DCF
TOPT icon

Daffy Charitable Fund’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Daffy Charitable Fund’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
Q3 		$6.2M Sell
177,777
-7,615
-4% -$256K 0.61% 17
2026
Q2 		$6.1M Buy
+185,392
New +$6.02M 0.42% 19

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Ceera Investments
Ceera Investments Bellaire, Texas $264M AUM 5.39% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Daffy Charitable Fund's TOPT Position: Q3 2026 in Review

Daffy Charitable Fund reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 4.1% in Q3 2026, selling an estimated $256K and leaving 177,777 shares worth $6.2M. The position accounts for 0.61% of the portfolio, ranked #17.

Daffy Charitable Fund first reported a position in TOPT in Q2 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

  • Daffy Charitable Fund held 177,777 shares of iShares Top 20 U.S. Stocks ETF worth $6.2M as of Q3 2026.
  • Daffy Charitable Fund sold 7,615 iShares Top 20 U.S. Stocks ETF shares in Q3 2026, an estimated $256K.
  • iShares Top 20 U.S. Stocks ETF made up 0.61% of Daffy Charitable Fund's portfolio in Q3 2026, its #17 holding.
  • Daffy Charitable Fund first reported a position in iShares Top 20 U.S. Stocks ETF in Q2 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Daffy Charitable Fund's 13F filing for Q3 2026, filed 10 Nov 2026.