GRP
TOPT

Global Retirement Partners’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Global Retirement Partners’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 		$73.8K Buy
+2,243
New +$72.8K ﹤0.01% 2262
2025
Q4 		$562 Sell
18
-22
-55% -$682 ﹤0.01% 3979
2025
Q3 		$1.22K Buy
40
+20
+100% +$575 ﹤0.01% 3479
2025
Q2 		$546 Buy
+20
New +$498 ﹤0.01% 3565

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

Global Retirement Partners's TOPT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 2,243 shares worth $73.8K. The stake represents ﹤0.01% of the portfolio and ranks #2262 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TOPT as recently as Q4 2025.

Global Retirement Partners first reported a position in TOPT in Q2 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Global Retirement Partners held 2,243 shares of iShares Top 20 U.S. Stocks ETF worth $73.8K as of Q2 2026.
  • iShares Top 20 U.S. Stocks ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2262 holding.
  • Global Retirement Partners first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.