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

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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)
$99.15M
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
10/14/2026Signal Advisors Wealth LLC141,192$4.93M0.2%+260.3%0.636%
10/13/2026Midwest Financial Network LLC68,755$2.40M1.7%+133.4%0.320%
10/9/2026GK Wealth Management LLC2,085$73K0.0%N/A0.010%
9/25/2026Atomic Invest LLC185,392$6.03M0.5%+9,835.3%0.935%
9/23/2026Envestnet Portfolio Solutions Inc.18,417$606K0.0%+72.3%0.093%
9/23/2026Envestnet Asset Management Inc.788,413$25.96M0.0%+16.4%3.978%
9/9/2026Integrated Wealth Concepts LLC4,710$155K0.0%N/A0.023%
8/21/2026Tranquilli Financial Advisor LLC17,669$582K0.3%+50.5%0.088%
7/9/2026Valeo Financial Advisors LLC7,025$231K0.0%N/A0.035%
7/8/2026Midwest Financial Network LLC29,462$970K0.7%N/A0.148%
5/20/2026Norris 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%
5/13/2026Cetera Investment Advisers127,111$3.64M0.0%+34.7%0.701%
5/6/2026Cornerstone Planning Group LLC1,206$35K0.0%N/A0.007%
5/6/2026Independent Financial Group LLC270,106$7.73M0.2%N/A1.489%
5/5/2026Geneos Wealth Management Inc.11,386$326K0.0%-86.8%0.063%
4/30/2026SkyOak Wealth LLC9,435$270K0.0%+6.8%0.052%
4/30/2026ATX Financial Planning LLC54,965$1.57M1.2%+13.4%0.304%
4/27/2026Private Advisor Group LLC31,905$913K0.0%+2.1%0.177%
4/23/2026Private Wealth Management Group LLC1,209$35K0.0%N/A0.007%
4/22/2026Goodman Advisory Group LLC383,273$10.97M2.8%-1.8%2.165%
4/22/2026Realta Investment Advisors10,305$295K0.1%+16.5%0.058%
4/21/2026Laurel Oak Wealth Management LLC7,384$211K0.0%+4.7%0.042%
4/16/2026Founders 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%
2/18/2026NewEdge Advisors LLC281,154$8.78M0.0%+598,100.0%1.779%
2/18/2026Core Wealth Partners LLC35,199$1.10M0.5%+211.0%0.223%
2/17/2026Cetera Investment Advisers94,377$2.95M0.0%+3.9%0.597%
2/17/2026Osaic Holdings Inc.63,167$1.97M0.0%+125.3%0.400%
2/16/2026MML Investors Services LLC7,957$249K0.0%N/A0.050%
2/13/2026Kestra Advisory Services LLC55,209$1.72M0.0%+26.2%0.349%
2/12/2026Laurel Oak Wealth Management LLC7,050$220K0.0%N/A0.045%
2/12/2026Commonwealth Equity Services LLC49,024$1.53M0.0%-17.2%0.310%
2/12/2026Steward Partners Investment Advisory LLC58,149$1.82M0.0%+4.6%0.368%
2/11/2026Janney Montgomery Scott LLC87,844$2.74M0.0%+582.1%0.556%
2/11/2026Goodman Advisory Group LLC390,394$12.19M3.0%-8.4%2.471%
2/11/2026Simplex Trading LLC3,155$99K0.0%+364.0%0.020%
2/11/2026Focus Partners Advisor Solutions LLC7,475$233K0.0%-44.2%0.047%
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2/11/2026LPL Financial LLC688,738$21.51M0.0%+34.8%4.359%
2/11/2026J.W. Cole Advisors Inc.20,972$655K0.0%+24.4%0.133%
2/10/2026Founders Financial Securities LLC60,960$1.90M0.1%+2.2%0.386%
2/9/2026Kestra Investment Management LLC84,092$2.63M0.1%-0.6%0.532%
2/9/2026Harbour Investments Inc.5,200$162K0.0%N/A0.033%
2/6/2026HighTower Advisors LLC183,900$5.74M0.0%+20.7%1.164%
2/6/2026Envestnet Portfolio Solutions Inc.26,887$840K0.0%+2.0%0.170%
2/5/2026Guardian Capital LLC8,000$250K0.2%N/A0.051%
2/5/2026WealthPlan Investment Management LLC9,823$307K0.0%N/A0.062%
2/5/2026Legacy Financial Group LLC17,914$546K0.1%+4.2%0.113%
2/2/2026RIA Advisory Group LLC47,580$1.49M0.4%-1.5%0.305%
2/2/2026Horizon Investments LLC62,576$1.95M0.0%-1.3%0.401%
2/2/2026Mutual Advisors LLC9,938$310K0.0%+9.6%0.064%
2/2/2026Oppenheimer & Co. Inc.65,024$2.03M0.0%+28.5%0.417%
1/29/2026Concurrent Investment Advisors LLC7,647$239K0.0%N/A0.050%
