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TOPT

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

NewEdge 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 		$1.55K Hold
47
– – ﹤0.01% 3949
2026
Q1 		$1.34K Sell
47
-281,107
-100% -$8.47M ﹤0.01% 3866
2025
Q4 		$6.81M Buy
281,154
+281,107
+598,100% +$8.72M 0.02% 548
2025
Q3 		$1.43K Sell
47
-418
-90% -$12K ﹤0.01% 3836
2025
Q2 		$12.7K Buy
+465
New +$11.6K ﹤0.01% 3116

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 22.9% 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

NewEdge Advisors's TOPT Position: Q2 2026 in Review

NewEdge Advisors held its iShares Top 20 U.S. Stocks ETF (TOPT) position steady in Q2 2026 at 47 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3949.

NewEdge Advisors first reported a position in TOPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.81M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • NewEdge Advisors held 47 shares of iShares Top 20 U.S. Stocks ETF worth $1.55K as of Q2 2026.
  • NewEdge Advisors left its iShares Top 20 U.S. Stocks ETF share count unchanged in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3949 holding.
  • NewEdge Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Advisors's iShares Top 20 U.S. Stocks ETF position peaked at $6.81M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.