Simplex Trading
TOPT

Simplex Trading’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Simplex Trading’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 		$23K Sell
802
-2,353
-75% -$70.9K ﹤0.01% 6658
2025
Q4 		$98.5K Buy
3,155
+2,475
+364% +$76.7K ﹤0.01% 5016
2025
Q3 		$20K Buy
680
+446
+191% +$12.8K ﹤0.01% 7346
2025
Q2 		$6K Sell
234
-5,896
-96% -$147K ﹤0.01% 7692
2025
Q1 		$146K Sell
6,130
-10,381
-63% -$266K ﹤0.01% 4652
2024
Q4 		$430K Buy
+16,511
New +$424K ﹤0.01% 3705

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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.56B AUM 31.02% 1-Year Est. Return

Simplex Trading's TOPT Position: Q1 2026 in Review

Simplex Trading reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 75% in Q1 2026, selling an estimated $70.9K and leaving 802 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #6658.

Simplex Trading first reported a position in TOPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $430K in Q4 2024. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Simplex Trading held 802 shares of iShares Top 20 U.S. Stocks ETF worth $23K as of Q1 2026.
  • Simplex Trading sold 2,353 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $70.9K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6658 holding.
  • Simplex Trading first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 6 quarters since.
  • Simplex Trading's iShares Top 20 U.S. Stocks ETF position peaked at $430K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.