LIM
TOPT

Leavell Investment Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Leavell Investment Management’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 		$388K Sell
13,562
-250
-2% -$7.53K 0.02% 466
2025
Q4 		$431K Buy
+13,812
New +$428K 0.02% 439

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

Leavell Investment Management's TOPT Position: Q1 2026 in Review

Leavell Investment Management reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 1.8% in Q1 2026, selling an estimated $7.53K and leaving 13,562 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #466.

Leavell Investment Management first reported a position in TOPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $431K in Q4 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Leavell Investment Management held 13,562 shares of iShares Top 20 U.S. Stocks ETF worth $388K as of Q1 2026.
  • Leavell Investment Management sold 250 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $7.53K.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of Leavell Investment Management's portfolio in Q1 2026, its #466 holding.
  • Leavell Investment Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 2 quarters since.
  • Leavell Investment Management's iShares Top 20 U.S. Stocks ETF position peaked at $431K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.