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

$34.19 +0.42 (+1.24%)

Closing price 09/3/2026 04:10 PM Eastern

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$34.20 +0.01 (+0.01%)

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Number of Institutional Buyers (last 12 months): 53
Total Institutional Inflows (last 12 months): $84.03M

Number of Institutional Sellers (last 12 months): 13
Total Institutional Outflows (last 12 months): $11.94M

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TOPT Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/21/2026	Tranquilli Financial Advisor LLC	17,669	$582K	0.3%	+50.5%	0.088%
7/9/2026	Valeo Financial Advisors LLC	7,025	$231K	0.0%	N/A	0.035%
7/8/2026	Midwest Financial Network LLC	29,462	$970K	0.7%	N/A	0.148%
5/20/2026	Norris Financial Group LLC	8,781	$251K	0.1%	N/A	0.048%
5/19/2026	Bank of America Corp DE	17,881	$512K	0.0%	+35.4%	0.099%
5/18/2026	Royal Bank of Canada	53,157	$1.52M	0.0%	N/A	0.293%
5/13/2026	Cetera Investment Advisers	127,111	$3.64M	0.0%	+34.7%	0.701%
5/6/2026	Cornerstone Planning Group LLC	1,206	$35K	0.0%	N/A	0.007%
5/6/2026	Independent Financial Group LLC	270,106	$7.73M	0.2%	N/A	1.489%
5/5/2026	Geneos Wealth Management Inc.	11,386	$326K	0.0%	-86.8%	0.063%
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4/30/2026	SkyOak Wealth LLC	9,435	$270K	0.0%	+6.8%	0.052%
4/30/2026	ATX Financial Planning LLC	54,965	$1.57M	1.2%	+13.4%	0.304%
4/27/2026	Private Advisor Group LLC	31,905	$913K	0.0%	+2.1%	0.177%
4/23/2026	Private Wealth Management Group LLC	1,209	$35K	0.0%	N/A	0.007%
4/22/2026	Goodman Advisory Group LLC	383,273	$10.97M	2.8%	-1.8%	2.165%
4/22/2026	Realta Investment Advisors	10,305	$295K	0.1%	+16.5%	0.058%
4/21/2026	Laurel Oak Wealth Management LLC	7,384	$211K	0.0%	+4.7%	0.042%
4/16/2026	Founders Financial Securities LLC	62,850	$1.88M	0.1%	+3.1%	0.356%
2/20/2026	Sunbelt Securities Inc.	7,534	$235K	0.0%	+8.6%	0.048%
2/19/2026	ATX Financial Planning LLC	48,480	$1.51M	1.2%	N/A	0.307%
2/18/2026	NewEdge Advisors LLC	281,154	$8.78M	0.0%	+598,100.0%	1.779%
2/18/2026	Core Wealth Partners LLC	35,199	$1.10M	0.5%	+211.0%	0.223%
2/17/2026	Cetera Investment Advisers	94,377	$2.95M	0.0%	+3.9%	0.597%
2/17/2026	Osaic Holdings Inc.	63,167	$1.97M	0.0%	+125.3%	0.400%
2/16/2026	MML Investors Services LLC	7,957	$249K	0.0%	N/A	0.050%
2/13/2026	Kestra Advisory Services LLC	55,209	$1.72M	0.0%	+26.2%	0.349%
2/12/2026	Laurel Oak Wealth Management LLC	7,050	$220K	0.0%	N/A	0.045%
2/12/2026	Commonwealth Equity Services LLC	49,024	$1.53M	0.0%	-17.2%	0.310%
2/12/2026	Steward Partners Investment Advisory LLC	58,149	$1.82M	0.0%	+4.6%	0.368%
2/11/2026	Janney Montgomery Scott LLC	87,844	$2.74M	0.0%	+582.1%	0.556%
2/11/2026	Goodman Advisory Group LLC	390,394	$12.19M	3.0%	-8.4%	2.471%
2/11/2026	Simplex Trading LLC	3,155	$99K	0.0%	+364.0%	0.020%
2/11/2026	Focus Partners Advisor Solutions LLC	7,475	$233K	0.0%	-44.2%	0.047%
2/11/2026	LPL Financial LLC	688,738	$21.51M	0.0%	+34.8%	4.359%
2/11/2026	J.W. Cole Advisors Inc.	20,972	$655K	0.0%	+24.4%	0.133%
2/10/2026	Founders Financial Securities LLC	60,960	$1.90M	0.1%	+2.2%	0.386%
