DOSSIER · 13F Holders · Q3 2026
TLG

TOUCHSTONE ETF TRUST

15 institutions still hold TOUCHSTONE ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89157W863·15 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$15M
visible holders
Holders
15
filers reporting
Concentration
72.95%
Curated Wealth Partners LLC #1
top holder share
AI Holders Summary · Q3 2026

15 institutions reported TLG in Q3 2026. Curated Wealth Partners LLC leads at 73.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Curated Wealth Partners LLC
CIK 0001781284⚠ data anomaly
$11M402K0.92%Q3 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M42K0.00%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$552K21K0.00%Q2 2026
04
Rockefeller Capital Management L.P.
CIK 0001739439
$521K20K0.00%Q2 2026
05
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$416K16K0.00%Q2 2026
06
Laird Norton Wetherby Trust Company, LLC
CIK 0000723204
$354K13K0.01%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$308K12K0.00%Q2 2026
08
NORTHERN TRUST CORP
CIK 0000073124· Index
$303K11K0.00%Q2 2026
09
Overbrook Management Corp
CIK 0001269786
$226K8K0.04%Q3 2026
10
Manchester Capital Management LLC
CIK 0001393389
$133K5K0.02%Q3 2026
11
Sunbelt Securities, Inc.
CIK 0001632932
$110K5K0.01%Q1 2026
12
US BANCORP \DE\
CIK 0000036104
$42K2K0.00%Q2 2026
13
UBS Group AG
CIK 0001610520
$36K1K0.00%Q2 2026
14
MORGAN STANLEY
CIK 0000895421
$35K1K0.00%Q2 2026
15
Steward Partners Investment Advisory, LLC
CIK 0001723397
$11K4090.00%Q2 2026
Insiders at TOUCHSTONE ETF TRUST
Swirnow David →Coppersmith Christopher A. →Barsa Michael →Swirnow Airways Corp →Hettleman Stuart →Swirnow Richard A →Wrexham Aviation Corp →Mainfreight Ltd →