Envestnet Portfolio Solutions
TOPT

Envestnet Portfolio Solutions’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Envestnet Portfolio Solutions’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 		$606K Buy
18,417
+7,731
+72% +$251K ﹤0.01% 909
2026
Q1 		$306K Sell
10,686
-16,201
-60% -$488K ﹤0.01% 1109
2025
Q4 		$840K Buy
26,887
+533
+2% +$16.5K ﹤0.01% 825
2025
Q3 		$803K Buy
+26,354
New +$758K ﹤0.01% 825

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

Envestnet Portfolio Solutions's TOPT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 72% in Q2 2026, buying an estimated $251K and bringing the position to 18,417 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Envestnet Portfolio Solutions first reported a position in TOPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $840K in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Envestnet Portfolio Solutions held 18,417 shares of iShares Top 20 U.S. Stocks ETF worth $606K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 7,731 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $251K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #909 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's iShares Top 20 U.S. Stocks ETF position peaked at $840K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.