Who owns TSEC?
Touchstone Securitized Income ETF · Touchstone
19 institutions reported holding TSEC, worth $141.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TSEC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Fort Washington Investment Advisors Inc. | Cincinnati, OH | $101.3M | 3,925,408 | +24,995 shares |
| Retirement Planning Group, LLC | Leawood, KS | $19.6M | 758,554 | +391,970 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $4.1M | 159,117 | −2,069 shares |
| FIG Financial Advisory Services Inc. | Oklahoma City, OK | $3.5M | 134,910 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.8M | 108,895 | +301 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $2.7M | 106,514 | +41,802 shares |
| Stifel Financial Corp. | St. Louis, MO | $2.5M | 95,058 | +19,899 shares |
| Winebrenner Capital Management LLC | Louisville, KY | $1.4M | 53,603 | −5,224 shares |
| Alteri Wealth LLC | Westlake Village, CA | $926K | 35,883 | +3,162 shares |
| Citadel Advisors LLC | Miami, FL | $886K | 34,325 | +24,475 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TSEC?
19 institutional managers reported holding TSEC in Form 13F filings for June 30, 2026, worth $141.8M in total. The largest reported position was held by Fort Washington Investment Advisors Inc., at $101.3M.
Did institutions buy or sell TSEC last quarter?
Reported 13F value rose 13.4% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TSEC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.