Touchstone SecuritizedTSECETF

13F holders, Q2 2026 (June 30)
18holders +2
4new positions
2sold out
1famous investor
$25.82avg. 13F price*

At the end of Q2 2026, 18 institutions reported holding Touchstone Securitized Inc. (TSEC) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($101.3M), Retirement Planning Group, LLC ($19.6M) and Brookwood Investment Group LLC ($4.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Touchstone Securitized Inc.
CUSIP
89157W707
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 3Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 10Q4 2024Q1 2025: 9Q1 2025Q2 2025: 14Q2 2025Q3 2025: 14Q3 2025Q4 2025: 12Q4 2025Q1 2026: 16Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$4.5M
Exits2$824K

All 13F filers, Q1 2026 → Q2 2026: 683,657 shares bought and 40,930 shares sold, net +642,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Fort Washington Investment Advisors Inc. 0.51% Add +0.6% 3,925,408 $101.3M
Retirement Planning Group, LLC 0.50% Add +106.9% 758,554 $19.6M
Brookwood Investment Group LLC 0.48% Reduce -1.3% 159,117 $4.1M
Fig Financial Advisory Services Inc. 2.04% New 134,910 $3.5M
Osaic Holdings, Inc. 0.00% Add +0.3% 108,895 $2.8M
Steward Partners Investment Advisory, LLC 0.01% Add +64.6% 106,514 $2.7M
Stifel Financial Corp. 0.00% Add +26.5% 95,058 $2.5M
Winebrenner Capital Management LLC 0.84% Reduce -8.9% 53,603 $1.4M
Alteri Wealth LLC 0.26% Add +9.7% 35,883 $926K
Citadel Advisors 0.00% Add +248.5% 34,325 $886K
Atlas Wealth LLC 0.09% Reduce -0.5% 22,554 $582K
Goldman Sachs Group Inc. 0.00% New 19,291 $498K
Mission Creek Capital Partners, Inc. 0.05% Reduce -12.3% 11,083 $286K
Avantax Planning Partners, Inc. 0.01% New 9,863 $255K
Victory Financial Group, LLC 0.03% New 9,479 $245K
Jones Financial Companies LLLP 0.00% Add +50.3% 7,491 $194K
UBS Group AG 0.00% Add +454.3% 1,225 $32K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $517

"% of holder's portfolio" is TSEC's weight in each manager's 13F, not the share of Touchstone Securitized Inc. the manager owns.