CIA
TOPT

Concurrent Investment Advisors’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Concurrent Investment Advisors’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 		$260K Buy
9,087
+1,440
+19% +$43.4K ﹤0.01% 1590
2025
Q4 		$239K Buy
+7,647
New +$237K ﹤0.01% 1537

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $1.3B AUM 20.31% 1-Year Est. Return

Concurrent Investment Advisors's TOPT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 19% in Q1 2026, buying an estimated $43.4K and bringing the position to 9,087 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Concurrent Investment Advisors first reported a position in TOPT in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Concurrent Investment Advisors held 9,087 shares of iShares Top 20 U.S. Stocks ETF worth $260K as of Q1 2026.
  • Concurrent Investment Advisors bought 1,440 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $43.4K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1590 holding.
  • Concurrent Investment Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.