DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

DMAX

ISHARES TR

45 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G471·45 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 1.3%

vs prior quarter

13F value held

$89M

56.0% inst. owned

of float

Holders

45

+60 QoQ

filers reporting

Activity

+68 / −70

+847 added · −733 reduced

this quarter

Concentration

22.67%

BIP Wealth, LLC #1

top holder share

AI Holders Summary · Q1 2026

45 institutions reported DMAX in Q1 2026. BIP Wealth, LLC leads at 22.7% of the visible book. +60 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

BIP Wealth, LLC

$20M761K0.82%Q1 2026 02

J. L. Bainbridge & Co., Inc.

$18M682K1.61%Q1 2026 03

Crown Wealth Group, LLC

$13M499K3.89%Q1 2026 04

BlackRock, Inc.

$11M400K0.00%Q1 2026 05

FC Advisory LLC

$4M153K1.19%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

$3M125K0.00%Q1 2026 07

ASHTON THOMAS SECURITIES, LLC

$3M99K0.33%Q1 2026 08

ENVESTNET ASSET MANAGEMENT INC

$2M90K0.00%Q1 2026 09

Ashton Thomas Private Wealth, LLC

$2M78K0.05%Q1 2026 10

Crewe Advisors LLC

$2M76K0.17%Q1 2026 11

Grantvest Financial Group LLC

$2M64K1.10%Q1 2026 12

MERCER GLOBAL ADVISORS INC /ADV

$1M55K0.00%Q1 2026 13

Blue Sky Capital Consultants Group, Inc.

$1M50K0.64%Q1 2026 14

ATX Financial Planning, LLC

$1M44K0.88%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$927,05535K0.00%Q1 2026 16

OLD MISSION CAPITAL LLC

$902,58334K0.01%Q1 2026 17

Encompass More Asset Management

$855,73932K0.14%Q1 2026 18

Amplius Wealth Advisors, LLC

$787,74530K0.07%Q1 2026 19

Creative Planning

$728,57127K0.00%Q1 2026 20

Smith & Howard Wealth Management, LLC

$622,34123K0.13%Q1 2026

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