Who owns TUSI?
Touchstone Ultra Short Income ETF · Touchstone
68 institutions reported holding TUSI, worth $444.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TUSI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $67.7M | 2,679,145 | +623,601 shares |
| Fort Washington Investment Advisors Inc. | Cincinnati, OH | $64.7M | 2,562,900 | +230,538 shares |
| LPL Financial LLC | Fort Mill, SC | $60.0M | 2,377,125 | +618,120 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $25.1M | 993,483 | +679,450 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $18.8M | 742,645 | +108,409 shares |
| Wells Fargo & Company | San Francisco, CA | $15.7M | 620,152 | New position |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $13.4M | 530,548 | +392,057 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $13.4M | 530,178 | +10,277 shares |
| RHL Group, LLC | Holly, MI | $12.8M | 511,259 | +441,026 shares |
| Retirement Planning Group, LLC | Leawood, KS | $12.0M | 473,334 | +316,668 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TUSI?
68 institutional managers reported holding TUSI in Form 13F filings for June 30, 2026, worth $444.9M in total. The largest reported position was held by Raymond James Financial Inc., at $67.7M.
Did institutions buy or sell TUSI last quarter?
Reported 13F value rose 48.8% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TUSI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.