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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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.73T AUM 46.02% 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 $1.56B AUM 31.02% 1-Year Est. Return

NewEdge Advisors's TOPT Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 100% in Q1 2026, selling an estimated $8.47M and leaving 47 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

NewEdge Advisors first reported a position in TOPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.81M in Q4 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • NewEdge Advisors held 47 shares of iShares Top 20 U.S. Stocks ETF worth $1.34K as of Q1 2026.
  • NewEdge Advisors sold 281,107 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $8.47M.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3866 holding.
  • NewEdge Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's iShares Top 20 U.S. Stocks ETF position peaked at $6.81M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.