Touchstone Ultra Short IncomTUSIETF

13F holders, Q2 2026 (June 30)
68holders +15
17new positions
4sold out
1famous investor
$25.22avg. 13F price*

At the end of Q2 2026, 68 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, up 15 from Q1 2026. 17 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($67.7M), Fort Washington Investment Advisors Inc. ($64.7M) and LPL Financial LLC ($60.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Touchstone Ultra Short Incom
CUSIP
89157W301
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 8Q1 2024Q2 2024: 5Q2 2024Q3 2024: 7Q3 2024Q4 2024: 19Q4 2024Q1 2025: 20Q1 2025Q2 2025: 29Q2 2025Q3 2025: 32Q3 2025Q4 2025: 45Q4 2025Q1 2026: 53Q1 2026Q2 2026: 68Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$48.2M
Exits4$1.3M

All 13F filers, Q1 2026 → Q2 2026: 6,115,377 shares bought and 469,397 shares sold, net +5,645,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

Raymond James Financial Inc. 0.02% Add +30.3% 2,679,145 $67.7M
Fort Washington Investment Advisors Inc. 0.33% Add +9.9% 2,562,900 $64.7M
LPL Financial LLC 0.01% Add +35.1% 2,377,125 $60.0M
Integrated Wealth Concepts LLC 0.16% Add +216.2% 992,948 $25.1M
Steward Partners Investment Advisory, LLC 0.10% Add +17.1% 742,645 $18.8M
Wells Fargo & Company 0.00% New 620,152 $15.7M
Stratos Wealth Partners, LTD. 0.14% Add +283.1% 530,548 $13.4M
Royal Bank of Canada 0.00% Add +2.0% 530,178 $13.4M
RHL Group, LLC 10.63% Add +628.0% 511,259 $12.8M
Retirement Planning Group, LLC 0.30% Add +202.1% 473,334 $12.0M
Sanctuary Advisors, LLC 0.05% New 460,904 $11.6M
Bank of New York Mellon Corp 0.00% New 423,814 $10.7M
Allen Capital Group, LLC 0.77% Reduce -22.4% 372,475 $9.4M
Janney Montgomery Scott LLC 0.02% Add +26.5% 354,125 $8.9M
Private Advisor Group, LLC 0.03% Add +0.5% 298,257 $7.5M
Teucrium Investment Advisors, LLC 6.19% Reduce -11.2% 275,538 $7.0M
Parkway Wealth Management Group, LLC 0.74% Add +21.0% 253,199 $6.4M
&partners 0.02% Add +413.9% 208,886 $5.3M
Osaic Holdings, Inc. 0.01% Add +2.2% 202,801 $5.1M
FFG Retirement Advisors LLC 2.58% Add +67.4% 192,840 $4.9M
RPS Advisory Solutions LLC 2.96% Add +6.0% 177,568 $4.5M
Hamilton Wealth, LLC 0.78% Add +63.9% 167,664 $4.2M
Elevation Point Wealth Partners, LLC 0.07% Reduce -35.7% 157,937 $4.0M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -34.6% 157,937 $4.0M
Stifel Financial Corp. 0.00% Reduce -0.3% 113,028 $2.9M
Equitable Holdings, Inc. 0.02% Add +43.7% 112,209 $2.8M
NewEdge Advisors, LLC 0.01% Add +12.7% 108,856 $2.7M
Concurrent Investment Advisors, LLC 0.02% Reduce -4.3% 108,770 $2.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +69.0% 104,008 $2.6M
Jane Street Group, LLC 0.00% Add +351.9% 94,998 $2.4M
OneDigital Investment Advisors LLC 0.02% No change 85,684 $2.2M
Atlas Wealth LLC 0.33% Reduce -28.4% 80,174 $2.0M
Envestnet Asset Management Inc. 0.00% New 80,172 $2.0M
Commonwealth Equity Services, LLC 0.00% Add +66.5% 72,236 $1.8M
Coppell Advisory Solutions LLC 0.15% New 118,646 $1.8M
Cornerstone Wealth Management, LLC 0.07% Add +11.1% 66,461 $1.7M
Northwest Financial Advisors 0.19% New 57,197 $1.4M
Total Clarity Wealth Management, Inc. 0.28% Add +29.9% 56,603 $1.4M
Forge Financial Services LLC 0.12% Add +145.7% 53,967 $1.4M
Madison Park Capital Advisors, LLC 0.91% Reduce -37.9% 22,684 $1.3M
Flow Traders U.S. LLC 0.05% New 48,913 $1.2M
Puff Wealth Management, LLC 1.10% — 42,663 $1.1M
Mission Creek Capital Partners, Inc. 0.19% Reduce -5.2% 42,004 $1.1M
Brookwood Investment Group LLC 0.12% Add +37.1% 40,900 $1.0M
Global Retirement Partners, LLC 0.02% — 39,408 $995K
Advisor OS, LLC 0.07% New 39,091 $987K
Waterloo Capital, L.P. 0.05% Add +119.0% 34,600 $874K
Citadel Advisors 0.00% Add +28.2% 27,913 $705K
Kestra Advisory Services, LLC 0.00% Add +46.8% 24,193 $611K
Goldman Sachs Group Inc. 0.00% Reduce -58.5% 23,505 $594K
Arkadios Wealth Advisors 0.01% Add +7.3% 23,416 $591K
Wealthcare Advisory Partners LLC 0.01% New 21,182 $535K
Keystone Financial Group 0.03% New 16,810 $425K
Great Valley Advisor Group, Inc. 0.01% New 16,000 $404K
Truist Financial Corp. 0.00% Add +35.1% 15,287 $386K
Koshinski Asset Management, Inc. 0.02% New 14,473 $366K
Guilbault Capital LLC 0.34% Reduce -35.1% 13,227 $334K
Bolthouse Investments, LLC 0.26% No change 12,709 $321K
ZEGA Investments, LLC 0.05% Add +0.7% 12,577 $318K
Huntleigh Advisors, Inc. 0.04% New 10,066 $254K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,919 $251K
Tectonic Advisors LLC 0.01% Reduce -50.7% 9,105 $230K
Northwestern Mutual Wealth Management Co. 0.00% New 8,877 $224K
Victory Financial Group, LLC 0.02% New 8,703 $220K
J. M. Brown & Associates Inc. 0.12% — 8,184 $207K
Private Trust Co. NA 0.00% Add +380.0% 2,400 $61K
Arax Advisory Partners 0.00% New 1,000 $25K
Parallel Advisors, LLC 0.00% No change 157 $4K

"% of holder's portfolio" is TUSI's weight in each manager's 13F, not the share of Touchstone Ultra Short Incom the manager owns.