Touchstone Dynamic International

TDI • NASDAQ

Touchstone Dynamic International is an exchange-traded fund on NASDAQ. As of Q3 2025, 14 institutional investors hold shares in this ETF, with total holdings valued at $8.3M. MOODY NATIONAL BANK TRUST DIVISION is the largest holder with a position valued at $2.2M.

Overview

Overview of institutional ownership in TDI as of Q3 2025

All Institutions

Institutions: 14
Value Held: $8.3M
Shares Held: 223.1K
Avg Position: $593.8K
Median Position: $404.9K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in TDI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
M MOODY NATIONAL BANK TRUST DIVISION Institution	-	$2.2M 0.19% of portfolio	59.9K shares	Q4 2024 Held for 11 months	$1.2B
L LPL Financial LLC Institution	-	$1.6M 0.00% of portfolio	43.8K shares	Q4 2023 Held for 1y 11m	$340.07B
R RPS ADVISORY SOLUTIONS LLC Institution	-	$1.5M 0.79% of portfolio	40.3K shares	Q3 2025 Held for 2 months	$189.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$637.6K 0.00% of portfolio	17.1K shares	Q1 2024 Held for 1y 8m	$67.9B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$508.1K 0.00% of portfolio	13.6K shares	Q1 2025 Held for 8 months	$310.43B
Steward Partners Investment Advisory, LLC RIA/Wealth	Jeani Theresa Winterbourne President	$507.9K 0.00% of portfolio	13.6K shares	Q3 2025 Held for 2 months	$17.4B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$489.9K 0.00% of portfolio	13.1K shares	Q3 2025 Held for 2 months	$109.37B
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	$319.9K 0.00% of portfolio	8.6K shares	Q2 2025 Held for 5 months	$20.3B
C Cornerstone Wealth Management, LLC RIA/Wealth	Dean Andrew Millonas Managing Partner	$279.5K 0.02% of portfolio	7.5K shares	Q3 2025 Held for 2 months	$1.8B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$93.6K 0.00% of portfolio	2.5K shares	Q4 2023 Held for 1y 11m	$1.65T

Net Capital Flow

Institutional buying and selling activity for TDI in Q3 2025

Traded: +$2.4M
Buyers: 8
Sellers: 5
Total Bought: +$3.7M
Total Sold: −$1.3M
Avg Position: $489.0K

Biggest Buyers

Institution	Net Bought	Current Position
R RPS ADVISORY SOLUTIONS LLC Institution	+$1.5M +40.3K shares	$1.5M 40.3K shares
L LPL Financial LLC Institution	+$796.8K +21.4K shares	$1.6M 43.8K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	+$507.9K +13.6K shares	$507.9K 13.6K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$489.9K +13.1K shares	$489.9K 13.1K shares
C Cornerstone Wealth Management, LLC RIA/Wealth	+$279.5K +7.5K shares	$279.5K 7.5K shares
Private Advisor Group, LLC RIA/Wealth	+$39.0K +1.0K shares	$319.9K 8.6K shares
M MOODY NATIONAL BANK TRUST DIVISION Institution	+$32.0K +860.0 shares	$2.2M 59.9K shares
UBS Group AG Institution	+$26.8K +720.0 shares	$85.2K 2.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$760.8K −22.4K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$501.5K −13.5K shares	$637.6K 17.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$31.9K −855.0 shares	$508.1K 13.6K shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	−$12.7K −373.0 shares	Sold Off 0 shares
FIFTH THIRD BANCORP Institution	−$5.5K −163.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TDI in Q3 2025

New Positions: 4
New Value: $2.8M
Exited Positions: 3
Exited Value: $779.0K

New Positions

Institution	Position Value
R RPS ADVISORY SOLUTIONS LLC Institution	$1.5M 40.3K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	$507.9K 13.6K shares
S STIFEL FINANCIAL CORP Long Only Manager	$489.9K 13.1K shares
C Cornerstone Wealth Management, LLC RIA/Wealth	$279.5K 7.5K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$760.8K 22.4K shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	$12.7K 373.0 shares
FIFTH THIRD BANCORP Institution	$5.5K 163.0 shares

Options Activity

Institutions with the largest Call and Put options positions in TDI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with TDI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R RPS ADVISORY SOLUTIONS LLC Institution	-	0.79% $1.5M	40.3K shares	Q3 2025 Held for 2 months	$189.8M
M MOODY NATIONAL BANK TRUST DIVISION Institution	-	0.19% $2.2M	59.9K shares	Q4 2024 Held for 11 months	$1.2B
C Cornerstone Wealth Management, LLC RIA/Wealth	Dean Andrew Millonas Managing Partner	0.02% $279.5K	7.5K shares	Q3 2025 Held for 2 months	$1.8B
Steward Partners Investment Advisory, LLC RIA/Wealth	Jeani Theresa Winterbourne President	0.00% $507.9K	13.6K shares	Q3 2025 Held for 2 months	$17.4B
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	0.00% $319.9K	8.6K shares	Q2 2025 Held for 5 months	$20.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $637.6K	17.1K shares	Q1 2024 Held for 1y 8m	$67.9B
L LPL Financial LLC Institution	-	0.00% $1.6M	43.8K shares	Q4 2023 Held for 1y 11m	$340.07B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	0.00% $489.9K	13.1K shares	Q3 2025 Held for 2 months	$109.37B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	0.00% $508.1K	13.6K shares	Q1 2025 Held for 8 months	$310.43B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	0.00% $18.6K	500.0 shares	Q2 2025 Held for 5 months	$21.8B