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Disclosery

TUSI TOUCHSTONE ETF TRUST

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ULTRA SHORT INCM (fund)

45 managers (45 13F filers) reported a position in TUSI shares at 2025-12-31, 8,972,322 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
45
New
12
Added
26
Reduced
2
Sold out
3
Shares held by filers
8,972,322

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FORT WASHINGTON INVESTMENT ADVISORS INC…2,377,112$60.2M0.32%+176,32013F-HRTimeline
LPL Financial LLC1,063,342$26.9M0.01%+475,27513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC864,642$21.9M0.01%+315,97113F-HRTimelineGroup
Steward Partners Investment Advisory, L…804,791$20.4M0.11%+399,89213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA600,383$15.2M<0.01%+195,82613F-HRTimelineGroup
Teucrium Investment Advisors, LLC317,373$8.04M8.83%13F-HRTimeline
Janney Montgomery Scott LLC252,638$6.4M0.01%+34,40213F-HRTimeline
Private Advisor Group, LLC235,903$5.98M0.03%+49,92913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC212,068$5.37M2.53%+7,05513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC188,423$4.77M0.23%new13F-HRTimeline
Parkway Wealth Management Group, LLC186,951$4.74M0.64%13F-HRTimeline
Vestmark Advisory Solutions, Inc.186,459$4.72M0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,245$4.06M0.01%+16,10413F-HRTimelineGroup
Atlas Wealth LLC149,513$3.79M1.15%+15,92213F-HRTimeline
Retirement Planning Group, LLC142,674$3.61M0.12%+15,05113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP114,006$2.89M<0.01%+81913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…86,170$2.18M0.02%+2,80013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,219$2.16M<0.01%+13,72913F-HRTimeline
Coppell Advisory Solutions LLC82,207$2.08M0.21%+9,24813F-HRTimeline
NewEdge Advisors, LLC80,634$2.04M0.01%+14,03613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,772$1.89M0.01%+17,92313F-HRTimelineGroup
Hamilton Wealth, LLC74,205$1.88M0.36%+26,61413F-HR/ATimeline
PUFF WEALTH MANAGEMENT, LLC72,439$1.83M2.37%+40,02913F-HRTimeline
Mission Creek Capital Partners, Inc.64,141$1.63M0.33%+3,60313F-HRTimeline
FFG RETIREMENT ADVISORS LLC59,664$1.51M0.94%-62813F-HRTimeline
Cornerstone Wealth Management, LLC58,887$1.49M0.08%+14,62413F-HRTimeline
Brookwood Investment Group LLC53,124$1.35M0.16%new13F-HRTimeline
Total Clarity Wealth Management, Inc.43,749$1.11M0.27%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,960$936K<0.01%+6,81613F-HRTimeline
Madison Park Capital Advisors, LLC36,227$918K0.74%+3,77313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,795$831K0.01%+5,85013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,758$754K<0.01%new13F-HR/ATimelineGroup
Western Wealth Management, LLC27,103$687K0.03%-1,20513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC15,541$394K0.02%+2,82313F-HRTimelineGroup
Guilbault Capital LLC13,367$339K0.38%13F-HRTimeline
Waterloo Capital, L.P.12,800$324K0.02%new13F-HRTimeline
Bolthouse Investments, LLC12,709$322K0.29%new13F-HRTimeline
CWM, LLCin group CWM, LLC12,292$311K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,364$288K<0.01%new13F-HRTimelineGroup
Summit Financial Strategies, Inc.11,359$288K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC9,650$244K<0.01%+1,20013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,531$241K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC8,110$205K<0.01%new13F-HRTimeline
RHL GROUP, LLC865$21.9K0.02%13F-HRTimeline
Parallel Advisors, LLC157$3.98K<0.01%013F-HRTimeline