DaveManuel.com · Institutional Ownership · Who Owns It
TOUCHSTONE ETF TRUST (TSEC)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
18
Reporting holders
$141.8M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $121.8M | 4,852,872 | 0 | 2 | 2 | 0.0% |
| Q2 2026 | 18 | $141.8M | 5,493,273 | 4 | 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% |