Who owns MAXJ
Which tracked institutional funds hold MAXJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MAXJ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
6 tracked funds added or opened MAXJ while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MAXJ’s largest tracked holder by dollar value, Strategic Blueprint, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MAXJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 45 tracked filers holding MAXJ, 16 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MAXJ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Diversify Advisory Services, LLC$2M
- DIVERSIFY WEALTH MANAGEMENT, LLC$2M
- AXXCESS WEALTH MANAGEMENT, LLC$862K
Full exits 4
- ASHTON THOMAS SECURITIES, LLC$3M
- HighTower Advisors, LLC$2M
- Foundations Investment Advisors, LLC$625K
- OLD MISSION CAPITAL LLC$532K
Largest adds
- Ashton Thomas Private Wealth, LLC$1M
- Cetera Investment Advisers$379K
- Blue Sky Capital Consultants Group, Inc.$378K
Largest trims
- J. L. Bainbridge & Co., Inc.$9M
- BIP Wealth, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BIP Wealth, LLC trimmed | 831,835 | $24M | 22.3% | 2026-Q2 |
| J. L. Bainbridge & Co., Inc. trimmed | 552,310 | $16M | 14.8% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 107,577 | $3M | 2.9% | 2026-Q2 |
| Client First Capital LLC trimmed | 89,249 | $3M | 2.4% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 69,150 | $2M | 1.9% | 2026-Q2 |
| FC Advisory LLC trimmed | 63,301 | $2M | 1.7% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 59,653 | $2M | 1.6% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 59,653 | $2M | 1.6% | 2026-Q2 |
| Balboa Wealth Partners | 53,797 | $2M | 1.4% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 37,836 | $1M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 37,034 | $1M | 1.0% | 2026-Q2 |
| Crewe Advisors LLC | 36,295 | $1M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 34,501 | $1M | 0.9% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC | 32,454 | $945K | 0.9% | 2026-Q2 |
| Blue Sky Capital Consultants Group, Inc. added | 31,344 | $913K | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 30,451 | $887K | 0.8% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 29,595 | $862K | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,463 | $858K | 0.8% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 26,201 | $763K | 0.7% | 2026-Q2 |
| Encompass More Asset Management trimmed | 25,066 | $730K | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 25,006 | $728K | 0.7% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 24,249 | $706K | 0.7% | 2026-Q2 |
| Cypress Wealth Services, LLC | 21,997 | $641K | 0.6% | 2026-Q2 |
| MIDDLETON & CO INC/MA trimmed | 21,067 | $614K | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 20,445 | $596K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,429 | $595K | 0.5% | 2026-Q2 |
| Tradition Wealth Management, LLC | 20,156 | $587K | 0.5% | 2026-Q2 |
| NBZ Investment Advisors LLC | 19,321 | $563K | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 17,100 | $498K | 0.5% | 2026-Q2 |
| BCGM Wealth Management, LLC | 13,045 | $380K | 0.3% | 2026-Q2 |
| Weaver Consulting Group trimmed | 12,935 | $377K | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 10,275 | $299K | 0.3% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 9,995 | $291K | 0.3% | 2026-Q2 |
| ARS Investment Partners, LLC | 9,960 | $290K | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 9,671 | $282K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,434 | $246K | 0.2% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC | 7,939 | $231K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 7,278 | $212K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 3,507 | $102K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,914 | $85K | 0.1% | 2026-Q2 |
| EFG International AG | 2,636 | $77K | 0.1% | 2026-Q2 |
| Blue Trust, Inc. new | 1,363 | $40K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,038 | $30K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 206 | $6K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 125 | $4K | 0.0% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 92,109 | $3M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 59,217 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 22,185 | $625K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 18,909 | $532K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 1,436 | $40K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 900 | $25K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Physician Wealth Advisors, Inc. | 478 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 75 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Snowden Capital Advisors LLC trimmed | 9,606 | $271K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 3,540 | $100K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Strategic Blueprint, LLC added | 914,386 | $26M | 23.6% | 2025-Q3 stale (3 quarters behind) |
| Donald L. Hagan, LLC new | 66,182 | $2M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| Crown Wealth Group, LLC new | 31,244 | $876K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Federation des caisses Desjardins du Quebec trimmed | 2,850 | $80K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA | 615 | $17K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12,385 | $341K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. | 10,455 | $288K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.