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Touchstone Dynamic Intl ETF (TDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,362,795 from 1,424,701
Change+938,094 (+66%)
Value$110.9M (+$46.9M)
Filed 2026-11-06
Lifestyle Asset Management, Inc.
NEW
Shares243,840
Change+243,840
Value$11.4M
Filed 2026-10-20
Moody National Bank Trust Division
INCREASED
Shares121,722 from 86,072
Change+35,650 (+41%)
Value$5.7M (+$1.8M)
Filed 2026-10-06
Trilogy Capital Inc.
INCREASED
Shares75,870 from 69,974
Change+5,896 (+8%)
Value$3.6M (+$417.8K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares58,846 from 55,202
Change+3,644 (+7%)
Value$2.8M (+$282.4K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares49,498
Change+49,498
Value$2.3M
Filed 2026-11-03
Cabot Wealth Management Inc
NEW
Shares44,935
Change+44,935
Value$2.1M
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares38,527 from 38,929
Change-402 (-1%)
Value$1.8M (+$59.6K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
NEW
Shares23,863
Change+23,863
Value$1.1M
Filed 2026-11-06
Commonwealth Equity Services, LLC
NEW
Shares16,692
Change+16,692
Value$783.5K
Filed 2026-11-02
MGO One Seven LLC
NEW
Shares11,055
Change+11,055
Value$518.9K
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares9,264 from 2,716
Change+6,548 (+241%)
Value$434.9K (+$312.8K)
Filed 2026-11-06
BXM Wealth LLC
INCREASED
Shares9,175 from 6,550
Change+2,625 (+40%)
Value$430.7K (+$136.4K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares7,365 from 7,365
Change0 (0%)
Value$345.7K (+$14.8K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares6,433 from 7,378
Change-945 (-13%)
Value$302.0K (-$29.5K)
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares5,088 from 5,740
Change-652 (-11%)
Value$238.8K (-$19.0K)
Filed 2026-10-20
Private Trust Co NA
DECREASED
Shares1,558 from 1,687
Change-129 (-8%)
Value$73.1K (-$2.7K)
Filed 2026-10-20
Bokf, NA
DECREASED
Shares526 from 2,758
Change-2,232 (-81%)
Value$24.7K (-$99.2K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares194
Change+194
Value$9.1K
Filed 2026-10-21
Allworth Financial LP
NEW
Shares187
Change+187
Value$8.4K
Filed 2026-11-06
Raymond James Financial Inc
N/A
Shares— from 1,057,056
Change-1,057,056 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 572,765
Change-572,765 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 484,562
Change-484,562 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 268,798
Change-268,798 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 246,931
Change-246,931 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 244,508
Change-244,508 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 222,734
Change-222,734 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 156,125
Change-156,125 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 153,508
Change-153,508 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 153,384
Change-153,384 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 152,353
Change-152,353 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 136,611
Change-136,611 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 115,209
Change-115,209 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 81,803
Change-81,803 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 50,300
Change-50,300 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 49,958
Change-49,958 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 49,781
Change-49,781 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,011
Change-36,011 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29,119
Change-29,119 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,764
Change-16,764 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,153
Change-6,153 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 247
Change-247 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 186
Change-186 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,362,7951,424,701+938,094+66%$64.0M$110.9M+$46.9M2026-11-06
Lifestyle Asset Management, Inc.
NEW243,840—+243,840——$11.4M—2026-10-20
Moody National Bank Trust Division
INCREASED121,72286,072+35,650+41%$3.9M$5.7M+$1.8M2026-10-06
Trilogy Capital Inc.
