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Touchstone Ultra Short Income ETF (TUSI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Touchstone Ultra Short Income ETF (BATS:TUSI)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$33.08M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.57M
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TUSI Institutional Buying and Selling by Quarter

Touchstone Ultra Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2025Madison Park Capital Advisors LLC31,225$791K0.7%N/A0.463%
5/16/2025Coppell Advisory Solutions LLC136,039$3.44M0.3%N/A2.451%
5/16/2025NewEdge Advisors LLC28,712$727K0.0%+42.5%0.517%
5/15/2025Mission Creek Capital Partners Inc.52,096$1.32M0.3%+32.7%0.939%
5/14/2025Flow Traders U.S. LLC20,406$517K0.0%-32.5%0.368%
5/13/2025Raymond James Financial Inc.258,008$6.53M0.0%N/A4.649%
5/7/2025LPL Financial LLC87,003$2.20M0.0%+56.2%1.740%
5/5/2025Private Advisor Group LLC11,555$293K0.0%N/A0.231%
4/30/2025Stratos Wealth Partners LTD.25,120$636K0.0%+51.5%0.502%
4/29/2025Concurrent Investment Advisors LLC66,514$1.68M0.0%+121.9%1.330%
4/17/2025Janney Montgomery Scott LLC140,693$3.56M0.0%-8.2%2.759%
4/16/2025Wealth Enhancement Advisory Services LLC59,700$1.51M0.0%+52.1%1.171%
4/16/2025Fort Washington Investment Advisors Inc. OH2,225,407$56.35M0.3%+5.6%43.635%
4/14/2025FFG Retirement Advisors LLC207,100$5.24M3.6%+69.2%4.061%
3/17/2025Wealth Enhancement Advisory Services LLC39,260$993K0.0%N/A0.853%
2/14/2025Jane Street Group LLC11,394$288K0.0%N/A0.368%
2/14/2025Mission Creek Capital Partners Inc.39,263$994K0.2%N/A1.267%
2/14/2025Integrated Wealth Concepts LLC8,887$225K0.0%-88.9%0.287%
2/13/2025NewEdge Advisors LLC20,153$510K0.0%N/A0.650%
2/11/2025LPL Financial LLC55,693$1.41M0.0%+41.6%1.797%
2/6/2025Steward Partners Investment Advisory LLC1,179$30K0.0%+99.8%0.038%
2/3/2025Concurrent Investment Advisors LLC29,970$758K0.0%N/A0.967%
1/28/2025Kingsview Wealth Management LLC9,180$232K0.0%N/A0.296%
1/27/2025Stratos Wealth Partners LTD.16,580$420K0.0%N/A0.535%
1/22/2025FFG Retirement Advisors LLC122,401$3.10M2.0%N/A3.948%
1/17/2025Janney Montgomery Scott LLC153,202$3.88M0.0%+40.5%4.942%
1/17/2025Fort Washington Investment Advisors Inc. OH2,107,157$53.32M0.3%+2.4%67.973%
11/15/2024Integrated Wealth Concepts LLC79,834$2.03M0.0%N/A2.575%
10/29/2024Janney Montgomery Scott LLC109,065$2.77M0.0%+171.5%3.518%
10/10/2024Retirement Planning Group LLC157,719$4.01M0.2%-4.9%5.088%
5/1/2024Janney Montgomery Scott LLC47,400$1.20M0.0%+13.4%1.529%
4/11/2024Fortitude Family Office LLC1,890$48K0.0%N/A0.000%
2/8/2024Janney Montgomery Scott LLC41,815$1.05M0.0%+177.8%0.000%
1/17/2024Fort Washington Investment Advisors Inc. OH2,095,377$52.59M0.4%+3.7%0.000%
1/16/2024Retirement Planning Group LLC165,734$4.16M0.4%N/A0.000%
7/28/2023Fort Washington Investment Advisors Inc. OH2,020,407$50.41M0.4%+0.3%0.000%
1/30/2023Fort Washington Investment Advisors Inc. OH2,014,000$50.10M0.4%+5.2%0.000%
(Data available from 1/1/2016 forward)

TUSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TUSI shares?

During the previous two years, 20 institutional investors and hedge funds held shares of Touchstone Ultra Short Income ETF. The most heavily invested institutionals were Fort Washington Investment Advisors Inc. OH ($56.35M), Raymond James Financial Inc. ($6.53M), FFG Retirement Advisors LLC ($5.24M), Retirement Planning Group LLC ($4.01M), Janney Montgomery Scott LLC ($3.56M), Coppell Advisory Solutions LLC ($3.44M), and LPL Financial LLC ($2.20M).Learn more on Touchstone Ultra Short Income ETF's institutional investors.

Which institutional investors have been buying Touchstone Ultra Short Income ETF's stock?

Of the 19 institutional investors that purchased Touchstone Ultra Short Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($258.01K), Fort Washington Investment Advisors Inc. OH ($249.63K), FFG Retirement Advisors LLC ($207.10K), Retirement Planning Group LLC ($165.73K), Janney Montgomery Scott LLC ($145.39K), Coppell Advisory Solutions LLC ($136.04K), and Integrated Wealth Concepts LLC ($79.83K).

How much institutional buying is happening at Touchstone Ultra Short Income ETF?

Institutional investors have bought a total of 1,306,036 shares in the last 24 months. This purchase volume represents approximately $33.08M in transactions.

Which of Touchstone Ultra Short Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Touchstone Ultra Short Income ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($70.95K), Janney Montgomery Scott LLC ($12.51K), Flow Traders U.S. LLC ($9.84K), and Retirement Planning Group LLC ($8.12K).

How much institutional selling is happening at Touchstone Ultra Short Income ETF?

Institutional investors have sold a total of 101,411 shares in the last 24 months. This volume of shares sold represents approximately $2.57M in transactions.



This page (BATS:TUSI) was last updated on 7/8/2025 by MarketBeat.com Staff
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