new
5	DIVERSIFY WEALTH MANAGEMENT, LLCNEW	59,653	$1.7M	0.0%	—	new
6	HighTower Advisors, LLC	56,450	$1.6M	0.0%	—	-4.7%
7	Balboa Wealth Partners	53,797	$1.6M	0.2%	—	0.0%
8	CRA Financial Services, LLC	37,836	$1.1M	0.1%	—	-6.2%
9	Cetera Investment Advisers	37,034	$1.1M	0.0%	—	+49.0%
10	Crewe Advisors LLC	36,295	$1.1M	0.1%	—	0.0%
11	CITADEL ADVISORS LLC	34,501	$1.0M	0.0%	—	-1.3%
12	CROSSPOINT FINANCIAL, LLC	32,454	$945,381	2.2%	—	0.0%
13	Blue Sky Capital Consultants Group, Inc.	31,344	$913,051	0.4%	—	+64.9%
14	Kestra Advisory Services, LLC	30,451	$887,045	0.0%	—	-10.1%
15	AXXCESS WEALTH MANAGEMENT, LLCNEW	29,595	$862,105	0.0%	—	new
16	COMMONWEALTH EQUITY SERVICES, LLC	29,463	$858,270	0.0%	—	-8.6%
17	Grantvest Financial Group LLC	26,201	$763,235	0.4%	—	-19.6%
18	Encompass More Asset Management	25,066	$730,173	0.1%	—	-16.9%
19	JANE STREET GROUP, LLC	25,006	$728,425	0.0%	—	+35.8%
20	Cypress Wealth Services, LLC	21,997	$640,769	0.1%	—	0.0%
21	OneDigital Investment Advisors LLC	20,445	$595,550	0.0%	—	+7.1%
22	ENVESTNET ASSET MANAGEMENT INC	20,429	$595,108	0.0%	—	+8.5%
23	Tradition Wealth Management, LLC	20,156	$587,144	0.0%	—	0.0%
24	NBZ Investment Advisors LLC	19,321	$562,821	0.2%	—	0.0%
25	LPL Financial LLC	17,100	$498,123	0.0%	—	+29.3%

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.