INCREASED75,87069,974+5,896+8%$3.1M$3.6M+$417.8K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED58,84655,202+3,644+7%$2.5M$2.8M+$282.4K2026-11-04
Ascentis Independent Advisors
NEW49,498—+49,498——$2.3M—2026-11-03
Cabot Wealth Management Inc
NEW44,935—+44,935——$2.1M—2026-11-05
Golden State Wealth Management, LLC
DECREASED38,52738,929-402-1%$1.7M$1.8M+$59.6K2026-11-02
Kestra Private Wealth Services, LLC
NEW23,863—+23,863——$1.1M—2026-11-06
Commonwealth Equity Services, LLC
NEW16,692—+16,692——$783.5K—2026-11-02
MGO One Seven LLC
NEW11,055—+11,055——$518.9K—2026-10-28
PNC Financial Services Group, Inc.
INCREASED9,2642,716+6,548+241%$122.0K$434.9K+$312.8K2026-11-06
BXM Wealth LLC
INCREASED9,1756,550+2,625+40%$294.3K$430.7K+$136.4K2026-11-03
Elevation Point Wealth Partners, LLC
UNCHANGED7,3657,36500%$330.9K$345.7K+$14.8K2026-11-05
Kestra Advisory Services, LLC
DECREASED6,4337,378-945-13%$331.4K$302.0K-$29.5K2026-11-02
Integrated Advisors Network LLC
DECREASED5,0885,740-652-11%$257.9K$238.8K-$19.0K2026-10-20
Private Trust Co NA
DECREASED1,5581,687-129-8%$75.8K$73.1K-$2.7K2026-10-20
Bokf, NA
DECREASED5262,758-2,232-81%$123.9K$24.7K-$99.2K2026-10-27
Root Financial Partners, LLC
NEW194—+194——$9.1K—2026-10-21
Allworth Financial LP
NEW187—+187——$8.4K—2026-11-06
Raymond James Financial Inc
N/A—1,057,056-1,057,056-100%$47.5M———
Tulsa Wealth Advisors, Inc
N/A—572,765-572,765-100%$25.7M———
Private Advisor Group, LLC
N/A—484,562-484,562-100%$21.8M———
MML Investors Services, LLC
N/A—268,798-268,798-100%$12.1M———
Janney Montgomery Scott LLC
N/A—246,931-246,931-100%$11.1M———
Stifel Financial Corp
N/A—244,508-244,508-100%$11.0M———
Stratos Wealth Partners, Ltd.
N/A—222,734-222,734-100%$10.0M———
Envestnet Asset Management Inc
N/A—156,125-156,125-100%$7.0M———
Intentional Wealth Strategies, LLC
N/A—153,508-153,508-100%$6.9M———
Rockefeller Capital Management L.P.
N/A—153,384-153,384-100%$6.9M———
Steward Partners Investment Advisory, LLC
N/A—152,353-152,353-100%$6.8M———
Tidemark, LLC
N/A—136,611-136,611-100%$6.1M———
Citadel Advisors LLC
N/A—115,209-115,209-100%$5.2M———
RPS Advisory Solutions LLC
N/A—81,803-81,803-100%$3.7M———
NewEdge Advisors, LLC
N/A—50,300-50,300-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—49,958-49,958-100%$2.2M———
Jane Street Group, LLC
N/A—49,781-49,781-100%$2.2M———
Advisory Services Network, LLC
N/A—36,011-36,011-100%$1.6M———
Osaic Holdings, Inc.
N/A—29,119-29,119-100%$1.3M———
Mutual Advisors, LLC
N/A—16,764-16,764-100%$753.1K———
Atlas Wealth LLC
N/A—12,316-12,316-100%$553.3K———
Vestmark Advisory Solutions, Inc.
N/A—6,640-6,640-100%$298.3K———
Goldman Sachs Group Inc
N/A—6,153-6,153-100%$276.4K———
Equitable Holdings, Inc.
N/A—4,596-4,596-100%$206.5K———
Morgan Stanley
N/A—1,892-1,892-100%$85.0K———
JPMorgan Chase & Co
N/A—1,754-1,754-100%$78.1K———
Keating Financial Advisory Services, Inc.
N/A—247-247-100%$11.1K———
Northwestern Mutual Wealth Management Co
N/A—186-186-100%$8.4K———
Showing 48 of 48 institutions