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Disclosery

TUSI TOUCHSTONE ETF TRUST

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ULTRA SHORT INCM (fund)

53 managers (53 13F filers) reported a position in TUSI shares at 2026-03-31, 12,176,042 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
53
13F filers
53
New
11
Added
26
Reduced
13
Sold out
2
Shares held by filers
12,176,042

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…2,332,362$59.1M0.33%-44,75013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,055,544$52M0.02%+1,190,90213F-HRTimelineGroup
LPL Financial LLC1,759,005$44.5M0.01%+695,66313F-HRTimeline
Steward Partners Investment Advisory, L…634,236$16.1M0.08%-170,55513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA519,901$13.2M<0.01%-80,48213F-HRTimelineGroup
Allen Capital Group, LLC479,836$12.1M1.09%new13F-HRTimeline
Integrated Wealth Concepts LLC314,033$7.95M0.06%+305,92313F-HRTimeline
Teucrium Investment Advisors, LLC310,398$7.86M6.09%-6,97513F-HRTimeline
Private Advisor Group, LLC296,812$7.52M0.04%+60,90913F-HRTimeline
CWM, LLCin group CWM, LLC285,123$7.22M0.02%+272,83113F-HRTimelineGroup
Janney Montgomery Scott LLC280,016$7.09M0.02%+27,37813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC245,589$6.22M0.15%+57,16613F-HRTimeline
Vestmark Advisory Solutions, Inc.241,661$6.12M0.07%+55,20213F-HRTimeline
Parkway Wealth Management Group, LLC209,260$5.3M0.67%+22,30913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.198,446$5.02M0.01%+38,20113F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC167,453$4.24M2.4%-44,61513F-HRTimeline
Retirement Planning Group, LLC156,666$3.97M0.12%+13,99213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.138,491$3.51M0.04%+105,69613F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC115,189$2.92M1.7%+55,52513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,670$2.88M0.03%+27,50013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP113,429$2.87M<0.01%-57713F-HRTimelineGroup
Atlas Wealth LLC112,018$2.84M0.85%-37,49513F-HR/ATimeline
Hamilton Wealth, LLC102,290$2.59M0.5%+28,08513F-HR/ATimeline
NewEdge Advisors, LLC96,588$2.45M0.01%+15,95413F-HR/ATimeline
OneDigital Investment Advisors LLC85,684$2.17M0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,073$1.98M0.01%+3,30113F-HRTimelineGroup
RHL GROUP, LLC70,233$1.78M1.52%+69,36813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,560$1.56M<0.01%-23,65913F-HRTimeline
Cornerstone Wealth Management, LLC59,824$1.51M0.08%+93713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,567$1.43M<0.01%+26,80913F-HRTimelineGroup
Mission Creek Capital Partners, Inc.44,317$1.12M0.22%-19,82413F-HRTimeline
Total Clarity Wealth Management, Inc.43,569$1.1M0.26%-18013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,394$1.1M<0.01%+6,43413F-HRTimeline
&PARTNERS40,650$1.03M0.01%new13F-HRTimeline
Madison Park Capital Advisors, LLC36,499$924K0.73%+27213F-HRTimeline
Brookwood Investment Group LLC29,829$755K0.1%-23,29513F-HRTimeline
Independent Advisor Alliance29,012$735K0.01%new13F-HRTimeline
Forge Financial Services LLC21,966$556K0.06%new13F-HRTimeline
Arkadios Wealth Advisors21,816$552K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,773$551K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,024$532K<0.01%new13F-HRTimelineGroup
Guilbault Capital LLC20,367$516K0.56%+7,00013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC18,462$467K0.02%+2,92113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,482$417K<0.01%+6,95113F-HRTimelineGroup
Waterloo Capital, L.P.15,800$400K0.03%+3,00013F-HRTimeline
Bolthouse Investments, LLC12,709$322K0.29%013F-HRTimeline
ZEGA Investments, LLC12,492$316K0.06%new13F-HRTimeline
Western Wealth Management, LLC11,736$297K0.01%-15,36713F-HR/ATimeline
Summit Financial Strategies, Inc.11,359$288K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,311$286K<0.01%-5313F-HRTimelineGroup
Opal Wealth Advisors, LLC861$21.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA500$12.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC157$3.98K<0.01%013F-HR/ATimeline