Who owns Touchstone Ultra Short Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of TUSI from SEC Form 13F filings across 50 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 50 institutions disclosed 12.7M shares of Touchstone Ultra Short Income ETF worth $311.0M — about 64.5% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
50
13F holders
$311.0M
value, 2026 filers
64.5%
of shares outstanding (12.7M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TUSI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 2.7M | $67.7M | 0.0% | 13.6% | +30.3% |
| 2 | LPL Financial LLC | 2.4M | $60.0M | 0.0% | 12.1% | +35.1% |
| 3 | Integrated Wealth Concepts LLC | 993,483 | $25.1M | 0.1% | 5.1% | +216.4% |
| 4 | Steward Partners Investment Advisory, LLC | 742,645 | $18.8M | 0.1% | 3.8% | +17.1% |
| 5 | WELLS FARGO & COMPANY/MNNEW | 620,152 | $15.7M | 0.0% | 3.2% | new |
| 6 | Stratos Wealth Partners, LTD. | 530,548 | $13.4M | 0.1% | 2.7% | +283.1% |
| 7 | ROYAL BANK OF CANADA | 530,178 | $13.4M | 0.0% | 2.7% | +2.0% |
| 8 | Retirement Planning Group, LLC | 473,334 | $12.0M | 0.3% | 2.4% | +202.1% |
| 9 | Sanctuary Advisors, LLCNEW | 460,904 | $11.6M | 0.0% | 2.3% | new |
| 10 | Bank of New York Mellon CorpNEW | 423,814 | $10.7M | 0.0% | 2.2% | new |
| 11 | Allen Capital Group, LLC | 372,475 | $9.4M | 0.8% | 1.9% | -22.4% |
| 12 | Janney Montgomery Scott LLC | 354,125 | $8,945 | 0.0% | 1.8% | +26.5% |
| 13 | &PARTNERS | 208,886 | $5.3M | 0.0% | 1.1% | +413.9% |
| 14 | OSAIC HOLDINGS, INC. | 202,801 | $5.1M | 0.0% | 1% | +2.2% |
| 15 | Vestmark Advisory Solutions, Inc. | 157,937 | $4.0M | 0.0% | 0.8% | -34.6% |
| 16 | ELEVATION POINT WEALTH PARTNERS, LLC | 157,937 | $4.0M | 0.1% | 0.8% | -35.7% |
| 17 | STIFEL FINANCIAL CORP | 113,028 | $2.9M | 0.0% | 0.6% | -0.4% |
| 18 | NewEdge Advisors, LLC | 108,856 | $2.7M | 0.0% | 0.6% | +29.7% |
| 19 | Concurrent Investment Advisors, LLC | 108,770 | $2.7M | 0.0% | 0.6% | -4.3% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 104,008 | $2.6M | 0.0% | 0.5% | +69.0% |
| 21 | JANE STREET GROUP, LLC | 94,998 | $2.4M | 0.0% | 0.5% | +351.9% |
| 22 | OneDigital Investment Advisors LLC | 85,684 | $2.2M | 0.0% | 0.4% | 0.0% |
| 23 | ENVESTNET ASSET MANAGEMENT INCNEW | 80,172 | $2.0M | 0.0% | 0.4% | new |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 72,236 | $1.8M | 0.0% | 0.4% | +66.5% |
| 25 | Cornerstone Wealth Management, LLC | 66,461 | $1.7M | 0.1% | 0.3% | +11.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.