LPL Financial
TLG

LPL Financial’s Touchstone Large Company Growth ETF TLG Stock Holding History

LPL Financial’s Portfolio TLG Stock Details TLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$552K Sell
20,880
-8,848
-30% -$235K ﹤0.01% 4934
2026
Q1 		$694K Buy
+29,728
New +$705K ﹤0.01% 4477

Other funds holding TLG

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return
OMC
Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $768M AUM 29.32% 1-Year Est. Return

LPL Financial's TLG Position: Q2 2026 in Review

LPL Financial reduced its Touchstone Large Company Growth ETF (TLG) stake by 30% in Q2 2026, selling an estimated $235K and leaving 20,880 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #4934.

LPL Financial first reported a position in TLG in Q1 2026 and has held it in 2 quarters since. The position peaked at $694K in Q1 2026. 16 funds tracked by Wall St. Rank hold TLG as of Q2 2026.

  • LPL Financial held 20,880 shares of Touchstone Large Company Growth ETF worth $552K as of Q2 2026.
  • LPL Financial sold 8,848 Touchstone Large Company Growth ETF shares in Q2 2026, an estimated $235K.
  • Touchstone Large Company Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4934 holding.
  • LPL Financial first reported a position in Touchstone Large Company Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • LPL Financial's Touchstone Large Company Growth ETF position peaked at $694K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Touchstone Large Company Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.