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TLG TOUCHSTONE ETF TRUST

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LARG CO GROW ETF (fund)

16 managers (16 13F filers) reported a position in TLG shares at 2026-06-30, 1,795,737 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
2
Added
1
Reduced
6
Sold out
1
Shares held by filers
1,795,737

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sendero Wealth Management, LLC1,095,264$28.9M2.88%+5,91013F-HRTimeline
Curated Wealth Partners LLC536,196$14.2M1.64%-153,11513F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,310$1.12M<0.01%-1,90213F-HRTimelineGroup
LPL Financial LLC20,880$552K<0.01%-8,84813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,703$521K<0.01%013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC15,736$416K<0.01%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,410$354K0.01%013F-HRTimelineGroup
Overbrook Management Corp12,052$318K0.05%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,815$308K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,484$303K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC11,268$298K0.04%-7,97513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,591$42K<0.01%-15,67313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,379$36.4K<0.01%-2,45613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,312$34.7K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC928$24.5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…409$10.8K<0.01%013F-HRTimeline