Who owns Touchstone Ultra Short Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TUSI from SEC Form 13F filings across 68 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, 68 institutions disclosed 17.6M shares of Touchstone Ultra Short Income ETF worth $444.6M — about 89.7% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
68
13F holders
$444.6M
value, 2026 filers
89.7%
of shares outstanding (17.6M sh)
20
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 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2.6M | $64.7M | 0.3% | 13% | +9.9% |
| 3 | LPL Financial LLC | 2.4M | $60.0M | 0.0% | 12.1% | +35.1% |
| 4 | Integrated Wealth Concepts LLC | 992,948 | $25.1M | 0.2% | 5.1% | +216.2% |
| 5 | Steward Partners Investment Advisory, LLC | 742,645 | $18.8M | 0.1% | 3.8% | +17.1% |
| 6 | WELLS FARGO & COMPANY/MNNEW | 620,152 | $15.7M | 0.0% | 3.2% | new |
| 7 | Stratos Wealth Partners, LTD. | 530,548 | $13.4M | 0.1% | 2.7% | +283.1% |
| 8 | ROYAL BANK OF CANADA | 530,178 | $13.4M | 0.0% | 2.7% | +2.0% |
| 9 | RHL GROUP, LLC | 511,259 | $12.8M | 10.6% | 2.6% | +627.9% |
| 10 | Retirement Planning Group, LLC | 473,334 | $12.0M | 0.3% | 2.4% | +202.1% |
| 11 | Sanctuary Advisors, LLCNEW | 460,904 | $11.6M | 0.1% | 2.3% | new |
| 12 | Bank of New York Mellon CorpNEW | 423,814 | $10.7M | 0.0% | 2.2% | new |
| 13 | Allen Capital Group, LLC | 372,475 | $9.4M | 0.8% | 1.9% | -22.4% |
| 14 | Janney Montgomery Scott LLC | 354,125 | $8.9M | 0.0% | 1.8% | +26.5% |
| 15 | Private Advisor Group, LLC | 298,257 | $7.5M | 0.0% | 1.5% | +0.5% |
| 16 | Teucrium Investment Advisors, LLC | 275,538 | $7.0M | 6.2% | 1.4% | -11.2% |
| 17 | Parkway Wealth Management Group, LLC | 253,199 | $6.4M | 0.7% | 1.3% | +21.0% |
| 18 | &PARTNERS | 208,886 | $5.3M | 0.0% | 1.1% | +413.9% |
| 19 | OSAIC HOLDINGS, INC. | 202,801 | $5.1M | 0.0% | 1% | +2.2% |
| 20 | FFG RETIREMENT ADVISORS LLC | 192,840 | $4.9M | 2.6% | 1% | +67.4% |
| 21 | RPS ADVISORY SOLUTIONS LLC | 177,568 | $4.5M | 3.0% | 0.9% | +6.0% |
| 22 | Hamilton Wealth, LLC | 167,664 | $4.2M | 0.8% | 0.9% | +63.9% |
| 23 | ELEVATION POINT WEALTH PARTNERS, LLC | 157,937 | $4.0M | 0.1% | 0.8% | -35.7% |
| 24 | Vestmark Advisory Solutions, Inc. | 157,937 | $4.0M | 0.0% | 0.8% | -34.6% |
| 25 | Coppell Advisory Solutions LLCNEW | 118,646 | $1.8M | 0.1% | 0.6% | new |
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.