Among active 13F managers last quarter, 6 opened and 3 added, while 8 reduced; the largest holder to move was J. L. Bainbridge & Co., Inc. (−15%).
45 tracked 13F filers disclose a position in DMAX as of the latest SEC 13F filings, a combined $95.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BIP Wealth, LLC | 737K | $20.1M | ▼−3.1% Reduced · −24K sh | Q2 2026 | |
| 2 | J. L. Bainbridge & Co., Inc. | 581K | $15.9M | ▼−15% Reduced · −101K sh | Q2 2026 | |
| 3 | Crown Wealth Group, LLC | 513K | $14.0M | ▲+3.0% Added · +15K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 400K | $10.6M | —Held | Q1 2026 | |
| 5 | FC Advisory LLC | 154K | $4.2M | ▲+0.4% Added · +601 sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 125K | $3.3M | ▲+394% Added · +100K sh | Q1 2026 | |
| 7 | Ashton Thomas Private Wealth, LLC | 114K | $3.1M | ▲+47% Added · +36K sh | Q2 2026 | |
| 8 | Envestnet Asset Management Inc | 90K | $2.4M | ▲+643% Added · +78K sh | Q1 2026 | |
| 9 | Grantvest Financial Group LLC | 63K | $1.7M | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 10 | Crewe Advisors LLC | 57K | $1.6M | ▼−24% Reduced · −18K sh | Q2 2026 | |
| 11 | Mercer Global Advisors Inc | 55K | $1.5M | —Held | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | 55K | $1.5M | ▲New +55K sh | Q2 2026 | |
| 13 | Blue Sky Capital Consultants Group, Inc. | 52K | $1.4M | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 14 | Kestra Investment Management, LLC | 49K | $1.3M | ▲New +49K sh | Q2 2026 | |
| 15 | ATX Financial Planning, LLC | 40K | $1.1M | ▼−8.3% Reduced · −4K sh | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 35K | $927K | ▲New +35K sh | Q1 2026 | |
| 17 | Old Mission Capital LLC | 34K | $903K | ▲New +34K sh | Q1 2026 | |
| 18 | Amplius Wealth Advisors, LLC | 30K | $811K | —Held | Q2 2026 | |
| 19 | Creative Planning | 27K | $729K | —Held | Q1 2026 | |
| 20 | Citadel Advisors LLC | 27K | $745K | ▼−7.8% Reduced · −2K sh | Q2 2026 | |
| 21 | Encompass More Asset Management | 27K | $733K | ▼−17% Reduced · −5K sh | Q2 2026 | |
| 22 | Smith & Howard Wealth Management, LLC | 23K | $640K | —Held | Q2 2026 | |
| 23 | Cetera Investment Advisers | 23K | $605K | ▲+13% Added · +3K sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | 20K | $532K | ▲New +20K sh | Q1 2026 | |
| 25 | Ausdal Financial Partners, Inc. | 20K | $537K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in DMAX and 3 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 23 funds | $4.7B |
| Invesco QQQ Trust Series 1QQQ | 23 funds | $967.1M |
| Ishares Core S&P 500 ETFIVV | 22 funds | $5.2B |
| Apple IncAAPL | 22 funds | $3.3B |
| Alphabet Inc-CL CGOOG | 22 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 21 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 21 funds | $1.4B |
| Tesla IncTSLA | 21 funds | $1.1B |
| Johnson & JohnsonJNJ | 21 funds | $666.1M |
| Amazon.com IncAMZN | 20 funds | $2.5B |
| Microsoft CorpMSFT | 20 funds | $1.9B |
Ranked by how many of DMAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DMAX.
Connected entities for DMAX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DMAX/capital-change-brief"
Use Arkolith's capital_change_brief for DMAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for DMAX. Filings are public domain, sourced to SEC EDGAR.