DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
TLG

TOUCHSTONE ETF TRUST

16 institutions still hold TOUCHSTONE ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89157W863·16 13F holders·last filed Mar 31, 2026
Market cap
8.1%
vs prior quarter
13F value held
$46M
74.0% inst. owned
of float
Holders
16
+90 QoQ
filers reporting
Activity
+79 / −27
+810 added · −720 reduced
this quarter
Concentration
55.24%
Sendero Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported TLG in Q1 2026. Sendero Wealth Management, LLC leads at 55.2% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sendero Wealth Management, LLC
CIK 0001639375
$25M1.1M2.81%Q1 2026
02
Curated Wealth Partners LLC
CIK 0001781284
$16M689K2.03%Q1 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M44K0.00%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$694,32730K0.00%Q1 2026
05
Rockefeller Capital Management L.P.
CIK 0001739439
$460,18320K0.00%Q1 2026
06
Manchester Capital Management LLC
CIK 0001393389
$449,44019K0.06%Q1 2026
07
US BANCORP \DE\
CIK 0000036104
$403,21817K0.00%Q1 2026
08
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$367,53016K0.00%Q1 2026
09
Laird Norton Wetherby Trust Company, LLC
CIK 0000723204
$313,20413K0.01%Q1 2026
10
Overbrook Management Corp
CIK 0001269786
$281,48712K0.05%Q1 2026
11
NORTHERN TRUST CORP
CIK 0000073124· Index
$268,22011K0.00%Q1 2026
12
Sunbelt Securities, Inc.
CIK 0001632932
$109,7265K0.01%Q1 2026
13
UBS Group AG
CIK 0001610520
$89,5704K0.00%Q1 2026
14
MORGAN STANLEY
CIK 0000895421
$30,6431K0.00%Q1 2026
15
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9,5534090.00%Q1 2026
16
NewEdge Advisors, LLC
CIK 0001633516
$6,4002740.00%Q1 2026