HighTower Advisors’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

HighTower Advisors’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	$2.27M	Buy	68,863 +31,654	+85%	+$1.03M	﹤0.01%	1687
2026 Q1	$1.06M	Sell	37,209 -146,691	-80%	-$4.42M	﹤0.01%	2137
2025 Q4	$5.74M	Buy	183,900 +31,529	+21%	+$978K	0.01%	1096
2025 Q3	$4.64M	Sell	152,371 -185,749	-55%	-$5.34M	0.01%	1163
2025 Q2	$9.23M	Buy	+338,120	New	+$8.41M	0.01%	833

Other funds holding TOPT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors's TOPT Position: Q2 2026 in Review

HighTower Advisors increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 85% in Q2 2026, buying an estimated $1.03M and bringing the position to 68,863 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

HighTower Advisors first reported a position in TOPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.23M in Q2 2025. 62 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

HighTower Advisors held 68,863 shares of iShares Top 20 U.S. Stocks ETF worth $2.27M as of Q2 2026.
HighTower Advisors bought 31,654 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $1.03M.
iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1687 holding.
HighTower Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 5 quarters since.
HighTower Advisors's iShares Top 20 U.S. Stocks ETF position peaked at $9.23M in Q2 2025.
62 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.