Who owns TOPT
Which tracked institutional funds hold TOPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TOPT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TOPT is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 8 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TOPT’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TOPT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 98 tracked filers holding TOPT, 66 increased or opened the position and 35 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TOPT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- Mirae Asset Global Investments Co., Ltd.$13M
- CEERA INVESTMENTS, LLC$6M
- TWO SIGMA INVESTMENTS, LP$5M
- BRADLEY FOSTER & SARGENT INC/CT$3M
- D. E. Shaw & Co., Inc.$1M
- Signal Advisors Wealth, LLC$1M
Full exits 5
- ROYAL BANK OF CANADA$2M
- HighTower Advisors, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$901K
- Insight Wealth Partners, LLC$786K
- Quadrature Capital Ltd$576K
Largest adds
- LPL Financial LLC$10M
- ENVESTNET ASSET MANAGEMENT INC$7M
- RAYMOND JAMES FINANCIAL INC$5M
- IHT Wealth Management, LLC$5M
- Cetera Investment Advisers$3M
- VICTORY CAPITAL MANAGEMENT INC$3M
Largest trims
- INDEPENDENT FINANCIAL GROUP, LLC$1M
- Private Advisor Group, LLC$377K
- Mariner, LLC$356K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,208,160 | $40M | 15.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 788,413 | $26M | 10.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 689,021 | $23M | 9.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 518,627 | $17M | 6.8% | 2026-Q2 |
| BlackRock, Inc. added | 425,075 | $14M | 5.5% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. new | 393,116 | $13M | 5.1% | 2026-Q2 |
| Goodman Advisory Group, LLC added | 388,708 | $13M | 5.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 224,723 | $7M | 2.9% | 2026-Q2 |
| Cetera Investment Advisers added | 204,325 | $7M | 2.7% | 2026-Q2 |
| CEERA INVESTMENTS, LLC new | 191,319 | $6M | 2.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 189,977 | $6M | 2.5% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 174,117 | $6M | 2.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 154,200 | $5M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 113,950 | $4M | 1.5% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 109,239 | $4M | 1.4% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 109,205 | $4M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 88,139 | $3M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 84,069 | $3M | 1.1% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT new | 82,873 | $3M | 1.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 61,936 | $2M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 61,154 | $2M | 0.8% | 2026-Q2 |
| ATX Financial Planning, LLC trimmed | 54,670 | $2M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 44,091 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 42,346 | $1M | 0.6% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 40,952 | $1M | 0.5% | 2026-Q2 |
| RIA Advisory Group LLC trimmed | 40,559 | $1M | 0.5% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 40,005 | $1M | 0.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 39,182 | $1M | 0.5% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 38,730 | $1M | 0.5% | 2026-Q2 |
| &PARTNERS added | 33,057 | $1M | 0.4% | 2026-Q2 |
| Midwest Financial Network, LLC new | 29,462 | $970K | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 28,953 | $953K | 0.4% | 2026-Q2 |
| Core Wealth Partners LLC trimmed | 28,651 | $943K | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 25,331 | $834K | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 25,068 | $825K | 0.3% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 25,052 | $825K | 0.3% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. new | 25,000 | $823K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 24,623 | $811K | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 22,736 | $748K | 0.3% | 2026-Q2 |
| CPC Advisors, LLC trimmed | 22,340 | $735K | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 21,604 | $711K | 0.3% | 2026-Q2 |
| RCS Financial Planning, LLC new | 19,683 | $648K | 0.3% | 2026-Q2 |
| Legacy Financial Group LLC added | 18,459 | $608K | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 18,417 | $606K | 0.2% | 2026-Q2 |
| Tranquilli Financial Advisor LLC added | 17,669 | $582K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 16,284 | $536K | 0.2% | 2026-Q2 |
| QUATTRO FINANCIAL ADVISORS LLC new | 14,585 | $480K | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 14,528 | $478K | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 12,922 | $425K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 12,371 | $407K | 0.2% | 2026-Q2 |
| GatePass Capital, LLC new | 11,515 | $379K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 10,480 | $345K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 10,113 | $333K | 0.1% | 2026-Q2 |
| SkyOak Wealth, LLC added | 9,560 | $315K | 0.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 9,300 | $306K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 9,229 | $304K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC new | 9,225 | $304K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,195 | $303K | 0.1% | 2026-Q2 |
| Norris Financial Group, LLC | 8,781 | $289K | 0.1% | 2026-Q2 |
| Guardian Capital, LLC trimmed | 7,900 | $260K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 7,645 | $252K | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 7,385 | $243K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 7,224 | $238K | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 7,025 | $231K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 6,961 | $229K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 6,901 | $227K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 6,838 | $225K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 6,460 | $213K | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC new | 6,395 | $211K | 0.1% | 2026-Q2 |
| CVFG LLC new | 6,305 | $208K | 0.1% | 2026-Q2 |
| NFSG Corp | 5,625 | $185K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4,710 | $155K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 3,507 | $115K | 0.0% | 2026-Q2 |
| FMR LLC added | 3,226 | $106K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 2,940 | $97K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,243 | $74K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 2,088 | $69K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,963 | $65K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,461 | $48K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 1,340 | $44K | 0.0% | 2026-Q2 |
| Private Wealth Management Group, LLC added | 1,310 | $43K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 1,206 | $40K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,039 | $34K | 0.0% | 2026-Q2 |
| Archer Investment Corp added | 946 | $31K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 555 | $18K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 447 | $15K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 340 | $11K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 325 | $11K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 262 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 175 | $6K | 0.0% | 2026-Q2 |
| Concord Wealth Partners | 175 | $6K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 172 | $6K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 55 | $2K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 47 | $2K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 22 | $724 | 0.0% | 2026-Q2 |
| Kozak & Associates, Inc. | 9 | $296 | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 4 | $132 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $34 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 87,844 | $3M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Touchstone Capital, Inc. new | 357,153 | $11M | 4.3% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.