SMAX Institutional Ownership
iShares Large Cap Max Buffer Sep ETF
1W: +0.6%
YTD: +1.1%
$28.56
+0.02 (+0.07%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SMAX
42
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
52M
Total Invested
8
New Positions
3
Increased
15
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 15,936 | $455K |
| Kestra Investment Management, LLC | 14,787 | $422K |
| BANK OF AMERICA CORP /DE | 9,007 | $257K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9,000 | $257K |
| Diversify Advisory Services, LLC | 7,294 | $208K |
| Blue Trust, Inc. | 1,428 | $41K |
| MERCER GLOBAL ADVISORS INC /ADV | 59 | $2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 34 | $1K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BIP Wealth, LLC | 56,701 | $2M |
| Advisory Services Network, LLC | 1,000 | $29K |
| UBS Group AG | 172 | $5K |
| Lloyd Advisory Services, LLC. | 1 | $0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +41,031 | +142.2% | 69,884 |
| RAYMOND JAMES FINANCIAL INC | +993 | +1.1% | 93,262 |
| ENVESTNET ASSET MANAGEMENT INC | +57 | +0.1% | 44,209 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | -451,116 | -32.3% | 947,144 |
| OLD MISSION CAPITAL LLC | -19,635 | -65.0% | 10,584 |
| Blue Sky Capital Consultants Group, | -11,640 | -49.9% | 11,667 |
| Client First Capital LLC | -1,423 | -1.0% | 143,897 |
| Grantvest Financial Group LLC | -1,182 | -1.6% | 73,199 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,000 | -3.6% | 26,778 |
| FC Advisory LLC | -242 | -0.3% | 80,533 |
| AE Wealth Management LLC | -154 | -3.8% | 3,915 |
| Lifestyle Asset Management, Inc. | -129 | -0.8% | 16,720 |
| Crown Wealth Group, LLC | -50 | -0.3% | 16,701 |
| Spire Wealth Management | -2 | -0.0% | 7,196 |