Free Trial
→ No. You’re not imagining it… (From Porter & Company) (Ad)tc pixel Free TOPT Stock Alerts

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

$33.76 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$91.03M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$21.85M
Get TOPT Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Top 20 U.S. Stocks ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TOPT Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 Norris Financial Group LLC8,781$251K0.1%N/A0.048%
5/19/2026 Bank of America Corp DE17,881$512K0.0%+35.4%0.099%
5/18/2026 Royal Bank of Canada53,157$1.52M0.0%N/A0.293%
5/13/2026 Cetera Investment Advisers127,111$3.64M0.0%+34.7%0.701%
5/6/2026 Cornerstone Planning Group LLC1,206$35K0.0%N/A0.007%
5/6/2026 Independent Financial Group LLC270,106$7.73M0.2%N/A1.489%
5/5/2026 Geneos Wealth Management Inc.11,386$326K0.0%-86.8%0.063%
4/30/2026 SkyOak Wealth LLC9,435$270K0.0%+6.8%0.052%
4/30/2026 ATX Financial Planning LLC54,965$1.57M1.2%+13.4%0.304%
4/27/2026 Private Advisor Group LLC31,905$913K0.0%+2.1%0.177%
4/23/2026 Private Wealth Management Group LLC1,209$35K0.0%N/A0.007%
4/22/2026 Goodman Advisory Group LLC383,273$10.97M2.8%-1.8%2.165%
4/22/2026 Realta Investment Advisors10,305$295K0.1%+16.5%0.058%
4/21/2026 Laurel Oak Wealth Management LLC7,384$211K0.0%+4.7%0.042%
4/16/2026 Founders Financial Securities LLC62,850$1.88M0.1%+3.1%0.356%
2/20/2026 Sunbelt Securities Inc.7,534$235K0.0%+8.6%0.048%
2/19/2026 ATX Financial Planning LLC48,480$1.51M1.2%N/A0.307%
2/18/2026 NewEdge Advisors LLC281,154$8.78M0.0%+598,100.0%1.779%
2/18/2026 Core Wealth Partners LLC35,199$1.10M0.5%+211.0%0.223%
2/17/2026 Cetera Investment Advisers94,377$2.95M0.0%+3.9%0.597%
2/17/2026 Osaic Holdings Inc.63,167$1.97M0.0%+125.3%0.400%
2/16/2026 MML Investors Services LLC7,957$249K0.0%N/A0.050%
2/13/2026 Kestra Advisory Services LLC55,209$1.72M0.0%+26.2%0.349%
2/12/2026 Laurel Oak Wealth Management LLC7,050$220K0.0%N/A0.045%
2/12/2026 Commonwealth Equity Services LLC49,024$1.53M0.0%-17.2%0.310%
2/12/2026 Steward Partners Investment Advisory LLC58,149$1.82M0.0%+4.6%0.368%
2/11/2026 Janney Montgomery Scott LLC87,844$2.74M0.0%+582.1%0.556%
2/11/2026 Goodman Advisory Group LLC390,394$12.19M3.0%-8.4%2.471%
2/11/2026 Simplex Trading LLC3,155$99K0.0%+364.0%0.020%
2/11/2026 Focus Partners Advisor Solutions LLC7,475$233K0.0%-44.2%0.047%
2/11/2026 LPL Financial LLC688,738$21.51M0.0%+34.8%4.359%
2/11/2026 J.W. Cole Advisors Inc.20,972$655K0.0%+24.4%0.133%
2/10/2026 Founders Financial Securities LLC60,960$1.90M0.1%+2.2%0.386%
2/9/2026 Kestra Investment Management LLC84,092$2.63M0.1%-0.6%0.532%
2/9/2026 Harbour Investments Inc.5,200$162K0.0%N/A0.033%
2/6/2026 HighTower Advisors LLC183,900$5.74M0.0%+20.7%1.164%
2/6/2026 Envestnet Portfolio Solutions Inc.26,887$840K0.0%+2.0%0.170%
2/5/2026 Guardian Capital LLC8,000$250K0.2%N/A0.051%
2/5/2026 WealthPlan Investment Management LLC9,823$307K0.0%N/A0.062%
2/5/2026 Legacy Financial Group LLC17,914$546K0.1%+4.2%0.113%
This stock has 30 days of quiet left (Ad)

