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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 682,255 | 28,134 | 0.01% | 0.0% | 1 | +626,572 | 1125.25% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 234,218 | 9,658 | 0.0% | 0.0% | 2 | +195,150 | 499.51% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 172,753 | 7,124 | 0.01% | 0.0% | 3 | +113,526 | 191.68% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 84,933 | 3,502 | 0.02% | 0.0% | 4 | +68,148 | 406.01% | Q1 2026 | May 08, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 80,520 | 3,320 | 1.88% | 1.54% | 5 | -4,016 | -4.75% | Q1 2026 | May 04, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 78,913 | 3,254 | 0.31% | 0.11% | 6 | +48,551 | 159.91% | Q1 2026 | Apr 09, 2026 |
| Ascentis Independent Advisors | History | New | 54,453 | 2,245 | 0.17% | — | 7 | +54,453 | New | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 49,448 | 2,039 | 0.1% | 0.02% | 8 | +39,998 | 423.26% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 42,108 | 1,736 | 0.06% | — | 9 | +42,108 | New | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | New | 40,093 | 1,653 | 0.18% | — | 10 | +40,093 | New | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 28,275 | 1,166 | 0.0% | — | 11 | +28,275 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 26,610 | 1,097 | 0.0% | 0.0% | 12 | +8,350 | 45.73% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,240 | 1,040 | 0.0% | 0.0% | 13 | +16,831 | 200.15% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 23,510 | 970 | 0.03% | — | 14 | +23,510 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 23,168 | 955 | 0.01% | — | 15 | +23,168 | New | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | New | 11,337 | 467 | 0.02% | — | 16 | +11,337 | New | Q1 2026 | Apr 28, 2026 |
| Atlas Wealth LLC | History | New | 11,093 | 457 | 0.14% | — | 17 | +11,093 | New | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 10,080 | 415 | 0.0% | — | 18 | +10,080 | New | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | New | 7,967 | 328 | 0.01% | — | 19 | +7,967 | New | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | New | 7,328 | 302 | 0.0% | — | 20 | +7,328 | New | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 7,240 | 298 | 0.0% | — | 21 | +7,240 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 7,240 | 298 | 0.01% | — | 22 | +7,240 | New | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 2,382 | 98 | 0.0% | 0.0% | 23 | -262 | -9.91% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 922 | 38 | 0.0% | 0.0% | 24 | +500 | 118.48% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 788 | 32 | 0.0% | — | 25 | +788 | New | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 487 | 20 | 0.02% | — | 26 | +487 | New | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 247 | 10 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 187 | 7 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 66 | 2 | 0.0% | — | 29 | +66 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 19, 2026 |