Vault-13

TOUCHSTONE ETF TRUST TUSI

ULTRA SHORT INCM · ETP · CUSIP 89157W301

68 institutional holders +15 vs Q1 2026
17,479,50217.5m shares reported held*
$440.9mreported value*
17 new 33 added 12 reduced 4 sold out net bought ≈ $142.0m (+5.7m 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 ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.22.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 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: 53Q2 26: 6868Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202668

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q1 26: 37 bought or addedQ1 26: 15 cut or sold outQ2 26: 50 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202453
Q4 2024171
Q1 2025178
Q2 2025209
Q3 20252412
Q4 2025385
Q1 20263715
Q2 20265016

Biggest buyers

Integrated Wealth Concepts LLC Added +679,450+679.5k
RAYMOND JAMES FINANCIAL INC Added +623,601+623.6k
WELLS FARGO & COMPANY/MN New +620,152+620.2k
LPL Financial LLC Added +618,120+618.1k
Sanctuary Advisors, LLC New +460,904+460.9k
RHL GROUP, LLC Added +441,026+441.0k
Bank of New York Mellon Corp New +423,814+423.8k
Stratos Wealth Partners, LTD. Added +392,057+392.1k
Retirement Planning Group, LLC Added +316,668+316.7k
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Added +230,538+230.5k

