Vault-13

TOUCHSTONE ETF TRUST TUSI

ULTRA SHORT INCM · ETP · CUSIP 89157W301

53 institutional holders +8 vs Q4 2025
11,934,38111.9m shares reported held*
$302.2mreported value*
11 new 26 added 13 reduced 2 sold out net bought ≈ $83.0m (+3.3m 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 ($6.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.32.

Trends to Q1 2026

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: 45Q1 26: 5353Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202653

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 4 bought or addedQ2 24: 5 cut or sold outQ3 24: 5 bought or addedQ3 24: 3 cut or sold outQ3 24Q4 24: 17 bought or addedQ4 24: 1 cut or sold outQ1 25: 17 bought or addedQ1 25: 8 cut or sold outQ1 25Q2 25: 20 bought or addedQ2 25: 9 cut or sold outQ3 25: 24 bought or addedQ3 25: 12 cut or sold outQ3 25Q4 25: 38 bought or addedQ4 25: 5 cut or sold outQ1 26: 37 bought or addedQ1 26: 15 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202445
Q3 202453
Q4 2024171
Q1 2025178
Q2 2025209
Q3 20252412
Q4 2025385
Q1 20263715

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +1,190,902+1.2m
LPL Financial LLC Added +695,663+695.7k
Allen Capital Group, LLC New +479,836+479.8k
Integrated Wealth Concepts LLC Added +305,923+305.9k
CWM, LLC Added +272,831+272.8k
Stratos Wealth Partners, LTD. Added +105,696+105.7k
OneDigital Investment Advisors LLC New +85,684+85.7k
RHL GROUP, LLC Added +69,368+69.4k
Private Advisor Group, LLC Added +60,909+60.9k
ELEVATION POINT WEALTH PARTNERS, LLC Added +57,166+57.2k

