iShares Top 20 US Stocks ETFTOPTETF

13F holders, Q1 2026 (March 31)
85holders +7
23new positions
14sold out
$28.78avg. 13F price*

At the end of Q1 2026, 85 institutions reported holding iShares Top 20 US Stocks ETF (TOPT) in their 13F filings, up 7 from Q4 2025. 23 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($29.8M), Victory Capital Management Inc. ($19.7M) and Envestnet Asset Management Inc. ($19.4M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions23$29.0M
Exits14$7.8M

All 13F filers, Q4 2025 → Q1 2026: 2,266,685 shares bought and 996,907 shares sold, net +1,269,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

LPL Financial LLC 0.01% Add +51.4% 1,042,871 $29.8M
Victory Capital Management Inc. 0.01% New 689,021 $19.7M
Envestnet Asset Management Inc. 0.01% Add +179.9% 677,098 $19.4M
Raymond James Financial Inc. 0.00% Add +17.3% 426,438 $12.2M
BlackRock, Inc. 0.00% Reduce -3.2% 420,213 $12.0M
Goodman Advisory Group, LLC 2.85% Reduce -1.8% 383,273 $11.0M
Independent Financial Group, LLC 0.19% Add +314.6% 294,826 $8.4M
Cetera Investment Advisers 0.00% Add +34.7% 127,111 $3.6M
Horizon Investments, LLC 0.04% Add +100.7% 125,576 $3.6M
Clear Creek Financial Management, LLC 0.23% Reduce -3.3% 103,920 $3.0M
IHT Wealth Management, LLC 0.07% New 98,686 $2.8M
Osaic Holdings, Inc. 0.00% Add +52.8% 96,542 $2.8M
Founders Financial Securities LLC 0.11% Add +3.1% 62,850 $1.9M
Goldman Sachs Group Inc. 0.00% Reduce -47.2% 59,543 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -12.2% 57,116 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -0.1% 55,144 $1.6M
ATX Financial Planning, LLC 1.20% Add +13.4% 54,965 $1.6M
Royal Bank of Canada 0.00% New 53,157 $1.5M
RIA Advisory Group LLC 0.32% Reduce -3.8% 45,762 $1.3M
Prospera Financial Services Inc 0.02% Add +0.8% 42,676 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -18.9% 39,771 $1.1M
Keystone Wealth Services, LLC 0.23% Reduce -11.9% 38,371 $1.1M
HighTower Advisors, LLC 0.00% Reduce -79.8% 37,209 $1.1M
Core Wealth Partners LLC 0.47% No change 35,199 $1.0M
OpenArc Corporate Advisory, LLC 0.01% New 34,584 $990K
Private Advisor Group, LLC 0.00% Add +2.1% 31,905 $913K
Susquehanna International Group, LLP 0.00% Reduce -50.0% 31,481 $901K
J.W. Cole Advisors, Inc. 0.03% Add +49.0% 31,242 $894K
Insight Wealth Partners, LLC 0.32% Reduce -17.2% 27,469 $786K
CreativeOne Wealth, LLC 0.02% New 27,221 $779K
Bank of Montreal 0.00% Add +2908.4% 25,331 $725K
Savvy Advisors, Inc. 0.02% Add +2.7% 22,746 $651K
Mariner, LLC 0.00% New 20,303 $581K
Quadrature Capital Ltd 0.01% New 20,132 $576K
Legacy Financial Group LLC 0.07% Add +1.2% 18,136 $519K
Bank of America Corp. 0.00% Add +35.4% 17,881 $512K
Leavell Investment Management, Inc. 0.02% Reduce -1.8% 13,562 $388K
WealthPlan Investment Management, LLC 0.02% Add +28.4% 12,611 $361K
Strategic Financial Concepts, LLC 0.09% New 12,290 $352K
Tranquilli Financial Advisor LLC 0.20% Add +4.3% 11,739 $336K
Mutual Advisors, LLC 0.01% Add +16.6% 11,593 $332K
Geneos Wealth Management Inc. 0.01% Reduce -86.8% 11,386 $326K
Jane Street Group, LLC 0.00% Reduce -3.0% 10,806 $309K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -60.3% 10,686 $306K
Realta Investment Advisors 0.10% Add +16.5% 10,305 $295K
Harbour Investments, Inc. 0.00% Add +89.4% 9,850 $282K
SkyOak Wealth, LLC 0.05% Add +6.8% 9,435 $270K
JPMorgan Chase & Co. 0.00% New 9,461 $262K
Guardian Capital, LLC 0.25% Add +13.8% 9,100 $260K
Concurrent Investment Advisors, LLC 0.00% Add +18.8% 9,087 $260K
Focus Partners Advisor Solutions, LLC 0.00% Add +21.5% 9,080 $260K
Qube Research & Technologies Ltd 0.00% Reduce -64.2% 8,928 $256K
Norris Financial Group, LLC 0.08% No change 8,781 $251K
Cambridge Investment Research Advisors, Inc. 0.00% New 8,064 $231K
Sunbelt Securities, Inc. 0.01% Add +1.8% 7,673 $220K
Laurel Oak Wealth Management, LLC 0.04% Add +4.7% 7,384 $211K
Flagship Harbor Advisors, LLC 0.01% Add +24.6% 7,034 $201K
Private Trust Co. NA 0.02% Add +51.3% 6,901 $198K
Advisory Services Network, LLC 0.00% New 6,417 $184K
NFSG Corp 0.03% No change 5,625 $161K
UBS Group AG 0.00% Reduce -73.7% 5,229 $150K
Tower Research Capital LLC (TRC) 0.00% Add +1877.0% 4,389 $126K
Steward Partners Investment Advisory, LLC 0.00% Reduce -93.0% 4,065 $116K
Keating Financial Advisory Services, Inc. 0.02% Reduce -11.4% 3,507 $100K
AE Wealth Management LLC 0.00% Add +149700.0% 1,498 $43K
Cornerstone Planning Group LLC 0.01% New 1,206 $39K
Jones Financial Companies LLLP 0.00% New 1,358 $38K
Private Wealth Management Group, LLC 0.01% New 1,209 $35K
Cwm, LLC 0.00% New 1,206 $35K
Simplex Trading, LLC 0.00% Reduce -74.6% 802 $23K
Northwestern Mutual Wealth Management Co. 0.00% No change 681 $19K
Creative Financial Designs Inc. 0.00% New 597 $17K
Rockefeller Capital Management L.P. 0.00% New 587 $17K
Group One Trading LLC 0.00% No change 400 $11K
Hazlett, Burt & Watson, Inc. 0.00% New 300 $10K
Mather Group, Llc. 0.00% New 325 $9K
Godfrey Financial Associates, Inc. 0.01% Add +61.7% 262 $7K
Farther Finance Advisors, LLC 0.00% No change 175 $5K
US Bancorp \de 0.00% No change 104 $3K
FMR LLC 0.00% Reduce -46.7% 80 $2K
NewEdge Advisors, LLC 0.00% Reduce -100.0% 47 $1K
Elevated Capital Advisors, LLC 0.00% New 22 $630
Kozak & Associates, Inc. 0.00% New 9 $272
Wells Fargo & Company 0.00% Reduce -93.5% 7 $197
Financial Perspectives, Inc 0.00% New 3 $88

"% 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.