DaveManuel.com · Institutional Ownership · Who Owns It
TOUCHSTONE ETF TRUST (TDI)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
40
Reporting holders
$270.5M
Reported value
0.0%
Calls
0.0%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Janney Montgomery Scott LLC | $11.1M | 246,931 | 0.02% | 2q | +3269.7%+$10.8M |
| 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% | 5q | +6373.6%+$2.2M |
| 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 |
| Keating Financial Advisory Services, Inc. | $11.1K | 247 | 0.00% | 3q | HELD |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $21.6M | 459,853 | 3 | 2 | 3 | 0.0% |
| Q2 2026 | 40 | $270.5M | 6,021,136 | 16 | 18 | 5 | 0.0% |
| Q1 2026 | 30 | $70.7M | 1,714,638 | 15 | 10 | 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% |