TOPT Institutional Ownership & Shareholders
ISHARES TOP 20 US STOCKS ETF (TOPT) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $246.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of TOPT tracked by InsiderSet, reporting ownership valued at approximately $39.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.11M, representing an estimated gain of +3.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed TOPT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Victory Capital Management Inc, and several other long-term asset managers with concentrated positions in ISHARES TOP 20 US STOCKS ETF (TOPT).
This page ranks the largest institutional TOPT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$246.92M
Largest Holder
Lpl Financial Llc
Largest Position
$39.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,208,160 | $39,772,641 | $41,113,685 | +$1,341,044 | +3.37% | |
| Envestnet Asset Management Inc | 0.01% | 788,413 | $25,954,540 | $26,829,694 | +$875,154 | +3.37% | |
| Victory Capital Management Inc | 0.01% | 689,021 | $22,682,571 | $23,447,385 | +$764,814 | +3.37% | |
| Raymond James Financial Inc | 0.00% | 518,627 | $17,073,194 | $17,648,877 | +$575,683 | +3.37% | |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | 476,949 | $16,645,520 | $16,230,574 | -$414,946 | -2.49% | |
| Blackrock, Inc. | 0.00% | 425,075 | $13,993,469 | $14,465,302 | +$471,833 | +3.37% | |
| Goodman Advisory Group, Llc | 2.94% | 388,708 | $12,796,267 | $13,227,733 | +$431,466 | +3.37% | |
| Iht Wealth Management, Llc | 0.16% | 224,723 | $7,397,893 | $7,647,324 | +$249,431 | +3.37% | |
| Cetera Investment Advisers | 0.01% | 204,325 | $6,726,368 | $6,953,180 | +$226,812 | +3.37% | |
| Ceera Investments, Llc | 2.67% | 191,319 | $6,298,221 | $6,510,586 | +$212,365 | +3.37% | |
| Clear Creek Financial Management, Llc | 0.43% | 163,910 | $5,720,446 | $5,577,857 | -$142,589 | -2.49% | |
| Two Sigma Investments, Lp | 0.00% | 154,200 | $5,076,264 | $5,247,426 | +$171,162 | +3.37% | |
| Signal Advisors Wealth, Llc | 0.22% | 141,192 | $4,927,585 | $4,804,764 | -$122,821 | -2.49% | |
| Independent Financial Group, Llc | 0.09% | 140,654 | $4,908,825 | $4,786,456 | -$122,369 | -2.49% | |
| Osaic Holdings, Inc. | 0.00% | 113,950 | $3,751,228 | $3,877,719 | +$126,491 | +3.37% | |
| Horizon Investments, Llc | 0.04% | 109,239 | $3,596,148 | $3,717,403 | +$121,255 | +3.37% | |
| Jpmorgan Chase & Co | 0.00% | 88,139 | $2,865,430 | $2,999,370 | +$133,940 | +4.67% | |
| Goldman Sachs Group Inc | 0.00% | 84,069 | $2,767,551 | $2,860,868 | +$93,317 | +3.37% | |
| Bradley Foster & Sargent Inc/Ct | 0.04% | 82,873 | $2,728,179 | $2,820,168 | +$91,989 | +3.37% | |
| Janney Montgomery Scott Llc | 0.01% | 82,470 | $2,715,000 | $2,806,454 | +$91,454 | +3.37% | |
| Midwest Financial Network, Llc | 1.63% | 68,755 | $2,399,542 | $2,339,733 | -$59,809 | -2.49% | |
| Atx Financial Planning, Llc | 1.37% | 61,563 | $2,148,549 | $2,094,989 | -$53,560 | -2.49% | |
| Oppenheimer & Co Inc | 0.02% | 61,261 | $2,138,009 | $2,084,712 | -$53,297 | -2.49% | |
| Kestra Advisory Services, Llc | 0.01% | 61,154 | $2,013,183 | $2,081,071 | +$67,888 | +3.37% | |
| D. E. Shaw & Co., Inc. | 0.00% | 44,091 | $1,451,476 | $1,500,417 | +$48,941 | +3.37% | |
| Commonwealth Equity Services, Llc | 0.00% | 42,346 | $1,394,020 | $1,441,034 | +$47,014 | +3.37% | |
| Prospera Financial Services Inc | 0.02% | 40,952 | $1,348,133 | $1,393,597 | +$45,464 | +3.37% | |
| Keystone Wealth Services, Llc | 0.24% | 40,005 | $1,316,965 | $1,361,370 | +$44,405 | +3.37% | |
