11 institutions reported holding $21.3M of ISHARES TR (MMAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: BIP Wealth, LLC ($7.8M), J. L. Bainbridge & Co., Inc. ($5.2M), FC Advisory LLC ($2.5M), JIM SAULNIER & ASSOCIATES, LLC ($2.2M), Crewe Advisors LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BIP Wealth, LLC | $7.8M | 288,154 | Trimmed |
| 2 | J. L. Bainbridge & Co., Inc. | $5.2M | 193,208 | Added |
| 3 | FC Advisory LLC | $2.5M | 92,299 | Added |
| 4 | JIM SAULNIER & ASSOCIATES, LLC | $2.2M | 82,922 | Trimmed |
| 5 | Crewe Advisors LLC | $1.3M | 47,527 | Trimmed |
| 6 | Blue Sky Capital Consultants Group, Inc. | $1.1M | 40,058 | Added |
| 7 | Farther Finance Advisors, LLC | $453,478 | 16,761 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $388,456 | 14,358 | Trimmed |
| 9 | Kovack Advisors, Inc. | $275,256 | 10,174 | Hold |
| 10 | Blue Trust, Inc. | $39,419 | 1,457 | New |
| 11 | IFP Advisors, Inc | $4,194 | 155 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30