Raymond James Financial
TOPT

Raymond James Financial’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Raymond James Financial’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 		$12.2M Buy
426,438
+62,974
+17% +$1.9M ﹤0.01% 1849
2025
Q4 		$11.4M Buy
363,464
+349,227
+2,453% +$10.8M ﹤0.01% 1852
2025
Q3 		$434K Buy
+14,237
New +$409K ﹤0.01% 4206

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
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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Raymond James Financial's TOPT Position: Q1 2026 in Review

Raymond James Financial increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 17% in Q1 2026, buying an estimated $1.9M and bringing the position to 426,438 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Raymond James Financial first reported a position in TOPT in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Raymond James Financial held 426,438 shares of iShares Top 20 U.S. Stocks ETF worth $12.2M as of Q1 2026.
  • Raymond James Financial bought 62,974 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $1.9M.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1849 holding.
  • Raymond James Financial first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.