Who owns Touchstone Securitized Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TSEC from SEC Form 13F filings across 19 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 19 institutions disclosed 5.5M shares of Touchstone Securitized Income ETF worth $141.8M — about 87.8% of shares outstanding; the largest disclosed holder is FORT WASHINGTON INVESTMENT ADVISORS INC /OH/. Source: SEC Form 13F filings, parsed by EvidInvest.
19
13F holders
$141.8M
value, 2026 filers
87.8%
of shares outstanding (5.5M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TSEC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3.9M | $101.3M | 0.5% | 62.7% | +0.6% |
| 2 | Retirement Planning Group, LLC | 758,554 | $19.6M | 0.5% | 12.1% | +106.9% |
| 3 | Brookwood Investment Group LLC | 159,117 | $4.1M | 0.5% | 2.5% | -1.3% |
| 4 | FIG FINANCIAL ADVISORY SERVICES INC /ADVNEW | 134,910 | $3.5M | 2.0% | 2.2% | new |
| 5 | OSAIC HOLDINGS, INC. | 108,895 | $2.8M | 0.0% | 1.7% | +0.3% |
| 6 | Steward Partners Investment Advisory, LLC | 106,514 | $2.7M | 0.0% | 1.7% | +64.6% |
| 7 | STIFEL FINANCIAL CORP | 95,058 | $2.5M | 0.0% | 1.5% | +26.5% |
| 8 | WINEBRENNER CAPITAL MANAGEMENT LLC | 53,603 | $1.4M | 0.8% | 0.9% | -8.9% |
| 9 | Alteri Wealth LLC | 35,883 | $926,315 | 0.3% | 0.6% | +9.7% |
| 10 | CITADEL ADVISORS LLC | 34,325 | $886,100 | 0.0% | 0.5% | +248.5% |
| 11 | Atlas Wealth LLCNEW | 22,554 | $582,232 | 0.1% | 0.4% | new |
| 12 | GOLDMAN SACHS GROUP INCNEW | 19,291 | $497,997 | 0.0% | 0.3% | new |
| 13 | Mission Creek Capital Partners, Inc. | 11,083 | $286,099 | 0.1% | 0.2% | -12.4% |
| 14 | Avantax Planning Partners, Inc.NEW | 9,863 | $254,613 | 0.0% | 0.2% | new |
| 15 | VICTORY FINANCIAL GROUP, LLCNEW | 9,479 | $244,712 | 0.0% | 0.2% | new |
| 16 | JONES FINANCIAL COMPANIES LLLP | 7,491 | $194,122 | 0.0% | 0.1% | +50.3% |
| 17 | UBS Group AG | 1,225 | $31,623 | 0.0% | 0% | +454.3% |
| 18 | Integrated Wealth Concepts LLCNEW | 1,000 | $25,815 | 0.0% | 0% | new |
| 19 | DHJJ Financial Advisors, Ltd. | 20 | $517 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.