Touchstone ETF Trust - TLG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | History | New | 1,089,354 | 25,442 | 2.81% | — | 1 | +1,089,354 | New | Q1 2026 | Apr 22, 2026 |
| Curated Wealth Partners LLC | History | New | 689,311 | 16,099 | 2.03% | — | 2 | +689,311 | New | Q1 2026 | Apr 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 44,212 | 1,032 | 0.0% | — | 3 | +44,212 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | New | 29,728 | 694 | 0.0% | — | 4 | +29,728 | New | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | New | 19,703 | 460 | 0.0% | — | 5 | +19,703 | New | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | New | 19,243 | 449 | 0.06% | — | 6 | +19,243 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | New | 17,264 | 403 | 0.0% | — | 7 | +17,264 | New | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 15,736 | 367 | 0.0% | — | 8 | +15,736 | New | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 13,410 | 313 | 0.01% | — | 9 | +13,410 | New | Q1 2026 | May 15, 2026 |
| Overbrook Management Corp | History | New | 12,052 | 281 | 0.05% | — | 10 | +12,052 | New | Q1 2026 | Apr 09, 2026 |
| NORTHERN TRUST CORP | History | New | 11,484 | 268 | 0.0% | — | 11 | +11,484 | New | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | New | 4,698 | 109 | 0.01% | — | 12 | +4,698 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 3,835 | 89 | 0.0% | — | 13 | +3,835 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | New | 1,312 | 30 | 0.0% | — | 14 | +1,312 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 409 | 9 | 0.0% | — | 15 | +409 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | New | 274 | 6 | 0.0% | — | 16 | +274 | New | Q1 2026 | Jun 02, 2026 |