Concurrent Investment Advisors
TOPT icon

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
Q3 		$324K Buy
9,277
+48
+0.5% +$1.62K ﹤0.01% 1832
2026
Q2 		$304K Buy
9,229
+142
+2% +$4.61K ﹤0.01% 1682
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 $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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Ceera Investments
Ceera Investments Bellaire, Texas $264M AUM 5.39% 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
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concurrent Investment Advisors's TOPT Position: Q3 2026 in Review

Concurrent Investment Advisors increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 0.52% in Q3 2026, buying an estimated $1.62K and bringing the position to 9,277 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Concurrent Investment Advisors first reported a position in TOPT in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Concurrent Investment Advisors held 9,277 shares of iShares Top 20 U.S. Stocks ETF worth $324K as of Q3 2026.
  • Concurrent Investment Advisors bought 48 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $1.62K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1832 holding.
  • Concurrent Investment Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.