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Touchstone Ultra Short Income ETF (TUSI) Institutional Ownership

$25.26 -0.03 (-0.10%)
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Institutional Ownership Changes (13F Filings) for Touchstone Ultra Short Income ETF (BATS:TUSI)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$125.41M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$6.91M
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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
10/8/2026Puff Wealth Management LLC111,746$2.82M2.7%+161.9%1.643%
9/23/2026Envestnet Asset Management Inc.80,172$2.03M0.0%N/A1.179%
9/9/2026Integrated Wealth Concepts LLC992,948$25.08M0.1%+216.2%14.602%
9/9/2026NewEdge Advisors LLC108,856$2.75M0.0%+12.7%1.601%
9/2/2026Citadel Advisors LLC27,913$705K0.0%+28.2%0.410%
8/22/2026Concurrent Investment Advisors LLC108,770$2.75M0.0%-4.3%1.600%
8/21/2026Coppell Advisory Solutions LLC118,646$3.00M0.6%N/A1.745%
7/10/2026Wealthcare Advisory Partners LLC21,182$535K0.0%N/A0.312%
7/10/2026FFG Retirement Advisors LLC192,840$4.87M2.6%+67.4%2.836%
7/8/2026Puff 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%
4/22/2026Fort 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%
How one AI fund pays investors every Thursday (Ad)

One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday. That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves. Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.tc pixel

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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%
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%
How one AI fund pays investors every Thursday (Ad)

One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday. That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves. Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.tc pixel

Watch the free presentation to see how the payouts work
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%


TUSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 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), Integrated Wealth Concepts LLC ($25.08M), Steward Partners Investment Advisory LLC ($20.39M), Raymond James Financial Inc. ($13.91M), Royal Bank of Canada ($13.16M), and Allen Capital Group LLC ($12.15M).Learn more on Touchstone Ultra Short Income ETF's institutional investors.

Of the 51 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: Integrated Wealth Concepts LLC ($766.86K), 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), and Teucrium Investment Advisors LLC ($317.37K).

Institutional investors have bought a total of 4,953,221 shares in the last 24 months. This purchase volume represents approximately $125.41M 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), Fort Washington Investment Advisors Inc. OH ($44.75K), Western Wealth Management LLC ($31.94K), Retirement Planning Group LLC ($26.43K), and Concurrent Investment Advisors LLC ($4.90K).

Institutional investors have sold a total of 272,766 shares in the last 24 months. This volume of shares sold represents approximately $6.91M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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