Who owns MMAX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of MMAX from SEC Form 13F filings across 17 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, 17 institutions disclosed 1.9M shares of MMAX worth $51.4M; the largest disclosed holder is Prosperity Consulting Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$51.4M
value, 2026 filers
1.9M
shares disclosed
5
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 MMAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Prosperity Consulting Group, LLCNEW | 783,235 | $21.2M | 0.8% | — | new |
| 2 | BlackRock, Inc. | 400,000 | $10.8M | 0.0% | — | 0.0% |
| 3 | BIP Wealth, LLC | 288,154 | $7.8M | 0.2% | — | -3.4% |
| 4 | J. L. Bainbridge & Co., Inc. | 193,208 | $5.2M | 0.4% | — | +25.5% |
| 5 | Crewe Advisors LLC | 47,527 | $1.3M | 0.1% | — | -23.0% |
| 6 | Blue Sky Capital Consultants Group, Inc. | 40,058 | $1.1M | 0.5% | — | +375.4% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,805 | $1.0M | 0.0% | — | +87.5% |
| 8 | CAPTRUST FINANCIAL ADVISORS | 32,611 | $882,291 | 0.0% | — | +121.2% |
| 9 | OLD MISSION CAPITAL LLCNEW | 19,926 | $539,097 | 0.0% | — | new |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 14,358 | $388,456 | 0.0% | — | -1.6% |
| 11 | RAYMOND JAMES FINANCIAL INCNEW | 13,950 | $377,417 | 0.0% | — | new |
| 12 | Grantvest Financial Group LLC | 10,674 | $288,786 | 0.2% | — | 0.0% |
| 13 | Kovack Advisors, Inc. | 10,174 | $275,256 | 0.0% | — | 0.0% |
| 14 | Pinnacle Wealth Planning Services, Inc. | 5,497 | $148,721 | 0.0% | — | 0.0% |
| 15 | Blue Trust, Inc.NEW | 1,457 | $39,419 | 0.0% | — | new |
| 16 | Integrated Wealth Concepts LLCNEW | 600 | $16,233 | 0.0% | — | new |
| 17 | IFP Advisors, Inc | 155 | $4,194 | 0.0% | — | 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.