HI
TOPT

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

Horizon 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 		$3.59M Buy
125,576
+63,000
+101% +$1.9M 0.04% 348
2025
Q4 		$1.95M Sell
62,576
-829
-1% -$25.7K 0.02% 469
2025
Q3 		$1.93M Buy
+63,405
New +$1.82M 0.03% 473

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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Horizon Investments's TOPT Position: Q1 2026 in Review

Horizon Investments increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 101% in Q1 2026, buying an estimated $1.9M and bringing the position to 125,576 shares worth $3.59M. The position accounts for 0.04% of the portfolio, ranked #348.

Horizon Investments first reported a position in TOPT in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Horizon Investments held 125,576 shares of iShares Top 20 U.S. Stocks ETF worth $3.59M as of Q1 2026.
  • Horizon Investments bought 63,000 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $1.9M.
  • iShares Top 20 U.S. Stocks ETF made up 0.04% of Horizon Investments's portfolio in Q1 2026, its #348 holding.
  • Horizon Investments first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

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