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Disclosery

TUSI TOUCHSTONE ETF TRUST

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ULTRA SHORT INCM (fund)

68 managers (68 13F filers) reported a position in TUSI shares at 2026-06-30, 17,627,689 shares in all. 17 filers opened a position and 4 filers sold out during the quarter.

Managers
68
13F filers
68
New
17
Added
33
Reduced
12
Sold out
4
Shares held by filers
17,627,689

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,679,145$67.7M0.02%+623,60113F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…2,562,900$64.7M0.33%+230,53813F-HRTimeline
LPL Financial LLC2,377,125$60M0.01%+618,12013F-HRTimeline
Integrated Wealth Concepts LLC993,483$25.1M0.12%+679,45013F-HRTimeline
Steward Partners Investment Advisory, L…742,645$18.8M0.1%+108,40913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN620,152$15.7M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.530,548$13.4M0.13%+392,05713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA530,178$13.4M<0.01%+10,27713F-HRTimelineGroup
RHL GROUP, LLC511,259$12.8M10.63%+441,02613F-HRTimeline
Retirement Planning Group, LLC473,334$12M0.3%+316,66813F-HRTimeline
Sanctuary Advisors, LLC460,904$11.6M0.05%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp423,814$10.7M<0.01%new13F-HRTimelineGroup
Allen Capital Group, LLC372,475$9.41M0.77%-107,36113F-HRTimeline
Janney Montgomery Scott LLC354,125$8.95M0.02%+74,10913F-HRTimeline
Private Advisor Group, LLC298,257$7.53M0.03%+1,44513F-HRTimeline
Teucrium Investment Advisors, LLC275,538$6.96M6.19%-34,86013F-HRTimeline
Parkway Wealth Management Group, LLC253,199$6.4M0.74%+43,93913F-HRTimeline
&PARTNERS208,886$5.28M0.02%+168,23613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202,801$5.12M0.01%+4,35513F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC192,840$4.87M2.58%+77,65113F-HRTimeline
RPS ADVISORY SOLUTIONS LLC177,568$4.49M2.96%+10,11513F-HRTimeline
Hamilton Wealth, LLC167,664$4.24M0.78%+65,37413F-HRTimeline
Vestmark Advisory Solutions, Inc.157,937$3.99M0.04%-83,72413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC157,937$3.99M0.07%-87,65213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP113,028$2.86M<0.01%-40113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.112,209$2.83M0.02%+34,13613F-HRTimelineGroup
NewEdge Advisors, LLC108,856$2.75M0.01%+12,26813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…108,770$2.75M0.02%-4,90013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…104,008$2.64M<0.01%+42,44813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC94,998$2.4M<0.01%+73,97413F-HRTimelineGroup
OneDigital Investment Advisors LLC85,684$2.16M0.02%013F-HRTimeline
Atlas Wealth LLC80,174$2.03M0.29%-31,84413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,172$2.03M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC72,236$1.82M<0.01%+28,84213F-HRTimeline
Coppell Advisory Solutions LLC118,646$1.76M0.19%new13F-HRTimeline
Cornerstone Wealth Management, LLC66,461$1.68M0.07%+6,63713F-HRTimeline
Northwest Financial Advisors57,197$1.44M0.19%new13F-HRTimeline
Total Clarity Wealth Management, Inc.56,603$1.43M0.28%+13,03413F-HRTimeline
Forge Financial Services LLC53,967$1.36M0.12%+32,00113F-HRTimeline
Madison Park Capital Advisors, LLC22,684$1.27M0.91%-13,81513F-HRTimeline
FLOW TRADERS U.S. LLC48,913$1.24M0.05%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC42,663$1.08M1.1%13F-HRTimeline
Mission Creek Capital Partners, Inc.42,004$1.06M0.19%-2,31313F-HRTimeline
Brookwood Investment Group LLC40,900$1.03M0.12%+11,07113F-HRTimeline
Global Retirement Partners, LLC39,408$995K0.02%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC39,091$987K0.07%new13F-HRTimelineGroup
Waterloo Capital, L.P.34,600$874K0.05%+18,80013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,913$705K<0.01%+6,14013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,193$611K<0.01%+7,71113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,505$594K<0.01%-33,06213F-HRTimelineGroup
Arkadios Wealth Advisors23,416$591K0.01%+1,60013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,182$535K0.01%new13F-HRTimelineGroup
Keystone Financial Group16,810$425K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.16,000$404K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,287$386K<0.01%+3,97613F-HRTimelineGroup
Koshinski Asset Management, Inc.14,473$366K0.02%new13F-HRTimeline
Guilbault Capital LLC13,227$334K0.34%-7,14013F-HRTimeline
Bolthouse Investments, LLC12,709$321K0.26%013F-HRTimeline
ZEGA Investments, LLC12,577$318K0.05%+8513F-HRTimeline
Huntleigh Advisors, Inc.10,066$254K0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…9,919$251K<0.01%new13F-HR/ATimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC9,105$230K0.01%-9,35713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,877$224K<0.01%new13F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC8,703$220K0.02%new13F-HRTimeline
J. M. Brown & Associates Inc.8,184$207K0.12%13F-HRTimeline
PRIVATE TRUST CO NA2,400$60.6K<0.01%+1,90013F-HRTimeline
Arax Advisory Partners1,000$25.3K<0.01%new13F-HRTimeline
Parallel Advisors, LLC157$3.97K<0.01%013F-HRTimeline