A small power equipment company with $1.5 billion in orders is flying under the radar - but not for long. When the SpaceX and xAI S-1 filing hits the SEC in June, analysts will comb through supplier disclosures and this company's name is expected to surface. Dylan Jovine has identified the ticker and laid out the full investment thesis. The stock is still quiet - but that window may be closing fast.tc pixel

See the overlooked supplier before the SpaceX S-1 changes everything
2/2/2026 RIA Advisory Group LLC47,580$1.49M0.4%-1.5%0.305%
2/2/2026 Horizon Investments LLC62,576$1.95M0.0%-1.3%0.401%
2/2/2026 Mutual Advisors LLC9,938$310K0.0%+9.6%0.064%
2/2/2026 Oppenheimer & Co. Inc.65,024$2.03M0.0%+28.5%0.417%
1/29/2026 Concurrent Investment Advisors LLC7,647$239K0.0%N/A0.050%
1/28/2026 Geneos Wealth Management Inc.86,098$2.69M0.1%+420.4%0.567%
1/28/2026 CPC Advisors LLC42,830$1.34M0.1%+22.2%0.282%
1/23/2026 Clear Creek Financial Management LLC107,486$3.36M0.3%+70.2%0.709%
1/21/2026 Flagship Harbor Advisors LLC5,644$176K0.0%N/A0.037%
1/20/2026 Realta Investment Advisors8,845$276K0.1%N/A0.058%
1/20/2026 Savvy Advisors Inc.22,139$691K0.0%N/A0.146%
1/8/2026 Armstrong Advisory Group Inc.832$26K0.0%N/A0.006%
1/1/2026 JPMorgan Chase & Co.9,452$288K0.0%N/A0.070%
1/1/2026 RIA Advisory Group LLC48,285$1.47M0.4%-1.0%0.358%
11/19/2025 Sunbelt Securities Inc.6,938$211K0.0%N/A0.051%
11/17/2025 Bank of America Corp DE1,935$59K0.0%+843.9%0.014%
11/14/2025 Raymond James Financial Inc.14,237$434K0.0%N/A0.105%
11/14/2025 Horizon Investments LLC63,405$1.93M0.0%N/A0.470%
11/14/2025 Tower Research Capital LLC TRC 17,707$539K0.0%-77.7%0.131%
11/13/2025 Private Advisor Group LLC29,289$892K0.0%+110.7%0.217%
11/13/2025 Diversify Advisory Services LLC9,029$286K0.0%-4.6%0.067%
11/13/2025 Goodman Advisory Group LLC425,986$12.98M3.2%N/A3.155%
11/12/2025 Focus Partners Advisor Solutions LLC13,396$421K0.0%+79.4%0.099%
11/10/2025 Clear Creek Financial Management LLC63,168$1.92M0.2%-1.2%0.468%
11/7/2025 JPMorgan Chase & Co.9,452$288K0.0%N/A0.070%
11/7/2025 HighTower Advisors LLC152,371$4.64M0.0%-54.9%1.129%
11/6/2025 Ameritas Advisory Services LLC2,500$76K0.0%N/A0.019%
11/6/2025 Prospera Financial Services Inc42,240$1.29M0.0%+106.3%0.313%
11/6/2025 Oppenheimer & Co. Inc.50,621$1.54M0.0%-1.2%0.375%
11/5/2025 J.W. Cole Advisors Inc.16,857$513K0.0%+45.4%0.134%
11/5/2025 Envestnet Asset Management Inc.254,179$7.74M0.0%N/A2.014%
11/4/2025 Mutual Advisors LLC9,068$277K0.0%+6.2%0.072%
11/4/2025 Core Wealth Partners LLC11,317$345K0.2%N/A0.090%
11/3/2025 Valeo Financial Advisors LLC6,847$209K0.0%N/A0.054%
11/3/2025 Belpointe Asset Management LLC51,580$1.57M0.1%N/A0.409%
10/30/2025 Tranquilli Financial Advisor LLC11,335$345K0.2%N/A0.094%
10/30/2025 Envestnet Portfolio Solutions Inc.26,354$803K0.0%N/A0.217%
10/27/2025Touchstone Capital Inc.357,153$10.88M5.6%N/A2.957%
10/27/2025 CPC Advisors LLC35,063$1.07M0.1%-22.7%0.290%
10/22/2025 Geneos Wealth Management Inc.16,543$504K0.0%N/A0.139%
10/22/2025 Keystone Wealth Services LLC41,151$1.25M0.3%+334.3%0.346%
10/15/2025 Founders Financial Securities LLC59,650$1.82M0.1%N/A0.528%
9/4/2025 Osaic Holdings Inc.8,717$238K0.0%N/A0.102%
8/19/2025 Newbridge Financial Services Group Inc.5,625$154K0.0%+134.4%0.066%
8/15/2025 Tower 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%
The SpaceX filing is public. The window is closing. (Ad)

