SMAX

ISHARES L CAP MB SEP ETF

Who Owns This Stock

Who Owns SMAX

Other98.2%29 holders

Dealer / Bank1.8%2 holders

Based on Q4 2025 13F filings + AC behavioral model

32 institutional holders

Top Holders

1.★J. L. Bainbridge & Co., Inc.other_unclassified

$49415.4B

2.▲Client First Capital LLCother_unclassified

+0.2%$5053.3B

3.★BIP Wealth, LLCother_unclassified

$4438.8B

4.▲Grantvest Financial Group LLCother_unclassified

+47.1%$2191.2B

5.▲FC Advisory LLCother_unclassified

+210.8%$2177.3B

6.★RAYMOND JAMES FINANCIAL INCother_unclassified

$2099.1B

7.▲Goldman Sachs AMdealer_bank

+49.5%$1413.4B

8.★SUSQUEHANNA INTERNATIONAL GROUP, LLPother_unclassified

$1383.7B

9.Amplius Wealth Advisors, LLCother_unclassified

0.0%$1296.6B

10.▲Crewe Advisors LLCother_unclassified

+10.8%$1027.5B

11.▼JIM SAULNIER & ASSOCIATES, LLCother_unclassified

-0.7%$974.2B

12.▲Crown Wealth Group, LLCother_unclassified

+1.0%$811.2B

13.▲ENVESTNET ASSET MANAGEMENT INCother_unclassified

+20.1%$804.0B

14.▲COMMONWEALTH EQUITY SERVICES, LLCother_unclassified

+7.9%$748.8B

15.★Blue Sky Capital Consultants Group, Inc.other_unclassified

$628.3B

16.▲Tradition Wealth Management, LLCother_unclassified

+0.0%$591.3B

17.★ARS Investment Partners, LLCother_unclassified

$536.4B

18.★Lifestyle Asset Management, Inc.other_unclassified

$457.6B

19.★RAYMOND JAMES FINANCIAL INCother_unclassified

$452.3B

20.★Kestra Advisory Services, LLCother_unclassified

$428.1B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Mild Selling Pressure

Other(98.2%)

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—

Dealer / Bank(1.8%)

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Facilitating

Income / Defensive(0.0%)

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Inflows (flight to yield)

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.