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
Q2 		$407K Buy
12,371
+778
+7% +$25.2K 0.01% 1045
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 $445B AUM 25.58% 1-Year Est. Return
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

Mutual Advisors's TOPT Position: Q2 2026 in Review

Mutual Advisors increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 6.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 12,371 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #1045.

Mutual Advisors first reported a position in TOPT in Q2 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Mutual Advisors held 12,371 shares of iShares Top 20 U.S. Stocks ETF worth $407K as of Q2 2026.
  • Mutual Advisors bought 778 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $25.2K.
  • iShares Top 20 U.S. Stocks ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1045 holding.
  • Mutual Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.