| Openarc Corporate Advisory, Llc | 0.01% | 35,520 | $1,239,648 | $1,208,746 | -$30,902 | -2.49% | |
| Integrity Alliance, Llc. | 0.04% | 32,735 | $1,142,476 | $1,113,972 | -$28,504 | -2.49% | |
| Ria Advisory Group Llc | 0.31% | 31,749 | $1,108,045 | $1,080,418 | -$27,627 | -2.49% | |
| &Partners | 0.00% | 33,057 | $1,001,034 | $1,124,930 | +$123,896 | +12.38% | |
| J.W. Cole Advisors, Inc. | 0.02% | 28,953 | $953,136 | $985,271 | +$32,135 | +3.37% | |
| Core Wealth Partners Llc | 0.40% | 28,651 | $943,200 | $974,994 | +$31,794 | +3.37% | |
| Bank Of Montreal | 0.00% | 25,331 | $833,897 | $862,014 | +$28,117 | +3.37% | |
| Creativeone Wealth, Llc | 0.02% | 25,068 | $825,239 | $853,064 | +$27,825 | +3.37% | |
| Mmbg Investment Advisors Co. | 0.07% | 25,000 | $823,000 | $850,750 | +$27,750 | +3.37% | |
| Bank Of America Corp | 0.00% | 24,623 | $810,589 | $837,921 | +$27,332 | +3.37% | |
| Cpc Advisors, Llc | 0.11% | 22,340 | $779,666 | $760,230 | -$19,436 | -2.49% | |
| Savvy Advisors, Inc. | 0.02% | 22,736 | $748,456 | $773,706 | +$25,250 | +3.37% | |
| Geneos Wealth Management Inc. | 0.01% | 21,604 | $711,204 | $735,184 | +$23,980 | +3.37% | |
| Optivise Advisory Services Llc | 0.31% | 18,350 | $640,415 | $624,451 | -$15,965 | -2.49% | |
| Legacy Financial Group Llc | 0.07% | 18,459 | $607,668 | $628,160 | +$20,492 | +3.37% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 18,417 | $606,288 | $626,731 | +$20,443 | +3.37% | |
| Tranquilli Financial Advisor Llc | 0.31% | 17,669 | $581,663 | $601,276 | +$19,613 | +3.37% | |
| Private Advisor Group, Llc | 0.00% | 16,284 | $536,075 | $554,145 | +$18,070 | +3.37% | |
| Thoroughbred Financial Services, Llc | 0.02% | 14,565 | $479,000 | $495,647 | +$16,647 | +3.48% | |
| Leavell Investment Management, Inc. | 0.02% | 14,528 | $478,262 | $494,388 | +$16,126 | +3.37% | |
| Wealthplan Investment Management, Llc | 0.02% | 13,248 | $462,353 | $450,829 | -$11,524 | -2.49% | |
| Mutual Advisors, Llc | 0.01% | 12,371 | $407,253 | $420,985 | +$13,732 | +3.37% |
Frequently asked questions about TOPT
Who are the largest institutional holders of TOPT?
The largest institutional holders of TOPT reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Victory Capital Management Inc, Raymond James Financial Inc, and Mirae Asset Global Investments Co., Ltd.. InsiderSet ranks institutional holders by their latest reported TOPT position.
What is TOPT institutional ownership?
This page tracks TOPT positions reported by institutional investment managers through SEC Form 13F. ISHARES TOP 20 US STOCKS ETF (TOPT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TOPT?
InsiderSet currently tracks 101 institutional managers reporting TOPT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TOPT shareholders.
How much TOPT stock do institutions own?
Institutional investment managers disclosed approximately $246.92M in TOPT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TOPT institutional ownership last updated?
The latest TOPT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TOPT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TOPT position after the reporting date.
Are institutions buying or selling TOPT?
Institutional buying and selling can be analyzed by comparing TOPT positions across consecutive 13F reporting periods. InsiderSet's TOPT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TOPT ownership changes.
How has TOPT institutional ownership changed over time?
InsiderSet tracks TOPT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.