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Disclosery

TOPT ISHARES TR

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SHS (fund)

62 managers (64 13F filers) reported a position in TOPT shares at 2025-09-30, 3,656,212 shares in all. 20 filers opened a position and 4 filers sold out during the quarter.

Managers
62
13F filers
64
New
20
Added
25
Reduced
13
Sold out
4
Shares held by filers
3,656,212

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC510,961$15.6M<0.01%+209,21813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.502,738$15.3M<0.01%-33,97613F-HRTimelineGroup
Goodman Advisory Group, LLC425,986$13M3.23%new13F-HRTimeline
Touchstone Capital, Inc.357,153$10.9M5.58%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding280,533$8.55MnewTimeline
HighTower Advisors, LLC152,371$4.64M0.01%-185,74913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding128,319$3.91M+91,948Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC112,736$3.43M<0.01%-8,17713F-HRTimelineGroup
Cetera Investment Advisers90,814$2.77M<0.01%+71,37113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC78,534$2.39M0.06%+98013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,903$2.04M<0.01%-65,62213F-HRTimelineGroup
Horizon Investments, LLC63,405$1.93M0.03%new13F-HRTimeline
Clear Creek Financial Management, LLC63,168$1.92M0.17%-78313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,520$1.84M<0.01%+37,71813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC59,650$1.82M0.12%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,179$1.8M<0.01%+32,19613F-HRTimeline
Steward Partners Investment Advisory, L…55,593$1.69M0.01%+3,88213F-HRTimeline
Belpointe Asset Management LLC51,580$1.57M0.06%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,621$1.54M0.02%-62813F-HRTimelineGroup
RIA Advisory Group LLC48,285$1.47M0.38%-48913F-HRTimeline
Prospera Financial Services Inc42,240$1.29M0.02%+21,76913F-HRTimeline
Keystone Wealth Services, LLC41,151$1.25M0.27%+31,67513F-HRTimeline
CPC Advisors, LLC35,063$1.07M0.11%-10,27013F-HRTimeline
Private Advisor Group, LLC29,289$892K<0.01%+15,38713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,031$836K<0.01%+19,31413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,707$539K0.01%-61,80313F-HRTimelineGroup
Legacy Financial Group LLC17,197$524K0.07%+93513F-HRTimeline
J.W. COLE ADVISORS, INC.16,857$513K0.01%+5,26213F-HRTimeline
Geneos Wealth Management Inc.16,543$504K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,237$434K<0.01%new13F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth13,396$421K<0.01%+5,93013F-HRTimelineGroup
Janney Montgomery Scott LLC12,878$392K<0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC12,450$379K0.06%-30013F-HRTimeline
Insight Wealth Partners, LLC12,081$368K0.16%+3,46613F-HRTimeline
Tranquilli Financial Advisor LLC11,335$345K0.2%new13F-HRTimeline
Core Wealth Partners LLC11,317$345K0.16%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC10,000$305K<0.01%+1,01413F-HR/ATimelineGroup
INSIGNEO ADVISORY SERVICES, LLC9,632$293K0.02%+7113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,452$288K<0.01%new13F-HR/ATimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,029$286K0.01%-43713F-HRTimelineGroup
Mutual Advisors, LLC9,068$277K0.01%+52813F-HRTimeline
SkyOak Wealth, LLC8,835$269K0.05%+22513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,810$268K<0.01%+8,75413F-HRTimelineGroup
Norris Financial Group, LLC8,781$267K0.1%013F-HRTimeline
Sunbelt Securities, Inc.6,938$211K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC6,847$209K<0.01%new13F-HRTimeline
NFSG Corp5,625$171K0.03%013F-HRTimeline
PRIVATE TRUST CO NA4,562$139K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,500$76.2K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,935$58.9K<0.01%+1,73013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/842$25.6K<0.01%+12813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…681$20.7K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC680$20K<0.01%+44613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY350$10.7K<0.01%-99013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG300$9.14K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN177$5.39K<0.01%+113F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners175$5.33K<0.01%013F-HRTimelineGroup
Archer Investment Corp52$1.59K<0.01%013F-HRTimeline
NewEdge Advisors, LLC47$1.43K<0.01%-41813F-HRTimeline
Global Retirement Partners, LLC40$1.22K<0.01%+2013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32$975<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1$24<0.01%new13F-HRTimeline