2/9/2026	Kestra Investment Management LLC	84,092	$2.63M	0.1%	-0.6%	0.532%
2/9/2026	Harbour Investments Inc.	5,200	$162K	0.0%	N/A	0.033%
2/6/2026	HighTower Advisors LLC	183,900	$5.74M	0.0%	+20.7%	1.164%
2/6/2026	Envestnet Portfolio Solutions Inc.	26,887	$840K	0.0%	+2.0%	0.170%
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2/5/2026	Guardian Capital LLC	8,000	$250K	0.2%	N/A	0.051%
2/5/2026	WealthPlan Investment Management LLC	9,823	$307K	0.0%	N/A	0.062%
2/5/2026	Legacy Financial Group LLC	17,914	$546K	0.1%	+4.2%	0.113%
2/2/2026	RIA Advisory Group LLC	47,580	$1.49M	0.4%	-1.5%	0.305%
2/2/2026	Horizon Investments LLC	62,576	$1.95M	0.0%	-1.3%	0.401%
2/2/2026	Mutual Advisors LLC	9,938	$310K	0.0%	+9.6%	0.064%
2/2/2026	Oppenheimer & Co. Inc.	65,024	$2.03M	0.0%	+28.5%	0.417%
1/29/2026	Concurrent Investment Advisors LLC	7,647	$239K	0.0%	N/A	0.050%
1/28/2026	Geneos Wealth Management Inc.	86,098	$2.69M	0.1%	+420.4%	0.567%
1/28/2026	CPC Advisors LLC	42,830	$1.34M	0.1%	+22.2%	0.282%
1/23/2026	Clear Creek Financial Management LLC	107,486	$3.36M	0.3%	+70.2%	0.709%
1/21/2026	Flagship Harbor Advisors LLC	5,644	$176K	0.0%	N/A	0.037%
1/20/2026	Realta Investment Advisors	8,845	$276K	0.1%	N/A	0.058%
1/20/2026	Savvy Advisors Inc.	22,139	$691K	0.0%	N/A	0.146%
1/8/2026	Armstrong Advisory Group Inc.	832	$26K	0.0%	N/A	0.006%
1/1/2026	JPMorgan Chase & Co.	9,452	$288K	0.0%	N/A	0.070%
1/1/2026	RIA Advisory Group LLC	48,285	$1.47M	0.4%	-1.0%	0.358%
11/19/2025	Sunbelt Securities Inc.	6,938	$211K	0.0%	N/A	0.051%
11/17/2025	Bank of America Corp DE	1,935	$59K	0.0%	+843.9%	0.014%
11/14/2025	Raymond James Financial Inc.	14,237	$434K	0.0%	N/A	0.105%
11/14/2025	Horizon Investments LLC	63,405	$1.93M	0.0%	N/A	0.470%
11/14/2025	Tower Research Capital LLC TRC	17,707	$539K	0.0%	-77.7%	0.131%
11/13/2025	Private Advisor Group LLC	29,289	$892K	0.0%	+110.7%	0.217%
11/13/2025	Diversify Advisory Services LLC	9,029	$286K	0.0%	-4.6%	0.067%
11/13/2025	Goodman Advisory Group LLC	425,986	$12.98M	3.2%	N/A	3.155%
11/12/2025	Focus Partners Advisor Solutions LLC	13,396	$421K	0.0%	+79.4%	0.099%
11/10/2025	Clear Creek Financial Management LLC	63,168	$1.92M	0.2%	-1.2%	0.468%
11/7/2025	JPMorgan Chase & Co.	9,452	$288K	0.0%	N/A	0.070%
11/7/2025	HighTower Advisors LLC	152,371	$4.64M	0.0%	-54.9%	1.129%
11/6/2025	Ameritas Advisory Services LLC	2,500	$76K	0.0%	N/A	0.019%
11/6/2025	Prospera Financial Services Inc	42,240	$1.29M	0.0%	+106.3%	0.313%
11/6/2025	Oppenheimer & Co. Inc.	50,621	$1.54M	0.0%	-1.2%	0.375%
11/5/2025	J.W. Cole Advisors Inc.	16,857	$513K	0.0%	+45.4%	0.134%
11/5/2025	Envestnet Asset Management Inc.	254,179	$7.74M	0.0%	N/A	2.014%
11/4/2025	Mutual Advisors LLC	9,068	$277K	0.0%	+6.2%	0.072%
11/4/2025	Core Wealth Partners LLC	11,317	$345K	0.2%	N/A	0.090%
11/3/2025	Valeo Financial Advisors LLC	6,847	$209K	0.0%	N/A	0.054%
11/3/2025	Belpointe Asset Management LLC	51,580	$1.57M	0.1%	N/A	0.409%
10/30/2025	Tranquilli Financial Advisor LLC	11,335	$345K	0.2%	N/A	0.094%
10/30/2025	Envestnet Portfolio Solutions Inc.	26,354	$803K	0.0%	N/A	0.217%
10/27/2025	Touchstone Capital Inc.	357,153	$10.88M	5.6%	N/A	2.957%
