PAG
TOPT

Private Advisor Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Private Advisor Group’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 		$536K Sell
16,284
-15,621
-49% -$507K ﹤0.01% 1754
2026
Q1 		$913K Buy
31,905
+645
+2% +$19.4K ﹤0.01% 1487
2025
Q4 		$976K Buy
31,260
+1,971
+7% +$61.1K ﹤0.01% 1419
2025
Q3 		$892K Buy
29,289
+15,387
+111% +$443K ﹤0.01% 1430
2025
Q2 		$379K Buy
+13,902
New +$346K ﹤0.01% 1839

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

Private Advisor Group's TOPT Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 49% in Q2 2026, selling an estimated $507K and leaving 16,284 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Private Advisor Group first reported a position in TOPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $976K in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Private Advisor Group held 16,284 shares of iShares Top 20 U.S. Stocks ETF worth $536K as of Q2 2026.
  • Private Advisor Group sold 15,621 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $507K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1754 holding.
  • Private Advisor Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2025 and has held it in 5 quarters since.
  • Private Advisor Group's iShares Top 20 U.S. Stocks ETF position peaked at $976K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.