Touchstone SecuritizedTSECETF

13F holders, Q4 2025 (December 31)
12holders −2
1new positions
3sold out
1famous investor
$26.17avg. 13F price*

At the end of Q4 2025, 12 institutions reported holding Touchstone Securitized Inc. (TSEC) in their 13F filings, down 2 from Q3 2025. 1 opened new positions and 3 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($101.4M), Retirement Planning Group, LLC ($2.1M) and Winebrenner Capital Management LLC ($1.4M). 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$286K
Exits3$674K

All 13F filers, Q3 2025 → Q4 2025: 43,011 shares bought and 52,441 shares sold, net −9,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Fort Washington Investment Advisors Inc. 0.54% No change 3,875,413 $101.4M
Retirement Planning Group, LLC 0.07% Add +12.1% 78,440 $2.1M
Winebrenner Capital Management LLC 0.96% Add +52.8% 55,294 $1.4M
Citadel Advisors 0.00% Add +4.8% 33,896 $887K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.2% 19,437 $509K
Jane Street Group, LLC 0.00% Reduce -51.0% 18,863 $494K
Mission Creek Capital Partners, Inc. 0.09% Add +1.7% 16,818 $440K
Osaic Holdings, Inc. 0.00% Reduce -29.4% 14,008 $367K
Stifel Financial Corp. 0.00% Reduce -4.0% 10,995 $288K
Atlas Wealth LLC 0.11% New 10,947 $286K
Jones Financial Companies LLLP 0.00% Add +4542.4% 2,739 $72K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $524

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