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Touchstone LRG Comp GRW ETF (TLG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Curated Wealth Partners LLC
DECREASED
Shares401,512 from 536,196
Change-134,684 (-25%)
Value$11.2M (-$2.9M)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares39,912 from 20,880
Change+19,032 (+91%)
Value$1.1M (+$565.0K)
Filed 2026-11-06
Overbrook Management Corp
DECREASED
Shares8,068 from 12,052
Change-3,984 (-33%)
Value$225.7K (-$92.7K)
Filed 2026-10-08
Manchester Capital Management LLC
DECREASED
Shares4,768 from 11,268
Change-6,500 (-58%)
Value$133.4K (-$164.3K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares523 from 1,591
Change-1,068 (-67%)
Value$14.6K (-$27.4K)
Filed 2026-11-05
Sendero Wealth Management, LLC
CLOSED
Shares0 from 1,095,264
Change-1,095,264 (-100%)
Value$0 (-$28.9M)
Filed 2026-10-14
Raymond James Financial Inc
N/A
Shares— from 42,310
Change-42,310 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,703
Change-19,703 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 15,736
Change-15,736 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,410
Change-13,410 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,815
Change-11,815 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Status
Curated Wealth Partners LLC
DECREASED401,512536,196-134,684-25%$14.2M$11.2M-$2.9M2026-10-15
LPL Financial LLC
INCREASED39,91220,880+19,032+91%$551.6K$1.1M+$565.0K2026-11-06
Overbrook Management Corp
DECREASED8,06812,052-3,984-33%$318.4K$225.7K-$92.7K2026-10-08
Manchester Capital Management LLC
DECREASED4,76811,268-6,500-58%$297.7K$133.4K-$164.3K2026-10-22
US Bancorp \de\
DECREASED5231,591-1,068-67%$42.0K$14.6K-$27.4K2026-11-05
Sendero Wealth Management, LLC
CLOSED01,095,264-1,095,264-100%$28.9M$0-$28.9M2026-10-14
Raymond James Financial Inc
N/A—42,310-42,310-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—19,703-19,703-100%$520.5K———
RWA Wealth Partners, LLC
N/A—15,736-15,736-100%$415.7K———
Laird Norton Wetherby Trust Company, LLC
N/A—13,410-13,410-100%$354.3K———
JPMorgan Chase & Co
N/A—11,815-11,815-100%$308.0K———
Northern Trust Corp
N/A—11,484-11,484-100%$303.4K———
UBS Group AG
N/A—1,379-1,379-100%$36.4K———
Morgan Stanley
N/A—1,312-1,312-100%$34.7K———
Steward Partners Investment Advisory, LLC
N/A—409-409-100%$10.8K———
Showing 15 of 15 institutions