Cetera Investment Advisers
TOPT

Cetera Investment Advisers’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Cetera Investment Advisers’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
Q1 		$3.64M Buy
127,111
+32,734
+35% +$986K ﹤0.01% 1741
2025
Q4 		$2.95M Buy
94,377
+3,563
+4% +$110K ﹤0.01% 1869
2025
Q3 		$2.77M Buy
90,814
+71,371
+367% +$2.05M ﹤0.01% 1897
2025
Q2 		$531K Sell
19,443
-348,300
-95% -$8.67M ﹤0.01% 2922
2025
Q1 		$8.76M Buy
+367,743
New +$9.41M 0.02% 836

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers's TOPT Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 35% in Q1 2026, buying an estimated $986K and bringing the position to 127,111 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Cetera Investment Advisers first reported a position in TOPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.76M in Q1 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Cetera Investment Advisers held 127,111 shares of iShares Top 20 U.S. Stocks ETF worth $3.64M as of Q1 2026.
  • Cetera Investment Advisers bought 32,734 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $986K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1741 holding.
  • Cetera Investment Advisers first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's iShares Top 20 U.S. Stocks ETF position peaked at $8.76M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.