Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free TUSI Stock Alerts

Touchstone Ultra Short Income ETF (TUSI) Institutional Ownership

$25.32 -0.01 (-0.04%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$119.48M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$10.71M
Get TUSI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Touchstone Ultra Short Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TUSI Institutional Buying and Selling by Quarter

Touchstone Ultra Short Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC21,182$535K0.0%N/A0.312%
7/10/2026 FFG Retirement Advisors LLC192,840$4.87M2.6%+67.4%2.836%
7/8/2026 Puff Wealth Management LLC42,663$1.08M1.1%N/A0.627%
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%
4/22/2026 Fort 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%
2/5/2026 Cornerstone Wealth Management LLC58,887$1.49M0.1%+33.0%0.866%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
2/2/2026 Total 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%
1/23/2026 Tectonic Advisors LLC15,541$394K0.0%+22.2%0.229%
1/22/2026 Brookwood Investment Group LLC53,124$1.35M0.2%N/A0.781%
1/20/2026 Madison 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%
1/13/2026 Fort Washington Investment Advisors Inc. OH2,377,112$60.22M0.3%+8.0%34.958%
1/12/2026 FFG Retirement Advisors LLC59,664$1.51M0.9%-1.0%0.877%
1/8/2026 Wealth Enhancement Advisory Services LLC85,219$2.16M0.0%+19.2%1.253%
1/7/2026 Puff 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%
11/4/2025 Cornerstone Wealth Management LLC44,263$1.12M0.1%N/A0.651%
11/4/2025 Madison Park Capital Advisors LLC32,454$823K0.7%+3.9%0.477%
10/29/2025 Wealth 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%
10/21/2025 Tectonic Advisors LLC12,718$323K0.0%N/A0.187%
10/17/2025 FFG Retirement Advisors LLC60,292$1.53M0.9%-58.1%0.887%
10/17/2025 Fort Washington Investment Advisors Inc. OH2,200,792$55.81M0.3%+0.2%32.365%
10/6/2025 Puff 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%
7/17/2025 Fort Washington Investment Advisors Inc. OH2,196,132$55.62M0.3%-1.3%32.296%
7/10/2025 Family Legacy Financial Solutions LLC1,997$51K0.0%N/A0.030%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
7/10/2025 Wealth Enhancement Advisory Services LLC40,125$1.02M0.0%-32.8%0.594%
7/8/2025 Madison 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%


TUSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 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 49 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 4,716,657 shares in the last 24 months. This purchase volume represents approximately $119.48M in transactions.

The following institutional investors have sold Touchstone Ultra Short Income ETF stock in the last 24 months: Raymond James Financial Inc. ($97.67K), FFG Retirement Advisors LLC ($84.26K), Royal Bank of Canada ($80.48K), Coppell Advisory Solutions LLC ($53.09K), Fort Washington Investment Advisors Inc. OH ($44.75K), Western Wealth Management LLC ($31.94K), and Retirement Planning Group LLC ($30.43K).

Institutional investors have sold a total of 422,633 shares in the last 24 months. This volume of shares sold represents approximately $10.71M in transactions.


Related Companies

This page (BATS:TUSI) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
Buy this stock tomorrow
Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership...
Chaikin Analytics | Sponsoredtc pixel
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accou...
SmartAsset | Sponsoredtc pixel