ISHARES TR

Ticker: SMAX CUSIP: 46438G588 Class: LARGE CAP MAX BU

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
J. L. Bainbridge & Co., Inc.1,833,229$49,415
Client First Capital LLC187,467$5,053
BIP Wealth, LLC164,670$4,439
RAYMOND JAMES FINANCIAL INC94,650$2,551
Grantvest Financial Group LLC81,291$2,191
FC Advisory LLC80,775$2,177
GOLDMAN SACHS GROUP INC52,436$1,413
SUSQUEHANNA INTERNATIONAL GROUP, LLP51,333$1,384
Amplius Wealth Advisors, LLC48,101$1,297
Crewe Advisors LLC38,118$1,027
JIM SAULNIER & ASSOCIATES, LLC36,141$974
Crown Wealth Group, LLC30,093$811
ENVESTNET ASSET MANAGEMENT INC29,826$804
COMMONWEALTH EQUITY SERVICES, LLC27,778$749
Blue Sky Capital Consultants Group, Inc.23,307$628
Tradition Wealth Management, LLC21,934$591
ARS Investment Partners, LLC19,900$536
Lifestyle Asset Management, Inc.16,978$458
Kestra Advisory Services, LLC15,881$428
Kovack Advisors, Inc.14,783$398
Kestra Investment Management, LLC14,445$389
Creative Planning13,994$377
Ausdal Financial Partners, Inc.11,600$313
Investment Partners Asset Management, Inc.8,162$220
Thrivent Financial for Lutherans7,810$0
Spire Wealth Management7,196$194
AE Wealth Management LLC4,551$123
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO900$24
Elevated Capital Advisors, LLC648$17
NATIONAL BANK OF CANADA /FI/425$11
IFP Advisors, Inc51$1
Kingdom Financial Group LLC.1$0
Total (32 institutions)2,938,474$78,997