Osaic Holdings
TOPT

Osaic Holdings’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Osaic Holdings’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 		$3.75M Buy
113,950
+17,408
+18% +$565K ﹤0.01% 1764
2026
Q1 		$2.76M Buy
96,542
+33,375
+53% +$1.01M ﹤0.01% 1813
2025
Q4 		$1.97M Buy
63,167
+35,136
+125% +$1.09M ﹤0.01% 2106
2025
Q3 		$836K Buy
28,031
+19,314
+222% +$555K ﹤0.01% 2958
2025
Q2 		$238K Buy
+8,717
New +$217K ﹤0.01% 3786

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

Osaic Holdings's TOPT Position: Q2 2026 in Review

Osaic Holdings increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 18% in Q2 2026, buying an estimated $565K and bringing the position to 113,950 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Osaic Holdings 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.

  • Osaic Holdings held 113,950 shares of iShares Top 20 U.S. Stocks ETF worth $3.75M as of Q2 2026.
  • Osaic Holdings bought 17,408 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $565K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1764 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.