Biggest sellers

Steward Partners Investment Advisory, LLC Reduced -170,555-170.6k
Coppell Advisory Solutions LLC Sold out -82,207-82.2k
ROYAL BANK OF CANADA Reduced -80,482-80.5k
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Reduced -44,750-44.8k
RPS ADVISORY SOLUTIONS LLC Reduced -44,615-44.6k
Atlas Wealth LLC Reduced -37,495-37.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -23,659-23.7k
Brookwood Investment Group LLC Reduced -23,295-23.3k
Mission Creek Capital Partners, Inc. Reduced -19,824-19.8k
Western Wealth Management, LLC Reduced -15,367-15.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.33% of their portfolio Cincinnati, OH 2,332,3622.3m $59.1m $59.1m 0.33% Reduced -44.8k -44,750
2 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,055,5442.1m $52.0m $52.0m 0.02% Added +1.2m +1,190,902
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,759,0051.8m $44.5m $44.5m 0.01% Added +695.7k +695,663
4 Steward Partners Investment Advisory, LLC 0.08% of their portfolio STAMFORD, CT 634,236634.2k $16.1m $16.1m 0.08% Reduced -170.6k -170,555
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 519,901519.9k $13.2m $13.2m 0.00% Reduced -80.5k -80,482
6 Allen Capital Group, LLC 1.09% of their portfolio GRAND ISLAND, NE 479,836479.8k $12.1m $12.1m 1.09% New
7 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 314,033314.0k $8.0m $8.0m 0.06% Added +305.9k +305,923
8 Teucrium Investment Advisors, LLC 6.09% of their portfolio BURLINGTON, VT 310,398310.4k $7.9m $7.9m 6.09% Reduced -7.0k -6,975
9 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 296,812296.8k $7.5m $7.5m 0.04% Added +60.9k +60,909
10 CWM, LLC 0.02% of their portfolio OMAHA, NE 285,123285.1k $7.2m $7.2m 0.02% Added +272.8k +272,831
11 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 280,016280.0k $7.1m $7.1m 0.02% Added +27.4k +27,378
12 ELEVATION POINT WEALTH PARTNERS, LLC 0.15% of their portfolio DENVER, CO 245,589245.6k $6.2m $6.2m 0.15% Added +57.2k +57,166
13 Vestmark Advisory Solutions, Inc. 0.07% of their portfolio Wakefield, MA 241,661241.7k $6.1m $6.1m 0.07% Added +55.2k +55,202
14 Parkway Wealth Management Group, LLC 0.67% of their portfolio Plano, TX 209,260209.3k $5.3m $5.3m 0.67% Added +22.3k +22,309
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 198,446198.4k $5.0m $5.0m 0.01% Added +38.2k +38,201
16 RPS ADVISORY SOLUTIONS LLC 2.40% of their portfolio LOUISVILLE, KY 167,453167.5k $4.2m $4.2m 2.40% Reduced -44.6k -44,615
17 Retirement Planning Group, LLC 0.12% of their portfolio LEAWOOD, KS 156,666156.7k $4.0m $4.0m 0.12% Added +14.0k +13,992
18 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 138,491138.5k $3.5m $3.5m 0.04% Added +105.7k +105,696
19 FFG RETIREMENT ADVISORS LLC 1.70% of their portfolio CENTENNIAL, CO 115,189115.2k $2.9m $2.9m 1.70% Added +55.5k +55,525
20 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 113,670113.7k $2.9m $2.9m 0.03% Added +27.5k +27,500
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 113,429113.4k $2.9m $2.9m 0.00% Reduced -577 -577
22 Atlas Wealth LLC 0.85% of their portfolio CINCINNATI, OH 112,018112.0k $2.8m $2.8m 0.85% Reduced -37.5k -37,495
23 Hamilton Wealth, LLC 0.50% of their portfolio LOS ANGELES, CA 102,290102.3k $2.6m $2.6m 0.50% Added +28.1k +28,085
24 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 96,58896.6k $2.4m $2.4m 0.01% Added +16.0k +15,954
25 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 85,68485.7k $2.2m $2.2m 0.02% New
26 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 78,07378.1k $2.0m $2.0m 0.01% Added +3.3k +3,301
27 RHL GROUP, LLC 1.52% of their portfolio HOLLY, MI 70,23370.2k $1.8m $1.8m 1.52% Added +69.4k +69,368
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 61,56061.6k $1.6m $1.6m 0.00% Reduced -23.7k -23,659
29 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 59,82459.8k $1.5m $1.5m 0.08% Added +937 +937
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 56,56756.6k $1.4m $1.4m 0.00% Added +26.8k +26,809
31 Mission Creek Capital Partners, Inc. 0.22% of their portfolio SAN FRANCISCO, CA 44,31744.3k $1.1m $1.1m 0.22% Reduced -19.8k -19,824
32 Total Clarity Wealth Management, Inc. 0.26% of their portfolio ST. CHARLES, IL 43,56943.6k $1.1m $1.1m 0.26% Reduced -180 -180
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,39443.4k $1.1m $1.1m 0.00% Added +6.4k +6,434
34 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 40,65040.6k $1.0m $1.0m 0.01% New
35 Madison Park Capital Advisors, LLC 0.73% of their portfolio SEATTLE, WA 36,49936.5k $924.2k $924.2k 0.73% Added +272 +272
36 Brookwood Investment Group LLC 0.10% of their portfolio PHOENIX, AZ 29,82929.8k $755.3k $755.3k 0.10% Reduced -23.3k -23,295
37 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 29,01229.0k $734.6k $734.6k 0.01% New
38 Forge Financial Services LLC 0.06% of their portfolio EDMOND, OK 21,96622.0k $556.2k $556.2k 0.06% New
39 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 21,81621.8k $552.4k $552.4k 0.01% New
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,77321.8k $551.3k $551.3k 0.00% New
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,02421.0k $532.3k $532.3k 0.00% New
42 Guilbault Capital LLC 0.56% of their portfolio METAIRIE, LA 20,36720.4k $515.7k $515.7k 0.56% Added +7.0k +7,000
43 TECTONIC ADVISORS LLC 0.02% of their portfolio FRISCO, TX 18,46218.5k $467.5k $467.5k 0.02% Added +2.9k +2,921
44 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,48216.5k $417.3k $417.3k 0.00% Added +7.0k +6,951
45 Waterloo Capital, L.P. 0.03% of their portfolio AUSTIN, TX 15,80015.8k $400.1k $400.1k 0.03% Added +3.0k +3,000
46 Bolthouse Investments, LLC 0.29% of their portfolio Bakersfield, CA 12,70912.7k $321.8k $321.8k 0.29% Unchanged
47 ZEGA Investments, LLC 0.06% of their portfolio PALM BEACH GARDENS, FL 12,49212.5k $316.3k $316.3k 0.06% New
48 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 11,73611.7k $297.2k $297.2k 0.01% Reduced -15.4k -15,367
49 Summit Financial Strategies, Inc. 0.02% of their portfolio Columbus, OH 11,35911.4k $287.6k $287.6k 0.02% Unchanged
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,31111.3k $286.4k $286.4k 0.00% Reduced -53 -53
51 Opal Wealth Advisors, LLC 0.00% of their portfolio JERICHO, NY 861861 $21.8k $21.8k 0.00% New
52 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 500500 $12.7k $12.7k 0.00% New
53 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 157157 $4.0k $4.0k 0.00% Unchanged