iSHARES TRUST - SMAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | History | Added to | 1,833,229 | 49,415 | 3.99% | 3.04% | 1 | +473,771 | 34.85% | Q4 2025 | Jan 14, 2026 |
| Client First Capital LLC | History | Added to | 187,467 | 5,053 | 2.13% | 2.23% | 2 | +328 | 0.18% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | New | 164,670 | 4,438 | 0.16% | — | 3 | +164,670 | New | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 94,650 | 2,551 | 0.0% | — | 4 | +94,650 | New | Q4 2025 | Feb 18, 2026 |
| Grantvest Financial Group LLC | History | Added to | 81,291 | 2,191 | 1.4% | 1.02% | 5 | +26,039 | 47.13% | Q4 2025 | Feb 02, 2026 |
| FC Advisory LLC | History | Added to | 80,775 | 2,177 | 0.63% | 0.2% | 6 | +54,787 | 210.82% | Q4 2025 | Jan 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 52,436 | 1,413 | 0.0% | 0.0% | 7 | +17,368 | 49.53% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 51,333 | 1,383 | 0.0% | — | 8 | +51,333 | New | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 48,101 | 1,296 | 0.11% | 0.11% | 9 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Crewe Advisors LLC | History | Added to | 38,118 | 1,027 | 0.09% | 0.09% | 10 | +3,726 | 10.83% | Q4 2025 | Jan 16, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 36,141 | 974 | 0.5% | 0.54% | 11 | -267 | -0.73% | Q4 2025 | Jan 29, 2026 |
| Crown Wealth Group, LLC | History | Added to | 30,093 | 811 | 0.23% | 0.24% | 12 | +290 | 0.97% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,826 | 803 | 0.0% | 0.0% | 13 | +4,989 | 20.09% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,778 | 748 | 0.0% | 0.0% | 14 | +2,029 | 7.88% | Q4 2025 | Feb 12, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 23,307 | 628 | 0.27% | — | 15 | +23,307 | New | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 21,934 | 591 | 0.04% | 0.04% | 16 | +5 | 0.02% | Q4 2025 | Feb 11, 2026 |
| ARS Investment Partners, LLC | History | No change | 19,900 | 536 | 0.03% | 0.04% | 17 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 16,978 | 457 | 0.15% | — | 18 | +16,978 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 15,881 | 428 | 0.0% | — | 19 | +15,881 | New | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 14,783 | 398 | 0.02% | — | 20 | +14,783 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | New | 14,445 | 389 | 0.01% | — | 21 | +14,445 | New | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | No change | 13,994 | 377 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,600 | 312 | 0.01% | 0.01% | 23 | +3,832 | 49.33% | Q4 2025 | Feb 13, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 8,162 | 220 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 7,810 | 211 | 0.0% | — | 25 | +7,810 | New | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | New | 7,196 | 193 | 0.01% | — | 26 | +7,196 | New | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,551 | 122 | 0.0% | 0.0% | 27 | -2,173 | -32.32% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 900 | 24 | 0.0% | — | 28 | +900 | New | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | New | 648 | 17 | 0.0% | — | 29 | +648 | New | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 425 | 11 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 51 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -95,847 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,722 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,466 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,853 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,350 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |