Ceera Investments
TOPT icon

Ceera Investments’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Ceera Investments’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
Q3 		$8.85M Buy
253,469
+62,150
+32% +$2.09M 3.36% 7
2026
Q2 		$6.3M Buy
+191,319
New +$6.21M 2.67% 11

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
DCF
Daffy Charitable Fund Los Altos, California $1.02B AUM 4.41% 1-Year Est. Return
Atomic Invest
Atomic Invest New York $683M AUM 3.17% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Ceera Investments's TOPT Position: Q3 2026 in Review

Ceera Investments increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 32% in Q3 2026, buying an estimated $2.09M and bringing the position to 253,469 shares worth $8.85M. The position accounts for 3.36% of the portfolio, ranked #7.

Ceera Investments first reported a position in TOPT in Q2 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Ceera Investments held 253,469 shares of iShares Top 20 U.S. Stocks ETF worth $8.85M as of Q3 2026.
  • Ceera Investments bought 62,150 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $2.09M.
  • iShares Top 20 U.S. Stocks ETF made up 3.36% of Ceera Investments's portfolio in Q3 2026, its #7 holding.
  • Ceera Investments first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Ceera Investments's 13F filing for Q3 2026, filed 2 Nov 2026.