1/28/2026Geneos Wealth Management Inc.86,098$2.69M0.1%+420.4%0.567%
1/28/2026CPC Advisors LLC42,830$1.34M0.1%+22.2%0.282%
1/23/2026Clear Creek Financial Management LLC107,486$3.36M0.3%+70.2%0.709%
1/21/2026Flagship Harbor Advisors LLC5,644$176K0.0%N/A0.037%
1/20/2026Realta Investment Advisors8,845$276K0.1%N/A0.058%
1/20/2026Savvy Advisors Inc.22,139$691K0.0%N/A0.146%
1/8/2026Armstrong Advisory Group Inc.832$26K0.0%N/A0.006%
1/1/2026JPMorgan Chase & Co.9,452$288K0.0%N/A0.070%
1/1/2026RIA 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%
11/14/2025Horizon Investments LLC63,405$1.93M0.0%N/A0.470%
11/14/2025Tower Research Capital LLC TRC 17,707$539K0.0%-77.7%0.131%
11/13/2025Private Advisor Group LLC29,289$892K0.0%+110.7%0.217%
11/13/2025Diversify Advisory Services LLC9,029$286K0.0%-4.6%0.067%
11/13/2025Goodman Advisory Group LLC425,986$12.98M3.2%N/A3.155%
11/12/2025Focus Partners Advisor Solutions LLC13,396$421K0.0%+79.4%0.099%
11/10/2025Clear Creek Financial Management LLC63,168$1.92M0.2%-1.2%0.468%
11/7/2025JPMorgan Chase & Co.9,452$288K0.0%N/A0.070%
11/7/2025HighTower Advisors LLC152,371$4.64M0.0%-54.9%1.129%
11/6/2025Ameritas Advisory Services LLC2,500$76K0.0%N/A0.019%
11/6/2025Prospera Financial Services Inc42,240$1.29M0.0%+106.3%0.313%
11/6/2025Oppenheimer & Co. Inc.50,621$1.54M0.0%-1.2%0.375%
11/5/2025J.W. Cole Advisors Inc.16,857$513K0.0%+45.4%0.134%
11/5/2025Envestnet Asset Management Inc.254,179$7.74M0.0%N/A2.014%
11/4/2025Mutual Advisors LLC9,068$277K0.0%+6.2%0.072%
11/4/2025Core Wealth Partners LLC11,317$345K0.2%N/A0.090%
11/3/2025Valeo Financial Advisors LLC6,847$209K0.0%N/A0.054%
11/3/2025Belpointe Asset Management LLC51,580$1.57M0.1%N/A0.409%
10/30/2025Tranquilli Financial Advisor LLC11,335$345K0.2%N/A0.094%
10/30/2025Envestnet Portfolio Solutions Inc.26,354$803K0.0%N/A0.217%
10/27/2025Touchstone Capital Inc.357,153$10.88M5.6%N/A2.957%
10/27/2025CPC Advisors LLC35,063$1.07M0.1%-22.7%0.290%
10/22/2025Geneos Wealth Management Inc.16,543$504K0.0%N/A0.139%
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10/22/2025Keystone Wealth Services LLC41,151$1.25M0.3%+334.3%0.346%
10/15/2025Founders 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%
8/15/2025Tower 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%
8/14/2025Diversify Advisory Services LLC9,466$275K0.0%+10.0%0.111%
8/12/2025J.W. Cole Advisors Inc.11,595$316K0.0%N/A0.135%
8/12/2025Steward Partners Investment Advisory LLC51,711$1.41M0.0%N/A0.604%
8/12/2025Insigneo Advisory Services LLC9,561$261K0.0%N/A0.112%


TOPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 institutional investors and hedge funds held shares of iShares Top 20 U.S. Stocks ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($25.96M), LPL Financial LLC ($21.51M), Goodman Advisory Group LLC ($10.97M), Touchstone Capital Inc. ($10.88M), NewEdge Advisors LLC ($8.78M), Independent Financial Group LLC ($7.73M), and Atomic Invest LLC ($6.03M).Learn more on iShares Top 20 U.S. Stocks ETF's institutional investors.

Of the 67 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), Envestnet Asset Management Inc. ($385.69K), Touchstone Capital Inc. ($357.15K), NewEdge Advisors LLC ($281.11K), and Independent Financial Group LLC ($270.11K).

Institutional investors have bought a total of 3,205,842 shares in the last 24 months. This purchase volume represents approximately $99.15M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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