Vault-13

TOUCHSTONE ETF TRUST TUSI

ULTRA SHORT INCM · ETP · CUSIP 89157W301

45 institutional holders +13 vs Q3 2025
8,785,8638.8m shares reported held*
$222.6mreported value*
12 new 26 added 2 reduced 3 sold out net bought ≈ $61.6m (+2.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.34.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 3Q4 22: 3Q1 23: 3Q2 23: 3Q3 23: 4Q4 23: 5Q1 24: 9Q2 24: 6Q3 24: 8Q4 24: 20Q1 25: 21Q2 25: 30Q3 25: 32Q4 25: 4545Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20233
Q2 20233
Q3 20234
Q4 20235
Q1 20249
Q2 20246
Q3 20248
Q4 202420
Q1 202521
Q2 202530
Q3 202532
Q4 202545

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 24: 6 bought or addedQ1 24: 1 cut or sold outQ2 24: 4 bought or addedQ2 24: 5 cut or sold outQ2 24Q3 24: 5 bought or addedQ3 24: 3 cut or sold outQ4 24: 17 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 8 cut or sold outQ2 25: 20 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 12 cut or sold outQ4 25: 38 bought or addedQ4 25: 5 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202461
Q2 202445
Q3 202453
Q4 2024171
Q1 2025178
Q2 2025209
Q3 20252412
Q4 2025385

Biggest buyers

LPL Financial LLC Added +475,275+475.3k
Steward Partners Investment Advisory, LLC Added +399,892+399.9k
RAYMOND JAMES FINANCIAL INC Added +315,971+316.0k
ROYAL BANK OF CANADA Added +195,826+195.8k
ELEVATION POINT WEALTH PARTNERS, LLC New +188,423+188.4k
Vestmark Advisory Solutions, Inc. New +186,459+186.5k
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Added +176,320+176.3k
Brookwood Investment Group LLC New +53,124+53.1k
Private Advisor Group, LLC Added +49,929+49.9k
Total Clarity Wealth Management, Inc. New +43,749+43.7k

Biggest sellers

Gladstone Institutional Advisory LLC Sold out -13,242-13.2k
Western Wealth Management, LLC Reduced -1,205-1.2k
FFG RETIREMENT ADVISORS LLC Reduced -628-628
UBS Group AG Sold out -466-466
COMERICA BANK Sold out -299-299

