Touchstone Ultra Short IncomTUSIETF
13F holders, Q4 2025 (December 31)45holders +13
12new positions
3sold out
$25.34avg. 13F price*
At the end of Q4 2025, 45 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, up 13 from Q3 2025. 12 opened new positions and 3 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($60.2M), LPL Financial LLC ($26.9M) and Raymond James Financial Inc. ($21.9M).
- Company
- Touchstone Ultra Short Incom
- CUSIP
- 89157W301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $14.7M |
| Exits | 3 | $355K |
All 13F filers, Q3 2025 → Q4 2025: 2,445,312 shares bought and 15,840 shares sold, net +2,429,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Fort Washington Investment Advisors Inc. | 0.32% | Add +8.0% | 2,377,112 | $60.2M |
| LPL Financial LLC | 0.01% | Add +80.8% | 1,063,342 | $26.9M |
| Raymond James Financial Inc. | 0.01% | Add +57.6% | 864,642 | $21.9M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +98.8% | 804,791 | $20.4M |
| Royal Bank of Canada | 0.00% | Add +48.4% | 600,383 | $15.2M |
| Teucrium Investment Advisors, LLC | 8.83% | — | 317,373 | $8.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.8% | 252,638 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Add +26.9% | 235,903 | $6.0M |
| RPS Advisory Solutions LLC | 2.53% | Add +3.4% | 212,068 | $5.4M |
| Elevation Point Wealth Partners, LLC | 0.23% | New | 188,423 | $4.8M |
| Parkway Wealth Management Group, LLC | 0.64% | — | 186,951 | $4.7M |
| Vestmark Advisory Solutions, Inc. | 0.06% | New | 186,459 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +11.2% | 160,245 | $4.1M |
| Atlas Wealth LLC | 1.51% | Add +11.9% | 149,513 | $3.8M |
| Retirement Planning Group, LLC | 0.12% | Add +11.8% | 142,674 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 114,006 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +3.4% | 86,170 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.2% | 85,219 | $2.2M |
| Coppell Advisory Solutions LLC | 0.20% | Add +12.7% | 82,207 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +21.1% | 80,634 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +31.5% | 74,772 | $1.9M |
| Hamilton Wealth, LLC | 0.36% | Add +55.9% | 74,205 | $1.9M |
| Puff Wealth Management, LLC | 2.37% | Add +123.5% | 72,439 | $1.8M |
| Mission Creek Capital Partners, Inc. | 0.33% | Add +6.0% | 64,141 | $1.6M |
| FFG Retirement Advisors LLC | 0.94% | Reduce -1.0% | 59,664 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +33.0% | 58,887 | $1.5M |
| Brookwood Investment Group LLC | 0.16% | New | 53,124 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.27% | New | 43,749 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.6% | 36,960 | $936K |
| Madison Park Capital Advisors, LLC | 0.74% | Add +11.6% | 36,227 | $918K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.7% | 32,795 | $831K |
| Goldman Sachs Group Inc. | 0.00% | New | 29,758 | $754K |
| Western Wealth Management, LLC | 0.03% | Reduce -4.3% | 27,103 | $687K |
| Tectonic Advisors LLC | 0.02% | Add +22.2% | 15,541 | $394K |
| Guilbault Capital LLC | 0.38% | — | 13,367 | $339K |
| Waterloo Capital, L.P. | 0.02% | New | 12,800 | $324K |
| Bolthouse Investments, LLC | 0.29% | New | 12,709 | $322K |
| Cwm, LLC | 0.00% | New | 12,292 | $311K |
| Truist Financial Corp. | 0.00% | New | 11,364 | $288K |
| Summit Financial Strategies, Inc. | 0.02% | New | 11,359 | $288K |
| Sanctuary Advisors, LLC | 0.00% | Add +14.2% | 9,650 | $244K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,531 | $241K |
| Integrated Wealth Concepts LLC | 0.00% | New | 8,110 | $205K |
| RHL Group, LLC | 0.02% | — | 865 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 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.