iShares S&P 500 3% CappedTOPCETF
13F holders, Q2 2026 (June 30)9holders
2new positions
2sold out
$34.46avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding iShares S&P 500 3% Capped (TOPC) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($6.0M), Agf Management Ltd. ($3.2M) and Bank of Montreal ($2.9M).
- Company
- iShares S&P 500 3% Capped
- CUSIP
- 46438G349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.9M |
| Exits | 2 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 91,631 shares bought and 47,907 shares sold, net +43,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| BlackRock, Inc. | 0.00% | No change | 173,000 | $6.0M |
| Agf Management Ltd. | 0.01% | Reduce -3.0% | 92,860 | $3.2M |
| Bank of Montreal | 0.00% | New | 83,961 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +18.5% | 46,703 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.3% | 20,044 | $691K |
| Granite Bay Wealth Management, LLC | 0.02% | No change | 6,846 | $236K |
| National Bank of Canada | 0.00% | Add +30.6% | 1,534 | $53K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 125 | $4K |
| IFP Advisors, Inc | 0.00% | New | 25 | $862 |
"% of holder's portfolio" is TOPC's weight in each manager's 13F, not the share of iShares S&P 500 3% Capped the manager owns.