Who Owns ISHARES TR (TOPT)? -- Institutional Holders (2026-06-30)

115 institutions reported holding $246.8M of ISHARES TR (TOPT) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($39.8M), ENVESTNET ASSET MANAGEMENT INC ($26.0M), VICTORY CAPITAL MANAGEMENT INC ($22.7M), RAYMOND JAMES FINANCIAL INC ($17.1M), BlackRock, Inc. ($14.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$39.8M1.2MAdded
2ENVESTNET ASSET MANAGEMENT INC$26.0M788,413Added
3VICTORY CAPITAL MANAGEMENT INC$22.7M689,021Hold
4RAYMOND JAMES FINANCIAL INC$17.1M518,627Added
5BlackRock, Inc.$14.0M425,075Added
6Mirae Asset Global Investments Co., Ltd.$12.9M393,116New
7Goodman Advisory Group, LLC$12.8M388,708Added
8IHT Wealth Management, LLC$7.4M224,723Added
9Cetera Investment Advisers$6.7M204,325Added
10CEERA INVESTMENTS, LLC$6.3M191,319New
11INDEPENDENT FINANCIAL GROUP, LLC$6.3M189,977Trimmed
12Clear Creek Financial Management, LLC$5.7M174,117Added
13TWO SIGMA INVESTMENTS, LP$5.1M154,200New
14OSAIC HOLDINGS, INC.$3.8M113,950Added
15Horizon Investments, LLC$3.6M109,239Trimmed
16FOUNDERS FINANCIAL SECURITIES LLC$3.6M109,205Added
17JPMORGAN CHASE & CO$2.9M88,139Added
18GOLDMAN SACHS GROUP INC$2.8M84,069Added
19BRADLEY FOSTER & SARGENT INC/CT$2.7M82,873New
20Janney Montgomery Scott LLC$2.7M82,470New
21HighTower Advisors, LLC$2.3M68,863Added
22OPPENHEIMER & CO INC$2.0M61,936Added
23Kestra Advisory Services, LLC$2.0M61,154Added
24ATX Financial Planning, LLC$1.8M54,670Trimmed
25D. E. Shaw & Co., Inc.$1.5M44,091New

Source: SEC Form 13F filings · as of 2026-06-30