Janney Montgomery Scott
TOPT

Janney Montgomery Scott’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Janney Montgomery Scott’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 		$2.71M Buy
+82,470
New +$2.68M 0.01% 1313
2026
Q1 		– Sell
-87,844
Closed -$2.74M – 3104
2025
Q4 		$2.74M Buy
87,844
+74,966
+582% +$2.32M 0.01% 1189
2025
Q3 		$392K Buy
+12,878
New +$370K ﹤0.01% 2319
2025
Q2 		– Sell
-18,740
Closed -$446K – 2843
2025
Q1 		$446K Buy
18,740
+4,680
+33% +$120K ﹤0.01% 2063
2024
Q4 		$366K Buy
+14,060
New +$361K ﹤0.01% 2191

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

Janney Montgomery Scott's TOPT Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 82,470 shares worth $2.71M. The stake represents 0.01% of the portfolio and ranks #1313 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in TOPT as recently as Q4 2025.

Janney Montgomery Scott first reported a position in TOPT in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.74M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Janney Montgomery Scott held 82,470 shares of iShares Top 20 U.S. Stocks ETF worth $2.71M as of Q2 2026.
  • iShares Top 20 U.S. Stocks ETF was a new Janney Montgomery Scott position in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1313 holding.
  • Janney Montgomery Scott first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 5 quarters since.
  • Janney Montgomery Scott's iShares Top 20 U.S. Stocks ETF position peaked at $2.74M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.