ISHARES TR (MMAX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 17 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

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Crowding AnalysisModerate

Holders17of 5,944

Avg: 68

Uncrowded74th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.4x

41th percentile

7 buying5 selling

+3

New

-2

Closed

+197K

Net shares

Ownership Concentration

Top 5: 85.8%Top 10: 96.6%

BlackRock,33.6%

BIP Wealth,25.1%

J. L. Bainbridge & Co.,12.9%

JIM SAULNIER & ASSOCIATES,8.5%

FC Advisory5.6%

Others (12)14.2%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Institutional Trends (4 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders17of 5,944

Avg: 68

Uncrowded74th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.4x

41th percentile

7 buying5 selling

+3

New

-2

Closed

+197K

Net shares

Ownership Concentration

Top 5: 85.8%Top 10: 96.6%

BlackRock,33.6%

BIP Wealth,25.1%

J. L. Bainbridge & Co.,12.9%

JIM SAULNIER & ASSOCIATES,8.5%

FC Advisory5.6%

Others (12)14.2%

Crowding AnalysisModerate

Holders17of 5,944

Avg: 68

Uncrowded74th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.4x

41th percentile

7 buying5 selling

+3

New

-2

Closed

+197K

Net shares

Ownership Concentration

Top 5: 85.8%Top 10: 96.6%

BlackRock,33.6%

BIP Wealth,25.1%

J. L. Bainbridge & Co.,12.9%

JIM SAULNIER & ASSOCIATES,8.5%

FC Advisory5.6%

Others (12)14.2%

Conviction-Weighted Ownership

Median weight: 0.07%Avg weight: 0.27%Max: 1.31%High conviction (>1%): 1

BlackRock,

BIP Wealth,

J. L. Bainbridge & Co.,

JIM SAULNIER & ASSOCIATES,

FC Advisory

Crewe Advisors

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Farther Finance Advisors,

CAPTRUST FINANCIAL ADVISORS

ENVESTNET ASSET MANAGEMENT

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 17 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 17 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position