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Touchstone Ultra Short Income ETF (TUSI) Institutional Ownership

$25.30 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Touchstone Ultra Short Income ETF (BATS:TUSI)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$117.30M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$11.97M
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TUSI Institutional Buying and Selling by Quarter

Touchstone Ultra Short Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/25/2026Hamilton Wealth LLC102,290$2.59M0.5%+37.8%1.504%
6/18/2026Western Wealth Management LLC11,736$297K0.0%-56.7%0.173%
6/3/2026NewEdge Advisors LLC96,588$2.45M0.0%+19.8%1.420%
5/27/2026Allen Capital Group LLC479,836$12.15M1.1%N/A7.056%
5/19/2026Western Wealth Management LLC11,736$297K0.0%-56.7%0.173%
5/19/2026NewEdge Advisors LLC83,927$2.13M0.0%+4.1%1.234%
5/19/2026Hamilton Wealth LLC102,290$2.59M0.2%+37.8%1.504%
5/19/2026Arkadios Wealth Advisors21,816$552K0.0%N/A0.321%
5/18/2026Royal Bank of Canada519,901$13.16M0.0%-13.4%7.646%
5/4/2026Retirement Planning Group LLC156,666$3.97M0.1%+9.8%2.304%
4/30/2026Kestra Advisory Services LLC16,482$417K0.0%+72.9%0.242%
4/27/2026Private Advisor Group LLC296,812$7.52M0.0%+25.8%4.365%
4/27/2026Elevation Point Wealth Partners LLC245,589$6.22M0.1%+30.3%3.612%
4/22/2026Janney Montgomery Scott LLC280,016$7.09M0.0%+10.8%4.118%
4/22/2026Fort Washington Investment Advisors Inc. OH2,332,362$59.06M0.3%-1.9%34.299%
4/21/2026Parkway Wealth Management Group LLC209,260$5.30M0.7%+11.9%3.077%
2/19/2026Hamilton Wealth LLC74,205$1.88M0.4%+55.9%1.091%
2/18/2026NewEdge Advisors LLC80,634$2.04M0.0%+21.1%1.186%
2/17/2026Equitable Holdings Inc.74,772$1.89M0.0%+31.5%1.100%
2/17/2026Teucrium Investment Advisors LLC317,373$8.04M8.8%N/A4.667%
2/17/2026Osaic Holdings Inc.160,245$4.06M0.0%+11.2%2.357%
2/17/2026Private Advisor Group LLC235,903$5.98M0.0%+26.8%3.469%
2/17/2026Royal Bank of Canada600,383$15.21M0.0%+48.4%8.829%
2/13/2026Kestra Advisory Services LLC9,531$241K0.0%N/A0.140%
2/13/2026Stifel Financial Corp114,006$2.89M0.0%+0.7%1.677%
2/13/2026Integrated Wealth Concepts LLC8,110$205K0.0%N/A0.119%
2/12/2026Commonwealth Equity Services LLC36,960$936K0.0%+22.6%0.544%
2/12/2026Elevation Point Wealth Partners LLC188,423$4.77M0.2%N/A2.771%
2/12/2026Steward Partners Investment Advisory LLC804,791$20.39M0.1%+98.8%11.835%
2/12/2026Mission Creek Capital Partners Inc.64,141$1.63M0.3%+6.0%0.943%
2/11/2026Janney Montgomery Scott LLC252,638$6.40M0.0%+15.8%3.715%
2/11/2026LPL Financial LLC1,063,342$26.94M0.0%+80.8%15.637%
2/10/2026Goldman Sachs Group Inc.29,758$754K0.0%N/A0.438%
2/10/2026Waterloo Capital L.P.12,800$324K0.0%N/A0.188%
2/6/2026RPS Advisory Solutions LLC212,068$5.37M2.5%+3.4%3.119%
2/5/2026Atlas Wealth LLC149,513$3.79M1.2%+11.9%2.199%
2/5/2026Cornerstone Wealth Management LLC58,887$1.49M0.1%+33.0%0.866%
2/5/2026Western Wealth Management LLC27,103$687K0.0%-4.3%0.399%
2/3/2026Retirement Planning Group LLC142,674$3.62M0.1%+11.8%2.098%
2/2/2026Truist Financial Corp11,364$288K0.0%N/A0.167%
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2/2/2026Total Clarity Wealth Management Inc.43,749$1.11M0.3%N/A0.643%
1/29/2026Sanctuary Advisors LLC9,650$244K0.0%+14.2%0.142%
1/29/2026Concurrent Investment Advisors LLC86,170$2.18M0.0%+3.4%1.267%
1/27/2026Bolthouse Investments LLC12,709$322K0.3%N/A0.187%
1/27/2026Summit Financial Strategies Inc.11,359$288K0.0%N/A0.167%
1/26/2026CWM LLC12,292$311K0.0%N/A0.181%
1/23/2026Tectonic Advisors LLC15,541$394K0.0%+22.2%0.229%
1/22/2026Brookwood Investment Group LLC53,124$1.35M0.2%N/A0.781%
1/20/2026Madison Park Capital Advisors LLC36,227$918K0.7%+11.6%0.533%
1/20/2026Stratos Wealth Partners LTD.32,795$831K0.0%+21.7%0.482%
1/13/2026Fort Washington Investment Advisors Inc. OH2,377,112$60.22M0.3%+8.0%34.958%
1/12/2026FFG Retirement Advisors LLC59,664$1.51M0.9%-1.0%0.877%
1/8/2026Wealth Enhancement Advisory Services LLC85,219$2.16M0.0%+19.2%1.253%
1/7/2026Puff Wealth Management LLC72,439$1.84M2.4%+123.5%1.065%
11/17/2025NewEdge Advisors LLC66,598$1.69M0.0%+30.9%0.979%
11/17/2025Hamilton Wealth LLC47,591$1.21M0.3%N/A0.700%
11/14/2025Raymond James Financial Inc.548,671$13.91M0.0%+242.2%8.069%
11/14/2025Equitable Holdings Inc.56,849$1.44M0.0%N/A0.836%
11/13/2025Private Advisor Group LLC185,974$4.72M0.0%+843.6%2.735%
11/6/2025Stratos Wealth Partners LTD.26,945$683K0.0%+4.5%0.396%
11/6/2025Western Wealth Management LLC28,308$718K0.0%N/A0.416%
11/4/2025Cornerstone Wealth Management LLC44,263$1.12M0.1%N/A0.651%
11/4/2025Madison Park Capital Advisors LLC32,454$823K0.7%+3.9%0.477%
10/29/2025Wealth Enhancement Advisory Services LLC71,490$1.81M0.0%+78.2%1.051%
10/27/2025Retirement Planning Group LLC127,623$3.24M0.1%-17.2%1.877%
10/27/2025Concurrent Investment Advisors LLC83,370$2.11M0.0%+27.5%1.226%
10/22/2025Gladstone Institutional Advisory LLC13,242$336K0.0%N/A0.195%
10/21/2025Tectonic Advisors LLC12,718$323K0.0%N/A0.187%
10/17/2025FFG Retirement Advisors LLC60,292$1.53M0.9%-58.1%0.887%
10/17/2025Fort Washington Investment Advisors Inc. OH2,200,792$55.81M0.3%+0.2%32.365%
10/6/2025Puff Wealth Management LLC32,410$822K1.2%N/A0.477%
9/4/2025Osaic Holdings Inc.159,909$4.05M0.0%+31.0%2.352%
8/20/2025Coppell Advisory Solutions LLC82,947$2.10M0.3%-39.0%1.220%
8/15/2025Mission Creek Capital Partners Inc.54,198$1.37M0.3%+4.0%0.797%
8/14/2025Jane Street Group LLC39,560$1.00M0.0%N/A0.582%
8/14/2025Raymond James Financial Inc.160,335$4.06M0.0%-37.9%2.358%
8/14/2025NewEdge Advisors LLC50,868$1.29M0.0%+77.2%0.748%
8/12/2025Steward Partners Investment Advisory LLC277,350$7.02M0.1%+46,908.5%4.079%
8/6/2025Wedbush Securities Inc.120,000$3.04M0.1%N/A1.765%
8/6/2025RPS Advisory Solutions LLC165,959$4.20M2.3%N/A2.441%
8/5/2025Atlas Wealth LLC31,189$790K0.3%N/A0.459%
7/30/2025Retirement Planning Group LLC154,054$3.90M0.2%-2.5%2.266%
7/29/2025Stratos Wealth Partners LTD.25,780$653K0.0%+2.6%0.379%
7/25/2025Concurrent Investment Advisors LLC65,370$1.66M0.0%-1.7%0.961%
7/17/2025Janney Montgomery Scott LLC162,336$4.11M0.0%+15.4%2.387%
7/17/2025Fort Washington Investment Advisors Inc. OH2,196,132$55.62M0.3%-1.3%32.296%
7/10/2025Family Legacy Financial Solutions LLC1,997$51K0.0%N/A0.030%
7/10/2025Wealth Enhancement Advisory Services LLC40,125$1.02M0.0%-32.8%0.594%
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%
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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%


TUSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 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 ($59.06M), LPL Financial LLC ($26.94M), Steward Partners Investment Advisory LLC ($20.39M), Raymond James Financial Inc. ($13.91M), Royal Bank of Canada ($13.16M), Allen Capital Group LLC ($12.15M), and Teucrium Investment Advisors LLC ($8.04M).Learn more on Touchstone Ultra Short Income ETF's institutional investors.

Of the 48 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: Steward Partners Investment Advisory LLC ($677.24K), Raymond James Financial Inc. ($646.34K), LPL Financial LLC ($522.96K), Allen Capital Group LLC ($479.84K), Fort Washington Investment Advisors Inc. OH ($349.24K), Teucrium Investment Advisors LLC ($317.37K), and Private Advisor Group LLC ($288.66K).

Institutional investors have bought a total of 4,630,026 shares in the last 24 months. This purchase volume represents approximately $117.30M in transactions.

Of the 9 institutional investors that sold Touchstone Ultra Short Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($97.67K), FFG Retirement Advisors LLC ($84.26K), Royal Bank of Canada ($80.48K), Fort Washington Investment Advisors Inc. OH ($74.03K), Coppell Advisory Solutions LLC ($53.09K), Western Wealth Management LLC ($31.94K), and Retirement Planning Group LLC ($30.43K).

Institutional investors have sold a total of 472,627 shares in the last 24 months. This volume of shares sold represents approximately $11.97M in transactions.


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This page (BATS:TUSI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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