TC
TOPT

Touchstone Capital’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Touchstone Capital’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
2025
Q4 		– Sell
-357,153
Closed -$10.9M – 49
2025
Q3 		$10.9M Buy
+357,153
New +$10.3M 5.58% 7

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Touchstone Capital's TOPT Position: Q4 2025 in Review

Touchstone Capital sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q4 2025, closing a stake of 357,153 shares — an estimated $10.9M sold.

Touchstone Capital first reported a position in TOPT in Q3 2025 and held it in 1 quarter. The position peaked at $10.9M in Q3 2025. 78 funds tracked by Wall St. Rank hold TOPT as of Q4 2025.

  • Touchstone Capital reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q4 2025 after selling out during the quarter.
  • Touchstone Capital sold 357,153 iShares Top 20 U.S. Stocks ETF shares in Q4 2025, an estimated $10.9M.
  • Touchstone Capital first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and held it in 1 quarter.
  • Touchstone Capital's iShares Top 20 U.S. Stocks ETF position peaked at $10.9M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q4 2025.

Based on Touchstone Capital's 13F filing for Q4 2025.