Public ownership evidence

Touchstone Securitized Income ETF (TSEC) Ownership Disclosures

Read TSEC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Touchstone Securitized Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
16,820
Value (USD)
$434,208
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TSEC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TSEC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-1516,820$434,208None
OSAIC HOLDINGS, INC.2026-06-302026-08-1592,075$2,377,342None
Mission Creek Capital Partners, Inc.2026-06-302026-08-1511,083$286,099None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-157,491$194,122None
CITADEL ADVISORS LLC2026-06-302026-08-1534,325$886,100None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1519,291$497,997None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14106,514$2,749,659None
UBS Group AG2026-06-302026-08-141,225$31,623None
Integrated Wealth Concepts LLC2026-06-302026-08-131,000$25,815None
STIFEL FINANCIAL CORP2026-06-302026-08-1395,058$2,453,924None
FIG FINANCIAL ADVISORY SERVICES INC /ADV2026-06-302026-08-11134,910$3,482,694None
Retirement Planning Group, LLC2026-06-302026-08-06758,554$19,582,084None
Alteri Wealth LLC2026-06-302026-07-3035,883$926,315None
VICTORY FINANCIAL GROUP, LLC2026-06-302026-07-309,479$244,712None
Atlas Wealth LLC2026-06-302026-07-2922,554$582,232None
Avantax Planning Partners, Inc.2026-06-302026-07-299,863$254,613None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-2520$517None
Brookwood Investment Group LLC2026-06-302026-07-24159,117$4,107,608None
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/2026-06-302026-07-183,925,408$101,334,408None
WINEBRENNER CAPITAL MANAGEMENT LLC2026-06-302026-07-1653,603$1,383,761None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Mission Creek Capital Partners, Inc. ↗JONES FINANCIAL COMPANIES LLLP ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗Steward Partners Investment Advisory, LLC ↗UBS Group AG ↗Integrated Wealth Concepts LLC ↗STIFEL FINANCIAL CORP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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