SWM
TLG

Sendero Wealth Management’s Touchstone Large Company Growth ETF TLG Stock Holding History

Sendero Wealth Management’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 		$28.9M Buy
1,095,264
+5,910
+0.5% +$157K 2.88% 6
2026
Q1 		$25.4M Buy
+1,089,354
New +$25.8M 2.81% 6

Other funds holding TLG

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Sendero Wealth Management's TLG Position: Q2 2026 in Review

Sendero Wealth Management increased its Touchstone Large Company Growth ETF (TLG) stake by 0.54% in Q2 2026, buying an estimated $157K and bringing the position to 1,095,264 shares worth $28.9M. The position accounts for 2.88% of the portfolio, ranked #6.

Sendero Wealth Management first reported a position in TLG in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold TLG as of Q2 2026.

  • Sendero Wealth Management held 1,095,264 shares of Touchstone Large Company Growth ETF worth $28.9M as of Q2 2026.
  • Sendero Wealth Management bought 5,910 Touchstone Large Company Growth ETF shares in Q2 2026, an estimated $157K.
  • Touchstone Large Company Growth ETF made up 2.88% of Sendero Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Sendero Wealth Management first reported a position in Touchstone Large Company Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Touchstone Large Company Growth ETF as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.