PTC
TOPT

Private Trust Company’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Private Trust Company’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 		$227K Hold
6,901
– – 0.02% 766
2026
Q1 		$198K Buy
6,901
+2,339
+51% +$70.5K 0.02% 787
2025
Q4 		$142K Hold
4,562
– – 0.01% 879
2025
Q3 		$139K Hold
4,562
– – 0.01% 881
2025
Q2 		$124K Buy
4,562
+2,280
+100% +$56.7K 0.01% 883
2025
Q1 		$54.4K Buy
+2,282
New +$58.4K 0.01% 1162

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 Trust Company's TOPT Position: Q2 2026 in Review

Private Trust Company held its iShares Top 20 U.S. Stocks ETF (TOPT) position steady in Q2 2026 at 6,901 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #766.

Private Trust Company 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.

  • Private Trust Company held 6,901 shares of iShares Top 20 U.S. Stocks ETF worth $227K as of Q2 2026.
  • Private Trust Company left its iShares Top 20 U.S. Stocks ETF share count unchanged in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #766 holding.
  • Private Trust Company 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 Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.