OC
TOPT

Oppenheimer & Co’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Oppenheimer & Co’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 		$2.04M Buy
61,936
+4,820
+8% +$156K 0.02% 636
2026
Q1 		$1.63M Sell
57,116
-7,908
-12% -$238K 0.02% 667
2025
Q4 		$2.03M Buy
65,024
+14,403
+28% +$447K 0.03% 543
2025
Q3 		$1.54M Sell
50,621
-628
-1% -$18.1K 0.02% 701
2025
Q2 		$1.4M Sell
51,249
-18,049
-26% -$449K 0.02% 708
2025
Q1 		$1.65M Buy
+69,298
New +$1.77M 0.02% 600

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

Oppenheimer & Co's TOPT Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 8.4% in Q2 2026, buying an estimated $156K and bringing the position to 61,936 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #636.

Oppenheimer & Co first reported a position in TOPT in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Oppenheimer & Co held 61,936 shares of iShares Top 20 U.S. Stocks ETF worth $2.04M as of Q2 2026.
  • Oppenheimer & Co bought 4,820 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $156K.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of Oppenheimer & Co's portfolio in Q2 2026, its #636 holding.
  • Oppenheimer & Co first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.