10/27/2025	CPC Advisors LLC	35,063	$1.07M	0.1%	-22.7%	0.290%
10/22/2025	Geneos Wealth Management Inc.	16,543	$504K	0.0%	N/A	0.139%
10/22/2025	Keystone Wealth Services LLC	41,151	$1.25M	0.3%	+334.3%	0.346%
10/15/2025	Founders Financial Securities LLC	59,650	$1.82M	0.1%	N/A	0.528%
9/4/2025	Osaic Holdings Inc.	8,717	$238K	0.0%	N/A	0.102%
8/19/2025	Newbridge Financial Services Group Inc.	5,625	$154K	0.0%	+134.4%	0.066%
8/15/2025	Tower Research Capital LLC TRC	79,510	$2.17M	0.1%	+876.1%	0.929%
8/14/2025	Jane Street Group LLC	40,743	$1.11M	0.0%	+159.1%	0.476%
8/14/2025	Diversify Advisory Services LLC	9,466	$275K	0.0%	+10.0%	0.111%
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8/12/2025	J.W. Cole Advisors Inc.	11,595	$316K	0.0%	N/A	0.135%
8/12/2025	Steward Partners Investment Advisory LLC	51,711	$1.41M	0.0%	N/A	0.604%
8/12/2025	Insigneo Advisory Services LLC	9,561	$261K	0.0%	N/A	0.112%
8/8/2025	Cetera Investment Advisers	19,443	$531K	0.0%	-94.7%	0.224%
8/6/2025	Prospera Financial Services Inc	20,471	$559K	0.0%	+70.1%	0.236%
8/5/2025	Strategic Financial Concepts LLC	12,750	$332K	0.0%	+16.3%	0.147%
7/31/2025	Focus Partners Advisor Solutions LLC	7,466	$204K	0.0%	N/A	0.086%
7/29/2025	Private Trust Co. NA	4,562	$124K	0.0%	+99.9%	0.053%
7/28/2025	Mutual Advisors LLC	8,540	$241K	0.0%	N/A	0.098%
7/23/2025	Clear Creek Financial Management LLC	63,951	$1.75M	0.2%	+219.5%	0.737%

TOPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 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 63 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 2,755,172 shares in the last 24 months. This purchase volume represents approximately $84.03M in transactions.

Of the 13 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: HighTower Advisors LLC ($185.75K), Geneos Wealth Management Inc. ($74.71K), Tower Research Capital LLC TRC ($61.80K), Goodman Advisory Group LLC ($42.71K), CPC Advisors LLC ($10.27K), Commonwealth Equity Services LLC ($10.16K), and Focus Partners Advisor Solutions LLC ($5.92K).

Institutional investors have sold a total of 395,688 shares in the last 24 months. This volume of shares sold represents approximately $11.94M in transactions.

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Institutional ownership data for NYSEARCA:TOPT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.

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

TOPT Institutional Buying and Selling by Quarter

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

TOPT Institutional Ownership - Frequently Asked Questions

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

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

TOPT Institutional Buying and Selling by Quarter

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

TOPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TOPT shares?

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

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

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

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

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