TDI Institutional Ownership & Shareholders
TOUCHSTONE DYNAMIC INTL ETF (TDI) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $289.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of TDI tracked by InsiderSet, reporting ownership valued at approximately $64.00M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $63.55M, representing an estimated loss of -0.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed TDI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Tulsa Wealth Advisors, Inc, and several other long-term asset managers with concentrated positions in TOUCHSTONE DYNAMIC INTL ETF (TDI).
This page ranks the largest institutional TDI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$289.24M
Largest Holder
Lpl Financial Llc
Largest Position
$64.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,424,701 | $64,002,957 | $63,548,218 | -$454,739 | -0.71% | |
| Raymond James Financial Inc | 0.01% | 1,057,056 | $47,486,972 | $47,149,560 | -$337,412 | -0.71% | |
| Tulsa Wealth Advisors, Inc | 3.62% | 572,765 | $25,730,780 | $25,547,954 | -$182,826 | -0.71% | |
| Private Advisor Group, Llc | 0.10% | 484,562 | $21,768,396 | $21,613,694 | -$154,702 | -0.71% | |
| Mml Investors Services, Llc | 0.02% | 268,798 | $12,075,419 | $11,989,627 | -$85,792 | -0.71% | |
| Lifestyle Asset Management, Inc. | 2.77% | 243,840 | $11,445,851 | $10,876,386 | -$569,465 | -4.98% | |
| Janney Montgomery Scott Llc | 0.02% | 246,931 | $11,093,000 | $11,014,258 | -$78,742 | -0.71% | |
| Stifel Financial Corp | 0.01% | 244,508 | $10,984,227 | $10,906,182 | -$78,045 | -0.71% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 222,734 | $10,006,058 | $9,934,961 | -$71,097 | -0.71% | |
| Envestnet Asset Management Inc | 0.00% | 156,125 | $7,013,728 | $6,963,893 | -$49,835 | -0.71% | |
| Intentional Wealth Strategies, Llc | 6.47% | 153,508 | $6,896,163 | $6,847,163 | -$49,000 | -0.71% | |
| Rockefeller Capital Management L.P. | 0.01% | 153,384 | $6,890,592 | $6,841,632 | -$48,960 | -0.71% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 152,353 | $6,844,276 | $6,795,645 | -$48,631 | -0.71% | |
| Tidemark, Llc | 1.38% | 136,611 | $6,137,079 | $6,093,479 | -$43,600 | -0.71% | |
| Moody National Bank Trust Division | 0.47% | 121,722 | $5,713,631 | $5,429,361 | -$284,270 | -4.98% | |
| Citadel Advisors Llc | 0.00% | 115,209 | $5,175,626 | $5,138,851 | -$36,775 | -0.71% | |
| Rps Advisory Solutions Llc | 2.43% | 81,803 | $3,674,902 | $3,648,790 | -$26,112 | -0.71% | |
| Trilogy Capital Inc. | 0.14% | 75,870 | $3,561,338 | $3,384,151 | -$177,187 | -4.98% | |
| Cornerstone Wealth Management, Llc | 0.12% | 58,846 | $2,762,249 | $2,624,802 | -$137,447 | -4.98% | |
| Ascentis Independent Advisors | 0.15% | 49,498 | $2,323,436 | $2,207,838 | -$115,598 | -4.98% | |
| Newedge Advisors, Llc | 0.01% | 50,300 | $2,259,665 | $2,243,611 | -$16,054 | -0.71% | |
| Gladstone Institutional Advisory Llc | 0.07% | 49,958 | $2,244,302 | $2,228,357 | -$15,945 | -0.71% | |
| Jane Street Group, Llc | 0.00% | 49,781 | $2,236,352 | $2,220,462 | -$15,890 | -0.71% | |
| Golden State Wealth Management, Llc | 0.16% | 38,527 | $1,808,461 | $1,718,481 | -$89,980 | -4.98% | |
| Advisory Services Network, Llc | 0.02% | 36,011 | $1,617,751 | $1,606,256 | -$11,495 | -0.71% | |
| Osaic Holdings, Inc. | 0.00% | 29,119 | $1,307,962 | $1,298,841 | -$9,121 | -0.70% | |
| Kestra Private Wealth Services, Llc | 0.01% | 23,863 | $1,120,129 | $1,064,400 | -$55,729 | -4.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,692 | $783,520 | $744,540 | -$38,980 | -4.97% | |
| Mutual Advisors, Llc | 0.01% | 16,764 | $753,092 | $747,752 | -$5,340 | -0.71% | |
| Atlas Wealth Llc | 0.08% | 12,316 | $553,282 | $549,350 | -$3,932 | -0.71% | |
| Mgo One Seven Llc | 0.01% | 11,055 | $518,922 | $493,104 | -$25,818 | -4.98% | |
| Bxm Wealth Llc | 0.23% | 9,175 | $430,675 | $409,247 | -$21,428 | -4.98% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 7,365 | $330,864 | $328,513 | -$2,351 | -0.71% | |
| Kestra Advisory Services, Llc | 0.00% | 6,433 | $301,965 | $286,941 | -$15,024 | -4.98% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 6,640 | $298,294 | $296,175 | -$2,119 | -0.71% | |
| Goldman Sachs Group Inc | 0.00% | 6,153 | $276,416 | $274,452 | -$1,964 | -0.71% | |
| Integrated Advisors Network Llc | 0.01% | 5,088 | $238,831 | $226,948 | -$11,883 | -4.98% | |
| Equitable Holdings, Inc. | 0.00% | 4,596 | $206,470 | $205,003 | -$1,467 | -0.71% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,716 | $122,013 | $121,146 | -$867 | -0.71% | |
| Morgan Stanley | 0.00% | 1,892 | $84,996 | $84,392 | -$604 | -0.71% | |
| Jpmorgan Chase & Co | 0.00% | 1,754 | $78,101 | $78,236 | +$135 | +0.17% | |
| Private Trust Co Na | 0.01% | 1,558 | $73,133 | $69,494 | -$3,639 | -4.98% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 247 | $11,096 | $11,017 | -$79 | -0.71% |
Frequently asked questions about TDI
Who are the largest institutional holders of TDI?
The largest institutional holders of TDI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Tulsa Wealth Advisors, Inc, Private Advisor Group, Llc, and Mml Investors Services, Llc. InsiderSet ranks institutional holders by their latest reported TDI position.
What is TDI institutional ownership?
This page tracks TDI positions reported by institutional investment managers through SEC Form 13F. TOUCHSTONE DYNAMIC INTL ETF (TDI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TDI?
InsiderSet currently tracks 43 institutional managers reporting TDI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TDI shareholders.
How much TDI stock do institutions own?
Institutional investment managers disclosed approximately $289.24M in TDI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TDI institutional ownership last updated?
The latest TDI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TDI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TDI position after the reporting date.
Are institutions buying or selling TDI?
Institutional buying and selling can be analyzed by comparing TDI positions across consecutive 13F reporting periods. InsiderSet's TDI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TDI ownership changes.
How has TDI institutional ownership changed over time?
InsiderSet tracks TDI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.