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 | Reduced | 1,000,000 | 43,182 | 0.22% | 0.22% | 1 | -5 | -0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 215,550 | 9,308 | 0.05% | 0.04% | 2 | +6,360 | 3.04% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 151,889 | 6,558 | 0.0% | — | 3 | +151,889 | New | Q2 2026 | Sep 23, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 37,603 | 1,623 | 0.13% | 0.13% | 4 | +3,160 | 9.17% | Q2 2026 | Jul 07, 2026 |
| STIFEL FINANCIAL CORP | History | New | 21,699 | 937 | 0.0% | — | 5 | +21,699 | New | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 21,616 | 933 | 0.0% | 0.0% | 6 | +616 | 2.93% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,800 | 121 | 0.01% | — | 7 | +2,800 | New | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,044 | 45 | 0.0% | — | 8 | +1,044 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 875 | 37 | 0.0% | 0.0% | 9 | -99 | -10.16% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 520 | 20 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |