Bradley Foster & Sargent’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Bradley Foster & Sargent’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	$2.73M	Buy	+82,873	New	+$2.69M	0.04%	204

Other funds holding TOPT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Bradley Foster & Sargent's TOPT Position: Q2 2026 in Review

Bradley Foster & Sargent opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 82,873 shares worth $2.73M. The stake represents 0.04% of the portfolio and ranks #204 among its holdings.

105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Bradley Foster & Sargent held 82,873 shares of iShares Top 20 U.S. Stocks ETF worth $2.73M as of Q2 2026.
iShares Top 20 U.S. Stocks ETF was a new Bradley Foster & Sargent position in Q2 2026.
iShares Top 20 U.S. Stocks ETF made up 0.04% of Bradley Foster & Sargent's portfolio in Q2 2026, its #204 holding.
105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.