TDI Institutional Ownership
Touchstone Dynamic International ETF
1W: -0.7%
1M: +0.2%
3M: +3.7%
YTD: +19.9%
1Y: +24.9%
$47.05
+0.42 (+0.90%)
Weekly Expected Move ±2.2%
$45
$46
$47
$48
$49
Overview
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Holdings
Changes
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Institutional Ownership — TDI
48
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
259M
Total Invested
17
New Positions
18
Increased
12
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (49 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,424,701 | $67M | +742,446 | +108.8% | 11Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,057,056 | $50M | +822,838 | +351.3% | 6Q | SEC ↗ |
| 3 | Tulsa Wealth Advisors, INC NEW | 572,765 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Private Advisor Group, LLC | 484,562 | $23M | +459,322 | +1819.8% | 5Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC NEW | 268,798 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 246,931 | $12M | +239,603 | +3269.7% | 2Q | SEC ↗ |
| 7 | STIFEL FINANCIAL CORP | 244,508 | $12M | +71,755 | +41.5% | 4Q | SEC ↗ |
| 8 | Stratos Wealth Partners, LTD. NEW | 222,734 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC NEW | 156,125 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Intentional Wealth Strategies, LLC | 153,508 | $7M | +153,021 | +31421.1% | 2Q | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. NEW | 153,384 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, | 152,353 | $7M | +67,420 | +79.4% | 4Q | SEC ↗ |
| 13 | Tidemark, LLC NEW | 136,611 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC NEW | 115,209 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 15 | MOODY NATIONAL BANK TRUST DIVISION | 86,072 | $4M | +7,159 | +9.1% | 7Q | SEC ↗ |
| 16 | RPS ADVISORY SOLUTIONS LLC | 81,803 | $4M | +1,283 | +1.6% | 4Q | SEC ↗ |
| 17 | Trilogy Capital Inc. NEW | 69,974 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Cornerstone Wealth Management, LLC | 55,202 | $3M | +5,754 | +11.6% | 4Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 50,300 | $2M | +49,523 | +6373.6% | 5Q | SEC ↗ |
| 20 | Gladstone Institutional Advisory LLC | 49,958 | $2M | +7,850 | +18.6% | 2Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 49,781 | $2M | +21,506 | +76.1% | 2Q | SEC ↗ |
| 22 | Golden State Wealth Management, LLC | 38,929 | $2M | -1,164 | -2.9% | 2Q | SEC ↗ |
| 23 | Advisory Services Network, LLC NEW | 36,011 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 29,119 | $1M | +2,509 | +9.4% | 5Q | SEC ↗ |
| 25 | Mutual Advisors, LLC | 16,764 | $789K | +8,797 | +110.4% | 2Q | SEC ↗ |
| 26 | Atlas Wealth LLC | 12,316 | $579K | +1,223 | +11.0% | 2Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 7,378 | $347K | -2,702 | -26.8% | 2Q | SEC ↗ |
| 28 | ELEVATION POINT WEALTH PARTNERS, LLC | 7,365 | $347K | +125 | +1.7% | 2Q | SEC ↗ |
| 29 | Vestmark Advisory Solutions, Inc. | 6,640 | $312K | -600 | -8.3% | 2Q | SEC ↗ |
| 30 | BXM Wealth LLC NEW | 6,550 | $308K | — | +0.0% | 1Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC NEW | 6,153 | $289K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Integrated Advisors Network LLC | 5,740 | $270K | -5,597 | -49.4% | 2Q | SEC ↗ |
| 33 | Equitable Holdings, Inc. NEW | 4,596 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 34 | BOKF, NA NEW | 2,758 | $130K | — | +0.0% | 1Q | SEC ↗ |
| 35 | PNC Financial Services Group, Inc. NEW | 2,716 | $128K | — | +0.0% | 1Q | SEC ↗ |
| 36 | MORGAN STANLEY | 1,892 | $89K | -490 | -20.6% | 11Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO NEW | 1,754 | $83K | — | +0.0% | 1Q | SEC ↗ |
