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Disclosery

TOPT ISHARES TR

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SHS (fund)

86 managers (87 13F filers) reported a position in TOPT shares at 2026-03-31, 5,633,501 shares in all. 24 filers opened a position and 14 filers sold out during the quarter.

Managers
86
13F filers
87
New
24
Added
32
Reduced
24
Sold out
14
Shares held by filers
5,633,501

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,042,871$29.8M0.01%+354,13313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC689,021$19.7M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding687,784$19.7M+419,033Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC426,438$12.2M<0.01%+62,97413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.420,213$12M<0.01%-13,70613F-HRTimelineGroup
Goodman Advisory Group, LLC383,273$11M2.85%-7,12113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC294,826$8.44M0.19%+223,71213F-HR/ATimeline
Cetera Investment Advisers127,111$3.64M<0.01%+32,73413F-HRTimeline
Horizon Investments, LLC125,576$3.59M0.04%+63,00013F-HRTimeline
Clear Creek Financial Management, LLC103,920$2.97M0.23%-3,56613F-HRTimeline
IHT Wealth Management, LLC98,686$2.82M0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,542$2.76M<0.01%+33,37513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC62,850$1.88M0.11%+1,89013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,543$1.7M<0.01%-53,19313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,116$1.63M0.02%-7,90813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding55,144$1.58M-84,157Timeline
ATX Financial Planning, LLC54,965$1.57M1.2%+6,48513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,157$1.52M<0.01%new13F-HRTimelineGroup
RIA Advisory Group LLC45,762$1.31M0.32%-1,81813F-HRTimeline
Prospera Financial Services Inc42,676$1.22M0.02%+34213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,771$1.14M<0.01%-9,25313F-HRTimeline
Keystone Wealth Services, LLC38,371$1.1M0.23%-5,16413F-HRTimeline
HighTower Advisors, LLC37,209$1.06M<0.01%-146,69113F-HRTimeline
Core Wealth Partners LLC35,199$1.01M0.47%013F-HRTimeline
OpenArc Corporate Advisory, LLC34,584$990K0.01%new13F-HRTimeline
Private Advisor Group, LLC31,905$913K<0.01%+64513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,481$901K<0.01%-31,45113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.31,242$894K0.03%+10,27013F-HRTimeline
&PARTNERS0$812K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Insight Wealth Partners, LLC27,469$786K0.32%-5,72013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,221$779K0.02%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,331$725K<0.01%+24,48913F-HRTimelineGroup
Savvy Advisors, Inc.22,746$651K0.02%+60713F-HRTimeline
Mariner, LLCin group Mariner, LLC20,303$581K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd20,132$576K0.01%new13F-HRTimelineGroup
Legacy Financial Group LLC18,136$519K0.07%+22213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,881$512K<0.01%+4,67113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.13,562$388K0.02%-25013F-HRTimeline
WealthPlan Investment Management, LLC12,611$361K0.02%+2,78813F-HRTimeline
Strategic Financial Concepts, LLC12,290$352K0.09%new13F-HRTimeline
Tranquilli Financial Advisor LLC11,739$336K0.2%+48013F-HRTimeline
Mutual Advisors, LLC11,593$332K0.01%+1,65513F-HRTimeline
Geneos Wealth Management Inc.11,386$326K0.01%-74,71213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,806$309K<0.01%-33413F-HRTimelineGroup
Realta Investment Advisors10,305$295K0.1%+1,46013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,850$282K<0.01%+4,65013F-HRTimeline
SkyOak Wealth, LLC9,435$270K0.05%+60013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,461$262K<0.01%new13F-HR/ATimelineGroup
Guardian Capital, LLC9,100$260K0.25%+1,10013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,087$260K<0.01%+1,44013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,080$260K<0.01%+1,60513F-HRTimelineGroup
Qube Research & Technologies Ltd8,928$256K<0.01%-15,99813F-HRTimeline
Norris Financial Group, LLC8,781$251K0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…8,064$231K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.7,673$220K0.01%+13913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,384$211K0.04%+33413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,034$201K0.01%+1,39013F-HRTimeline
PRIVATE TRUST CO NA6,901$198K0.02%+2,33913F-HRTimeline
Advisory Services Network, LLC6,417$184K<0.01%new13F-HRTimeline
NFSG Corp5,625$161K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG5,229$150K<0.01%-14,61513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,389$126K<0.01%+4,16713F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,065$116K<0.01%-54,08413F-HRTimeline
Keating Financial Advisory Services, In…3,507$100K0.02%-45013F-HRTimeline
Atomic Invest LLC1,866$51.6K0.02%new13F-HRTimeline
AE Wealth Management LLC1,498$42.9K<0.01%+1,49713F-HRTimeline
Cornerstone Planning Group LLC1,206$39.2K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,358$37.7K<0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC1,209$34.6K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,206$34.5K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC802$23K<0.01%-2,35313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…681$19.5K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV597$17.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…587$16.8K<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC400$11.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.300$10K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.325$9.3K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.262$7.5K0.01%+10013F-HRTimeline
Farther Finance Advisors, LLC175$5.06K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\104$2.98K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC80$2.27K<0.01%-7013F-HRTimelineGroup
NewEdge Advisors, LLC47$1.34K<0.01%-281,10713F-HR/ATimeline
Elevated Capital Advisors, LLC22$630<0.01%new13F-HRTimeline
Kozak & Associates, Inc.9$272<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7$197<0.01%-10113F-HR/ATimelineGroup
Financial Perspectives, Inc3$88<0.01%new13F-HRTimeline