17 institutions reported holding $47.4M of TOUCHSTONE ETF TRUST (TLG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sendero Wealth Management, LLC ($28.9M), Curated Wealth Partners LLC ($14.2M), RAYMOND JAMES FINANCIAL INC ($1.1M), LPL Financial LLC ($551,641), Rockefeller Capital Management L.P. ($520,545). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sendero Wealth Management, LLC | $28.9M | 1.1M | Added |
| 2 | Curated Wealth Partners LLC | $14.2M | 536,196 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $1.1M | 42,310 | Trimmed |
| 4 | LPL Financial LLC | $551,641 | 20,880 | Trimmed |
| 5 | Rockefeller Capital Management L.P. | $520,545 | 19,703 | Hold |
| 6 | RWA WEALTH PARTNERS, LLC | $415,739 | 15,736 | Hold |
| 7 | Laird Norton Wetherby Trust Company, LLC | $354,287 | 13,410 | Hold |
| 8 | Overbrook Management Corp | $318,409 | 12,052 | Hold |
| 9 | JPMORGAN CHASE & CO | $308,048 | 11,815 | New |
| 10 | NORTHERN TRUST CORP | $303,403 | 11,484 | Hold |
| 11 | Manchester Capital Management LLC | $297,697 | 11,268 | Trimmed |
| 12 | US BANCORP \DE\ | $42,034 | 1,591 | Trimmed |
| 13 | UBS Group AG | $36,433 | 1,379 | Trimmed |
| 14 | MORGAN STANLEY | $34,663 | 1,312 | Hold |
| 15 | Integrated Wealth Concepts LLC | $24,517 | 928 | New |
| 16 | Steward Partners Investment Advisory, LLC | $10,806 | 409 | Hold |
| 17 | NewEdge Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30