TOUCHSTONE ETF TRUST (TSEC)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
19
Reporting holders
$141.8M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $101.3M | 3,925,408 | 0.51% | 12q | +0.6%+$645.2K |
| Retirement Planning Group, LLC | $19.6M | 758,554 | 0.50% | 12q | +106.9%+$10.1M |
| Brookwood Investment Group LLC | $4.1M | 159,117 | 0.46% | 2q | -1.3%-$53.4K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $3.5M | 134,910 | 2.04% | new | NEW |
| OSAIC HOLDINGS, INC. | $2.8M | 108,895 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $2.7M | 106,514 | 0.01% | 8q | +64.6%+$1.1M |
| STIFEL FINANCIAL CORP | $2.5M | 95,058 | 0.00% | 4q | +26.5%+$513.7K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $1.4M | 53,603 | 0.84% | 7q | -8.9%-$134.9K |
| Alteri Wealth LLC | $926.3K | 35,883 | 0.26% | 2q | +9.7%+$81.6K |
| CITADEL ADVISORS LLC | $886.1K | 34,325 | 0.00% | 9q | +248.5%+$631.8K |
| Atlas Wealth LLC | $582.2K | 22,554 | 0.08% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $498.0K | 19,291 | 0.00% | new | NEW |
| Mission Creek Capital Partners, Inc. | $286.1K | 11,083 | 0.05% | 7q | -12.4%-$40.3K |
| Avantax Planning Partners, Inc. | $254.6K | 9,863 | 0.01% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $244.7K | 9,479 | 0.03% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $194.1K | 7,491 | 0.00% | 5q | +50.3%+$64.9K |
| UBS Group AG | $31.6K | 1,225 | 0.00% | 2q | +454.3%+$25.9K |
| Integrated Wealth Concepts LLC | $25.8K | 1,000 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $517 | 20 | 0.00% | 5q | 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 | 19 | $141.8M | 5,494,273 | 5 | 8 | 3 | 0.0% |
| Q1 2026 | 16 | $125.1M | 4,850,546 | 5 | 8 | 2 | 0.0% |
| Q4 2025 | 12 | $108.3M | 4,136,870 | 1 | 5 | 4 | 0.0% |
| Q3 2025 | 14 | $108.9M | 4,152,228 | 2 | 4 | 4 | 0.0% |
| Q2 2025 | 14 | $109.5M | 4,191,168 | 5 | 6 | 3 | 0.0% |
| Q1 2025 | 9 | $109.8M | 4,195,395 | 0 | 5 | 4 | 0.0% |
| Q4 2024 | 10 | $106.7M | 4,107,404 | 4 | 2 | 3 | 0.0% |
| Q3 2024 | 6 | $106.1M | 3,990,359 | 2 | 1 | 2 | 0.0% |
| Q2 2024 | 6 | $74.5M | 2,873,528 | 3 | 3 | 0 | 0.0% |
| Q1 2024 | 3 | $48.6M | 1,876,689 | 0 | 3 | 0 | 0.0% |
| Q4 2023 | 3 | $22.5M | 879,919 | 0 | 2 | 0 | 0.0% |
| Q3 2023 | 3 | $21.0M | 834,633 | 3 | 0 | 0 | 0.0% |