TOUCHSTONE SECURITIZED INC (TSEC) Institutional Ownership Changes & 13F Activity
TOUCHSTONE SECURITIZED INC (TSEC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Retirement Planning Group, Llc, Steward Partners Investment Advisory, Llc, Fort Washington Investment Advisors Inc, Citadel Advisors Llc, and Atlas Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +24,475 | +248.5% | 34,325 | $886.10K | Q2 2026 | Sep 02, 2026 |
| Goldman Sachs Group Inc | Buy | +19,291 | — | 19,291 | $498.00K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +2,506 | +50.3% | 7,491 | $194.12K | Q2 2026 | Aug 14, 2026 |
| Mission Creek Capital Partners, Inc. | Sell | -1,562 | -12.4% | 11,083 | $286.10K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +301 | +0.3% | 108,895 | $2.81M | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +41,802 | +64.6% | 106,514 | $2.75M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,004 | +454.3% | 1,225 | $31.62K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +19,899 | +26.5% | 95,058 | $2.45M | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, Llc | Buy | +391,970 | +106.9% | 758,554 | $19.58M | Q2 2026 | Aug 05, 2026 |
| Victory Financial Group, Llc | Buy | +9,479 | — | 9,479 | $244.71K | Q2 2026 | Jul 29, 2026 |
| Alteri Wealth Llc | Buy | +3,162 | +9.7% | 35,883 | $926.32K | Q2 2026 | Jul 29, 2026 |
| Atlas Wealth Llc | Buy | +22,554 | — | 22,554 | $582.23K | Q2 2026 | Jul 28, 2026 |
| Avantax Planning Partners, Inc. | Buy | +9,863 | — | 9,863 | $254.61K | Q2 2026 | Jul 28, 2026 |
| Brookwood Investment Group Llc | Sell | -2,069 | -1.3% | 159,117 | $4.11M | Q2 2026 | Jul 23, 2026 |
| Fort Washington Investment Advisors Inc | Buy | +24,995 | +0.6% | 3,925,408 | $101.33M | Q2 2026 | Jul 17, 2026 |
| Winebrenner Capital Management Llc | Sell | -5,224 | -8.9% | 53,603 | $1.38M | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -15,984 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Elevation Point Wealth Partners, Llc | Sell | -15,984 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about TSEC activity
Which institutional owners are buying TSEC?
Institutional owners buying TSEC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TSEC activity?
"Buy" means an investor increased their reported position in TSEC compared to the prior reporting period. This reflects growing exposure to TOUCHSTONE SECURITIZED INC (TSEC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TSEC increasing?
Institutional interest in TSEC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.