TOUCHSTONE ULTRA SHORT INCOM TUSI
$25.30
+0.1% 52w: $24.24 – $25.36
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data24.2424.8025.36
Jun 20, 2025 Jul 2, 2026
Institutional holders
53
+8 QoQ
13F value
$308.3M
+35.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TUSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 2.3M | $59.1M | 0.3% | -1.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.1M | $52.0M | 0.0% | +137.7% |
| LPL Financial LLC | Bank broker | 1.8M | $44.5M | 0.0% | +65.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 634.2K | $16.1M | 0.1% | -21.2% |
| ROYAL BANK OF CANADA | Bank broker | 519.9K | $13.2M | 0.0% | -13.4% |
| Allen Capital Group, LLC | Wealth advisor | 479.8K | $12.1M | 1.1% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 314.0K | $8.0M | 0.1% | +3772.2% |
| Teucrium Investment Advisors, LLC | Wealth advisor | 310.4K | $7.9M | 6.1% | -2.2% |
| Private Advisor Group, LLC | Wealth advisor | 296.8K | $7.5M | 0.0% | +25.8% |
| CWM, LLC | Wealth advisor | 285.1K | $7.2M | 0.0% | +2219.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 280.0K | $7.1M | 0.0% | +10.8% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 245.6K | $6.2M | 0.1% | +30.3% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 241.7K | $6.1M | 0.1% | +29.6% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 209.3K | $5.3M | 0.7% | +11.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 198.4K | $5.0M | 0.0% | +23.8% |
| RPS ADVISORY SOLUTIONS LLC | Wealth advisor | 167.5K | $4.2M | 2.4% | -21.0% |
| Retirement Planning Group, LLC | Wealth advisor | 156.7K | $4.0M | 0.1% | +9.8% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 138.5K | $3.5M | 0.0% | +322.3% |
| FFG RETIREMENT ADVISORS LLC | Wealth advisor | 115.2K | $2.9M | 1.7% | +93.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 113.7K | $2.9M | 0.0% | +31.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 113.4K | $2.9M | 0.0% | -0.5% |
| Atlas Wealth LLC | Other | 112.0K | $2.8M | 0.9% | -25.1% |
| Hamilton Wealth, LLC | Wealth advisor | 102.3K | $2.6M | 0.5% | +37.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 96.6K | $2.4M | 0.0% | +19.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 85.7K | $2.2M | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 78.1K | $2.0M | 0.0% | +4.4% |
| RHL GROUP, LLC | Wealth advisor | 70.2K | $1.8M | 1.5% | +8019.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 61.6K | $1.6M | 0.0% | -27.8% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 59.8K | $1.5M | 0.1% | +1.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 56.6K | $1.4M | 0.0% | +90.1% |
| Mission Creek Capital Partners, Inc. | Other | 44.3K | $1.1M | 0.2% | -30.9% |
| Total Clarity Wealth Management, Inc. | Wealth advisor | 43.6K | $1.1M | 0.3% | -0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 43.4K | $1.1M | 0.0% | +17.4% |
| &PARTNERS | Diversified mechanical | 40.6K | $1.0M | 0.0% | New |
| Madison Park Capital Advisors, LLC | Wealth advisor | 36.5K | $924K | 0.7% | +0.8% |
| Brookwood Investment Group LLC | Wealth advisor | 29.8K | $755K | 0.1% | -43.9% |
| Independent Advisor Alliance | Wealth advisor | 29.0K | $735K | 0.0% | New |
| Forge Financial Services LLC | Wealth advisor | 22.0K | $556K | 0.1% | New |
| Arkadios Wealth Advisors | Wealth advisor | 21.8K | $552K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 21.8K | $551K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 21.0K | $532K | 0.0% | New |
| Guilbault Capital LLC | Wealth advisor | 20.4K | $516K | 0.6% | +52.4% |
| TECTONIC ADVISORS LLC | Wealth advisor | 18.5K | $467K | 0.0% | +18.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 16.5K | $417K | 0.0% | +72.9% |
| Waterloo Capital, L.P. | Wealth advisor | 15.8K | $400K | 0.0% | +23.4% |
| Bolthouse Investments, LLC | Other | 12.7K | $322K | 0.3% | Held |
| ZEGA Investments, LLC | Other | 12.5K | $316K | 0.1% | New |
| Western Wealth Management, LLC | Wealth advisor | 11.7K | $297K | 0.0% | -56.7% |
| Summit Financial Strategies, Inc. | Wealth advisor | 11.4K | $288K | 0.0% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 11.3K | $286K | 0.0% | -0.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.