Who Owns SMAX?
ISHARES TR — Institutional Ownership & 13F Holdings
$27.46
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
37
Total Inst. Value
$81.3M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | $33.2M | 1,327,265 |
| 2 | AE Wealth Management LLC | $14.7M | 588,211 |
| 3 | Strategic Blueprint, LLC | $9.4M | 373,715 |
| 4 | Client First Capital LLC | $4.7M | 186,937 |
| 5 | Authentikos Wealth Advisory, LLC | $2.6M | 104,779 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 74,488 |
| 7 | Grantvest Financial Group LLC | $1.7M | 69,176 |
| 8 | CreativeOne Wealth, LLC | $1.1M | 44,381 |
| 9 | JPMORGAN CHASE & CO | $1.1M | 42,376 |
| 10 | FSR Wealth Management Ltd. | $1.0M | 39,994 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| J. L. Bainbridge & Co., Inc. | +1.2M | $33.2M |
| Strategic Blueprint, LLC | +95K | $9.4M |
| JPMORGAN CHASE & CO | +40K | $1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | +8 | $645K |
| Tradition Wealth Management, LLC | +2 | $551K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -836K | $14.7M |
| BlackRock, Inc. | -370K | $501K |
| Crown Wealth Group, LLC | -62K | $568K |
| GeoWealth Management, LLC | -27K | $703K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -13K | $1.9M |
Frequently Asked Questions
How many institutional investors hold SMAX?
As of Q1 2025, 37 institutional investors report holding SMAX (ISHARES TR) in their 13F filings.
Which hedge fund owns the most SMAX?
The largest institutional holder of SMAX is J. L. Bainbridge & Co., Inc. with $33.2M in shares.
Are institutions buying or selling SMAX?
This quarter, 15 institutions opened new positions in SMAX and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.