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

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Closing price 08/15/2025 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)
25
Total
Institutional Inflows
(last 12 months)
$30.03M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$10.20M
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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
8/15/2025Tower Research Capital LLC TRC 79,510$2.17M0.1%+876.1%0.929%
8/14/2025 Jane Street Group LLC40,743$1.11M0.0%+159.1%0.476%
8/14/2025 Diversify Advisory Services LLC9,466$275K0.0%+10.0%0.111%
8/12/2025 J.W. Cole Advisors Inc.11,595$316K0.0%N/A0.135%
8/12/2025 Steward Partners Investment Advisory LLC51,711$1.41M0.0%N/A0.604%
8/12/2025 Insigneo Advisory Services LLC9,561$261K0.0%N/A0.112%
8/8/2025 Cetera Investment Advisers19,443$531K0.0%-94.7%0.224%
8/6/2025 Prospera Financial Services Inc20,471$559K0.0%+70.1%0.236%
8/5/2025 Strategic Financial Concepts LLC12,750$332K0.0%+16.3%0.147%
7/31/2025 Focus Partners Advisor Solutions LLC7,466$204K0.0%N/A0.086%
7/29/2025 Private Trust Co. NA4,562$124K0.0%+99.9%0.053%
7/28/2025 Mutual Advisors LLC8,540$241K0.0%N/A0.098%
7/23/2025 Clear Creek Financial Management LLC63,951$1.75M0.2%+219.5%0.737%
7/18/2025 Consolidated Planning Corp45,333$1.24M0.2%N/A0.522%
7/15/2025 Legacy Financial Group LLC16,262$444K0.1%+93.1%0.184%
7/9/2025 Keystone Wealth Services LLC9,476$259K0.1%-60.9%0.108%
5/19/2025 Jane Street Group LLC15,722$374K0.0%+21.9%0.179%
5/15/2025 Royal Bank of Canada102,000$2.43M0.0%+451.4%1.162%
5/15/2025 Insight Wealth Partners LLC8,615$205K0.0%N/A0.098%
5/14/2025Kestra Advisory Services LLC34,287$817K0.0%-5.0%0.391%
5/12/2025 Simplex Trading LLC6,130$146K0.0%-62.9%0.070%
5/7/2025 LPL Financial LLC219,211$5.22M0.0%N/A2.847%
5/6/2025 Cetera Investment Advisers367,743$8.76M0.0%N/A4.776%
5/5/2025 Diversify Advisory Services LLC8,609$207K0.0%N/A0.112%
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%
2/18/2025 GTS Securities LLC14,315$373K0.0%N/A0.000%
2/14/2025 Jane Street Group LLC12,902$336K0.0%N/A0.000%
2/14/2025Tower Research Capital LLC TRC971$25K0.0%N/A0.000%
2/11/2025 Simplex 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%
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(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, 26 institutional investors and hedge funds held shares of iShares Top 20 U.S. Stocks ETF. The most heavily invested institutionals were LPL Financial LLC ($5.22M), Royal Bank of Canada ($2.43M), Tower Research Capital LLC TRC ($2.17M), Clear Creek Financial Management LLC ($1.75M), Oppenheimer & Co. Inc. ($1.65M), Steward Partners Investment Advisory LLC ($1.41M), and Consolidated Planning Corp ($1.24M).Learn more on iShares Top 20 U.S. Stocks ETF's institutional investors.

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

Of the 25 institutional investors that purchased iShares Top 20 U.S. Stocks ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($367.74K), LPL Financial LLC ($219.21K), Royal Bank of Canada ($83.50K), Tower Research Capital LLC TRC ($72.34K), Oppenheimer & Co. Inc. ($69.30K), Clear Creek Financial Management LLC ($63.95K), and Steward Partners Investment Advisory LLC ($51.71K).

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

Institutional investors have bought a total of 1,210,023 shares in the last 24 months. This purchase volume represents approximately $30.03M in transactions.

Which of iShares Top 20 U.S. Stocks ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Top 20 U.S. Stocks ETF stock in the last 24 months: Cetera Investment Advisers ($348.30K), Keystone Wealth Services LLC ($14.74K), Simplex Trading LLC ($10.38K), and Kestra Advisory Services LLC ($1.80K).

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

Institutional investors have sold a total of 375,220 shares in the last 24 months. This volume of shares sold represents approximately $10.20M in transactions.



This page (NYSEARCA:TOPT) was last updated on 8/18/2025 by MarketBeat.com Staff
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