22 institutions reported holding $56.6M of ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Prosperity Consulting Group, LLC ($21.2M), BlackRock, Inc. ($10.8M), BIP Wealth, LLC ($7.8M), J. L. Bainbridge & Co., Inc. ($5.2M), FC Advisory LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Prosperity Consulting Group, LLC | $21.2M | 783,235 | New |
| 2 | BlackRock, Inc. | $10.8M | 400,000 | Hold |
| 3 | BIP Wealth, LLC | $7.8M | 288,154 | Trimmed |
| 4 | J. L. Bainbridge & Co., Inc. | $5.2M | 193,208 | Added |
| 5 | FC Advisory LLC | $2.5M | 92,299 | Added |
| 6 | JIM SAULNIER & ASSOCIATES, LLC | $2.2M | 82,922 | Trimmed |
| 7 | Crewe Advisors LLC | $1.3M | 47,527 | Trimmed |
| 8 | Blue Sky Capital Consultants Group, Inc. | $1.1M | 40,058 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 37,805 | Added |
| 10 | CAPTRUST FINANCIAL ADVISORS | $882,291 | 32,611 | Added |
| 11 | OLD MISSION CAPITAL LLC | $539,097 | 19,926 | New |
| 12 | Farther Finance Advisors, LLC | $453,478 | 16,761 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $388,456 | 14,358 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $377,417 | 13,950 | New |
| 15 | Grantvest Financial Group LLC | $288,786 | 10,674 | Hold |
| 16 | Kovack Advisors, Inc. | $275,256 | 10,174 | Hold |
| 17 | Pinnacle Wealth Planning Services, Inc. | $148,721 | 5,497 | Hold |
| 18 | Blue Trust, Inc. | $39,419 | 1,457 | New |
| 19 | Integrated Wealth Concepts LLC | $16,233 | 600 | New |
| 20 | IFP Advisors, Inc | $4,194 | 155 | Hold |
| 21 | Parallel Advisors, LLC | $0 | 0 | Exited |
| 22 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30