Touchstone Ultra Short IncomTUSIETF

13F holders, Q4 2024 (December 31)
19holders +12
11new positions
0sold out
1famous investor
$25.31avg. 13F price*

At the end of Q4 2024, 19 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, up 12 from Q3 2024. 11 opened new positions and 0 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($53.3M), Retirement Planning Group, LLC ($4.0M) and Janney Montgomery Scott LLC ($3.9M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$8.3M
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 451,407 shares bought and 70,947 shares sold, net +380,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Fort Washington Investment Advisors Inc. 0.32% Add +2.4% 2,107,157 $53.3M
Retirement Planning Group, LLC 0.20% Add +0.1% 157,907 $4.0M
Janney Montgomery Scott LLC 0.01% Add +40.5% 153,202 $3.9M
FFG Retirement Advisors LLC 2.02% New 122,401 $3.1M
Osaic Holdings, Inc. 0.00% Add +20.7% 68,327 $1.7M
LPL Financial LLC 0.00% Add +41.6% 55,693 $1.4M
Mission Creek Capital Partners, Inc. 0.22% New 39,263 $994K
Wealth Enhancement Advisory Services, LLC 0.00% New 39,260 $993K
Flow Traders U.S. LLC 0.03% New 30,242 $765K
Concurrent Investment Advisors, LLC 0.02% New 29,970 $758K
NewEdge Advisors, LLC 0.00% New 20,153 $510K
Stratos Wealth Partners, LTD. 0.01% New 16,580 $420K
Jane Street Group, LLC 0.00% New 11,394 $288K
Citadel Advisors 0.00% New 9,853 $249K
Kingsview Wealth Management, LLC 0.00% New 9,180 $232K
Integrated Wealth Concepts LLC 0.00% Reduce -88.9% 8,887 $225K
Steward Partners Investment Advisory, LLC 0.00% Add +99.8% 1,179 $30K
Transce3nd, LLC 0.00% — 267 $7K
UBS Group AG 0.00% New 107 $3K

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