Envestnet Asset Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Envestnet Asset Management’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	$19.4M	Buy	677,098 +435,234	+180%	+$13.1M	0.01%	1365
2025 Q4	$7.55M	Sell	241,864 -12,315	-5%	-$382K	﹤0.01%	1892
2025 Q3	$7.74M	Buy	+254,179	New	+$7.31M	﹤0.01%	1937
2025 Q2	–	Sell	-20,191	Closed	-$481K	–	4582
2025 Q1	$481K	Buy	+20,191	New	+$517K	﹤0.01%	3647

Other funds holding TOPT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Envestnet Asset Management's TOPT Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 180% in Q1 2026, buying an estimated $13.1M and bringing the position to 677,098 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #1365.

Envestnet Asset Management first reported a position in TOPT in Q1 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

Envestnet Asset Management held 677,098 shares of iShares Top 20 U.S. Stocks ETF worth $19.4M as of Q1 2026.
Envestnet Asset Management bought 435,234 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $13.1M.
iShares Top 20 U.S. Stocks ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1365 holding.
Envestnet Asset Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.