iShares Top 20 US Stocks ETFTOPTETF

13F holders, Q4 2025 (December 31)
78holders +14
17new positions
7sold out
$30.77avg. 13F price*

At the end of Q4 2025, 78 institutions reported holding iShares Top 20 US Stocks ETF (TOPT) in their 13F filings, up 14 from Q3 2025. 17 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($21.5M), BlackRock, Inc. ($13.6M) and Goodman Advisory Group, LLC ($12.2M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions17$3.7M
Exits7$4.9M

All 13F filers, Q3 2025 → Q4 2025: 1,316,764 shares bought and 321,597 shares sold, net +995,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

LPL Financial LLC 0.01% Add +34.8% 688,738 $21.5M
BlackRock, Inc. 0.00% Reduce -13.7% 433,919 $13.6M
Goodman Advisory Group, LLC 3.00% Reduce -8.4% 390,394 $12.2M
Raymond James Financial Inc. 0.00% Add +2452.9% 363,464 $11.4M
Envestnet Asset Management Inc. 0.00% Reduce -4.8% 241,864 $7.6M
NewEdge Advisors, LLC 0.02% Add +598100.0% 281,154 $6.8M
HighTower Advisors, LLC 0.01% Add +20.7% 183,900 $5.7M
Goldman Sachs Group Inc. 0.00% No change 112,736 $3.5M
Clear Creek Financial Management, LLC 0.27% Add +70.2% 107,486 $3.4M
Cetera Investment Advisers 0.00% Add +3.9% 94,377 $2.9M
Janney Montgomery Scott LLC 0.01% Add +582.1% 87,844 $2.7M
Geneos Wealth Management Inc. 0.07% Add +420.4% 86,098 $2.7M
Kestra Investment Management, LLC 0.06% Reduce -0.6% 84,092 $2.6M
Independent Financial Group, LLC 0.05% Reduce -9.4% 71,114 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +28.4% 65,024 $2.0M
Osaic Holdings, Inc. 0.00% Add +125.3% 63,167 $2.0M
Susquehanna International Group, LLP 0.00% Add +4.0% 62,932 $2.0M
Horizon Investments, LLC 0.02% Reduce -1.3% 62,576 $2.0M
Founders Financial Securities LLC 0.11% Add +2.2% 60,960 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Add +4.6% 58,149 $1.8M
Kestra Advisory Services, LLC 0.01% Add +26.2% 55,209 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -17.2% 49,024 $1.5M
ATX Financial Planning, LLC 1.17% — 48,480 $1.5M
RIA Advisory Group LLC 0.36% Reduce -1.5% 47,580 $1.5M
Keystone Wealth Services, LLC 0.29% Add +5.8% 43,535 $1.4M
CPC Advisors, LLC 0.14% Add +22.1% 42,830 $1.3M
Prospera Financial Services Inc 0.02% Add +0.2% 42,334 $1.3M
Core Wealth Partners LLC 0.49% Add +211.0% 35,199 $1.1M
Insight Wealth Partners, LLC 0.43% Add +174.7% 33,189 $1.0M
Private Advisor Group, LLC 0.00% Add +6.7% 31,260 $976K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.0% 26,887 $840K
Qube Research & Technologies Ltd 0.00% New 24,926 $778K
Savvy Advisors, Inc. 0.02% New 22,139 $691K
J.W. Cole Advisors, Inc. 0.02% Add +24.4% 20,972 $655K
UBS Group AG 0.00% Add +6514.7% 19,844 $620K
Legacy Financial Group LLC 0.07% Add +4.2% 17,914 $546K
Leavell Investment Management, Inc. 0.02% New 13,812 $431K
Bank of America Corp. 0.00% Add +582.7% 13,210 $413K
Tranquilli Financial Advisor LLC 0.20% Reduce -0.7% 11,259 $352K
Jane Street Group, LLC 0.00% New 11,140 $348K
Mutual Advisors, LLC 0.01% Add +9.6% 9,938 $310K
WealthPlan Investment Management, LLC 0.02% New 9,823 $307K
Insigneo Advisory Services, LLC 0.02% Add +0.5% 9,681 $302K
Diversify Advisory Services, LLC 0.01% Add +3.2% 9,317 $287K
Realta Investment Advisors 0.09% New 8,845 $276K
SkyOak Wealth, LLC 0.05% No change 8,835 $276K
Norris Financial Group, LLC 0.09% No change 8,781 $274K
Guardian Capital, LLC 0.22% — 8,000 $250K
MML Investors Services, LLC 0.00% New 7,957 $249K
Concurrent Investment Advisors, LLC 0.00% New 7,647 $239K
Sunbelt Securities, Inc. 0.02% Add +8.6% 7,534 $235K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -44.2% 7,475 $233K
Laurel Oak Wealth Management, LLC 0.04% — 7,050 $220K
Valeo Financial Advisors, LLC 0.00% No change 6,847 $214K
Flagship Harbor Advisors, LLC 0.01% New 5,644 $176K
NFSG Corp 0.03% No change 5,625 $176K
Harbour Investments, Inc. 0.00% New 5,200 $162K
Private Trust Co. NA 0.01% No change 4,562 $142K
Keating Financial Advisory Services, Inc. 0.02% — 3,957 $124K
Simplex Trading, LLC 0.00% Add +364.0% 3,155 $99K
Morgan Stanley 0.00% Add +213.1% 1,096 $34K
Bank of Montreal 0.00% No change 842 $26K
Armstrong Advisory Group, Inc. 0.00% New 832 $26K
Northwestern Mutual Wealth Management Co. 0.00% No change 681 $21K
Group One Trading LLC 0.00% New 400 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -98.8% 222 $7K
Russell Investments Group, Ltd. 0.00% New 200 $6K
Concord Wealth Partners 0.00% No change 175 $5K
Farther Finance Advisors, LLC 0.00% New 175 $5K
Godfrey Financial Associates, Inc. 0.00% — 162 $5K
FMR LLC 0.00% New 150 $5K
Wells Fargo & Company 0.00% Reduce -39.0% 108 $3K
US Bancorp \de 0.00% Add +225.0% 104 $3K
Archer Investment Corp 0.00% No change 52 $2K
BNP Paribas Financial Markets 0.00% New 43 $1K
Global Retirement Partners, LLC 0.00% Reduce -55.0% 18 $562
Bogart Wealth, LLC 0.00% New 10 $312
AE Wealth Management LLC 0.00% No change 1 $25

"% 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.