DOSSIER · 13F Holders · Q2 2026
TLG

TOUCHSTONE ETF TRUST

17 institutions still hold TOUCHSTONE ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89157W863·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$48M
visible holders
Holders
17
filers reporting
Concentration
60.86%
Sendero Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported TLG in Q2 2026. Sendero Wealth Management, LLC leads at 60.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sendero Wealth Management, LLC
CIK 0001639375
$29M1.1M2.88%Q2 2026
02
Curated Wealth Partners LLC
CIK 0001781284⚠ data anomaly
$14M536K1.64%Q2 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M42K0.00%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$552K21K0.00%Q2 2026
05
Rockefeller Capital Management L.P.
CIK 0001739439
$521K20K0.00%Q2 2026
06
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$416K16K0.00%Q2 2026
07
Laird Norton Wetherby Trust Company, LLC
CIK 0000723204
$354K13K0.01%Q2 2026
08
Overbrook Management Corp
CIK 0001269786
$318K12K0.05%Q2 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$308K12K0.00%Q2 2026
10
NORTHERN TRUST CORP
CIK 0000073124· Index
$303K11K0.00%Q2 2026
11
Manchester Capital Management LLC
CIK 0001393389
$298K11K0.04%Q2 2026
12
Sunbelt Securities, Inc.
CIK 0001632932
$110K5K0.01%Q1 2026
13
US BANCORP \DE\
CIK 0000036104
$42K2K0.00%Q2 2026
14
UBS Group AG
CIK 0001610520
$36K1K0.00%Q2 2026
15
MORGAN STANLEY
CIK 0000895421
$35K1K0.00%Q2 2026
16
Integrated Wealth Concepts LLC
CIK 0001737109
$25K9280.00%Q2 2026
17
Steward Partners Investment Advisory, LLC
CIK 0001723397
$11K4090.00%Q2 2026
Insiders at TOUCHSTONE ETF TRUST
Swirnow DavidCoppersmith Christopher A.Barsa MichaelSwirnow Airways CorpHettleman StuartSwirnow Richard AWrexham Aviation CorpMainfreight Ltd