TDI institutional holders

TOUCHSTONE ETF TRUST · 13F, 2026Q2

Managers holding41
Shares held6,021,636
Reported value$270.5m
Quarter flows17 new, 18 added, 5 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,424,701$64.0m0.0%
RAYMOND JAMES FINANCIAL INC1,057,056$47.5m0.0%
Tulsa Wealth Advisors, INC572,765$25.7m3.6%
Private Advisor Group, LLC484,562$21.8m0.1%
MML INVESTORS SERVICES, LLC268,798$12.1m0.0%
Janney Montgomery Scott LLC246,931$11.1m0.0%
STIFEL FINANCIAL CORP244,508$11.0m0.0%
Stratos Wealth Partners, LTD.222,734$10.0m0.1%
ENVESTNET ASSET MANAGEMENT INC156,125$7.0m0.0%
Intentional Wealth Strategies, LLC153,508$6.9m6.5%
Rockefeller Capital Management L.P.153,384$6.9m0.0%
Steward Partners Investment Advisory, LLC152,353$6.8m0.0%
Tidemark, LLC136,611$6.1m1.4%
CITADEL ADVISORS LLC115,209$5.2m0.0%
MOODY NATIONAL BANK TRUST DIVISION86,072$3.9m0.3%
RPS ADVISORY SOLUTIONS LLC81,803$3.7m2.4%
Trilogy Capital Inc.69,974$3.1m0.1%
Cornerstone Wealth Management, LLC55,202$2.5m0.1%
NewEdge Advisors, LLC50,300$2.3m0.0%
Gladstone Institutional Advisory LLC49,958$2.2m0.1%
JANE STREET GROUP, LLC49,781$2.2m0.0%
Golden State Wealth Management, LLC38,929$1.7m0.2%
Advisory Services Network, LLC36,011$1.6m0.0%
OSAIC HOLDINGS, INC.29,119$1.3m0.0%
Mutual Advisors, LLC16,764$753,0920.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TDI"). TDI price history · All 13F data

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