Vault-13

TOUCHSTONE ETF TRUST TSEC

SECURITIZED INCO · ETP · CUSIP 89157W707

19 institutional holders +3 vs Q1 2026
5,494,2735.5m shares reported held*
$141.8mreported value*
5 new 9 added 4 reduced 2 sold out net bought ≈ $16.6m (+643.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.82.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 23: 4Q4 23: 4Q1 24: 4Q2 24: 7Q3 24: 7Q4 24: 11Q1 25: 10Q2 25: 15Q3 25: 14Q4 25: 12Q1 26: 16Q2 26: 1919Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20234
Q4 20234
Q1 20244
Q2 20247
Q3 20247
Q4 202411
Q1 202510
Q2 202515
Q3 202514
Q4 202512
Q1 202616
Q2 202619

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 3 bought or addedQ3 24: 4 cut or sold outQ4 24: 6 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 5 cut or sold outQ2 25: 11 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 6 cut or sold outQ4 25: 6 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 3 cut or sold outQ2 26: 14 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202434
Q4 202464
Q1 202555
Q2 2025113
Q3 202566
Q4 202567
Q1 2026133
Q2 2026146

Biggest buyers

Retirement Planning Group, LLC Added +391,970+392.0k
FIG FINANCIAL ADVISORY SERVICES INC /ADV New +134,910+134.9k
Steward Partners Investment Advisory, LLC Added +41,802+41.8k
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Added +24,995+25.0k
CITADEL ADVISORS LLC Added +24,475+24.5k
STIFEL FINANCIAL CORP Added +19,899+19.9k
GOLDMAN SACHS GROUP INC New +19,291+19.3k
Avantax Planning Partners, Inc. New +9,863+9.9k
VICTORY FINANCIAL GROUP, LLC New +9,479+9.5k
Alteri Wealth LLC Added +3,162+3.2k

Biggest sellers

Vestmark Advisory Solutions, Inc. Sold out -15,984-16.0k
ELEVATION POINT WEALTH PARTNERS, LLC Sold out -15,984-16.0k
WINEBRENNER CAPITAL MANAGEMENT LLC Reduced -5,224-5.2k
Brookwood Investment Group LLC Reduced -2,069-2.1k
Mission Creek Capital Partners, Inc. Reduced -1,562-1.6k
Atlas Wealth LLC Reduced -107-107

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.51% of their portfolio Cincinnati, OH 3,925,4083.9m $101.3m $101.3m 0.51% Added +25.0k +24,995
2 Retirement Planning Group, LLC 0.50% of their portfolio LEAWOOD, KS 758,554758.6k $19.6m $19.6m 0.50% Added +392.0k +391,970
3 Brookwood Investment Group LLC 0.48% of their portfolio PHOENIX, AZ 159,117159.1k $4.1m $4.1m 0.48% Reduced -2.1k -2,069
4 FIG FINANCIAL ADVISORY SERVICES INC /ADV 2.04% of their portfolio OKLAHOMA CITY, OK 134,910134.9k $3.5m $3.5m 2.04% New
5 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 108,895108.9k $2.8m $2.8m 0.00% Added +301 +301
6 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 106,514106.5k $2.7m $2.7m 0.01% Added +41.8k +41,802
7 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 95,05895.1k $2.5m $2.5m 0.00% Added +19.9k +19,899
8 WINEBRENNER CAPITAL MANAGEMENT LLC 0.84% of their portfolio LOUISVILLE, KY 53,60353.6k $1.4m $1.4m 0.84% Reduced -5.2k -5,224
9 Alteri Wealth LLC 0.26% of their portfolio WESTLAKE VILLAGE, CA 35,88335.9k $926.3k $926.3k 0.26% Added +3.2k +3,162
10 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,32534.3k $886.1k $886.1k 0.00% Added +24.5k +24,475
11 Atlas Wealth LLC 0.08% of their portfolio CINCINNATI, OH 22,55422.6k $582.2k $582.2k 0.08% Reduced -107 -107
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 19,29119.3k $498.0k $498.0k 0.00% New
13 Mission Creek Capital Partners, Inc. 0.05% of their portfolio SAN FRANCISCO, CA 11,08311.1k $286.1k $286.1k 0.05% Reduced -1.6k -1,562
14 Avantax Planning Partners, Inc. 0.01% of their portfolio DUBUQUE, IA 9,8639.9k $254.6k $254.6k 0.01% New
15 VICTORY FINANCIAL GROUP, LLC 0.03% of their portfolio AUSTIN, TX 9,4799.5k $244.7k $244.7k 0.03% New
16 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,4917.5k $194.1k $194.1k 0.00% Added +2.5k +2,506
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2251.2k $31.6k $31.6k 0.00% Added +1.0k +1,004
18 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,0001.0k $25.8k $25.8k 0.00% New
19 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 2020 $517 $517 0.00% Unchanged