Touchstone Ultra Short IncomTUSIETF
13F holders, Q1 2025 (March 31)20holders +1
6new positions
5sold out
1famous investor
$25.32avg. 13F price*
At the end of Q1 2025, 20 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, up 1 from Q4 2024. 6 opened new positions and 5 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($56.3M), Raymond James Financial Inc. ($6.5M) and FFG Retirement Advisors LLC ($5.2M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $12.8M |
| Exits | 5 | $755K |
All 13F filers, Q4 2024 → Q1 2025: 916,718 shares bought and 52,769 shares sold, net +863,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Fort Washington Investment Advisors Inc. | 0.35% | Add +5.6% | 2,225,407 | $56.3M |
| Raymond James Financial Inc. | 0.00% | New | 258,008 | $6.5M |
| FFG Retirement Advisors LLC | 3.57% | Add +69.2% | 207,100 | $5.2M |
| Retirement Planning Group, LLC | 0.19% | Add +0.1% | 158,056 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.2% | 140,693 | $3.6M |
| Coppell Advisory Solutions LLC | 0.48% | New | 136,039 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +78.6% | 122,045 | $3.1M |
| LPL Financial LLC | 0.00% | Add +56.2% | 87,003 | $2.2M |
| Stifel Financial Corp. | 0.00% | New | 67,161 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +121.9% | 66,514 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +52.1% | 59,700 | $1.5M |
| Mission Creek Capital Partners, Inc. | 0.32% | Add +32.7% | 52,096 | $1.3M |
| Citadel Advisors | 0.00% | Add +370.8% | 46,386 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | New | 28,880 | $731K |
| NewEdge Advisors, LLC | 0.00% | Add +42.5% | 28,712 | $727K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +51.5% | 25,120 | $636K |
| Flow Traders U.S. LLC | 0.02% | Reduce -32.5% | 20,406 | $517K |
| Private Advisor Group, LLC | 0.00% | New | 11,555 | $293K |
| Royal Bank of Canada | 0.00% | New | 3,500 | $89K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -50.0% | 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.