Among active 13F managers last quarter, 3 opened and 3 added, while 2 reduced; the largest holder to move was Prosperity Consulting Group, LLC (new position).
18 tracked 13F filers disclose a position in MMAX as of the latest SEC 13F filings, a combined $54.4M 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 | Prosperity Consulting Group, LLC | 783K | $21.2M | ▲New +783K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 400K | $10.8M | —Held | Q2 2026 | |
| 3 | BIP Wealth, LLC | 288K | $7.8M | ▼−3.4% Reduced · −10K sh | Q2 2026 | |
| 4 | J. L. Bainbridge & Co., Inc. | 193K | $5.2M | ▲+26% Added · +39K sh | Q2 2026 | |
| 5 | FC Advisory LLC | 92K | $2.5M | ▲+38% Added · +25K sh | Q2 2026 | |
| 6 | Jim Saulnier & Associates, LLC | 83K | $2.2M | ▼−18% Reduced · −19K sh | Q2 2026 | |
| 7 | Crewe Advisors LLC | 48K | $1.3M | ▼−23% Reduced · −14K sh | Q2 2026 | |
| 8 | Blue Sky Capital Consultants Group, Inc. | 40K | $1.1M | ▲+375% Added · +32K sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 20K | $536K | ▼−14% Reduced · −3K sh | Q1 2026 | |
| 10 | Farther Finance Advisors, LLC | 17K | $449K | ▲New +17K sh | Q1 2026 | |
| 11 | Envestnet Asset Management Inc | 15K | $388K | ▲New +15K sh | Q1 2026 | |
| 12 | Grantvest Financial Group LLC | 11K | $289K | —Held | Q2 2026 | |
| 13 | Kovack Advisors, Inc. | 10K | $275K | —Held | Q2 2026 | |
| 14 | Pinnacle Wealth Planning Services, Inc. | 5K | $149K | —Held | Q2 2026 | |
| 15 | JPMorgan Chase & Co | 5K | $138K | ▲New +5K sh | Q1 2026 | |
| 16 | Blue Trust, Inc. | 1K | $39K | ▲New +1K sh | Q2 2026 | |
| 17 | Parallel Advisors, LLC | 600 | $16K | —Held | Q1 2026 | |
| 18 | IFP Advisors, Inc | 155 | $4K | —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, 3 funds opened a new position in MMAX and 3 added to an existing one, while 2 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 |
|---|---|---|
| Apple IncAAPL | 12 funds | $1.0B |
| Nvidia CorpNVDA | 12 funds | $782.0M |
| Alphabet Inc-CL AGOOGL | 12 funds | $414.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $336.5M |
| Ishares Core S&P 500 ETFIVV | 11 funds | $1.9B |
| Vanguard S&P 500 ETFVOO | 11 funds | $607.0M |
| Microsoft CorpMSFT | 11 funds | $554.5M |
| Amazon.com IncAMZN | 11 funds | $454.7M |
| Invesco QQQ Trust Series 1QQQ | 11 funds | $376.3M |
| Alphabet Inc-CL CGOOG | 11 funds | $374.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 11 funds | $211.0M |
| Vanguard Total Stock MKT ETFVTI | 11 funds | $186.7M |
Ranked by how many of MMAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MMAX.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 funds | $211.0M |
| MAXJmc | 47 funds | $73.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for MMAX
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/MMAX/capital-change-brief"
Use Arkolith's capital_change_brief for MMAX. 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 MMAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.