Rothschild Investment LLC’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Rothschild Investment LLC’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	$304K	Buy	+9,225	New	+$299K	0.01%	754

Other funds holding TOPT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rothschild Investment LLC's TOPT Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 9,225 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings.

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

Rothschild Investment LLC held 9,225 shares of iShares Top 20 U.S. Stocks ETF worth $304K as of Q2 2026.
iShares Top 20 U.S. Stocks ETF was a new Rothschild Investment LLC position in Q2 2026.
iShares Top 20 U.S. Stocks ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #754 holding.
62 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.