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

$33.92 -0.09 (-0.26%)
As of 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)
57
Total
Institutional Inflows
(last 12 months)
$86.11M
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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Valeo Financial Advisors LLC7,025$231K0.0%N/A0.035%
7/8/2026 Midwest Financial Network LLC29,462$970K0.7%N/A0.148%
5/20/2026 Norris Financial Group LLC8,781$251K0.1%N/A0.048%
5/19/2026Bank of America Corp DE17,881$512K0.0%+35.4%0.099%
5/18/2026Royal 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%
4/30/2026ATX 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%
2/20/2026Sunbelt Securities Inc.7,534$235K0.0%+8.6%0.048%
2/19/2026ATX 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%
2/17/2026Osaic 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%
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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%
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%
2/2/2026Mutual 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%
11/19/2025Sunbelt Securities Inc.6,938$211K0.0%N/A0.051%
11/17/2025Bank of America Corp DE1,935$59K0.0%+843.9%0.014%
11/14/2025Raymond 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%
11/6/2025Ameritas 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%
11/4/2025Mutual 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%
9/4/2025Osaic Holdings Inc.8,717$238K0.0%N/A0.102%
8/19/2025Newbridge 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%
8/14/2025Jane 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%
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8/12/2025 Steward Partners Investment Advisory LLC51,711$1.41M0.0%N/A0.604%
8/12/2025Insigneo 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%
7/28/2025Mutual 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%


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 2,832,548 shares in the last 24 months. This purchase volume represents approximately $86.11M 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.


Related Companies

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 7/9/2026. New 13F filings are added each quarter as they're published.
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