13 institutions reported holding $50.4M of TOUCHSTONE ETF TRUST (TDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Private Advisor Group, LLC ($21.8M), ENVESTNET ASSET MANAGEMENT INC ($7.0M), Intentional Wealth Strategies, LLC ($6.9M), MOODY NATIONAL BANK TRUST DIVISION ($3.9M), Trilogy Capital Inc. ($3.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | $21.8M | 484,562 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 156,125 | New |
| 3 | Intentional Wealth Strategies, LLC | $6.9M | 153,508 | Added |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $3.9M | 86,072 | Added |
| 5 | Trilogy Capital Inc. | $3.1M | 69,974 | New |
| 6 | Cornerstone Wealth Management, LLC | $2.5M | 55,202 | Added |
| 7 | Gladstone Institutional Advisory LLC | $2.2M | 49,958 | Added |
| 8 | Golden State Wealth Management, LLC | $1.7M | 38,929 | Trimmed |
| 9 | Atlas Wealth LLC | $553,282 | 12,316 | Added |
| 10 | Kestra Advisory Services, LLC | $331,448 | 7,378 | Trimmed |
| 11 | BXM Wealth LLC | $294,251 | 6,550 | New |
| 12 | PRIVATE TRUST CO NA | $75,786 | 1,687 | Added |
| 13 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30