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
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Concurrent Investment Advisors's TOPT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 1.6% in Q2 2026, buying an estimated $4.61K and bringing the position to 9,229 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Concurrent Investment Advisors first reported a position in TOPT in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Concurrent Investment Advisors held 9,229 shares of iShares Top 20 U.S. Stocks ETF worth $304K as of Q2 2026.
  • Concurrent Investment Advisors bought 142 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $4.61K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1682 holding.
  • Concurrent Investment Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.