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
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 $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

Oppenheimer & Co's TOPT Position: Q1 2026 in Review

Oppenheimer & Co reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 12% in Q1 2026, selling an estimated $238K and leaving 57,116 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #667.

Oppenheimer & Co first reported a position in TOPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.03M in Q4 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Oppenheimer & Co held 57,116 shares of iShares Top 20 U.S. Stocks ETF worth $1.63M as of Q1 2026.
  • Oppenheimer & Co sold 7,908 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $238K.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #667 holding.
  • Oppenheimer & Co first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 5 quarters since.
  • Oppenheimer & Co's iShares Top 20 U.S. Stocks ETF position peaked at $2.03M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.