Touchstone SecuritizedTSECETF

13F holders, Q4 2024 (December 31)
10holders +4
4new positions
1sold out
1famous investor
$25.98avg. 13F price*

At the end of Q4 2024, 10 institutions reported holding Touchstone Securitized Inc. (TSEC) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($100.3M), Integrated Wealth Concepts LLC ($1.9M) and Retirement Planning Group, LLC ($1.2M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$3.1M
Exits1$984

All 13F filers, Q3 2024 → Q4 2024: 122,466 shares bought and 28,200 shares sold, net +94,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Fort Washington Investment Advisors Inc. 0.60% Reduce -0.6% 3,860,413 $100.3M
Integrated Wealth Concepts LLC 0.02% New 74,949 $1.9M
Retirement Planning Group, LLC 0.06% Reduce -5.8% 45,861 $1.2M
Citadel Advisors 0.00% Add +0.7% 39,925 $1.0M
Jane Street Group, LLC 0.00% New 28,944 $752K
Winebrenner Capital Management LLC 0.46% — 22,779 $592K
Mission Creek Capital Partners, Inc. 0.09% New 15,925 $414K
Seed Wealth Management, Inc. 0.25% Reduce -2.8% 11,860 $308K
Steward Partners Investment Advisory, LLC 0.00% Add +41.0% 6,179 $161K
JPMorgan Chase & Co. 0.00% New 569 $15K

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