Public ownership evidence

iShares Large Cap Max Buffer Sep ETF (SMAX) Ownership Disclosures

Read SMAX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Large Cap Max Buffer Sep ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OLD MISSION CAPITAL LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
10,584
Value (USD)
$294,923
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001455915-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SMAX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SMAX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OLD MISSION CAPITAL LLC2026-06-302026-08-1510,584$294,923None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1569,884$1,947,318None
Ausdal Financial Partners, Inc.2026-06-302026-08-1511,600$323,234None
CITADEL ADVISORS LLC2026-06-302026-08-1515,936$444,057None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1562,559$1,743,207None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1530,703$855,539None
BANK OF AMERICA CORP /DE/2026-06-302026-08-159,007$250,980None
Creative Planning2026-06-302026-08-1413,994$389,943None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1334$947None
Tradition Wealth Management, LLC2026-06-302026-08-1221,112$588,299None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1259$1,632None
Diversify Advisory Services, LLC2026-06-302026-08-117,294$203,854None
Grantvest Financial Group LLC2026-06-302026-08-0873,199$2,039,698None
Kingdom Financial Group LLC.2026-06-302026-08-081$24None
Kestra Investment Management, LLC2026-06-302026-08-0614,787$412,037None
Blue Sky Capital Consultants Group, Inc.2026-06-302026-08-0511,667$325,101None
Elevated Capital Advisors, LLC2026-06-302026-08-04174$4,849None
AE Wealth Management LLC2026-06-302026-08-0497$2,703None
AE Wealth Management LLC2026-06-302026-08-043,818$106,395None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0444,209$1,231,895None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-317,294$203,854None
Kovack Advisors, Inc.2026-06-302026-07-3014,782$411,938None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3026,778$746,180None
JIM SAULNIER & ASSOCIATES, LLC2026-06-302026-07-2936,141$1,007,069None
Kestra Advisory Services, LLC2026-06-302026-07-2921,493$598,898None
Clear Creek Financial Management, LLC2026-06-302026-07-2915,357$427,923None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-299,000$250,785None
Crewe Advisors LLC2026-06-302026-07-2538,118$1,062,159None
Investment Partners Asset Management, Inc.2026-06-302026-07-258,522$237,466None
J. L. Bainbridge & Co., Inc.2026-06-302026-07-23947,144$26,392,170None
Crown Wealth Group, LLC2026-06-302026-07-2216,701$465,373None
Blue Trust, Inc.2026-06-302026-07-221,428$39,791None
Lifestyle Asset Management, Inc.2026-06-302026-07-2116,720$465,903None
IFP Advisors, Inc2026-06-302026-07-2151$1,421None
Farther Finance Advisors, LLC2026-06-302026-07-187,488$208,661None
Amplius Wealth Advisors, LLC2026-06-302026-07-1848,101$1,340,334None
Spire Wealth Management2026-06-302026-07-167,196$200,544None
Client First Capital LLC2026-06-302026-07-14143,897$4,009,692None

90-day public filing window, up to 50 source positions.

OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Ausdal Financial Partners, Inc. ↗CITADEL ADVISORS LLC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗BANK OF AMERICA CORP /DE/ ↗Creative Planning ↗NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ↗Tradition Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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