P
TOPT

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

&Partners’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 		$1M Buy
+33,057
New +$1.07M ﹤0.01% 1411
2026
Q1 		– Hold
0
– – – 1420

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

&Partners's TOPT Position: Q2 2026 in Review

&Partners opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 33,057 shares worth $1M. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings.

105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • &Partners held 33,057 shares of iShares Top 20 U.S. Stocks ETF worth $1M as of Q2 2026.
  • iShares Top 20 U.S. Stocks ETF was a new &Partners position in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1411 holding.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.