iSHARES TRUST - TOPT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 688,738 | 21,509 | 0.01% | 0.0% | 1 | +177,777 | 34.79% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Reduced | 433,919 | 13,551 | 0.0% | 0.0% | 2 | -68,819 | -13.69% | Q4 2025 | Feb 12, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 390,394 | 12,192 | 3.0% | 3.23% | 3 | -35,592 | -8.36% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 363,464 | 11,350 | 0.0% | 0.0% | 4 | +349,227 | 2452.95% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 241,864 | 7,553 | 0.0% | 0.0% | 5 | -12,315 | -4.85% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 281,154 | 6,811 | 0.02% | 0.0% | 6 | +281,107 | 598100.0% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 183,900 | 5,743 | 0.01% | 0.01% | 7 | +31,529 | 20.69% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 113,332 | 3,539 | 0.0% | 0.0% | 8 | -15,288 | -11.89% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 112,736 | 3,520 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 107,486 | 3,356 | 0.27% | 0.17% | 10 | +44,318 | 70.16% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 94,377 | 2,947 | 0.0% | 0.0% | 11 | +3,563 | 3.92% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 87,844 | 2,743 | 0.01% | 0.0% | 12 | +74,966 | 582.12% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 86,098 | 2,688 | 0.07% | 0.01% | 13 | +69,555 | 420.45% | Q4 2025 | Jan 28, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 84,092 | 2,626 | 0.06% | 0.07% | 14 | -494 | -0.58% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 65,024 | 2,030 | 0.03% | 0.02% | 15 | +14,403 | 28.45% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,167 | 1,972 | 0.0% | 0.0% | 16 | +35,136 | 125.35% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Reduced | 62,576 | 1,954 | 0.02% | 0.03% | 17 | -829 | -1.31% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 60,960 | 1,903 | 0.11% | 0.12% | 18 | +1,310 | 2.2% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 58,149 | 1,815 | 0.01% | 0.01% | 19 | +2,556 | 4.6% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 55,209 | 1,724 | 0.01% | 0.01% | 20 | +11,476 | 26.24% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,024 | 1,531 | 0.0% | 0.0% | 21 | -10,155 | -17.16% | Q4 2025 | Feb 12, 2026 |
| ATX Financial Planning, LLC | History | New | 48,480 | 1,514 | 1.17% | — | 22 | +48,480 | New | Q4 2025 | Feb 19, 2026 |
| RIA Advisory Group LLC | History | Reduced | 47,580 | 1,485 | 0.36% | 0.38% | 23 | -705 | -1.46% | Q4 2025 | Feb 02, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 43,535 | 1,359 | 0.29% | 0.27% | 24 | +2,384 | 5.79% | Q4 2025 | Jan 26, 2026 |
| CPC Advisors, LLC | History | Added to | 42,830 | 1,337 | 0.13% | 0.11% | 25 | +7,767 | 22.15% | Q4 2025 | Jan 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 42,334 | 1,322 | 0.02% | 0.02% | 26 | +94 | 0.22% | Q4 2025 | Feb 09, 2026 |
| Core Wealth Partners LLC | History | Added to | 35,199 | 1,099 | 0.49% | 0.16% | 27 | +23,882 | 211.03% | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 33,189 | 1,036 | 0.14% | 0.11% | 28 | +21,108 | 174.72% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 31,260 | 976 | 0.0% | 0.0% | 29 | +1,971 | 6.73% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 26,887 | 839 | 0.0% | 0.0% | 30 | +533 | 2.02% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 24,926 | 778 | 0.0% | — | 31 | +24,926 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 22,139 | 691 | 0.02% | — | 32 | +22,139 | New | Q4 2025 | Jan 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 20,972 | 654 | 0.02% | 0.01% | 33 | +4,115 | 24.41% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,940 | 622 | 0.0% | — | 34 | +19,940 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 19,844 | 619 | 0.0% | 0.0% | 35 | +19,544 | 6514.67% | Q4 2025 | Jan 29, 2026 |
| Legacy Financial Group LLC | History | Added to | 17,914 | 546 | 0.07% | 0.07% | 36 | +717 | 4.17% | Q4 2025 | Feb 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 13,812 | 431 | 0.02% | — | 37 | +13,812 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,210 | 412 | 0.0% | 0.0% | 38 | +11,275 | 582.69% | Q4 2025 | Feb 17, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 11,259 | 351 | 0.2% | 0.2% | 39 | -76 | -0.67% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,938 | 310 | 0.01% | 0.01% | 40 | +870 | 9.59% | Q4 2025 | Feb 02, 2026 |
| WealthPlan Investment Management, LLC | History | New | 9,823 | 306 | 0.02% | — | 41 | +9,823 | New | Q4 2025 | Feb 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 9,681 | 302 | 0.02% | 0.02% | 42 | +49 | 0.51% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 9,317 | 286 | 0.01% | 0.01% | 43 | +288 | 3.19% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | New | 8,845 | 276 | 0.09% | — | 44 | +8,845 | New | Q4 2025 | Jan 20, 2026 |
| SkyOak Wealth, LLC | History | No change | 8,835 | 275 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Guardian Capital, LLC | History | New | 8,000 | 249 | 0.22% | — | 46 | +8,000 | New | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 7,957 | 248 | 0.0% | — | 47 | +7,957 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,647 | 238 | 0.0% | — | 48 | +7,647 | New | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,534 | 235 | 0.02% | 0.01% | 49 | +596 | 8.59% | Q4 2025 | Feb 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,475 | 233 | 0.0% | 0.0% | 50 | -5,921 | -44.2% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,400 | 231 | 0.0% | 0.0% | 51 | -81,103 | -91.64% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 7,050 | 220 | 0.04% | — | 52 | +7,050 | New | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,847 | 213 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,644 | 176 | 0.01% | — | 54 | +5,644 | New | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 5,625 | 175 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 5,200 | 162 | 0.0% | — | 56 | +5,200 | New | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,562 | 142 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,957 | 123 | 0.02% | — | 58 | +3,957 | New | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,155 | 98 | 0.0% | 0.0% | 59 | +2,475 | 363.97% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,096 | 34 | 0.0% | 0.0% | 60 | +746 | 213.14% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 842 | 26 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 832 | 25 | 0.0% | — | 62 | +832 | New | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 681 | 21 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | New | 400 | 12 | 0.0% | — | 64 | +400 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 222 | 6 | 0.0% | 0.01% | 65 | -17,485 | -98.75% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | New | 200 | 6 | 0.0% | — | 66 | +200 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 175 | 5 | 0.0% | — | 68 | +175 | New | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 162 | 5 | 0.0% | — | 69 | +162 | New | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | No change | 175 | 5 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | New | 150 | 4 | 0.0% | — | 70 | +150 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 104 | 3 | 0.0% | — | 71 | +72 | 225.0% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 108 | 3 | 0.0% | 0.0% | 72 | -69 | -38.98% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 43 | 1 | 0.0% | — | 73 | +43 | New | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | No change | 52 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -51,580 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,450 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Mar 31, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,452 | -100.0% | Q3 2025 | Nov 26, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,810 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Global Retirement Partners, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -22 | -55.0% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |