MMAX Institutional Ownership
iShares Large Cap Max Buffer Mar ETF
1W: +0.1%
1M: +164.9%
YTD: +162.6%
$27.52
+0.04 (+0.13%)
Weekly Expected Move ±80.6%
$-17
$5
$28
$50
$72
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Institutional Ownership — MMAX
22
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
57M
Total Invested
5
New Positions
5
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Prosperity Consulting Group, LLC NEW | 783,235 | $22M | — | +0.0% | 1Q | SEC ↗ |
| 2 | BlackRock, Inc. | 400,000 | $11M | — | +0.0% | 5Q | SEC ↗ |
| 3 | BIP Wealth, LLC | 288,154 | $8M | -10,005 | -3.4% | 3Q | SEC ↗ |
| 4 | J. L. Bainbridge & Co., Inc. | 193,208 | $5M | +39,314 | +25.5% | 5Q | SEC ↗ |
| 5 | FC Advisory LLC | 92,299 | $3M | +25,257 | +37.7% | 5Q | SEC ↗ |
| 6 | JIM SAULNIER & ASSOCIATES, LLC | 82,922 | $2M | -18,659 | -18.4% | 5Q | SEC ↗ |
| 7 | Crewe Advisors LLC | 47,527 | $1M | -14,221 | -23.0% | 5Q | SEC ↗ |
| 8 | Blue Sky Capital Consultants Group, In | 40,058 | $1M | +31,632 | +375.4% | 4Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,805 | $1M | +17,647 | +87.5% | 4Q | SEC ↗ |
| 10 | CAPTRUST FINANCIAL ADVISORS | 32,611 | $897K | +17,870 | +121.2% | 5Q | SEC ↗ |
| 11 | OLD MISSION CAPITAL LLC NEW | 19,926 | $548K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Farther Finance Advisors, LLC | 16,761 | $461K | -142 | -0.8% | 2Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 14,358 | $395K | -234 | -1.6% | 2Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC NEW | 13,950 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Grantvest Financial Group LLC | 10,674 | $294K | — | +0.0% | 5Q | SEC ↗ |
| 16 | Kovack Advisors, Inc. | 10,174 | $280K | — | +0.0% | 3Q | SEC ↗ |
| 17 | Pinnacle Wealth Planning Services, Inc | 5,497 | $151K | — | +0.0% | 3Q | SEC ↗ |
| 18 | Blue Trust, Inc. NEW | 1,457 | $40K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Integrated Wealth Concepts LLC NEW | 600 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 20 | IFP Advisors, Inc | 155 | $4K | — | +0.0% | 5Q | SEC ↗ |
| 21 | Parallel Advisors, LLC | 0 | $0K | -600 | -100.0% | 3Q | SEC ↗ |
| 22 | UBS Group AG | 0 | $0K | -865 | -100.0% | 2Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 0 | $0K | -5,212 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Prosperity Consulting Group, LLC | 783,235 | $22M |
| OLD MISSION CAPITAL LLC | 19,926 | $548K |
| RAYMOND JAMES FINANCIAL INC | 13,950 | $384K |
| Blue Trust, Inc. | 1,457 | $40K |
| Integrated Wealth Concepts LLC | 600 | $17K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JPMORGAN CHASE & CO | 5,212 | $143K |
| UBS Group AG | 865 | $24K |
| Parallel Advisors, LLC | 600 | $17K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | +39,314 | +25.5% | 193,208 |
| Blue Sky Capital Consultants Group, | +31,632 | +375.4% | 40,058 |
| FC Advisory LLC | +25,257 | +37.7% | 92,299 |
| CAPTRUST FINANCIAL ADVISORS | +17,870 | +121.2% | 32,611 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +17,647 | +87.5% | 37,805 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JIM SAULNIER & ASSOCIATES, LLC | -18,659 | -18.4% | 82,922 |
| Crewe Advisors LLC | -14,221 | -23.0% | 47,527 |
| BIP Wealth, LLC | -10,005 | -3.4% | 288,154 |
| ENVESTNET ASSET MANAGEMENT INC | -234 | -1.6% | 14,358 |
| Farther Finance Advisors, LLC | -142 | -0.8% | 16,761 |