SpaceX just filed its S-1. The IPO is confirmed for June 12 - $75 billion, ticker SPCX, potentially the largest in history. The 21-bank syndicate has already locked up shares, so retail investors won't get access. But the S-1 exposed one publicly traded company Musk cannot operate without - and it's still cheap. Dylan Jovine is releasing the ticker free before June 12 changes the price.tc pixel

Get the ticker before the SpaceX IPO reprices everything on June 12
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%


TOPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 institutional investors and hedge funds held shares of iShares Top 20 U.S. Stocks ETF. The most heavily invested institutionals were LPL Financial LLC ($21.51M), Goodman Advisory Group LLC ($10.97M), Touchstone Capital Inc. ($10.88M), NewEdge Advisors LLC ($8.78M), Envestnet Asset Management Inc. ($7.74M), Independent Financial Group LLC ($7.73M), and HighTower Advisors LLC ($5.74M).Learn more on iShares Top 20 U.S. Stocks ETF's institutional investors.

Of the 62 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: Goodman Advisory Group LLC ($425.99K), Cetera Investment Advisers ($404.04K), LPL Financial LLC ($396.99K), Touchstone Capital Inc. ($357.15K), NewEdge Advisors LLC ($281.11K), Envestnet Asset Management Inc. ($274.37K), and Independent Financial Group LLC ($270.11K).

Institutional investors have bought a total of 3,020,426 shares in the last 24 months. This purchase volume represents approximately $91.03M in transactions.

Of the 15 institutional investors that sold iShares Top 20 U.S. Stocks ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($348.30K), HighTower Advisors LLC ($185.75K), Geneos Wealth Management Inc. ($74.71K), Tower Research Capital LLC TRC ($61.80K), Goodman Advisory Group LLC ($42.71K), Keystone Wealth Services LLC ($14.74K), and CPC Advisors LLC ($10.27K).

Institutional investors have sold a total of 758,726 shares in the last 24 months. This volume of shares sold represents approximately $21.85M in transactions.


Related Companies

This page (NYSEARCA:TOPT) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
The S-1 just dropped. 22 days left.
The SpaceX S-1 is now public - $18.7 billion in revenue, a $75 billion raise, and a June 12 Nasdaq listing con...
Behind the Markets | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Trump Admin to Pump $1 Billion into this “Off-the-Radar” AI Stock
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into...
InvestorPlace | Sponsoredtc pixel
Gold surged 600 dollars last time this indicator peaked
The Buffett Indicator has predicted every major gold bull run this century - 2000, 2008, and 2020, when gold s...
Porter & Company | Sponsoredtc pixel
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel