iShares Large Cap Max Buffer Sep ETF (SMAX) Institutional Ownership $26.49 +0.03 (+0.09%) Closing price 08/22/2025 03:40 PM EasternExtended Trading$26.49 0.00 (0.00%) As of 08/22/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)Number ofInstitutional Buyers(last 12 months)41TotalInstitutional Inflows(last 12 months)$83.52MNumber ofInstitutional Sellers(last 12 months)13TotalInstitutional Outflows(last 12 months)$26.22M Get SMAX Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Large Cap Max Buffer Sep ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SMAX Institutional Buying and Selling by Quarter iShares Large Cap Max Buffer Sep ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Snowden Capital Advisors LLC15,539$405K0.0%-30.9%0.447% 8/12/2025 J. L. Bainbridge & Co. Inc.1,380,226$35.94M3.3%+4.0%39.662% 8/4/2025 Jim Saulnier & Associates LLC36,492$950K0.6%-1.9%1.049% 8/4/2025 Amplius Wealth Advisors LLC50,101$1.31M0.1%N/A1.440% 8/1/2025 Envestnet Asset Management Inc.25,510$664K0.0%+139.9%0.733% 7/30/2025 Strategic Blueprint LLC341,543$8.89M0.4%-8.6%9.814% 7/16/2025 Crown Wealth Group LLC17,753$462K0.2%-21.8%0.510% 7/15/2025 Fifth Third Bancorp1,306$34K0.0%N/A0.038% 7/10/2025 Signal Advisors Wealth LLC12,693$331K0.0%N/A0.365% 7/9/2025 Tounjian Advisory Partners LLC15,128$379K0.1%-4.8%0.435% Get the Latest News and Ratings for SMAX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Large Cap Max Buffer Sep ETF and its competitors with MarketBeat's FREE daily newsletter. 6/27/2025 Goldman Sachs Group Inc.16,980$425K0.0%N/A0.472% 5/16/2025 Goldman Sachs Group Inc.16,980$425K0.0%N/A0.477% 5/15/2025 OLD Mission Capital LLC20,579$515K0.0%+91.2%0.572% 5/14/2025 CreativeOne Wealth LLC44,381$1.11M0.0%-2.8%1.233% 5/8/2025 Grantvest Financial Group LLC69,176$1.73M1.4%-8.3%1.922% 5/8/2025 FSA Advisors Inc.12,096$303K0.2%-33.1%0.336% 5/6/2025 AE Wealth Management LLC588,211$14.73M0.1%-58.7%16.339% 5/2/2025 Lord & Richards Wealth Management LLC1,309$33K0.0%-93.9%0.036% 4/30/2025 POM Investment Strategies LLC38,390$961K1.1%-26.4%1.066% 4/30/2025 Client First Capital LLC186,937$4.68M2.4%N/A5.193% 4/29/2025 Strategic Blueprint LLC373,715$9.36M0.5%+34.1%10.381% 4/29/2025 OneDigital Investment Advisors LLC11,514$288K0.0%+43.7%0.320% 4/28/2025 FSR Wealth Management Ltd.39,994$1.00M1.3%-49.8%1.111% 4/25/2025 Crown Wealth Group LLC22,692$568K0.3%-73.3%0.630% 4/24/2025 J. L. Bainbridge & Co. Inc.1,327,265$33.24M3.3%+794.5%36.868% 4/23/2025 Crewe Advisors LLC34,392$861K0.1%N/A0.682% 4/17/2025 Blackston Financial Advisory Group LLC8,571$215K0.1%N/A0.170% 4/17/2025 Authentikos Wealth Advisory LLC104,779$2.62M2.2%+351.9%2.079% 4/14/2025 Tounjian Advisory Partners LLC15,898$398K0.1%N/A0.315% 4/14/2025 Outlook Wealth Advisors LLC26,475$663K0.2%-34.9%0.525% 2/26/2025 LifeWealth Investments LLC11,213$283K0.2%N/A0.000% 2/17/2025 Snowden Capital Advisors LLC26,441$668K0.0%N/A0.000% 2/14/2025 Jane Street Group LLC14,348$362K0.0%N/A0.000% 2/14/2025 Susquehanna International Group LLP87,210$2.20M0.0%N/A0.000% 2/14/2025 OneDigital Investment Advisors LLC8,014$202K0.0%N/A0.000% 2/14/2025 Tradition Wealth Management LLC22,003$554K0.0%N/A0.000% 2/14/2025 GeoWealth Management LLC55,011$1.39M0.0%N/A0.000% 2/13/2025 CreativeOne Wealth LLC45,638$1.15M0.0%N/A0.000% 2/13/2025Maxwell Wealth Strategies Inc.13,994$353K0.1%N/A0.000% 2/13/2025 Envestnet Asset Management Inc.9,695$244K0.0%N/A0.000% REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary).2/12/2025 Allie Family Office LLC9,964$252K0.1%N/A0.000% 2/12/2025 OLD Mission Capital LLC10,764$271K0.0%N/A0.000% 2/12/2025 JPMorgan Chase & Co.2,480$62K0.0%N/A0.000% 2/11/2025 Grantvest Financial Group LLC75,474$1.90M2.1%N/A0.000% 2/10/2025 J. L. Bainbridge & Co. Inc.148,374$3.74M0.3%N/A0.000% 2/10/2025 Commonwealth Equity Services LLC25,741$649K0.0%N/A0.000% 2/5/2025 Crown Wealth Group LLC84,988$2.14M0.9%N/A0.000% 2/3/2025 Lloyd