DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

TOPT

ISHARES TR

87 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G570·87 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.1%

vs prior quarter

13F value held

$140M

47.0% inst. owned

of float

Holders

87

+61 QoQ

filers reporting

Activity

+65 / −43

+882 added · −843 reduced

this quarter

Concentration

21.28%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

87 institutions reported TOPT in Q1 2026. LPL Financial LLC leads at 21.3% of the visible book. +61 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

$30M1.0M0.01%Q1 2026 02

VICTORY CAPITAL MANAGEMENT INC

$20M689K0.01%Q1 2026 03

ENVESTNET ASSET MANAGEMENT INC

$19M677K0.01%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

$12M426K0.00%Q1 2026 05

BlackRock, Inc.

$12M420K0.00%Q1 2026 06

Goodman Advisory Group, LLC

$11M383K2.85%Q1 2026 07

INDEPENDENT FINANCIAL GROUP, LLC

$8M295K0.19%Q1 2026 08

Cetera Investment Advisers

$4M127K0.00%Q1 2026 09

Clear Creek Financial Management, LLC

$3M104K0.23%Q1 2026 10

IHT Wealth Management, LLC

$3M99K0.07%Q1 2026 11

OSAIC HOLDINGS, INC.

$3M97K0.00%Q1 2026 12

OPPENHEIMER & CO INC

$2M65K0.03%Q4 2025 13

Horizon Investments, LLC

$2M63K0.02%Q4 2025 14

FOUNDERS FINANCIAL SECURITIES LLC

$2M63K0.11%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M60K0.00%Q1 2026 16

GOLDMAN SACHS GROUP INC

$2M60K0.00%Q1 2026 17

Kestra Advisory Services, LLC

$2M55K0.01%Q1 2026 18

ATX Financial Planning, LLC

$2M55K1.20%Q1 2026 19

ROYAL BANK OF CANADA

$2M53K0.00%Q1 2026 20

RIA Advisory Group LLC

$1M48K0.36%Q4 2025

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