Touchstone ETF Trust - TDI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 84,536 | 3,269 | 1.54% | 0.74% | 1 | +44,279 | 109.99% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 59,227 | 2,290 | 0.0% | 0.0% | 2 | +46,082 | 350.57% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 55,683 | 2,153 | 0.0% | 0.0% | 3 | +11,915 | 27.22% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,068 | 1,511 | 0.0% | 0.0% | 4 | +25,434 | 186.55% | Q4 2025 | Feb 18, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 30,362 | 1,174 | 0.11% | 0.19% | 5 | -29,574 | -49.34% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,260 | 706 | 0.0% | 0.0% | 6 | +18,223 | 49251.35% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,785 | 649 | 0.0% | 0.0% | 7 | +3,156 | 23.16% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,450 | 365 | 0.02% | 0.02% | 8 | +1,950 | 26.0% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,409 | 325 | 0.0% | 0.0% | 9 | -175 | -2.04% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,644 | 102 | 0.0% | 0.0% | 10 | +132 | 5.25% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | New | 422 | 16 | 0.0% | — | 12 | +422 | New | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Reduced | 311 | 12 | 0.0% | 0.0% | 13 | -1,975 | -86.4% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 247 | 9 | 0.0% | — | 14 | +247 | New | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 187 | 7 | 0.0% | — | 15 | +187 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,110 | -100.0% | Q3 2025 | Nov 14, 2025 |