Advisory Services LLC.107,991$2.72M1.3%N/A0.000% 1/30/2025 Csenge Advisory Group68,520$1.73M0.1%N/A0.000% 1/30/2025 Lord & Richards Wealth Management LLC21,497$542K1.1%N/A0.000% 1/30/2025 Investment Partners Asset Management Inc.8,122$205K0.2%N/A0.000% 1/29/2025 Howard Bailey Securities LLC26,472$667K0.2%N/A0.000% 1/29/2025 Great Lakes Retirement Inc.66,259$1.67M0.2%N/A0.000% 1/29/2025 Authentikos Wealth Advisory LLC23,185$584K0.6%N/A0.000% 1/29/2025 POM Investment Strategies LLC52,163$1.31M1.0%N/A0.000% 1/29/2025 FSR Wealth Management Ltd.79,701$2.01M2.5%N/A0.000% 1/28/2025 SMART Wealth LLC33,735$850K0.3%N/A0.000% 1/24/2025 Spire Wealth Management2,368$60K0.0%N/A0.000% 1/23/2025 FSA Advisors Inc.18,083$456K0.6%N/A0.000% 1/23/2025 Strategic Blueprint LLC278,665$7.02M0.4%N/A0.000% 1/22/2025 Jim Saulnier & Associates LLC37,113$935K0.8%N/A0.000% 1/21/2025 B.O.S.S. Retirement Advisors LLC41,128$1.04M0.3%N/A0.000% 1/16/2025 ARS Investment Partners LLC19,900$501K0.0%N/A0.000% (Data available from 1/1/2016 forward) SMAX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SMAX shares? During the previous two years, 43 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Sep ETF. The most heavily invested institutionals were J. L. Bainbridge & Co. Inc. ($35.94M), AE Wealth Management LLC ($14.73M), Strategic Blueprint LLC ($8.89M), Client First Capital LLC ($4.68M), Lloyd Advisory Services LLC. ($2.72M), Authentikos Wealth Advisory LLC ($2.62M), and Susquehanna International Group LLP ($2.20M).Learn more on iShares Large Cap Max Buffer Sep ETF's institutional investors. Which institutional investors have been buying iShares Large Cap Max Buffer Sep ETF's stock? Of the 41 institutional investors that purchased iShares Large Cap Max Buffer Sep ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: J. L. Bainbridge & Co. Inc. ($1.38M), Strategic Blueprint LLC ($373.72K), Client First Capital LLC ($186.94K), Lloyd Advisory Services LLC. ($107.99K), Authentikos Wealth Advisory LLC ($104.78K), Susquehanna International Group LLP ($87.21K), and Crown Wealth Group LLC ($84.99K). How much institutional buying is happening at iShares Large Cap Max Buffer Sep ETF? Institutional investors have bought a total of 3,316,799 shares in the last 24 months. This purchase volume represents approximately $83.52M in transactions. Which of iShares Large Cap Max Buffer Sep ETF's major shareholders have been selling company stock? Of the 13 institutional investors that sold iShares Large Cap Max Buffer Sep ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($836.21K), Crown Wealth Group LLC ($67.24K), FSR Wealth Management Ltd. ($39.71K), Strategic Blueprint LLC ($32.17K), Lord & Richards Wealth Management LLC ($20.19K), Outlook Wealth Advisors LLC ($14.22K), and POM Investment Strategies LLC ($13.77K). How much institutional selling is happening at iShares Large Cap Max Buffer Sep ETF? Institutional investors have sold a total of 1,045,465 shares in the last 24 months. This volume of shares sold represents approximately $26.22M in transactions. Related Companies AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF Institutional Ownership Bancreek US Large Cap ETF Institutional Ownership Pacer Swan SOS Moderate (April) ETF Institutional Ownership Pacer Swan SOS Moderate (July) ETF Institutional Ownership THOR Index Rotation ETF Institutional Ownership Simplify US Equity PLUS Convexity ETF Institutional Ownership Innovator U.S. Equity Accelerated 9 Buffer ETF - January Institutional Ownership Pacer Swan SOS Moderate (January) ETF Institutional Ownership Virtus Terranova U.S. Quality Momentum ETF Institutional Ownership AllianzIM U.S. Large Cap Buffer10 Jul ETF Institutional Ownership This page (BATS:SMAX) was last updated on 8/23/2025 by MarketBeat.com Staff From Our PartnersBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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