Touchstone ETF Trust - LCF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 1,000,005 | 39,215 | 0.22% | 0.23% | 1 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 209,190 | 8,203 | 0.04% | 0.05% | 2 | +8,484 | 4.23% | Q1 2026 | May 08, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 34,443 | 1,350 | 0.13% | 0.12% | 3 | +5,314 | 18.24% | Q1 2026 | Apr 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 21,000 | 824 | 0.0% | 0.0% | 4 | +305 | 1.47% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 974 | 38 | 0.0% | 0.0% | 5 | +270 | 38.35% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | New | 520 | 20 | 0.0% | — | 6 | +520 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |