13FBOX
ISHARES TR · 13F Institutional Holdings
Options Calculator Rankings
I

ISHARES TR

SMAX
Institutions
37
Combined AUM (Q2 2026)
$51.8M
Combined Shares (Q2 2026)
1.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+92,332
10 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-544,447
15 · 4 Exit · ≈
⚖️ Net
-452,115
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$51.8M
Institutions
37
New Buys
7
Adds
3
Reduces
11
Exits
4
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
J. L. Bainbridge & Co., Inc.
2.08%3.34%#1$26.4M947,144$37.5M1.4M-451,116-32.26%Reduce
Client First Capital LLC
1.6%1.69%#2$4.0M143,897$3.9M145,320-1,423-0.98%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$2.6M93,262$2.5M92,269+993+1.08%Add
FC Advisory LLC
0.59%0.63%#4$2.2M80,533$2.2M80,775-242-0.30%Reduce
Grantvest Financial Group LLC
1.18%1.29%#3$2.0M73,199$2.0M74,381-1,182-1.59%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#31$1.9M69,884$773,89828,853+41,031+142.21%Add
Amplius Wealth Advisors, LLC
0.1%0.11%#10$1.3M48,101$1.3M48,10100.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#29$1.2M44,209$1.2M44,152+57+0.13%Add
Crewe Advisors LLC
0.08%0.09%#11$1.1M38,118$1.0M38,11800.00%Unchanged
JIM SAULNIER & ASSOCIATES, LLC
0.41%0.47%#5$1.0M36,141$969,37836,14100.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$746,18026,778$745,07027,778-1,000-3.60%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#22$598,89821,493$576,48321,49300.00%Unchanged
Tradition Wealth Management, LLC
0.04%0.04%#12$588,29921,112$566,28021,11200.00%Unchanged
ARS Investment Partners, LLC
0.02%0.03%#14$554,51419,900$533,76019,90000.00%Unchanged
Lifestyle Asset Management, Inc.
0.13%0.15%#8$465,90316,720$451,92616,849-129-0.77%Reduce
Crown Wealth Group, LLC
0.12%0.13%#9$465,37316,701$449,29716,751-50-0.30%Reduce
CITADEL ADVISORS LLC
<0.01%#32$444,05715,936$00+15,936New Buy
Clear Creek Financial Management, LLC
0.03%0.03%#13$427,92315,357$411,90715,35700.00%Unchanged
Kestra Investment Management, LLC
0.01%#17$412,03714,787$00+14,787New Buy
Kovack Advisors, Inc.
0.02%0.02%#15$411,93814,782$396,52214,78200.00%Unchanged
Creative Planning
<0.01%<0.01%#30$389,94313,994$375,34813,99400.00%Unchanged
Blue Sky Capital Consultants Group, Inc.
0.14%0.3%#6$325,10111,667$625,14323,307-11,640-49.94%Reduce
Ausdal Financial Partners, Inc.
0.01%0.01%#16$323,23411,600$311,13611,60000.00%Unchanged
OLD MISSION CAPITAL LLC
<0.01%0.01%#19$294,92310,584$810,53730,219-19,635-64.98%Reduce
BANK OF AMERICA CORP /DE/
<0.01%#34$250,9809,007$00+9,007New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#20$250,7859,000$00+9,000New Buy
Investment Partners Asset Management, Inc.
0.13%0.14%#7$237,4668,522$228,5788,52200.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#23$208,6617,488$201,2857,48800.00%Unchanged
DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%<0.01%#21$203,8547,294$200,0617,29400.00%Unchanged
Spire Wealth Management
0.01%0.01%#18$200,5447,196$193,0397,198-2-0.03%Reduce
AE Wealth Management LLC
<0.01%<0.01%#27$109,0983,915$109,1454,069-154-3.78%Reduce
Blue Trust, Inc.
<0.01%#28$39,7911,428$00+1,428New Buy
Elevated Capital Advisors, LLC
<0.01%<0.01%#24$4,849174$4,66717400.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#36$1,63259$00+59New Buy
IFP Advisors, Inc
<0.01%<0.01%#33$1,42151$1,3685100.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#37$94734$00+34New Buy
Kingdom Financial Group LLC.
<0.01%<0.01%#35$241$23100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow