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
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 $377B AUM 19.32% 1-Year Est. Return
BlackRock
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's TOPT Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 55% in Q4 2025, selling an estimated $682 and leaving 18 shares worth $562. The position accounts for ﹤0.01% of the portfolio, ranked #3979.

Global Retirement Partners first reported a position in TOPT in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.22K in Q3 2025. 78 funds tracked by Wall St. Rank hold TOPT as of Q4 2025.

  • Global Retirement Partners held 18 shares of iShares Top 20 U.S. Stocks ETF worth $562 as of Q4 2025.
  • Global Retirement Partners sold 22 iShares Top 20 U.S. Stocks ETF shares in Q4 2025, an estimated $682.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3979 holding.
  • Global Retirement Partners first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's iShares Top 20 U.S. Stocks ETF position peaked at $1.22K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.