iShares Top 20 US Stocks ETFTOPTETF

13F holders, Q3 2025 (September 30)
64holders +17
20new positions
4sold out
1famous investor
$30.46avg. 13F price*

At the end of Q3 2025, 64 institutions reported holding iShares Top 20 US Stocks ETF (TOPT) in their 13F filings, up 17 from Q2 2025. 20 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($15.6M), BlackRock, Inc. ($15.3M) and Goodman Advisory Group, LLC ($13.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Top 20 US Stocks ETF
CUSIP
46438G570
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q4 2024: 15Q4 2024Q1 2025: 31Q1 2025Q2 2025: 47Q2 2025Q3 2025: 64Q3 2025Q4 2025: 78Q4 2025Q1 2026: 85Q1 2026Q2 2026: 104Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$32.3M
Exits4$3.0M

All 13F filers, Q2 2025 → Q3 2025: 1,538,183 shares bought and 479,938 shares sold, net +1,058,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 64 holders

LPL Financial LLC 0.00% Add +69.3% 510,961 $15.6M
BlackRock, Inc. 0.00% Reduce -6.3% 502,738 $15.3M
Goodman Advisory Group, LLC 3.23% New 425,986 $13.0M
Touchstone Capital, Inc. 5.58% — 357,153 $10.9M
Envestnet Asset Management Inc. 0.00% New 254,179 $7.7M
HighTower Advisors, LLC 0.01% Reduce -54.9% 152,371 $4.6M
Goldman Sachs Group Inc. 0.00% Reduce -6.8% 112,736 $3.4M
Cetera Investment Advisers 0.00% Add +367.1% 90,814 $2.8M
Kestra Investment Management, LLC 0.07% New 84,586 $2.6M
Independent Financial Group, LLC 0.06% Add +1.3% 78,534 $2.4M
Citadel Advisors 0.00% Reduce -49.5% 66,903 $2.0M
Horizon Investments, LLC 0.03% New 63,405 $1.9M
Clear Creek Financial Management, LLC 0.17% Reduce -1.2% 63,168 $1.9M
Susquehanna International Group, LLP 0.00% Add +165.4% 60,520 $1.8M
Founders Financial Securities LLC 0.12% New 59,650 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +119.3% 59,179 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +7.5% 55,593 $1.7M
Belpointe Asset Management LLC 0.06% New 51,580 $1.6M
Oppenheimer & Co. Inc. 0.02% Reduce -1.2% 50,621 $1.5M
RIA Advisory Group LLC 0.38% Reduce -1.0% 48,285 $1.5M
Kestra Advisory Services, LLC 0.01% Add +20.2% 43,733 $1.3M
Prospera Financial Services Inc 0.02% Add +106.3% 42,240 $1.3M
Keystone Wealth Services, LLC 0.27% Add +334.3% 41,151 $1.3M
CPC Advisors, LLC 0.11% Reduce -22.6% 35,063 $1.1M
Private Advisor Group, LLC 0.00% Add +110.7% 29,289 $892K
Osaic Holdings, Inc. 0.00% Add +221.6% 28,031 $836K
Envestnet Portfolio Solutions, Inc. 0.00% New 26,354 $803K
Tower Research Capital LLC (TRC) 0.01% Reduce -77.7% 17,707 $539K
Legacy Financial Group LLC 0.07% Add +5.8% 17,197 $524K
J.W. Cole Advisors, Inc. 0.01% Add +45.4% 16,857 $513K
Geneos Wealth Management Inc. 0.01% New 16,543 $504K
Raymond James Financial Inc. 0.00% New 14,237 $434K
Focus Partners Advisor Solutions, LLC 0.00% Add +79.4% 13,396 $421K
Janney Montgomery Scott LLC 0.00% New 12,878 $392K
Strategic Financial Concepts, LLC 0.06% Reduce -2.4% 12,450 $379K
Insight Wealth Partners, LLC 0.16% Add +40.2% 12,081 $368K
Tranquilli Financial Advisor LLC 0.20% New 11,335 $345K
Core Wealth Partners LLC 0.16% New 11,317 $345K
Barclays PLC 0.00% Add +11.3% 10,000 $305K
Insigneo Advisory Services, LLC 0.02% Add +0.7% 9,632 $293K
JPMorgan Chase & Co. 0.00% New 9,452 $288K
Diversify Advisory Services, LLC 0.01% Reduce -4.6% 9,029 $286K
Mutual Advisors, LLC 0.01% Add +6.2% 9,068 $277K
SkyOak Wealth, LLC 0.05% Add +2.6% 8,835 $269K
Principal Securities, Inc. 0.00% Add +15632.1% 8,810 $268K
Norris Financial Group, LLC 0.10% No change 8,781 $267K
Sunbelt Securities, Inc. 0.01% New 6,938 $211K
Valeo Financial Advisors, LLC 0.00% New 6,847 $209K
NFSG Corp 0.03% No change 5,625 $171K
Private Trust Co. NA 0.01% No change 4,562 $139K
Ameritas Advisory Services, LLC 0.01% New 2,500 $76K
Bank of America Corp. 0.00% Add +843.9% 1,935 $59K
Bank of Montreal 0.00% Add +17.9% 842 $26K
Northwestern Mutual Wealth Management Co. 0.00% New 681 $21K
Simplex Trading, LLC 0.00% Add +190.6% 680 $20K
Morgan Stanley 0.00% Reduce -73.9% 350 $11K
UBS Group AG 0.00% New 300 $9K
Wells Fargo & Company 0.00% Add +0.6% 177 $5K
Concord Wealth Partners 0.00% No change 175 $5K
Archer Investment Corp 0.00% No change 52 $2K
NewEdge Advisors, LLC 0.00% Reduce -89.9% 47 $1K
Global Retirement Partners, LLC 0.00% Add +100.0% 40 $1K
US Bancorp \de 0.00% New 32 $975
AE Wealth Management LLC 0.00% New 1 $24

"% of holder's portfolio" is TOPT's weight in each manager's 13F, not the share of iShares Top 20 US Stocks ETF the manager owns.