Public ownership evidence

iShares Top 20 U.S. Stocks ETF (TOPT) Ownership Disclosures

Read TOPT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Top 20 U.S. Stocks ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
ATX Financial Planning, LLC
Report period
2026-06-30
Available
2026-08-21
Reported shares
54,670
Value (USD)
$1,799,750
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002111013-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TOPT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TOPT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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ATX Financial Planning, LLC2026-06-302026-08-2154,670$1,799,750None
Archer Investment Corp2026-06-302026-08-20946$31,142None
Mutual Advisors, LLC2026-06-302026-08-1512,371$407,253None
NFSG Corp2026-06-302026-08-155,625$185,175None
Qube Research & Technologies Ltd2026-06-302026-08-15340$11,193None
IFG Advisory, LLC2026-06-302026-08-151,039$34,203None
OSAIC HOLDINGS, INC.2026-06-302026-08-15106,033$3,490,612None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,917$260,616None
JANE STREET GROUP, LLC2026-06-302026-08-156,800$223,856Call
HRT FINANCIAL LP2026-06-302026-08-159,669$318,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,800$520,136Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,900$490,508Put
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1532$1,053None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$230None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$230None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153$99None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1530$988None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15405$13,333None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1513$428None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15171$5,629None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1530$988None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1517$560None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1534$1,119None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,089$35,850None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1538$1,251None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$230None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1511$362None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$230None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15345$11,357None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1547$1,547None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1568$2,239None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,941$63,898None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1526$856None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15133$4,378None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1562$2,041None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1536$1,185None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1538$1,251None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1526$856None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15489$16,098None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1557$1,876None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$230None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1555$1,811None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1570$2,304None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1553$1,745None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15213$7,012None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1534$1,119None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1513$428None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15379$12,477None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1517$560None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1559$1,942None

90-day public filing window, up to 50 source positions.

ATX Financial Planning, LLC ↗Archer Investment Corp ↗Mutual Advisors, LLC ↗NFSG Corp ↗Qube Research & Technologies Ltd ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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