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iShares Large Cap Max Buffer Sep ETF (SMAX) Institutional Ownership

$26.68 +0.18 (+0.69%)
Closing price 09/12/2025 03:48 PM Eastern
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$26.68 +0.00 (+0.00%)
As of 09/12/2025 05:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$83.73M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$26.22M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans7,810$203K0.0%N/A0.224%
8/15/2025 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%
6/27/2025 Goldman Sachs Group Inc.16,980$425K0.0%N/A0.472%
5/16/2025Goldman Sachs Group Inc.16,980$425K0.0%N/A0.477%
5/15/2025OLD Mission Capital LLC20,579$515K0.0%+91.2%0.572%
5/14/2025CreativeOne Wealth LLC44,381$1.11M0.0%-2.8%1.233%
5/8/2025Grantvest Financial Group LLC69,176$1.73M1.4%-8.3%1.922%
5/8/2025FSA Advisors Inc.12,096$303K0.2%-33.1%0.336%
5/6/2025AE Wealth Management LLC588,211$14.73M0.1%-58.7%16.339%
5/2/2025Lord & Richards Wealth Management LLC1,309$33K0.0%-93.9%0.036%
4/30/2025POM Investment Strategies LLC38,390$961K1.1%-26.4%1.066%
4/30/2025Client First Capital LLC186,937$4.68M2.4%N/A5.193%
4/29/2025Strategic Blueprint LLC373,715$9.36M0.5%+34.1%10.381%
4/29/2025OneDigital Investment Advisors LLC11,514$288K0.0%+43.7%0.320%
4/28/2025FSR Wealth Management Ltd.39,994$1.00M1.3%-49.8%1.111%
4/25/2025Crown Wealth Group LLC22,692$568K0.3%-73.3%0.630%
4/24/2025J. L. Bainbridge & Co. Inc.1,327,265$33.24M3.3%+794.5%36.868%
4/23/2025Crewe Advisors LLC34,392$861K0.1%N/A0.682%
4/17/2025Blackston Financial Advisory Group LLC8,571$215K0.1%N/A0.170%
4/17/2025Authentikos Wealth Advisory LLC104,779$2.62M2.2%+351.9%2.079%
4/14/2025Tounjian Advisory Partners LLC15,898$398K0.1%N/A0.315%
4/14/2025Outlook Wealth Advisors LLC26,475$663K0.2%-34.9%0.525%
2/26/2025LifeWealth Investments LLC11,213$283K0.2%N/A0.000%
2/17/2025Snowden Capital Advisors LLC26,441$668K0.0%N/A0.000%
2/14/2025Jane Street Group LLC14,348$362K0.0%N/A0.000%
2/14/2025Susquehanna International Group LLP87,210$2.20M0.0%N/A0.000%
2/14/2025OneDigital Investment Advisors LLC8,014$202K0.0%N/A0.000%
2/14/2025Tradition Wealth Management LLC22,003$554K0.0%N/A0.000%
2/14/2025GeoWealth Management LLC55,011$1.39M0.0%N/A0.000%
2/13/2025CreativeOne Wealth LLC45,638$1.15M0.0%N/A0.000%
2/13/2025Maxwell Wealth Strategies Inc.13,994$353K0.1%N/A0.000%
2/13/2025Envestnet Asset Management Inc.9,695$244K0.0%N/A0.000%
2/12/2025Allie Family Office LLC9,964$252K0.1%N/A0.000%
2/12/2025OLD Mission Capital LLC10,764$271K0.0%N/A0.000%
2/12/2025JPMorgan Chase & Co.2,480$62K0.0%N/A0.000%
2/11/2025Grantvest Financial Group LLC75,474$1.90M2.1%N/A0.000%
2/10/2025J. L. Bainbridge & Co. Inc.148,374$3.74M0.3%N/A0.000%
2/10/2025Commonwealth Equity Services LLC25,741$649K0.0%N/A0.000%
2/5/2025Crown Wealth Group LLC84,988$2.14M0.9%N/A0.000%
2/3/2025Lloyd Advisory Services LLC.107,991$2.72M1.3%N/A0.000%
1/30/2025Csenge Advisory Group68,520$1.73M0.1%N/A0.000%
1/30/2025Lord & Richards Wealth Management LLC21,497$542K1.1%N/A0.000%
1/30/2025Investment Partners Asset Management Inc.8,122$205K0.2%N/A0.000%
1/29/2025Howard Bailey Securities LLC26,472$667K0.2%N/A0.000%
1/29/2025Great Lakes Retirement Inc.66,259$1.67M0.2%N/A0.000%
1/29/2025Authentikos Wealth Advisory LLC23,185$584K0.6%N/A0.000%
1/29/2025POM Investment Strategies LLC52,163$1.31M1.0%N/A0.000%
1/29/2025FSR Wealth Management Ltd.79,701$2.01M2.5%N/A0.000%
1/28/2025SMART Wealth LLC33,735$850K0.3%N/A0.000%
1/24/2025Spire Wealth Management2,368$60K0.0%N/A0.000%
1/23/2025FSA Advisors Inc.18,083$456K0.6%N/A0.000%
1/23/2025Strategic Blueprint LLC278,665$7.02M0.4%N/A0.000%
1/22/2025Jim Saulnier & Associates LLC37,113$935K0.8%N/A0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC41,128$1.04M0.3%N/A0.000%
1/16/2025ARS 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, 44 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 42 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 3,324,609 shares in the last 24 months. This purchase volume represents approximately $83.73M 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.


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This page (BATS:SMAX) was last updated on 9/13/2025 by MarketBeat.com Staff
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