Touchstone Ultra Short IncomTUSIETF
13F holders, Q1 2026 (March 31)53holders +8
11new positions
2sold out
1famous investor
$25.32avg. 13F price*
At the end of Q1 2026, 53 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, up 8 from Q4 2025. 11 opened new positions and 2 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($59.1M), Raymond James Financial Inc. ($52.0M) and LPL Financial LLC ($44.5M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $18.6M |
| Exits | 2 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 3,835,843 shares bought and 559,684 shares sold, net +3,276,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Fort Washington Investment Advisors Inc. | 0.33% | Reduce -1.9% | 2,332,362 | $59.1M |
| Raymond James Financial Inc. | 0.02% | Add +137.7% | 2,055,544 | $52.0M |
| LPL Financial LLC | 0.01% | Add +65.4% | 1,759,005 | $44.5M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -21.2% | 634,236 | $16.1M |
| Royal Bank of Canada | 0.00% | Reduce -13.4% | 519,901 | $13.2M |
| Allen Capital Group, LLC | 1.09% | New | 479,836 | $12.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +3772.2% | 314,033 | $8.0M |
| Teucrium Investment Advisors, LLC | 6.09% | Reduce -2.2% | 310,398 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Add +25.8% | 296,812 | $7.5M |
| Cwm, LLC | 0.02% | Add +2219.6% | 285,123 | $7.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +10.8% | 280,016 | $7.1M |
| Elevation Point Wealth Partners, LLC | 0.15% | Add +30.3% | 245,589 | $6.2M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +29.6% | 241,661 | $6.1M |
| Parkway Wealth Management Group, LLC | 0.67% | Add +11.9% | 209,260 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +23.8% | 198,446 | $5.0M |
| RPS Advisory Solutions LLC | 2.40% | Reduce -21.0% | 167,453 | $4.2M |
| Retirement Planning Group, LLC | 0.12% | Add +9.8% | 156,666 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +322.3% | 138,491 | $3.5M |
| FFG Retirement Advisors LLC | 1.70% | Add +93.1% | 115,189 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +31.9% | 113,670 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 113,429 | $2.9M |
| Atlas Wealth LLC | 1.13% | Reduce -25.1% | 112,018 | $2.8M |
| Hamilton Wealth, LLC | 0.50% | Add +37.9% | 102,290 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +19.8% | 96,588 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | New | 85,684 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +4.4% | 78,073 | $2.0M |
| RHL Group, LLC | 1.52% | Add +8019.4% | 70,233 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -27.8% | 61,560 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.6% | 59,824 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +90.1% | 56,567 | $1.4M |
| Mission Creek Capital Partners, Inc. | 0.22% | Reduce -30.9% | 44,317 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.26% | Reduce -0.4% | 43,569 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.4% | 43,394 | $1.1M |
| &partners | 0.01% | New | 40,650 | $1.0M |
| Madison Park Capital Advisors, LLC | 0.73% | Add +0.8% | 36,499 | $924K |
| Brookwood Investment Group LLC | 0.10% | Reduce -43.9% | 29,829 | $755K |
| Independent Advisor Alliance | 0.01% | New | 29,012 | $735K |
| Forge Financial Services LLC | 0.06% | New | 21,966 | $556K |
| Arkadios Wealth Advisors | 0.01% | New | 21,816 | $552K |
| Citadel Advisors | 0.00% | New | 21,773 | $551K |
| Jane Street Group, LLC | 0.00% | New | 21,024 | $532K |
| Guilbault Capital LLC | 0.56% | Add +52.4% | 20,367 | $516K |
| Tectonic Advisors LLC | 0.02% | Add +18.8% | 18,462 | $467K |
| Kestra Advisory Services, LLC | 0.00% | Add +72.9% | 16,482 | $417K |
| Waterloo Capital, L.P. | 0.03% | Add +23.4% | 15,800 | $400K |
| Bolthouse Investments, LLC | 0.29% | No change | 12,709 | $322K |
| ZEGA Investments, LLC | 0.06% | New | 12,492 | $316K |
| Western Wealth Management, LLC | 0.01% | Reduce -56.7% | 11,736 | $297K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 11,359 | $288K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 11,311 | $286K |
| Opal Wealth Advisors, LLC | 0.00% | New | 861 | $22K |
| Private Trust Co. NA | 0.00% | New | 500 | $13K |
| 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.