TOUCHSTONE ETF TRUST (TLG)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
16
Reporting holders
$62.5M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Curated Wealth Partners LLC | $29.2M | 5,585,779 | 1.79% | 2q | +710.3%+$25.6M |
| Sendero Wealth Management, LLC | $28.9M | 1,095,264 | 2.88% | 2q | +0.5%+$156.1K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 42,310 | 0.00% | 2q | -4.3%-$50.3K |
| LPL Financial LLC | $551.6K | 20,880 | 0.00% | 2q | -29.8%-$233.8K |
| Rockefeller Capital Management L.P. | $520.5K | 19,703 | 0.00% | 2q | HELD |
| RWA WEALTH PARTNERS, LLC | $415.7K | 15,736 | 0.00% | 2q | HELD |
| Laird Norton Wetherby Trust Company, LLC | $354.3K | 13,410 | 0.01% | 2q | HELD |
| Overbrook Management Corp | $318.4K | 12,052 | 0.05% | 2q | HELD |
| JPMORGAN CHASE & CO | $308.0K | 11,815 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $303.4K | 11,484 | 0.00% | 2q | HELD |
| Manchester Capital Management LLC | $297.7K | 11,268 | 0.04% | 2q | -41.4%-$210.7K |
| US BANCORP \DE\ | $42.0K | 1,591 | 0.00% | 2q | -90.8%-$414.1K |
| UBS Group AG | $36.4K | 1,379 | 0.00% | 2q | -64.0%-$64.9K |
| MORGAN STANLEY | $34.7K | 1,312 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $24.5K | 928 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $10.8K | 409 | 0.00% | 2q | HELD |
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 | 16 | $62.5M | 6,845,320 | 2 | 2 | 5 | 0.0% |
| Q1 2026 | 15 | $46.1M | 1,971,751 | 15 | 0 | 0 | 0.0% |