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-Q1 13F filings (latest filed 2026-05-18). 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
3 tracked funds added or opened MAXJ while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp 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 2025-Q4 and 2026-Q1, across 48 tracked filers holding MAXJ, 14 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 2025-Q4 and 2026-Q1 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 2
- ASHTON THOMAS SECURITIES, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$530K
Full exits 1
- AXXCESS WEALTH MANAGEMENT, LLC$835K
Largest adds
- Client First Capital LLC$368K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Encompass More Asset Management$2M
- J. L. Bainbridge & Co., Inc.$1M
- BIP Wealth, LLC$493K
- Balboa Wealth Partners$405K
- MIDDLETON & CO INC/MA$362K
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 |
|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. trimmed | 902,170 | $25M | 20.9% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 900,592 | $25M | 20.8% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 92,109 | $3M | 2.1% | 2026-Q1 |
| Client First Capital LLC added | 90,423 | $3M | 2.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 74,693 | $2M | 1.7% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 69,150 | $2M | 1.6% | 2026-Q1 |
| FC Advisory LLC trimmed | 64,553 | $2M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 59,217 | $2M | 1.4% | 2026-Q1 |
| Balboa Wealth Partners trimmed | 53,797 | $2M | 1.2% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 40,336 | $1M | 0.9% | 2026-Q1 |
| Crewe Advisors LLC | 36,295 | $1M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 34,950 | $984K | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 33,854 | $953K | 0.8% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 32,607 | $918K | 0.8% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC trimmed | 32,454 | $914K | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 32,235 | $908K | 0.7% | 2026-Q1 |
| Encompass More Asset Management trimmed | 30,177 | $850K | 0.7% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 26,252 | $739K | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 24,853 | $700K | 0.6% | 2026-Q1 |
| MIDDLETON & CO INC/MA trimmed | 23,067 | $650K | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 22,185 | $625K | 0.5% | 2026-Q1 |
| Cypress Wealth Services, LLC | 21,997 | $619K | 0.5% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 20,156 | $568K | 0.5% | 2026-Q1 |
| NBZ Investment Advisors LLC trimmed | 19,321 | $544K | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 19,095 | $538K | 0.4% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. added | 19,009 | $535K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 18,909 | $532K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,832 | $530K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 18,414 | $519K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,418 | $434K | 0.4% | 2026-Q1 |
| Weaver Consulting Group | 13,500 | $380K | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 13,223 | $372K | 0.3% | 2026-Q1 |
| BCGM Wealth Management, LLC | 13,045 | $367K | 0.3% | 2026-Q1 |
| Proficio Capital Partners LLC | 10,380 | $292K | 0.2% | 2026-Q1 |
| ARS Investment Partners, LLC | 9,960 | $280K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 8,928 | $251K | 0.2% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC | 7,939 | $224K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 7,278 | $205K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. | 3,507 | $99K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 2,941 | $83K | 0.1% | 2026-Q1 |
| EFG International AG | 2,636 | $74K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 1,436 | $40K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 900 | $25K | 0.0% | 2026-Q1 |
| Physician Wealth Advisors, Inc. | 478 | $13K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 86 | $2K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 75 | $2K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 50 | $1K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 20 | $563 | 0.0% | 2026-Q1 |
| Strategic Blueprint, LLC added | 914,386 | $26M | 21.1% | 2025-Q3 stale |
| BlackRock, Inc. trimmed | 305,000 | $8M | 6.5% | 2025-Q1 stale |
| Donald L. Hagan, LLC new | 66,182 | $2M | 1.5% | 2025-Q3 stale |
| Crown Wealth Group, LLC new | 31,244 | $876K | 0.7% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 29,621 | $835K | 0.7% | 2025-Q4 stale |
| UBS Group AG new | 17,176 | $443K | 0.4% | 2025-Q1 stale |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12,385 | $341K | 0.3% | 2025-Q2 stale |
| Ausdal Financial Partners, Inc. added | 10,817 | $305K | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 10,455 | $288K | 0.2% | 2025-Q2 stale |
| Snowden Capital Advisors LLC trimmed | 9,606 | $271K | 0.2% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 3,540 | $100K | 0.1% | 2025-Q4 stale |
| Federation des caisses Desjardins du Quebec trimmed | 2,850 | $80K | 0.1% | 2025-Q3 stale |
| ROYAL BANK OF CANADA | 615 | $17K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 100 | $3K | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO new | 4 | $127 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.