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DMAX — ISHARES LG CAP MAX BUFF DEC

Reported value held$13.42M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)3
Institutional value$11.87M · 434.19K sh
New / Add / Cut / Exit1 / 0 / 1 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +1.0% (+4.15K sh)
Institutional value change Up +3.9%

As of Q2 2026, 3 SEC-registered investment managers reported holding DMAX (ISHARES LG CAP MAX BUFF DEC) in their latest 13F filings, with a combined reported value of $11.87M across 434.19K shares. That is +1.0% by share count (+4.15K shares) versus the previous quarter, while reported value moved +3.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 400.00K $10.94M 0.00% Hold
Morgan Stanley history Q4 2025 57.56K $1.54M 0.00% New
Citadel Advisors history Q2 2026 27.26K $745.31K 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 6.93K $189.26K 0.00% New
UBS Group AG history Q1 2026 475 $12.62K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 5 funds)

FundQ1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc 400.00K 400.00K 400.00K 400.00K 400.00K 400.00K
Citadel Advisors — 9.04K — 8.51K 29.57K 27.26K
JPMorgan Chase & Co 7.07K — — — — 6.93K
Morgan Stanley — — — 57.56K — —
UBS Group AG — 7.32K 936 — 475 —

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