IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Touchstone Securitized Inc (TSEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fort Washington Investment Advisors Inc
DECREASED
Shares3,885,408 from 3,925,408
Change-40,000 (-1%)
Value$97.5M (-$3.8M)
Filed 2026-10-15
Retirement Planning Group, LLC
INCREASED
Shares907,649 from 758,554
Change+149,095 (+20%)
Value$22.8M (+$3.2M)
Filed 2026-10-19
LPL Financial LLC
NEW
Shares144,102
Change+144,102
Value$3.6M
Filed 2026-11-06
Winebrenner Capital Management LLC
DECREASED
Shares49,085 from 53,603
Change-4,518 (-8%)
Value$1.2M (-$151.7K)
Filed 2026-10-07
Avantax Planning Partners, Inc.
INCREASED
Shares21,618 from 9,863
Change+11,755 (+119%)
Value$542.6K (+$288.0K)
Filed 2026-11-03
Victory Financial Group, LLC
INCREASED
Shares10,710 from 9,479
Change+1,231 (+13%)
Value$268.8K (+$24.1K)
Filed 2026-10-27
Huntleigh Advisors, Inc.
NEW
Shares8,850
Change+8,850
Value$222.1K
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$502 (-$15)
Filed 2026-10-23
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 134,910
Change-134,910 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-07
Brookwood Investment Group LLC
N/A
Shares— from 159,117
Change-159,117 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 108,895
Change-108,895 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 106,514
Change-106,514 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 95,058
Change-95,058 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 35,883
Change-35,883 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,325
Change-34,325 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 22,554
Change-22,554 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,291
Change-19,291 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Status
Fort Washington Investment Advisors Inc
DECREASED3,885,4083,925,408-40,000-1%$101.3M$97.5M-$3.8M2026-10-15
Retirement Planning Group, LLC
INCREASED907,649758,554+149,095+20%$19.6M$22.8M+$3.2M2026-10-19
LPL Financial LLC
NEW144,102—+144,102——$3.6M—2026-11-06
Winebrenner Capital Management LLC
DECREASED49,08553,603-4,518-8%$1.4M$1.2M-$151.7K2026-10-07
Avantax Planning Partners, Inc.
INCREASED21,6189,863+11,755+119%$254.6K$542.6K+$288.0K2026-11-03
Victory Financial Group, LLC
INCREASED10,7109,479+1,231+13%$244.7K$268.8K+$24.1K2026-10-27
Huntleigh Advisors, Inc.
NEW8,850—+8,850——$222.1K—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED202000%$517$502-$152026-10-23
FIG Financial Advisory Services Inc
CLOSED0134,910-134,910-100%$3.5M$0-$3.5M2026-10-07
Brookwood Investment Group LLC
N/A—159,117-159,117-100%$4.1M———
Osaic Holdings, Inc.
N/A—108,895-108,895-100%$2.8M———
Steward Partners Investment Advisory, LLC
N/A—106,514-106,514-100%$2.7M———
Stifel Financial Corp
N/A—95,058-95,058-100%$2.5M———
Alteri Wealth LLC
N/A—35,883-35,883-100%$926.3K———
Citadel Advisors LLC
N/A—34,325-34,325-100%$886.1K———
Atlas Wealth LLC
N/A—22,554-22,554-100%$582.2K———
Goldman Sachs Group Inc
N/A—19,291-19,291-100%$498.0K———
Mission Creek Capital Partners, Inc.
N/A—11,083-11,083-100%$286.1K———
Jones Financial Companies Lllp
N/A—7,491-7,491-100%$194.1K———
UBS Group AG
N/A—1,225-1,225-100%$31.6K———
Showing 20 of 20 institutions