TLG Institutional Ownership
Touchstone Large Company Growth ETF
1W: +1.9%
1M: +4.7%
3M: +7.5%
YTD: +16.6%
$28.59
+0.32 (+1.15%)
Weekly Expected Move ±2.5%
$27
$28
$29
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TLG
17
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
47M
Total Invested
2
New Positions
1
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sendero Wealth Management, LLC | 1,095,264 | $31M | +5,910 | +0.5% | 2Q | SEC ↗ |
| 2 | Curated Wealth Partners LLC | 536,196 | $15M | -153,115 | -22.2% | 2Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 42,310 | $1M | -1,902 | -4.3% | 2Q | SEC ↗ |
| 4 | LPL Financial LLC | 20,880 | $597K | -8,848 | -29.8% | 2Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 19,703 | $563K | — | +0.0% | 2Q | SEC ↗ |
| 6 | RWA WEALTH PARTNERS, LLC | 15,736 | $450K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Laird Norton Wetherby Trust Company, L | 13,410 | $383K | — | +0.0% | 2Q | SEC ↗ |
| 8 | Overbrook Management Corp | 12,052 | $345K | — | +0.0% | 2Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO NEW | 11,815 | $338K | — | +0.0% | 1Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 11,484 | $328K | — | +0.0% | 2Q | SEC ↗ |
| 11 | Manchester Capital Management LLC | 11,268 | $322K | -7,975 | -41.4% | 2Q | SEC ↗ |
| 12 | Sunbelt Securities, Inc. NEW | 4,698 | $134K | — | +0.0% | 1Q | SEC ↗ |
| 13 | US BANCORP \DE | 1,591 | $45K | -15,673 | -90.8% | 2Q | SEC ↗ |
| 14 | UBS Group AG | 1,379 | $39K | -2,456 | -64.0% | 2Q | SEC ↗ |
| 15 | MORGAN STANLEY | 1,312 | $38K | — | +0.0% | 2Q | SEC ↗ |
| 16 | Integrated Wealth Concepts LLC NEW | 928 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Steward Partners Investment Advisory, | 409 | $12K | — | +0.0% | 2Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 0 | $0K | -274 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 11,815 | $338K |
| Sunbelt Securities, Inc. | 4,698 | $134K |
| Integrated Wealth Concepts LLC | 928 | $27K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Advisors, LLC | 274 | $8K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sendero Wealth Management, LLC | +5,910 | +0.5% | 1,095,264 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Curated Wealth Partners LLC | -153,115 | -22.2% | 536,196 |
| US BANCORP \DE | -15,673 | -90.8% | 1,591 |
| LPL Financial LLC | -8,848 | -29.8% | 20,880 |
| Manchester Capital Management LLC | -7,975 | -41.4% | 11,268 |
| UBS Group AG | -2,456 | -64.0% | 1,379 |
| RAYMOND JAMES FINANCIAL INC | -1,902 | -4.3% | 42,310 |