LPL Financial
TOPT

LPL Financial’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

LPL Financial’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 		$39.8M Buy
1,208,160
+165,289
+16% +$5.36M 0.01% 1133
2026
Q1 		$29.8M Buy
1,042,871
+354,133
+51% +$10.7M 0.01% 1198
2025
Q4 		$21.5M Buy
688,738
+177,777
+35% +$5.51M 0.01% 1373
2025
Q3 		$15.6M Buy
510,961
+209,218
+69% +$6.02M ﹤0.01% 1526
2025
Q2 		$8.23M Buy
301,743
+82,532
+38% +$2.05M ﹤0.01% 1898
2025
Q1 		$5.22M Buy
+219,211
New +$5.61M ﹤0.01% 2118

Other funds holding TOPT

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

LPL Financial's TOPT Position: Q2 2026 in Review

LPL Financial increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 16% in Q2 2026, buying an estimated $5.36M and bringing the position to 1,208,160 shares worth $39.8M. The position accounts for 0.01% of the portfolio, ranked #1133.

LPL Financial first reported a position in TOPT in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • LPL Financial held 1,208,160 shares of iShares Top 20 U.S. Stocks ETF worth $39.8M as of Q2 2026.
  • LPL Financial bought 165,289 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $5.36M.
  • iShares Top 20 U.S. Stocks ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1133 holding.
  • LPL Financial first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.