Touchstone SecuritizedTSECETF

13F holders, Q1 2026 (March 31)
16holders +4
5new positions
1sold out
1famous investor
$25.79avg. 13F price*

At the end of Q1 2026, 16 institutions reported holding Touchstone Securitized Inc. (TSEC) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($100.6M), Retirement Planning Group, LLC ($9.5M) and Brookwood Investment Group LLC ($4.2M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$5.8M
Exits1$494K

All 13F filers, Q4 2025 → Q1 2026: 760,758 shares bought and 47,082 shares sold, net +713,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Fort Washington Investment Advisors Inc. 0.56% Add +0.7% 3,900,413 $100.6M
Retirement Planning Group, LLC 0.29% Add +367.3% 366,584 $9.5M
Brookwood Investment Group LLC 0.53% New 161,186 $4.2M
Osaic Holdings, Inc. 0.00% Add +675.2% 108,594 $2.8M
Stifel Financial Corp. 0.00% Add +583.6% 75,159 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Add +232.9% 64,712 $1.7M
Winebrenner Capital Management LLC 0.97% Add +6.4% 58,827 $1.5M
Alteri Wealth LLC 0.27% New 32,721 $844K
Atlas Wealth LLC 0.23% Add +107.0% 22,661 $584K
Elevation Point Wealth Partners, LLC 0.01% New 15,984 $412K
Vestmark Advisory Solutions, Inc. 0.00% New 15,984 $412K
Mission Creek Capital Partners, Inc. 0.07% Reduce -24.8% 12,645 $326K
Citadel Advisors 0.00% Reduce -70.9% 9,850 $254K
Jones Financial Companies LLLP 0.00% Add +82.0% 4,985 $129K
UBS Group AG 0.00% New 221 $6K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $516

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