TSEC Institutional Ownership & Shareholders
TOUCHSTONE SECURITIZED INC (TSEC) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $137.59M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fort Washington Investment Advisors Inc is currently the largest disclosed institutional shareholder of TSEC tracked by InsiderSet, reporting ownership valued at approximately $97.52M in its September 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 $97.52M, representing an estimated loss of -0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed TSEC value among the investors covered in this analysis. Major shareholders include Fort Washington Investment Advisors Inc, Retirement Planning Group, Llc, Brookwood Investment Group Llc, and several other long-term asset managers with concentrated positions in TOUCHSTONE SECURITIZED INC (TSEC).
This page ranks the largest institutional TSEC 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
17
Total Reported Value
$137.59M
Largest Holder
Fort Washington Investment Advisors Inc
Largest Position
$97.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 0.49% | 3,885,408 | $97,523,741 | $97,523,741 | -$0 | -0.00% | |
| Retirement Planning Group, Llc | 0.57% | 907,649 | $22,781,995 | $22,781,990 | -$5 | -0.00% | |
| Brookwood Investment Group Llc | 0.48% | 159,117 | $4,107,608 | $3,993,837 | -$113,771 | -2.77% | |
| Osaic Holdings, Inc. | 0.00% | 108,895 | $2,811,550 | $2,733,265 | -$78,286 | -2.78% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 106,514 | $2,749,659 | $2,673,501 | -$76,158 | -2.77% | |
| Stifel Financial Corp | 0.00% | 95,058 | $2,453,924 | $2,385,956 | -$67,968 | -2.77% | |
| Winebrenner Capital Management Llc | 0.79% | 49,085 | $1,232,034 | $1,232,034 | -$1 | -0.00% | |
| Alteri Wealth Llc | 0.26% | 35,883 | $926,315 | $900,663 | -$25,652 | -2.77% | |
| Citadel Advisors Llc | 0.00% | 34,325 | $886,100 | $861,558 | -$24,543 | -2.77% | |
| Atlas Wealth Llc | 0.08% | 22,554 | $582,232 | $566,105 | -$16,127 | -2.77% | |
| Goldman Sachs Group Inc | 0.00% | 19,291 | $497,997 | $484,204 | -$13,793 | -2.77% | |
| Mission Creek Capital Partners, Inc. | 0.05% | 11,083 | $286,099 | $278,183 | -$7,916 | -2.77% | |
| Victory Financial Group, Llc | 0.02% | 10,710 | $268,816 | $268,821 | +$5 | +0.00% | |
| Avantax Planning Partners, Inc. | 0.01% | 9,863 | $254,613 | $247,561 | -$7,052 | -2.77% | |
| Jones Financial Companies Lllp | 0.00% | 7,491 | $194,122 | $188,024 | -$6,098 | -3.14% | |
| Ubs Group Ag | 0.00% | 1,225 | $31,623 | $30,748 | -$876 | -2.77% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 20 | $502 | $502 | $0 | 0.00% |
Frequently asked questions about TSEC
Who are the largest institutional holders of TSEC?
The largest institutional holders of TSEC reported in the latest SEC Form 13F filings include Fort Washington Investment Advisors Inc, Retirement Planning Group, Llc, Brookwood Investment Group Llc, Osaic Holdings, Inc., and Steward Partners Investment Advisory, Llc. InsiderSet ranks institutional holders by their latest reported TSEC position.
What is TSEC institutional ownership?
This page tracks TSEC positions reported by institutional investment managers through SEC Form 13F. TOUCHSTONE SECURITIZED INC (TSEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TSEC?
InsiderSet currently tracks 17 institutional managers reporting TSEC 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 TSEC shareholders.
How much TSEC stock do institutions own?
Institutional investment managers disclosed approximately $137.59M in TSEC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TSEC institutional ownership last updated?
The latest TSEC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 TSEC 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 TSEC position after the reporting date.
Are institutions buying or selling TSEC?
Institutional buying and selling can be analyzed by comparing TSEC positions across consecutive 13F reporting periods. InsiderSet's TSEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TSEC ownership changes.
How has TSEC institutional ownership changed over time?
InsiderSet tracks TSEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.