TSEC Institutional Ownership
Touchstone Securitized Income ETF
1W: +0.1%
1M: -1.2%
3M: -2.3%
YTD: -2.8%
1Y: -3.0%
3Y: +14.2%
$25.12
+0.04 (+0.14%)
Weekly Expected Move ±0.7%
$25
$25
$25
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TSEC
21
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
142M
Total Invested
5
New Positions
9
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS IN | 3,925,408 | 99M | +24,995 | +0.6% | 12Q | SEC ↗ |
| 2 | Retirement Planning Group, LLC | 758,554 | 19M | +391,970 | +106.9% | 12Q | SEC ↗ |
| 3 | Brookwood Investment Group LLC | 159,117 | 4M | -2,069 | -1.3% | 2Q | SEC ↗ |
| 4 | FIG FINANCIAL ADVISORY SERVICES INC /A NEW | 134,910 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 108,895 | 3M | +301 | +0.3% | 4Q | SEC ↗ |
| 6 | Steward Partners Investment Advisory, | 106,514 | 3M | +41,802 | +64.6% | 8Q | SEC ↗ |
| 7 | STIFEL FINANCIAL CORP | 95,058 | 2M | +19,899 | +26.5% | 4Q | SEC ↗ |
| 8 | WINEBRENNER CAPITAL MANAGEMENT LLC | 53,603 | 1M | -5,224 | -8.9% | 7Q | SEC ↗ |
| 9 | Alteri Wealth LLC | 35,883 | 901K | +3,162 | +9.7% | 2Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 34,325 | 862K | +24,475 | +248.5% | 9Q | SEC ↗ |
| 11 | Atlas Wealth LLC | 22,554 | 567K | -107 | -0.5% | 3Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC NEW | 19,291 | 485K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Mission Creek Capital Partners, Inc. | 11,083 | 278K | -1,562 | -12.4% | 7Q | SEC ↗ |
| 14 | Avantax Planning Partners, Inc. NEW | 9,863 | 248K | — | +0.0% | 1Q | SEC ↗ |
| 15 | VICTORY FINANCIAL GROUP, LLC NEW | 9,479 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 7,491 | 188K | +2,506 | +50.3% | 5Q | SEC ↗ |
| 17 | UBS Group AG | 1,225 | 31K | +1,004 | +454.3% | 2Q | SEC ↗ |
| 18 | Integrated Wealth Concepts LLC NEW | 1,000 | 25K | — | +0.0% | 1Q | SEC ↗ |
| 19 | DHJJ Financial Advisors, Ltd. | 20 | 1K | — | +0.0% | 5Q | SEC ↗ |
| 20 | ELEVATION POINT WEALTH PARTNERS, LLC | 0 | 0K | -15,984 | -100.0% | 1Q | SEC ↗ |
| 21 | Vestmark Advisory Solutions, Inc. | 0 | 0K | -15,984 | -100.0% | 1Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 0 | 0K | -18,863 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | 134,910 | 3M |
| GOLDMAN SACHS GROUP INC | 19,291 | 485K |
| Avantax Planning Partners, Inc. | 9,863 | 248K |
| VICTORY FINANCIAL GROUP, LLC | 9,479 | 238K |
| Integrated Wealth Concepts LLC | 1,000 | 25K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 18,863 | 474K |
| Vestmark Advisory Solutions, Inc. | 15,984 | 402K |
| ELEVATION POINT WEALTH PARTNERS, LL | 15,984 | 402K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Retirement Planning Group, LLC | +391,970 | +106.9% | 758,554 |
| Steward Partners Investment Advisor | +41,802 | +64.6% | 106,514 |
| FORT WASHINGTON INVESTMENT ADVISORS | +24,995 | +0.6% | 3,925,408 |
| CITADEL ADVISORS LLC | +24,475 | +248.5% | 34,325 |
| STIFEL FINANCIAL CORP | +19,899 | +26.5% | 95,058 |
| Alteri Wealth LLC | +3,162 | +9.7% | 35,883 |
| JONES FINANCIAL COMPANIES LLLP | +2,506 | +50.3% | 7,491 |
| UBS Group AG | +1,004 | +454.3% | 1,225 |
| OSAIC HOLDINGS, INC. | +301 | +0.3% | 108,895 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WINEBRENNER CAPITAL MANAGEMENT LLC | -5,224 | -8.9% | 53,603 |
| Brookwood Investment Group LLC | -2,069 | -1.3% | 159,117 |
| Mission Creek Capital Partners, Inc | -1,562 | -12.4% | 11,083 |
| Atlas Wealth LLC | -107 | -0.5% | 22,554 |