ISHARES TOP 20 US STOCKS ETF TOPT

US
$32.68
-0.5%
52w: $26.01 – $34.38

Latest 13F among current holders filed 32 days ago (Jun 3, 2026)

Price — last 12 months

research preview data
26.0130.2034.38
Jun 20, 2025 Jul 2, 2026
Institutional holders
86
+8 QoQ
13F value
$162.1M
+20.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.2×
$575K calls / $464K puts

Institutional value by quarter

$14.8M
Q4 2024
$41.1M
Q1 2025
$61.2M
Q2 2025
$111.7M
Q3 2025
$134.2M
Q4 2025
$162.1M
Q1 2026

Number of holders

16
Q4 2024
32
Q1 2025
48
Q2 2025
64
Q3 2025
78
Q4 2025
86
Q1 2026

Who owns TOPT?

Q1 2026 filings
FundTypeSharesValue% of fundChange
LPL Financial LLC Bank broker1.0M$29.8M0.0%+51.4%
VICTORY CAPITAL MANAGEMENT INC Diversified mechanical689.0K$19.7M0.0%New
ENVESTNET ASSET MANAGEMENT INC Wealth advisor677.1K$19.4M0.0%+179.9%
RAYMOND JAMES FINANCIAL INC Bank broker426.4K$12.2M0.0%+17.3%
BlackRock, Inc. Index provider420.2K$12.0M0.0%-3.2%
Goodman Advisory Group, LLC Wealth advisor383.3K$11.0M2.8%-1.8%
INDEPENDENT FINANCIAL GROUP, LLC Wealth advisor294.8K$8.4M0.2%+314.6%
Cetera Investment Advisers Wealth advisor127.1K$3.6M0.0%+34.7%
Horizon Investments, LLC Diversified mechanical125.6K$3.6M0.0%+100.7%
Clear Creek Financial Management, LLC Wealth advisor103.9K$3.0M0.2%-3.3%
IHT Wealth Management, LLC Wealth advisor98.7K$2.8M0.1%New
OSAIC HOLDINGS, INC. Wealth advisor96.5K$2.8M0.0%+52.8%
FOUNDERS FINANCIAL SECURITIES LLC Wealth advisor62.9K$1.9M0.1%+3.1%
GOLDMAN SACHS GROUP INC Bank broker59.5K$1.7M0.0%-47.2%
OPPENHEIMER & CO INC Diversified mechanical57.1K$1.6M0.0%-12.2%
Kestra Advisory Services, LLC Wealth advisor55.1K$1.6M0.0%-0.1%
ATX Financial Planning, LLC Wealth advisor55.0K$1.6M1.2%+13.4%
ROYAL BANK OF CANADA Bank broker53.2K$1.5M0.0%New
RIA Advisory Group LLC Wealth advisor45.8K$1.3M0.3%-3.8%
Prospera Financial Services Inc Diversified mechanical42.7K$1.2M0.0%+0.8%
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor39.8K$1.1M0.0%-18.9%
Keystone Wealth Services, LLC Wealth advisor38.4K$1.1M0.2%-11.9%
HighTower Advisors, LLC Diversified mechanical37.2K$1.1M0.0%-79.8%
Core Wealth Partners LLC Other35.2K$1.0M0.5%Held
OpenArc Corporate Advisory, LLC Wealth advisor34.6K$990K0.0%New
Private Advisor Group, LLC Wealth advisor31.9K$913K0.0%+2.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker31.5K$901K0.0%-50.0%
J.W. COLE ADVISORS, INC. Diversified mechanical31.2K$894K0.0%+49.0%
&PARTNERS Diversified mechanical0$812K0.0%
Insight Wealth Partners, LLC Wealth advisor27.5K$786K0.3%-17.2%
CreativeOne Wealth, LLC Wealth advisor27.2K$779K0.0%New
BANK OF MONTREAL /CAN/ Bank broker25.3K$725K0.0%+2908.4%
Savvy Advisors, Inc. Wealth advisor22.7K$651K0.0%+2.7%
Mariner, LLC Diversified mechanical20.3K$581K0.0%New
Quadrature Capital Ltd Diversified mechanical20.1K$576K0.0%New
Legacy Financial Group LLC Wealth advisor18.1K$519K0.1%+1.2%
BANK OF AMERICA CORP /DE/ Bank broker17.9K$512K0.0%+35.4%
LEAVELL INVESTMENT MANAGEMENT, INC. Wealth advisor13.6K$388K0.0%-1.8%
WealthPlan Investment Management, LLC Wealth advisor12.6K$361K0.0%+28.4%
Strategic Financial Concepts, LLC Wealth advisor12.3K$352K0.1%New
Tranquilli Financial Advisor LLC Wealth advisor11.7K$336K0.2%+4.3%
Mutual Advisors, LLC Wealth advisor11.6K$332K0.0%+16.7%
Geneos Wealth Management Inc. Wealth advisor11.4K$326K0.0%-86.8%
JANE STREET GROUP, LLC Market maker10.8K$309K0.0%-3.0%
Envestnet Portfolio Solutions, Inc. Wealth advisor10.7K$306K0.0%-60.3%
Realta Investment Advisors Other10.3K$295K0.1%+16.5%
HARBOUR INVESTMENTS, INC. Wealth advisor9.8K$282K0.0%+89.4%
SkyOak Wealth, LLC Wealth advisor9.4K$270K0.0%+6.8%
JPMORGAN CHASE & CO Bank broker9.5K$262K0.0%New
Guardian Capital, LLC Wealth advisor9.1K$260K0.2%+13.8%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.