DMAX — ISHARES LG CAP MAX BUFF DEC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 6.93K sh · $189.26K
Fully Exited (vs previous quarter)
- UBS Group AG sold 475 sh · $12.62K
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details