FFS
TOPT

Founders Financial Securities’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Founders Financial Securities’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 		$3.6M Buy
109,205
+46,355
+74% +$1.5M 0.18% 113
2026
Q1 		$1.88M Buy
62,850
+1,890
+3% +$56.9K 0.11% 187
2025
Q4 		$1.9M Buy
60,960
+1,310
+2% +$40.6K 0.11% 175
2025
Q3 		$1.82M Buy
+59,650
New +$1.72M 0.12% 165

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

Founders Financial Securities's TOPT Position: Q2 2026 in Review

Founders Financial Securities increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 74% in Q2 2026, buying an estimated $1.5M and bringing the position to 109,205 shares worth $3.6M. The position accounts for 0.18% of the portfolio, ranked #113.

Founders Financial Securities first reported a position in TOPT in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Founders Financial Securities held 109,205 shares of iShares Top 20 U.S. Stocks ETF worth $3.6M as of Q2 2026.
  • Founders Financial Securities bought 46,355 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $1.5M.
  • iShares Top 20 U.S. Stocks ETF made up 0.18% of Founders Financial Securities's portfolio in Q2 2026, its #113 holding.
  • Founders Financial Securities first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.