| 38 | PRIVATE TRUST CO NA | 1,687 | $79K | +765 | +83.0% | 3Q | SEC ↗ |
| 39 | Integrated Wealth Concepts LLC NEW | 500 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Keating Financial Advisory Services, I | 247 | $12K | — | +0.0% | 3Q | SEC ↗ |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 186 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Allworth Financial LP | 0 | $0K | -187 | -100.0% | 6Q | SEC ↗ |
| 43 | Western Wealth Management, LLC | 0 | $0K | -7 | -100.0% | 1Q | SEC ↗ |
| 44 | UBS Group AG | 0 | $0K | -311 | -100.0% | 9Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 0 | $0K | -788 | -100.0% | 1Q | SEC ↗ |
| 46 | Ascentis Independent Advisors | 0 | $0K | -54,453 | -100.0% | 1Q | SEC ↗ |
| 47 | WELLS FARGO & COMPANY/MN | 0 | $0K | -66 | -100.0% | 1Q | SEC ↗ |
| 48 | FLOW TRADERS U.S. LLC | 0 | $0K | -23,510 | -100.0% | 1Q | SEC ↗ |
| 49 | Independent Advisor Alliance | 0 | $0K | -23,168 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Tulsa Wealth Advisors, INC | 572,765 | $27M |
| MML INVESTORS SERVICES, LLC | 268,798 | $13M |
| Stratos Wealth Partners, LTD. | 222,734 | $10M |
| ENVESTNET ASSET MANAGEMENT INC | 156,125 | $7M |
| Rockefeller Capital Management L.P. | 153,384 | $7M |
| Tidemark, LLC | 136,611 | $6M |
| CITADEL ADVISORS LLC | 115,209 | $5M |
| Trilogy Capital Inc. | 69,974 | $3M |
| Advisory Services Network, LLC | 36,011 | $2M |
| BXM Wealth LLC | 6,550 | $308K |
| GOLDMAN SACHS GROUP INC | 6,153 | $289K |
| Equitable Holdings, Inc. | 4,596 | $216K |
| BOKF, NA | 2,758 | $130K |
| PNC Financial Services Group, Inc. | 2,716 | $128K |
| JPMORGAN CHASE & CO | 1,754 | $83K |
| Integrated Wealth Concepts LLC | 500 | $24K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 186 | $9K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 54,453 | $3M |
| FLOW TRADERS U.S. LLC | 23,510 | $1M |
| Independent Advisor Alliance | 23,168 | $1M |
| ROYAL BANK OF CANADA | 788 | $37K |
| UBS Group AG | 311 | $15K |
| Allworth Financial LP | 187 | $9K |
| WELLS FARGO & COMPANY/MN | 66 | $3K |
| Western Wealth Management, LLC | 7 | $0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +822,838 | +351.3% | 1,057,056 |
| LPL Financial LLC | +742,446 | +108.8% | 1,424,701 |
| Private Advisor Group, LLC | +459,322 | +1819.8% | 484,562 |
| Janney Montgomery Scott LLC | +239,603 | +3269.7% | 246,931 |
| Intentional Wealth Strategies, LLC | +153,021 | +31421.1% | 153,508 |
| STIFEL FINANCIAL CORP | +71,755 | +41.5% | 244,508 |
| Steward Partners Investment Advisor | +67,420 | +79.4% | 152,353 |
| NewEdge Advisors, LLC | +49,523 | +6373.6% | 50,300 |
| JANE STREET GROUP, LLC | +21,506 | +76.1% | 49,781 |
| Mutual Advisors, LLC | +8,797 | +110.4% | 16,764 |
| Gladstone Institutional Advisory LL | +7,850 | +18.6% | 49,958 |
| MOODY NATIONAL BANK TRUST DIVISION | +7,159 | +9.1% | 86,072 |
| Cornerstone Wealth Management, LLC | +5,754 | +11.6% | 55,202 |
| OSAIC HOLDINGS, INC. | +2,509 | +9.4% | 29,119 |
| RPS ADVISORY SOLUTIONS LLC | +1,283 | +1.6% | 81,803 |
| Atlas Wealth LLC | +1,223 | +11.0% | 12,316 |
| PRIVATE TRUST CO NA | +765 | +83.0% | 1,687 |
| ELEVATION POINT WEALTH PARTNERS, LL | +125 | +1.7% | 7,365 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Integrated Advisors Network LLC | -5,597 | -49.4% | 5,740 |
| Kestra Advisory Services, LLC | -2,702 | -26.8% | 7,378 |
| Golden State Wealth Management, LLC | -1,164 | -2.9% | 38,929 |
| Vestmark Advisory Solutions, Inc. | -600 | -8.3% | 6,640 |
| MORGAN STANLEY | -490 | -20.6% | 1,892 |