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

50 institutions reported holding $97.0M of ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: BIP Wealth, LLC ($20.1M), J. L. Bainbridge & Co., Inc. ($15.9M), Crown Wealth Group, LLC ($14.0M), BlackRock, Inc. ($10.9M), RAYMOND JAMES FINANCIAL INC ($4.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BIP Wealth, LLC	$20.1M	736,972	Trimmed
2	J. L. Bainbridge & Co., Inc.	$15.9M	581,471	Trimmed
3	Crown Wealth Group, LLC	$14.0M	513,454	Added
4	BlackRock, Inc.	$10.9M	400,000	Hold
5	RAYMOND JAMES FINANCIAL INC	$4.6M	167,821	Added
6	FC Advisory LLC	$4.2M	153,596	Added
7	Ashton Thomas Private Wealth, LLC	$3.1M	114,196	Added
8	ENVESTNET ASSET MANAGEMENT INC	$2.5M	89,962	Added
9	Grantvest Financial Group LLC	$1.7M	62,521	Trimmed
10	Crewe Advisors LLC	$1.6M	57,241	Trimmed
11	MERCER GLOBAL ADVISORS INC /ADV	$1.5M	55,025	Hold
12	Kestra Advisory Services, LLC	$1.5M	54,814	New
13	Blue Sky Capital Consultants Group, Inc.	$1.4M	51,506	Added
14	Kestra Investment Management, LLC	$1.3M	48,847	New
15	ATX Financial Planning, LLC	$1.1M	39,883	Trimmed
16	Cetera Investment Advisers	$994,957	36,392	Added
17	Amplius Wealth Advisors, LLC	$810,543	29,647	Hold
18	Creative Planning	$749,657	27,420	Hold
19	CITADEL ADVISORS LLC	$745,310	27,261	Trimmed
20	Encompass More Asset Management	$732,625	26,797	Trimmed
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$729,180	26,671	Trimmed
22	Smith & Howard Wealth Management, LLC	$640,353	23,422	Hold
23	CROSSPOINT FINANCIAL, LLC	$592,815	21,683	Hold
24	Advisory Services Network, LLC	$553,248	20,236	Added
25	Ausdal Financial Partners, Inc.	$536,981	19,641	Hold

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