Vault-13

TOUCHSTONE ETF TRUST TLG

LARG CO GROW ETF · ETP · CUSIP 89157W863

16 institutional holders +0 vs Q1 2026
1,795,7371.8m shares reported held*
$47.4mreported value*
2 new 1 added 6 reduced 1 sold out net sold ≈ $4.5m (-171.6k 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 ≈ $26.42.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q1 26: 16Q2 26: 1616Q1 26Q2 26
Numbers
QuarterHolders
Q1 202616
Q2 202616

Biggest buyers

JPMORGAN CHASE & CO New +11,815+11.8k
Sendero Wealth Management, LLC Added +5,910+5.9k
Integrated Wealth Concepts LLC New +928+928

Biggest sellers

Curated Wealth Partners LLC Reduced -153,115-153.1k
US BANCORP \DE\ Reduced -15,673-15.7k
LPL Financial LLC Reduced -8,848-8.8k
Manchester Capital Management LLC Reduced -7,975-8.0k
UBS Group AG Reduced -2,456-2.5k
RAYMOND JAMES FINANCIAL INC Reduced -1,902-1.9k
NewEdge Advisors, LLC Sold out -274-274

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sendero Wealth Management, LLC 2.88% of their portfolio SAN ANTONIO, TX 1,095,2641.1m $28.9m $28.9m 2.88% Added +5.9k +5,910
2 Curated Wealth Partners LLC 1.64% of their portfolio EL SEGUNDO, CA 536,196536.2k $14.2m $14.2m 1.64% Reduced -153.1k -153,115
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 42,31042.3k $1.1m $1.1m 0.00% Reduced -1.9k -1,902
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,88020.9k $551.6k $551.6k 0.00% Reduced -8.8k -8,848
5 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,70319.7k $520.5k $520.5k 0.00% Unchanged
6 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 15,73615.7k $415.7k $415.7k 0.00% Unchanged
7 Laird Norton Wetherby Trust Company, LLC 0.01% of their portfolio Seattle, WA 13,41013.4k $354.3k $354.3k 0.01% Unchanged
8 Overbrook Management Corp 0.05% of their portfolio NEW YORK, NY 12,05212.1k $318.4k $318.4k 0.05% Unchanged
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,81511.8k $308.0k $308.0k 0.00% New
10 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 11,48411.5k $303.4k $303.4k 0.00% Unchanged
11 Manchester Capital Management LLC 0.04% of their portfolio MANCHESTER, VT 11,26811.3k $297.7k $297.7k 0.04% Reduced -8.0k -7,975
12 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,5911.6k $42.0k $42.0k 0.00% Reduced -15.7k -15,673
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3791.4k $36.4k $36.4k 0.00% Reduced -2.5k -2,456
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,3121.3k $34.7k $34.7k 0.00% Unchanged
15 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 928928 $24.5k $24.5k 0.00% New
16 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 409409 $10.8k $10.8k 0.00% Unchanged