TOUCHSTONE ETF TRUST (TDI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
40
Reporting holders
$259.4M
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $64.0M | 1,424,701 | 0.01% | 11q | +108.8%+$33.4M |
| RAYMOND JAMES FINANCIAL INC | $47.5M | 1,057,056 | 0.01% | 6q | +351.3%+$37.0M |
| Tulsa Wealth Advisors, INC | $25.7M | 572,765 | 3.62% | new | NEW |
| Private Advisor Group, LLC | $21.8M | 484,562 | 0.10% | 5q | +1819.8%+$20.6M |
| MML INVESTORS SERVICES, LLC | $12.1M | 268,798 | 0.02% | new | NEW |
| STIFEL FINANCIAL CORP | $11.0M | 244,508 | 0.01% | 4q | +41.5%+$3.2M |
| Stratos Wealth Partners, LTD. | $10.0M | 222,734 | 0.10% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $7.0M | 156,125 | 0.00% | new | NEW |
| Intentional Wealth Strategies, LLC | $6.9M | 153,508 | 6.47% | 2q | +31421.1%+$6.9M |
| Rockefeller Capital Management L.P. | $6.9M | 153,384 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $6.8M | 152,353 | 0.03% | 4q | +79.4%+$3.0M |
| Tidemark, LLC | $6.1M | 136,611 | 1.38% | new | NEW |
| CITADEL ADVISORS LLC | $5.2M | 115,209 | 0.00% | new | NEW |
| MOODY NATIONAL BANK TRUST DIVISION | $3.9M | 86,072 | 0.32% | 7q | +9.1%+$321.6K |
| RPS ADVISORY SOLUTIONS LLC | $3.7M | 81,803 | 2.43% | 4q | +1.6%+$57.6K |
| Trilogy Capital Inc. | $3.1M | 69,974 | 0.12% | new | NEW |
| Cornerstone Wealth Management, LLC | $2.5M | 55,202 | 0.11% | 4q | +11.6%+$258.5K |
| NewEdge Advisors, LLC | $2.3M | 50,300 | 0.01% | new | NEW |
| Gladstone Institutional Advisory LLC | $2.2M | 49,958 | 0.07% | 2q | +18.6%+$352.7K |
| JANE STREET GROUP, LLC | $2.2M | 49,781 | 0.00% | 2q | +76.1%+$966.1K |
| Golden State Wealth Management, LLC | $1.7M | 38,929 | 0.16% | 2q | -2.9%-$52.3K |
| Advisory Services Network, LLC | $1.6M | 36,011 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.3M | 29,119 | 0.00% | 5q | +9.4%+$112.7K |
| Mutual Advisors, LLC | $753.1K | 16,764 | 0.01% | 2q | +110.4%+$395.2K |
| Atlas Wealth LLC | $553.3K | 12,316 | 0.08% | 2q | +11.0%+$54.9K |
| Kestra Advisory Services, LLC | $331.4K | 7,378 | 0.00% | 2q | -26.8%-$121.4K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $330.9K | 7,365 | 0.01% | 2q | +1.7%+$5.6K |
| Vestmark Advisory Solutions, Inc. | $298.3K | 6,640 | 0.00% | 2q | -8.3%-$27.0K |
| BXM Wealth LLC | $294.3K | 6,550 | 0.16% | new | NEW |
| GOLDMAN SACHS GROUP INC | $276.4K | 6,153 | 0.00% | new | NEW |
| Integrated Advisors Network LLC | $257.9K | 5,740 | 0.01% | 2q | -49.4%-$251.4K |
| Equitable Holdings, Inc. | $206.5K | 4,596 | 0.00% | new | NEW |
| BOKF, NA | $123.9K | 2,758 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $122.0K | 2,716 | 0.00% | new | NEW |
| MORGAN STANLEY | $85.0K | 1,892 | 0.00% | 11q | -20.6%-$22.0K |
| JPMORGAN CHASE & CO | $78.1K | 1,754 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $75.8K | 1,687 | 0.01% | 3q | +83.0%+$34.4K |
| Integrated Wealth Concepts LLC | $22.5K | 500 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $11.1K | 247 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $11.1K | 246,931 | 0.02% | 2q | +3269.7%+$10.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.4K | 186 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 40 | $259.4M | 5,774,705 | 18 | 16 | 5 | 0.0% |
| Q1 2026 | 28 | $69.4M | 1,683,096 | 14 | 9 | 2 | 0.0% |
| Q4 2025 | 15 | $12.6M | 326,091 | 1 | 8 | 3 | 0.0% |
| Q3 2025 | 14 | $8.3M | 223,085 | 4 | 4 | 2 | 0.0% |
| Q2 2025 | 13 | $5.5M | 161,776 | 4 | 2 | 6 | 0.0% |
| Q1 2025 | 10 | $6.5M | 217,444 | 2 | 5 | 0 | 0.0% |
| Q4 2024 | 10 | $3.6M | 132,329 | 5 | 2 | 2 | 0.0% |
| Q3 2024 | 6 | $2.1M | 69,857 | 0 | 1 | 4 | 0.0% |
| Q2 2024 | 8 | $3.5M | 120,520 | 1 | 4 | 2 | 0.0% |
| Q1 2024 | 7 | $3.4M | 115,992 | 1 | 1 | 4 | 0.0% |
| Q4 2023 | 7 | $2.7M | 102,612 | 7 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $11.0K | 390 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $10.0K | 390 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 2 | $90.0K | 3,290 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $11.0K | 462 | 0 | 0 | 0 | 0.0% |