TOPC iShares S&P 500 3% Capped ETF
NYSE ARCAValuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 9 filers · $14.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 2 (-2 vs prior Q) | 2 (+2 vs prior Q) | 2 (-1 vs prior Q) | 2 (+1 vs prior Q) | +44K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $5,961,580 | 173,000 | 41.36% | Shares |
| AGF MANAGEMENT LTD | $3,199,955 | 92,860 | 22.20% | Shares |
| BANK OF MONTREAL /CAN/ | $2,893,296 | 83,961 | 20.07% | Shares |
| ROYAL BANK OF CANADA | $1,609,000 | 46,703 | 11.16% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $690,716 | 20,044 | 4.79% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $52,954 | 1,534 | 0.37% | Shares |
| Federation des caisses Desjardins du Quebec | $4,308 | 125 | 0.03% | Shares |
| IFP Advisors, Inc | $862 | 25 | 0.01% | Shares |
| Granite Bay Wealth Management, LLC | $236 | 6,846 | 0.00% | Shares |
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