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iShares Top 20 U.S. Stocks ETF (TOPT) Institutional Ownership

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Closing price 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.52M
Number of
Institutional Sellers
(last 12 months)
0
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TOPT Institutional Buying and Selling by Quarter

iShares Top 20 U.S. Stocks ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 SkyOak Wealth LLC8,610$205K0.0%N/A0.112%
4/29/2025 Envestnet Asset Management Inc.20,191$481K0.0%N/A0.262%
4/28/2025 Strategic Financial Concepts LLC10,960$261K0.0%+5.1%0.142%
4/28/2025 Private Trust Co. NA2,282$54K0.0%N/A0.030%
4/28/2025 Clear Creek Financial Management LLC20,015$477K0.0%+14.8%0.260%
4/23/2025 Oppenheimer & Co. Inc.69,298$1.65M0.0%N/A0.900%
4/17/2025 Janney Montgomery Scott LLC18,740$446K0.0%+33.3%0.243%
4/17/2025 Keystone Wealth Services LLC24,214$577K0.2%N/A0.314%
4/10/2025 Legacy Financial Group LLC8,423$201K0.0%N/A0.120%
2/18/2025GTS Securities LLC14,315$373K0.0%N/A0.000%
2/14/2025Jane Street Group LLC12,902$336K0.0%N/A0.000%
2/14/2025Tower Research Capital LLC TRC 971$25K0.0%N/A0.000%
2/11/2025Simplex Trading LLC16,511$430K0.0%N/A0.000%
1/30/2025 Strategic Financial Concepts LLC10,424$272K0.0%N/A0.000%
1/28/2025 Strategic Financial Concepts LLC10,424$272K0.0%N/A0.000%
1/24/2025 Clear Creek Financial Management LLC17,440$454K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

TOPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TOPT shares?

During the previous two years, 13 institutional investors and hedge funds held shares of iShares Top 20 U.S. Stocks ETF. The most heavily invested institutionals were Oppenheimer & Co. Inc. ($1.65M), Keystone Wealth Services LLC ($577K), Envestnet Asset Management Inc. ($481K), Clear Creek Financial Management LLC ($477K), Janney Montgomery Scott LLC ($446K), Simplex Trading LLC ($430K), and GTS Securities LLC ($373K).Learn more on TOPT's institutional investors.

Which institutional investors have been buying iShares Top 20 U.S. Stocks ETF stock?

Of the 13 institutional investors that purchased iShares Top 20 U.S. Stocks ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Oppenheimer & Co. Inc. ($69.30K), Keystone Wealth Services LLC ($24.21K), Strategic Financial Concepts LLC ($21.38K), Envestnet Asset Management Inc. ($20.19K), Clear Creek Financial Management LLC ($20.02K), Simplex Trading LLC ($16.51K), and GTS Securities LLC ($14.32K).

How much institutional buying is happening at iShares Top 20 U.S. Stocks ETF?

Institutional investors have bought a total of 223,796 shares in the last 24 months. This purchase volume represents approximately $5.52M in transactions.



This page (NYSEARCA:TOPT) was last updated on 5/3/2025 by MarketBeat.com Staff
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