13F Insight
DOSSIER · 13F Holders · Q2 2026
SMAX

ISHARES TR

38 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G588·38 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$49M
visible holders
Holders
38
filers reporting
Concentration
53.87%
J. L. Bainbridge & Co., Inc. #1
top holder share
AI Holders Summary · Q2 2026

38 institutions reported SMAX in Q2 2026. J. L. Bainbridge & Co., Inc. leads at 53.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
J. L. Bainbridge & Co., Inc.
CIK 0001742315
$26M947K2.08%Q2 202602
Client First Capital LLC
CIK 0001822065
$4M144K1.60%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M93K0.00%Q2 202604
FC Advisory LLC
CIK 0001683754
$2M81K0.59%Q2 202605
Grantvest Financial Group LLC
CIK 0002055216
$2M73K1.18%Q2 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M70K0.00%Q2 202607
Amplius Wealth Advisors, LLC
CIK 0001900584
$1M48K0.10%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M44K0.00%Q2 202609
Crewe Advisors LLC
CIK 0001730033
$1M38K0.08%Q2 202610
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$1M36K0.41%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$746K27K0.00%Q2 202612
Kestra Advisory Services, LLC
CIK 0001830819
$599K21K0.00%Q2 202613
Tradition Wealth Management, LLC
CIK 0001843010
$588K21K0.04%Q2 202614
ARS Investment Partners, LLC
CIK 0000733020
$555K20K0.02%Q2 202615
Lifestyle Asset Management, Inc.
CIK 0001845675
$466K17K0.13%Q2 202616
Crown Wealth Group, LLC
CIK 0001845698
$465K17K0.12%Q2 202617
CITADEL ADVISORS LLC
CIK 0001423053
$444K16K0.00%Q2 202618
Clear Creek Financial Management, LLC
CIK 0001784235
$428K15K0.03%Q2 202619
Kestra Investment Management, LLC
CIK 0001962449
$412K15K0.01%Q2 202620
Kovack Advisors, Inc.
CIK 0001728321
$412K15K0.02%Q2 2026
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