Touchstone Ultra Short IncomTUSIETF
13F holders, Q3 2024 (September 30)7holders +2
3new positions
1sold out
$25.40avg. 13F price*
At the end of Q3 2024, 7 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, up 2 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($52.3M), Retirement Planning Group, LLC ($4.0M) and Janney Montgomery Scott LLC ($2.8M).
- Company
- Touchstone Ultra Short Incom
- CUSIP
- 89157W301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.0M |
| Exits | 1 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 201,979 shares bought and 114,977 shares sold, net +87,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Fort Washington Investment Advisors Inc. | 0.32% | Reduce -1.7% | 2,057,152 | $52.3M |
| Retirement Planning Group, LLC | 0.22% | Reduce -4.9% | 157,719 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +171.5% | 109,065 | $2.8M |
| Integrated Wealth Concepts LLC | 0.02% | New | 79,834 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +30.8% | 56,612 | $1.4M |
| LPL Financial LLC | 0.00% | New | 39,323 | $999K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 590 | $15K |
"% of holder's portfolio" is TUSI's weight in each manager's 13F, not the share of Touchstone Ultra Short Incom the manager owns.