HI
TOPT

Harbour Investments’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Harbour Investments’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 		$282K Buy
9,850
+4,650
+89% +$140K ﹤0.01% 1347
2025
Q4 		$162K Buy
+5,200
New +$161K ﹤0.01% 1389

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Harbour Investments's TOPT Position: Q1 2026 in Review

Harbour Investments increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 89% in Q1 2026, buying an estimated $140K and bringing the position to 9,850 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Harbour Investments first reported a position in TOPT in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Harbour Investments held 9,850 shares of iShares Top 20 U.S. Stocks ETF worth $282K as of Q1 2026.
  • Harbour Investments bought 4,650 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $140K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1347 holding.
  • Harbour Investments first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.