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
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

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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

LPL Financial's TOPT Position: Q1 2026 in Review

LPL Financial increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 51% in Q1 2026, buying an estimated $10.7M and bringing the position to 1,042,871 shares worth $29.8M. The position accounts for 0.01% of the portfolio, ranked #1198.

LPL Financial first reported a position in TOPT in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • LPL Financial held 1,042,871 shares of iShares Top 20 U.S. Stocks ETF worth $29.8M as of Q1 2026.
  • LPL Financial bought 354,133 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $10.7M.
  • iShares Top 20 U.S. Stocks ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1198 holding.
  • LPL Financial first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.