Bank of Montreal
TOPT

Bank of Montreal’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Bank of Montreal’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$834K Hold
25,331
– – ﹤0.01% 2179
2026
Q1 		$725K Buy
25,331
+24,489
+2,908% +$738K ﹤0.01% 2207
2025
Q4 		$26.3K Hold
842
– – ﹤0.01% 3313
2025
Q3 		$25.6K Buy
842
+128
+18% +$3.68K ﹤0.01% 3247
2025
Q2 		$19.5K Buy
714
+95
+15% +$2.36K ﹤0.01% 3294
2025
Q1 		$14.7K Hold
619
– – ﹤0.01% 3263
2024
Q4 		$16.1K Buy
+619
New +$15.9K ﹤0.01% 3282

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Bank of Montreal's TOPT Position: Q2 2026 in Review

Bank of Montreal held its iShares Top 20 U.S. Stocks ETF (TOPT) position steady in Q2 2026 at 25,331 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Bank of Montreal first reported a position in TOPT in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Bank of Montreal held 25,331 shares of iShares Top 20 U.S. Stocks ETF worth $834K as of Q2 2026.
  • Bank of Montreal left its iShares Top 20 U.S. Stocks ETF share count unchanged in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2179 holding.
  • Bank of Montreal first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.