DMAX Institutional Ownership
iShares Large Cap Max Buffer Dec ETF
1W: +0.1%
1M: +0.6%
3M: +1.7%
YTD: +2.5%
$27.86
+0.04 (+0.13%)
Weekly Expected Move ±0.2%
$28
$28
$28
$28
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DMAX
51
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
97M
Total Invested
8
New Positions
8
Increased
17
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (54 total)
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Kestra Advisory Services, LLC | 54,814 | 2M |
| Kestra Investment Management, LLC | 48,847 | 1M |
| Sigma Planning Corp | 7,839 | 218K |
| JPMORGAN CHASE & CO | 6,934 | 193K |
| FIDUCIARY FINANCIAL ADVISORS | 1,759 | 49K |
| Blue Trust, Inc. | 1,450 | 40K |
| Integrated Wealth Concepts LLC | 600 | 17K |
| AE Wealth Management LLC | 211 | 6K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ASHTON THOMAS SECURITIES, LLC | 98,855 | 3M |
| MORGAN STANLEY | 57,558 | 2M |
| JANE STREET GROUP, LLC | 11,666 | 325K |
| Elwood & Goetz Wealth Advisory Grou | 8,693 | 242K |
| Patriot Financial Group Insurance A | 7,706 | 215K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 900 | 25K |
| Parallel Advisors, LLC | 600 | 17K |
| UBS Group AG | 475 | 13K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +42,824 | +34.3% | 167,821 |
| Ashton Thomas Private Wealth, LLC | +36,414 | +46.8% | 114,196 |
| Crown Wealth Group, LLC | +14,887 | +3.0% | 513,454 |
| Cetera Investment Advisers | +13,624 | +59.8% | 36,392 |
| Blue Sky Capital Consultants Group, | +1,059 | +2.1% | 51,506 |
| FC Advisory LLC | +601 | +0.4% | 153,596 |
| ENVESTNET ASSET MANAGEMENT INC | +257 | +0.3% | 89,962 |
| Advisory Services Network, LLC | +231 | +1.2% | 20,236 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | -100,626 | -14.8% | 581,471 |
| BIP Wealth, LLC | -23,947 | -3.1% | 736,972 |
| OLD MISSION CAPITAL LLC | -21,950 | -64.6% | 12,019 |
| Crewe Advisors LLC | -18,449 | -24.4% | 57,241 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,219 | -23.6% | 26,671 |
| Encompass More Asset Management | -5,409 | -16.8% | 26,797 |
| ATX Financial Planning, LLC | -3,637 | -8.4% | 39,883 |
| MIDDLETON & CO INC/MA | -3,550 | -23.1% | 11,800 |
| CITADEL ADVISORS LLC | -2,306 | -7.8% | 27,261 |
| Grantvest Financial Group LLC | -1,605 | -2.5% | 62,521 |
| Strategic Blueprint, LLC | -743 | -4.1% | 17,165 |
| SAGESPRING WEALTH PARTNERS, LLC | -367 | -2.2% | 16,492 |