Touchstone Ultra Short IncomTUSIETF
13F holders, Q2 2025 (June 30)29holders +9
9new positions
1sold out
1famous investor
$25.32avg. 13F price*
At the end of Q2 2025, 29 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, up 9 from Q1 2025. 9 opened new positions and 1 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($55.6M), LPL Financial LLC ($8.8M) and Steward Partners Investment Advisory, LLC ($7.0M). 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $10.1M |
| Exits | 1 | $517K |
All 13F filers, Q1 2025 → Q2 2025: 1,316,469 shares bought and 299,361 shares sold, net +1,017,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Fort Washington Investment Advisors Inc. | 0.32% | Reduce -1.3% | 2,196,132 | $55.6M |
| LPL Financial LLC | 0.00% | Add +300.2% | 348,202 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +46908.5% | 277,350 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +7241.5% | 256,953 | $6.5M |
| RPS Advisory Solutions LLC | 2.30% | New | 165,959 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.4% | 162,336 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -37.9% | 160,335 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +31.0% | 159,909 | $4.0M |
| Retirement Planning Group, LLC | 0.17% | Reduce -2.5% | 154,054 | $3.9M |
| FFG Retirement Advisors LLC | 2.28% | Reduce -30.5% | 143,928 | $3.6M |
| Wedbush Securities Inc. | 0.11% | New | 120,000 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +44.6% | 97,100 | $2.5M |
| Coppell Advisory Solutions LLC | 0.25% | Reduce -39.0% | 82,947 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -1.7% | 65,370 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.30% | Add +4.0% | 54,198 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +77.2% | 50,868 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.8% | 40,125 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 39,560 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -23.8% | 35,364 | $896K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.2% | 34,145 | $865K |
| Madison Park Capital Advisors, LLC | 0.67% | New | 31,225 | $791K |
| Atlas Wealth LLC | 0.39% | New | 31,189 | $790K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.6% | 25,780 | $653K |
| Private Advisor Group, LLC | 0.00% | Add +70.6% | 19,710 | $499K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,550 | $217K |
| Family Legacy Financial Solutions, LLC | 0.04% | — | 1,997 | $51K |
| Comerica Bank | 0.00% | New | 299 | $8K |
| UBS Group AG | 0.00% | New | 291 | $7K |
| Bank of America Corp. | 0.00% | New | 200 | $5K |
"% of holder's portfolio" is TUSI's weight in each manager's 13F, not the share of Touchstone Ultra Short Incom the manager owns.