48 tracked 13F filers disclose a position in MAXJ as of the latest SEC 13F filings, a combined $74.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BIP Wealth, LLC | $24.2M | 832K | ▼−7.6% Reduced · −69K sh | Q2 2026 | |
| 2 | J. L. Bainbridge & Co., Inc. | $16.1M | 552K | ▼−39% Reduced · −350K sh | Q2 2026 | |
| 3 | Ashton Thomas Private Wealth, LLC | $3.1M | 108K | ▲+44% Added · +33K sh | Q2 2026 | |
| 4 | Client First Capital LLC | $2.6M | 89K | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 5 | PANORAMIC INVESTMENT ADVISORS, LLC | $2.0M | 69K | —Held | Q3 2026 | |
| 6 | FC Advisory LLC | $1.8M | 63K | ▼−1.9% Reduced · −1K sh | Q2 2026 | |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.7M | 60K | ▲New +60K sh | Q2 2026 | |
| 8 | Diversify Advisory Services, LLC | $1.7M | 60K | ▲New +60K sh | Q2 2026 | |
| 9 | HighTower Advisors, LLC | $1.7M | 59K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 10 | Balboa Wealth Partners | $1.6M | 54K | —Held | Q2 2026 | |
| 11 | CRA Financial Services, LLC | $1.1M | 38K | ▼−6.2% Reduced · −3K sh | Q2 2026 | |
| 12 | Crewe Advisors LLC | $1.1M | 36K | —Held | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $984K | 35K | ▲+16% Added · +5K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $908K | 32K | ▼−74% Reduced · −94K sh | Q1 2026 | |
| 15 | Blue Sky Capital Consultants Group, Inc. | $913K | 31K | ▲+65% Added · +12K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $887K | 30K | ▼−10% Reduced · −3K sh | Q2 2026 | |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC | $862K | 30K | ▲New +30K sh | Q2 2026 | |
| 18 | Grantvest Financial Group LLC | $763K | 26K | ▼−20% Reduced · −6K sh | Q2 2026 | |
| 19 | Encompass More Asset Management | $730K | 25K | ▼−17% Reduced · −5K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $700K | 25K | ▲+27% Added · +5K sh | Q1 2026 | |
| 21 | Amplius Wealth Advisors, LLC | $706K | 24K | ▼−7.6% Reduced · −2K sh | Q2 2026 | |
| 22 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $625K | 22K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 23 | Cypress Wealth Services, LLC | $641K | 22K | —Held | Q2 2026 | |
| 24 | MIDDLETON & CO INC/MA | $614K | 21K | ▼−8.7% Reduced · −2K sh | Q2 2026 | |
| 25 | Tradition Wealth Management, LLC | $587K | 20K | —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, 4 funds opened a new position in MAXJ and 6 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $1.1B |
| NVIDIA CORPNVDA | 25 funds | $5.1B |
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $4.5B |
| APPLE INCAAPL | 25 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 24 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 24 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $1.5B |
| TESLA INCTSLA | 23 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 23 funds | $760.2M |
| AMAZON.COM INCAMZN | 22 funds | $2.8B |
| MICROSOFT CORPMSFT | 22 funds | $2.1B |
Ranked by how many of MAXJ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 154 funds | $1.6B |
| IBDZmc | 115 funds | $585.8M |
| IBMSmc | 106 funds | $224.6M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $194.0M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.1M |
| MAXJthis pagemc | 48 funds | $74.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MAXJ
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/MAXJ/capital-change-brief"
Use Arkolith's capital_change_brief for MAXJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MAXJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.