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Disclosery

TOPT ISHARES TR

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SHS (fund)

104 managers (106 13F filers) reported a position in TOPT shares at 2026-06-30, 7,649,298 shares in all. 30 filers opened a position and 10 filers sold out during the quarter.

Managers
104
13F filers
106
New
30
Added
41
Reduced
20
Sold out
10
Shares held by filers
7,649,298

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,208,160$39.8M0.01%+165,28913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding806,830$26.6M+119,046Timeline
VICTORY CAPITAL MANAGEMENT INC689,021$22.7M0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC518,627$17.1M<0.01%+92,18913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.425,075$14M<0.01%+4,86213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…393,116$12.9M0.02%new13F-HRTimelineGroup
Goodman Advisory Group, LLC388,708$12.8M2.94%+5,43513F-HRTimeline
IHT Wealth Management, LLC224,723$7.4M0.16%+126,03713F-HRTimeline
Cetera Investment Advisers204,325$6.73M0.01%+77,21413F-HRTimeline
CEERA INVESTMENTS, LLC191,319$6.3M2.67%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC189,977$6.25M0.12%-104,84913F-HRTimeline
Atomic Invest LLC185,392$6.03M0.53%+183,52613F-HRTimeline
Clear Creek Financial Management, LLC174,117$5.73M0.37%+70,19713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP154,200$5.08M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,950$3.75M<0.01%+17,40813F-HRTimelineGroup
Horizon Investments, LLC109,239$3.6M0.04%-16,33713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC109,205$3.6M0.18%+46,35513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88,139$2.87M<0.01%+78,67813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding86,206$2.84M+31,062Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC84,069$2.77M<0.01%+24,52613F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT82,873$2.73M0.04%new13F-HRTimeline
Janney Montgomery Scott LLC82,470$2.71M0.01%new13F-HRTimeline
HighTower Advisors, LLC68,863$2.27M<0.01%+31,65413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …61,936$2.04M0.02%+4,82013F-HRTimelineGroup
ATX Financial Planning, LLC54,670$1.8M1.19%-29513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.44,091$1.45M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,346$1.39M<0.01%+2,57513F-HRTimeline
Prospera Financial Services Inc40,952$1.35M0.02%-1,72413F-HRTimeline
RIA Advisory Group LLC40,559$1.34M0.3%-5,20313F-HRTimeline
Keystone Wealth Services, LLC40,005$1.32M0.24%+1,63413F-HRTimeline
Signal Advisors Wealth, LLC39,182$1.29M0.07%new13F-HRTimeline
OpenArc Corporate Advisory, LLC38,730$1.27M0.02%+4,14613F-HRTimeline
&PARTNERS33,057$1M<0.01%+33,05713F-HRTimeline
Midwest Financial Network, LLC29,462$970K0.66%new13F-HRTimeline
J.W. COLE ADVISORS, INC.28,953$953K0.02%-2,28913F-HRTimeline
Core Wealth Partners LLC28,651$943K0.4%-6,54813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,331$834K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,068$825K0.02%-2,15313F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.25,000$823K0.07%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,623$811K<0.01%+6,74213F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,628$778K<0.01%+15,56413F-HR/ATimeline
Savvy Advisors, Inc.22,736$748K0.02%-1013F-HRTimeline
CPC Advisors, LLC22,340$735K0.1%new13F-HRTimeline
Geneos Wealth Management Inc.21,604$711K0.01%+10,21813F-HRTimeline
RCS Financial Planning, LLC19,683$648K0.31%new13F-HRTimeline
Legacy Financial Group LLC18,459$608K0.07%+32313F-HRTimeline
Tranquilli Financial Advisor LLC17,669$582K0.31%+5,93013F-HRTimeline
Private Advisor Group, LLC16,284$536K<0.01%-15,62113F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC14,585$480K0.1%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,565$479K0.02%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,528$478K0.02%+96613F-HRTimeline
WealthPlan Investment Management, LLC12,922$425K0.02%+31113F-HRTimeline
Mutual Advisors, LLC12,371$407K0.01%+77813F-HRTimeline
GatePass Capital, LLC11,515$379K0.14%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,480$345K<0.01%+63013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,113$333K0.02%+9,51613F-HRTimeline
HRT FINANCIAL LP9,669$318K<0.01%new13F-HRTimeline
SkyOak Wealth, LLC9,560$315K0.05%+12513F-HRTimeline
Strategic Financial Concepts, LLC9,300$306K0.09%-2,99013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,229$304K<0.01%+14213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC9,225$304K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC9,195$303K<0.01%new13F-HRTimeline
Norris Financial Group, LLC8,781$289K0.12%013F-HRTimeline
Guardian Capital, LLC7,900$260K0.21%-1,20013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth7,645$252K<0.01%-1,43513F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC7,385$243K0.04%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,224$238K0.01%+19013F-HRTimeline
Valeo Financial Advisors, LLC7,025$231K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS6,961$229K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA6,901$227K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC6,838$225K<0.01%-13,46513F-HRTimelineGroup
Advisory Services Network, LLC6,460$213K<0.01%+4313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,395$211K0.05%new13F-HRTimeline
CVFG LLC6,305$208K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC6,105$201K0.01%new13F-HRTimeline
NFSG Corp5,625$185K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC4,710$155K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…3,507$115K0.02%013F-HRTimeline
FMR LLCin group FMR LLC3,226$106K<0.01%+3,14613F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,940$96.8K<0.01%-1,12513F-HRTimeline
Global Retirement Partners, LLC2,243$73.8K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG2,088$68.7K<0.01%-3,14113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,963$64.6K<0.01%+1,28213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,461$48.1K<0.01%-2,92813F-HRTimelineGroup
SIMPLEX TRADING, LLC1,340$44.1K<0.01%+53813F-HRTimeline
Private Wealth Management Group, LLC1,310$43.1K0.01%+10113F-HRTimeline
Cornerstone Planning Group LLC1,206$40.2K0.01%013F-HRTimeline
IFG Advisory, LLC1,039$34.2K<0.01%new13F-HRTimeline
Archer Investment Corp946$31.1K0.01%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…555$18.3K<0.01%-3213F-HRTimelineGroup
IFP Advisors, Inc447$14.7K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd340$11.2K<0.01%-8,58813F-HRTimeline
MATHER GROUP, LLC.325$10.7K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.300$10K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.262$8.62K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners175$5.76K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC175$5.76K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN172$5.67K<0.01%+16513F-HRTimelineGroup
AE Wealth Management LLC55$1.81K<0.01%-1,44313F-HRTimeline
NewEdge Advisors, LLC47$1.55K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC22$724<0.01%013F-HRTimeline
Kozak & Associates, Inc.9$296<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4$132<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$34<0.01%new13F-HRTimelineGroup