Who Owns TOUCHSTONE ETF TRUST (TDI)? -- Institutional Holders (2026-06-30)

47 institutions reported holding $270.5M of TOUCHSTONE ETF TRUST (TDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($64.0M), RAYMOND JAMES FINANCIAL INC ($47.5M), Tulsa Wealth Advisors, INC ($25.7M), Private Advisor Group, LLC ($21.8M), MML INVESTORS SERVICES, LLC ($12.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$64.0M1.4MAdded
2RAYMOND JAMES FINANCIAL INC$47.5M1.1MAdded
3Tulsa Wealth Advisors, INC$25.7M572,765New
4Private Advisor Group, LLC$21.8M484,562Added
5MML INVESTORS SERVICES, LLC$12.1M268,798New
6Janney Montgomery Scott LLC$11.1M246,931Added
7STIFEL FINANCIAL CORP$11.0M244,508Added
8Stratos Wealth Partners, LTD.$10.0M222,734New
9ENVESTNET ASSET MANAGEMENT INC$7.0M156,125New
10Intentional Wealth Strategies, LLC$6.9M153,508Added
11Rockefeller Capital Management L.P.$6.9M153,384New
12Steward Partners Investment Advisory, LLC$6.8M152,353Added
13Tidemark, LLC$6.1M136,611New
14CITADEL ADVISORS LLC$5.2M115,209New
15MOODY NATIONAL BANK TRUST DIVISION$3.9M86,072Added
16RPS ADVISORY SOLUTIONS LLC$3.7M81,803Added
17Trilogy Capital Inc.$3.1M69,974New
18Cornerstone Wealth Management, LLC$2.5M55,202Added
19NewEdge Advisors, LLC$2.3M50,300Added
20Gladstone Institutional Advisory LLC$2.2M49,958Added
21JANE STREET GROUP, LLC$2.2M49,781Added
22Golden State Wealth Management, LLC$1.7M38,929Trimmed
23Advisory Services Network, LLC$1.6M36,011New
24OSAIC HOLDINGS, INC.$1.3M29,119Added
25Mutual Advisors, LLC$753,09216,764Added

Source: SEC Form 13F filings · as of 2026-06-30