MA
TOPT

Mutual Advisors’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Mutual Advisors’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 		$332K Buy
11,593
+1,655
+17% +$49.9K 0.01% 1079
2025
Q4 		$310K Buy
9,938
+870
+10% +$27K 0.01% 1066
2025
Q3 		$277K Buy
9,068
+528
+6% +$15.2K 0.01% 1084
2025
Q2 		$241K Buy
+8,540
New +$212K 0.01% 1062

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

Mutual Advisors's TOPT Position: Q1 2026 in Review

Mutual Advisors increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 17% in Q1 2026, buying an estimated $49.9K and bringing the position to 11,593 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1079.

Mutual Advisors first reported a position in TOPT in Q2 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Mutual Advisors held 11,593 shares of iShares Top 20 U.S. Stocks ETF worth $332K as of Q1 2026.
  • Mutual Advisors bought 1,655 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $49.9K.
  • iShares Top 20 U.S. Stocks ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1079 holding.
  • Mutual Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.