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.32% of their portfolio Cincinnati, OH 2,377,1122.4m $60.2m $60.2m 0.32% Added +176.3k +176,320
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,063,3421.1m $26.9m $26.9m 0.01% Added +475.3k +475,275
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 864,642864.6k $21.9m $21.9m 0.01% Added +316.0k +315,971
4 Steward Partners Investment Advisory, LLC 0.11% of their portfolio STAMFORD, CT 804,791804.8k $20.4m $20.4m 0.11% Added +399.9k +399,892
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 600,383600.4k $15.2m $15.2m 0.00% Added +195.8k +195,826
6 Teucrium Investment Advisors, LLC 8.83% of their portfolio BURLINGTON, VT 317,373317.4k $8.0m $8.0m 8.83% First filing
7 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 252,638252.6k $6.4m $6.4m 0.01% Added +34.4k +34,402
8 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 235,903235.9k $6.0m $6.0m 0.03% Added +49.9k +49,929
9 RPS ADVISORY SOLUTIONS LLC 2.53% of their portfolio LOUISVILLE, KY 212,068212.1k $5.4m $5.4m 2.53% Added +7.1k +7,055
10 ELEVATION POINT WEALTH PARTNERS, LLC 0.23% of their portfolio DENVER, CO 188,423188.4k $4.8m $4.8m 0.23% New
11 Parkway Wealth Management Group, LLC 0.64% of their portfolio Plano, TX 186,951187.0k $4.7m $4.7m 0.64% First filing
12 Vestmark Advisory Solutions, Inc. 0.06% of their portfolio Wakefield, MA 186,459186.5k $4.7m $4.7m 0.06% New
13 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 160,245160.2k $4.1m $4.1m 0.01% Added +16.1k +16,104
14 Atlas Wealth LLC 1.15% of their portfolio CINCINNATI, OH 149,513149.5k $3.8m $3.8m 1.15% Added +15.9k +15,922
15 Retirement Planning Group, LLC 0.12% of their portfolio LEAWOOD, KS 142,674142.7k $3.6m $3.6m 0.12% Added +15.1k +15,051
16 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 114,006114.0k $2.9m $2.9m 0.00% Added +819 +819
17 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 86,17086.2k $2.2m $2.2m 0.02% Added +2.8k +2,800
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 85,21985.2k $2.2m $2.2m 0.00% Added +13.7k +13,729
19 Coppell Advisory Solutions LLC 0.21% of their portfolio COPPELL, TX 82,20782.2k $2.1m $2.1m 0.21% Added +9.2k +9,248
20 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 80,63480.6k $2.0m $2.0m 0.01% Added +14.0k +14,036
21 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 74,77274.8k $1.9m $1.9m 0.01% Added +17.9k +17,923
22 Hamilton Wealth, LLC 0.36% of their portfolio LOS ANGELES, CA 74,20574.2k $1.9m $1.9m 0.36% Added +26.6k +26,614
23 PUFF WEALTH MANAGEMENT, LLC 2.37% of their portfolio Haddonfield, NJ 72,43972.4k $1.8m $1.8m 2.37% Added +40.0k +40,029
24 Mission Creek Capital Partners, Inc. 0.33% of their portfolio SAN FRANCISCO, CA 64,14164.1k $1.6m $1.6m 0.33% Added +3.6k +3,603
25 FFG RETIREMENT ADVISORS LLC 0.94% of their portfolio CENTENNIAL, CO 59,66459.7k $1.5m $1.5m 0.94% Reduced -628 -628
26 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 58,88758.9k $1.5m $1.5m 0.08% Added +14.6k +14,624
27 Brookwood Investment Group LLC 0.16% of their portfolio PHOENIX, AZ 53,12453.1k $1.3m $1.3m 0.16% New
28 Total Clarity Wealth Management, Inc. 0.27% of their portfolio ST. CHARLES, IL 43,74943.7k $1.1m $1.1m 0.27% New
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 36,96037.0k $936.4k $936.4k 0.00% Added +6.8k +6,816
30 Madison Park Capital Advisors, LLC 0.74% of their portfolio SEATTLE, WA 36,22736.2k $917.8k $917.8k 0.74% Added +3.8k +3,773
31 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 32,79532.8k $830.9k $830.9k 0.01% Added +5.8k +5,850
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,75829.8k $753.9k $753.9k 0.00% New
33 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 27,10327.1k $686.6k $686.6k 0.03% Reduced -1.2k -1,205
34 TECTONIC ADVISORS LLC 0.02% of their portfolio FRISCO, TX 15,54115.5k $393.7k $393.7k 0.02% Added +2.8k +2,823
35 Guilbault Capital LLC 0.38% of their portfolio METAIRIE, LA 13,36713.4k $338.7k $338.7k 0.38% First filing
36 Waterloo Capital, L.P. 0.02% of their portfolio AUSTIN, TX 12,80012.8k $324.3k $324.3k 0.02% New
37 Bolthouse Investments, LLC 0.29% of their portfolio Bakersfield, CA 12,70912.7k $322.0k $322.0k 0.29% New
38 CWM, LLC 0.00% of their portfolio OMAHA, NE 12,29212.3k $311.0k $311.0k 0.00% New
39 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,36411.4k $287.9k $287.9k 0.00% New
40 Summit Financial Strategies, Inc. 0.02% of their portfolio Columbus, OH 11,35911.4k $287.8k $287.8k 0.02% New
41 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,6509.7k $244.5k $244.5k 0.00% Added +1.2k +1,200
42 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,5319.5k $241.5k $241.5k 0.00% New
43 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8,1108.1k $205.5k $205.5k 0.00% New
44 RHL GROUP, LLC 0.02% of their portfolio HOLLY, MI 865865 $21.9k $21.9k 0.02% First filing
45 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 157157 $4.0k $4.0k 0.00% Unchanged