Touchstone Ultra Short IncomTUSIETF
13F holders, Q3 2025 (September 30)32holders +3
8new positions
5sold out
$25.36avg. 13F price*
At the end of Q3 2025, 32 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, up 3 from Q2 2025. 8 opened new positions and 5 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($55.8M), LPL Financial LLC ($14.9M) and Raymond James Financial Inc. ($13.9M).
- Company
- Touchstone Ultra Short Incom
- CUSIP
- 89157W301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.0M |
| Exits | 5 | $5.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,597,263 shares bought and 337,045 shares sold, net +1,260,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Fort Washington Investment Advisors Inc. | 0.30% | Add +0.2% | 2,200,792 | $55.8M |
| LPL Financial LLC | 0.00% | Add +68.9% | 588,067 | $14.9M |
| Raymond James Financial Inc. | 0.00% | Add +242.2% | 548,671 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +46.0% | 404,899 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +57.4% | 404,557 | $10.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +34.4% | 218,236 | $5.5M |
| RPS Advisory Solutions LLC | 2.55% | Add +23.5% | 205,013 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Add +843.5% | 185,974 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.9% | 144,141 | $3.7M |
| Atlas Wealth LLC | 1.45% | Add +328.3% | 133,591 | $3.4M |
| Retirement Planning Group, LLC | 0.11% | Reduce -17.2% | 127,623 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +16.6% | 113,187 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +27.5% | 83,370 | $2.1M |
| Coppell Advisory Solutions LLC | 0.20% | Reduce -12.0% | 72,959 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +78.2% | 71,490 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +30.9% | 66,598 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.30% | Add +11.7% | 60,538 | $1.5M |
| FFG Retirement Advisors LLC | 0.95% | Reduce -58.1% | 60,292 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | New | 56,849 | $1.4M |
| Hamilton Wealth, LLC | 0.25% | New | 47,591 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | New | 44,263 | $1.1M |
| Madison Park Capital Advisors, LLC | 0.68% | Add +3.9% | 32,454 | $823K |
| Puff Wealth Management, LLC | 1.25% | New | 32,410 | $822K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.7% | 30,144 | $764K |
| Western Wealth Management, LLC | 0.04% | New | 28,308 | $718K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.5% | 26,945 | $683K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 13,242 | $336K |
| Tectonic Advisors LLC | 0.02% | New | 12,718 | $323K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.2% | 8,450 | $214K |
| UBS Group AG | 0.00% | Add +60.1% | 466 | $12K |
| Comerica Bank | 0.00% | No change | 299 | $8K |
| Parallel Advisors, LLC | 0.00% | New | 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.