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Touchstone Ultra Short Income ETF (TUSI) Institutional Ownership

$25.33 +0.01 (+0.04%)
As of 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)
$102.86M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$8.13M
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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
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%
6/25/2026 Hamilton Wealth LLC102,290$2.59M0.5%+37.8%1.504%
6/18/2026Western Wealth Management LLC11,736$297K0.0%-56.7%0.173%
6/3/2026 NewEdge Advisors LLC96,588$2.45M0.0%+19.8%1.420%
5/27/2026 Allen Capital Group LLC479,836$12.15M1.1%N/A7.056%
5/19/2026Western Wealth Management LLC11,736$297K0.0%-56.7%0.173%
5/19/2026 NewEdge Advisors LLC83,927$2.13M0.0%+4.1%1.234%
5/19/2026 Hamilton Wealth LLC102,290$2.59M0.2%+37.8%1.504%
5/19/2026 Arkadios Wealth Advisors21,816$552K0.0%N/A0.321%
5/18/2026Royal Bank of Canada519,901$13.16M0.0%-13.4%7.646%
5/4/2026 Retirement Planning Group LLC156,666$3.97M0.1%+9.8%2.304%
4/30/2026 Kestra Advisory Services LLC16,482$417K0.0%+72.9%0.242%
4/27/2026 Private Advisor Group LLC296,812$7.52M0.0%+25.8%4.365%
4/27/2026 Elevation Point Wealth Partners LLC245,589$6.22M0.1%+30.3%3.612%
4/22/2026 Janney 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%
4/21/2026 Parkway Wealth Management Group LLC209,260$5.30M0.7%+11.9%3.077%
2/19/2026 Hamilton Wealth LLC74,205$1.88M0.4%+55.9%1.091%
2/18/2026 NewEdge 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%
2/17/2026 Private 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%
2/13/2026 Kestra Advisory Services LLC9,531$241K0.0%N/A0.140%
2/13/2026 Stifel Financial Corp114,006$2.89M0.0%+0.7%1.677%
2/13/2026 Integrated Wealth Concepts LLC8,110$205K0.0%N/A0.119%
2/12/2026 Commonwealth Equity Services LLC36,960$936K0.0%+22.6%0.544%
2/12/2026 Elevation Point Wealth Partners LLC188,423$4.77M0.2%N/A2.771%
2/12/2026 Steward 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%
2/11/2026 Janney Montgomery Scott LLC252,638$6.40M0.0%+15.8%3.715%
2/11/2026 LPL Financial LLC1,063,342$26.94M0.0%+80.8%15.637%
2/10/2026Goldman Sachs Group Inc.29,758$754K0.0%N/A0.438%
2/10/2026 Waterloo Capital L.P.12,800$324K0.0%N/A0.188%
2/6/2026 RPS Advisory Solutions LLC212,068$5.37M2.5%+3.4%3.119%
2/5/2026 Atlas 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%
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2/5/2026Western Wealth Management LLC27,103$687K0.0%-4.3%0.399%
2/3/2026 Retirement Planning Group LLC142,674$3.62M0.1%+11.8%2.098%
2/2/2026 Truist Financial Corp11,364$288K0.0%N/A0.167%
2/2/2026 Total Clarity Wealth Management Inc.43,749$1.11M0.3%N/A0.643%
1/29/2026 Sanctuary Advisors LLC9,650$244K0.0%+14.2%0.142%
1/29/2026 Concurrent Investment Advisors LLC86,170$2.18M0.0%+3.4%1.267%
1/27/2026 Bolthouse Investments LLC12,709$322K0.3%N/A0.187%
1/27/2026 Summit 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%
1/20/2026 Stratos 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%
11/17/2025 NewEdge Advisors LLC66,598$1.69M0.0%+30.9%0.979%
11/17/2025 Hamilton 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%
11/13/2025 Private Advisor Group LLC185,974$4.72M0.0%+843.6%2.735%
11/6/2025 Stratos 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%
10/27/2025 Retirement Planning Group LLC127,623$3.24M0.1%-17.2%1.877%
10/27/2025 Concurrent Investment Advisors LLC83,370$2.11M0.0%+27.5%1.226%
10/22/2025 Gladstone 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%
8/14/2025 NewEdge Advisors LLC50,868$1.29M0.0%+77.2%0.748%
8/12/2025 Steward Partners Investment Advisory LLC277,350$7.02M0.1%+46,908.5%4.079%
8/6/2025 Wedbush Securities Inc.120,000$3.04M0.1%N/A1.765%
8/6/2025 RPS Advisory Solutions LLC165,959$4.20M2.3%N/A2.441%
8/5/2025 Atlas Wealth LLC31,189$790K0.3%N/A0.459%
7/30/2025 Retirement Planning Group LLC154,054$3.90M0.2%-2.5%2.266%
7/29/2025 Stratos Wealth Partners LTD.25,780$653K0.0%+2.6%0.379%
7/25/2025 Concurrent Investment Advisors LLC65,370$1.66M0.0%-1.7%0.961%
7/17/2025 Janney 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%
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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 4,060,373 shares in the last 24 months. This purchase volume represents approximately $102.86M in transactions.

The following institutional investors have sold Touchstone Ultra Short Income ETF stock in the last 24 months: 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 ($26.43K).

Institutional investors have sold a total of 320,958 shares in the last 24 months. This volume of shares sold represents approximately $8.13M in transactions.


Related Companies

Institutional ownership data for BATS:TUSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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