MG
TOPT

Mather Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Mather Group’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 		$9.3K Buy
+325
New +$9.79K ﹤0.01% 1468

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

Mather Group's TOPT Position: Q1 2026 in Review

Mather Group opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026: 325 shares worth $9.3K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings.

85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Mather Group held 325 shares of iShares Top 20 U.S. Stocks ETF worth $9.3K as of Q1 2026.
  • iShares Top 20 U.S. Stocks ETF was a new Mather Group position in Q1 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1468 holding.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.