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TOPT — ISHARES TOP 20 US STOCKS ETF

Reported value held$27.38M
Funds holding (latest)11
Sector—
Funds holding (Q2 2026)10
Institutional value$27.15M · 825.68K sh
New / Add / Cut / Exit4 / 5 / 1 / 0
Top-5 / Top-10 concentration96.3% / 100.0%
Institutional holdings change Accumulating +64.2% (+322.73K sh)
Institutional value change Up +88.6%

As of Q2 2026, 10 SEC-registered investment managers reported holding TOPT (ISHARES TOP 20 US STOCKS ETF) in their latest 13F filings, with a combined reported value of $27.15M across 825.68K shares. That is +64.2% by share count (+322.73K shares) versus the previous quarter, while reported value moved +88.6%. Ownership is concentrated: the five largest holders account for 96.3% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 4 opened new positions, 5 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 425.07K $13.99M 0.00% Add
Two Sigma Investments history Q2 2026 154.20K $5.08M 0.00% New
JPMorgan Chase & Co history Q2 2026 88.14K $2.87M 0.00% New
Goldman Sachs Group history Q2 2026 84.07K $2.77M 0.00% Add
D. E. Shaw & Co history Q2 2026 44.09K $1.45M 0.00% New
Bank of America Corp history Q2 2026 24.62K $810.59K 0.00% Add
Citadel Advisors history Q4 2025 7.40K $231.10K 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 3.23K $106.19K 0.00% Add
UBS Group AG history Q2 2026 2.09K $68.74K 0.00% Reduce
Wells Fargo & Co history Q2 2026 172 $5.67K 0.00% Add
Morgan Stanley history Q2 2026 1 $34 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 11 funds)

FundQ4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc 380.00K 546.56K 536.71K 502.74K 433.92K 420.21K 425.07K
Two Sigma Investments — — — — — — 154.20K
JPMorgan Chase & Co — — — 9.45K — — 88.14K
Goldman Sachs Group — — 120.91K 112.74K 112.74K 59.54K 84.07K
D. E. Shaw & Co — — 34.57K — — — 44.09K
Bank of America Corp — — 205 1.94K 13.21K 17.88K 24.62K
Fidelity Management & Research (FMR) — — — — 150 80 3.23K
UBS Group AG — — — 300 19.84K 5.23K 2.09K
Wells Fargo & Co — — 176 177 108 7 172
Morgan Stanley 1.62K 551 1.34K 350 1.10K — 1
Citadel Advisors 60.80K 59.78K 170.03K 88.50K 7.40K — —

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