TOUCHSTONE LRG COMP GRW ETF (TLG) Institutional Shareholders
TOUCHSTONE LRG COMP GRW ETF (TLG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $44.03M in TLG holdings during the latest filing period.
Sendero Wealth Management, Llc is currently the largest disclosed institutional shareholder of TLG tracked by InsiderSet, reporting ownership valued at approximately $25.44M in its March 31, 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 $31.15M, representing an estimated gain of +22.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed TLG value among the investors covered in this analysis. Major shareholders include Sendero Wealth Management, Llc, Curated Wealth Partners Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in TOUCHSTONE LRG COMP GRW ETF (TLG).
This page ranks the largest institutional TLG 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
16
Total Reported Value
$44.03M
Largest Holder
Sendero Wealth Management, Llc
Largest Position
$25.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sendero Wealth Management, Llc | 2.81% | 1,089,354 | $25,442,952 | $31,150,078 | +$5,707,126 | +22.43% | |
| Curated Wealth Partners Llc | 1.64% | 536,196 | $14,166,095 | $15,332,525 | +$1,166,430 | +8.23% | |
| Raymond James Financial Inc | 0.00% | 42,310 | $1,117,813 | $1,209,854 | +$92,041 | +8.23% | |
| Lpl Financial Llc | 0.00% | 20,880 | $551,641 | $597,064 | +$45,423 | +8.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,703 | $520,545 | $563,407 | +$42,862 | +8.23% | |
| Rwa Wealth Partners, Llc | 0.00% | 15,736 | $415,739 | $449,971 | +$34,232 | +8.23% | |
| Laird Norton Wetherby Trust Company, Llc | 0.01% | 13,410 | $354,287 | $383,459 | +$29,172 | +8.23% | |
| Overbrook Management Corp | 0.05% | 12,052 | $318,409 | $344,627 | +$26,218 | +8.23% | |
| Jpmorgan Chase & Co | 0.00% | 11,815 | $308,048 | $337,850 | +$29,802 | +9.67% | |
| Northern Trust Corp | 0.00% | 11,484 | $303,403 | $328,385 | +$24,982 | +8.23% | |
| Manchester Capital Management Llc | 0.04% | 11,268 | $297,697 | $322,208 | +$24,511 | +8.23% | |
| Sunbelt Securities, Inc. | 0.01% | 4,698 | $109,726 | $134,339 | +$24,613 | +22.43% | |
| Us Bancorp \De\ | 0.00% | 1,591 | $42,034 | $45,495 | +$3,461 | +8.23% | |
| Ubs Group Ag | 0.00% | 1,379 | $36,433 | $39,433 | +$3,000 | +8.23% | |
| Morgan Stanley | 0.00% | 1,312 | $34,663 | $37,517 | +$2,854 | +8.23% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 409 | $10,806 | $11,695 | +$889 | +8.23% |
Frequently asked questions about TLG
Who are the largest institutional holders of TLG?
The largest institutional holders of TLG reported in the latest SEC Form 13F filings include Sendero Wealth Management, Llc, Curated Wealth Partners Llc, Raymond James Financial Inc, Lpl Financial Llc, and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported TLG position.
What is TLG institutional ownership?
This page tracks TLG positions reported by institutional investment managers through SEC Form 13F. TOUCHSTONE LRG COMP GRW ETF (TLG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TLG?
InsiderSet currently tracks 16 institutional managers reporting TLG 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 TLG shareholders.
How much TLG stock do institutions own?
Institutional investment managers disclosed approximately $44.03M in TLG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TLG institutional ownership last updated?
The latest TLG 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 TLG 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 TLG position after the reporting date.
Are institutions buying or selling TLG?
Institutional buying and selling can be analyzed by comparing TLG positions across consecutive 13F reporting periods. InsiderSet's TLG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TLG ownership changes.
How has TLG institutional ownership changed over time?
InsiderSet tracks TLG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.