Biggest sellers

Allen Capital Group, LLC Reduced -107,361-107.4k
ELEVATION POINT WEALTH PARTNERS, LLC Reduced -87,652-87.7k
Vestmark Advisory Solutions, Inc. Reduced -83,724-83.7k
Teucrium Investment Advisors, LLC Reduced -34,860-34.9k
GOLDMAN SACHS GROUP INC Reduced -33,062-33.1k
Atlas Wealth LLC Reduced -31,844-31.8k
Independent Advisor Alliance Sold out -29,012-29.0k
Madison Park Capital Advisors, LLC Reduced -13,815-13.8k
Western Wealth Management, LLC Sold out -11,736-11.7k
Summit Financial Strategies, Inc. Sold out -11,359-11.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,679,1452.7m $67.7m $67.7m 0.02% Added +623.6k +623,601
2 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.33% of their portfolio Cincinnati, OH 2,562,9002.6m $64.7m $64.7m 0.33% Added +230.5k +230,538
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,377,1252.4m $60.0m $60.0m 0.01% Added +618.1k +618,120
4 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 993,483993.5k $25.1m $25.1m 0.12% Added +679.5k +679,450
5 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 742,645742.6k $18.8m $18.8m 0.10% Added +108.4k +108,409
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 620,152620.2k $15.7m $15.7m 0.00% New
7 Stratos Wealth Partners, LTD. 0.13% of their portfolio BEACHWOOD, OH 530,548530.5k $13.4m $13.4m 0.13% Added +392.1k +392,057
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 530,178530.2k $13.4m $13.4m 0.00% Added +10.3k +10,277
9 RHL GROUP, LLC 10.63% of their portfolio HOLLY, MI 511,259511.3k $12.8m $12.8m 10.63% Added +441.0k +441,026
10 Retirement Planning Group, LLC 0.30% of their portfolio LEAWOOD, KS 473,334473.3k $12.0m $12.0m 0.30% Added +316.7k +316,668
11 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 460,904460.9k $11.6m $11.6m 0.05% New
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 423,814423.8k $10.7m $10.7m 0.00% New
13 Allen Capital Group, LLC 0.77% of their portfolio GRAND ISLAND, NE 372,475372.5k $9.4m $9.4m 0.77% Reduced -107.4k -107,361
14 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 354,125354.1k $8.9m $8.9m 0.02% Added +74.1k +74,109
15 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 298,257298.3k $7.5m $7.5m 0.03% Added +1.4k +1,445
16 Teucrium Investment Advisors, LLC 6.19% of their portfolio BURLINGTON, VT 275,538275.5k $7.0m $7.0m 6.19% Reduced -34.9k -34,860
17 Parkway Wealth Management Group, LLC 0.74% of their portfolio Plano, TX 253,199253.2k $6.4m $6.4m 0.74% Added +43.9k +43,939
18 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 208,886208.9k $5.3m $5.3m 0.02% Added +168.2k +168,236
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 202,801202.8k $5.1m $5.1m 0.01% Added +4.4k +4,355
20 FFG RETIREMENT ADVISORS LLC 2.58% of their portfolio CENTENNIAL, CO 192,840192.8k $4.9m $4.9m 2.58% Added +77.7k +77,651
21 RPS ADVISORY SOLUTIONS LLC 2.96% of their portfolio LOUISVILLE, KY 177,568177.6k $4.5m $4.5m 2.96% Added +10.1k +10,115
22 Hamilton Wealth, LLC 0.78% of their portfolio LOS ANGELES, CA 167,664167.7k $4.2m $4.2m 0.78% Added +65.4k +65,374
23 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 157,937157.9k $4.0m $4.0m 0.04% Reduced -83.7k -83,724
24 ELEVATION POINT WEALTH PARTNERS, LLC 0.07% of their portfolio DENVER, CO 157,937157.9k $4.0m $4.0m 0.07% Reduced -87.7k -87,652
25 Coppell Advisory Solutions LLC 0.15% of their portfolio COPPELL, TX 118,646118.6k $1.8m $1.8m 0.15% New
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 113,028113.0k $2.9m $2.9m 0.00% Reduced -401 -401
27 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 112,209112.2k $2.8m $2.8m 0.02% Added +34.1k +34,136
28 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 108,856108.9k $2.7m $2.7m 0.01% Added +12.3k +12,268
29 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 108,770108.8k $2.7m $2.7m 0.02% Reduced -4.9k -4,900
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 104,008104.0k $2.6m $2.6m 0.00% Added +42.4k +42,448
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 94,99895.0k $2.4m $2.4m 0.00% Added +74.0k +73,974
32 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 85,68485.7k $2.2m $2.2m 0.02% Unchanged
33 Atlas Wealth LLC 0.29% of their portfolio CINCINNATI, OH 80,17480.2k $2.0m $2.0m 0.29% Reduced -31.8k -31,844
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 80,17280.2k $2.0m $2.0m 0.00% New
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 72,23672.2k $1.8m $1.8m 0.00% Added +28.8k +28,842
36 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 66,46166.5k $1.7m $1.7m 0.07% Added +6.6k +6,637
37 Northwest Financial Advisors 0.19% of their portfolio HERNDON, VA 57,19757.2k $1.4m $1.4m 0.19% New
38 Total Clarity Wealth Management, Inc. 0.28% of their portfolio ST. CHARLES, IL 56,60356.6k $1.4m $1.4m 0.28% Added +13.0k +13,034
39 Forge Financial Services LLC 0.12% of their portfolio EDMOND, OK 53,96754.0k $1.4m $1.4m 0.12% Added +32.0k +32,001
40 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 48,91348.9k $1.2m $1.2m 0.05% New
41 PUFF WEALTH MANAGEMENT, LLC 1.10% of their portfolio Haddonfield, NJ 42,66342.7k $1.1m $1.1m 1.10% First filing
42 Mission Creek Capital Partners, Inc. 0.19% of their portfolio SAN FRANCISCO, CA 42,00442.0k $1.1m $1.1m 0.19% Reduced -2.3k -2,313
43 Brookwood Investment Group LLC 0.12% of their portfolio PHOENIX, AZ 40,90040.9k $1.0m $1.0m 0.12% Added +11.1k +11,071
44 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 39,40839.4k $995.4k $995.4k 0.02% First filing
45 Advisor OS, LLC 0.07% of their portfolio CHICAGO, IL 39,09139.1k $987.4k $987.4k 0.07% New
46 Waterloo Capital, L.P. 0.05% of their portfolio AUSTIN, TX 34,60034.6k $874.0k $874.0k 0.05% Added +18.8k +18,800
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 27,91327.9k $705.1k $705.1k 0.00% Added +6.1k +6,140
48 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 24,19324.2k $611.1k $611.1k 0.00% Added +7.7k +7,711
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,50523.5k $593.7k $593.7k 0.00% Reduced -33.1k -33,062
50 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 23,41623.4k $591.5k $591.5k 0.01% Added +1.6k +1,600
51 Madison Park Capital Advisors, LLC 0.91% of their portfolio SEATTLE, WA 22,68422.7k $1.3m $1.3m 0.91% Reduced -13.8k -13,815
52 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 21,18221.2k $535.1k $535.1k 0.01% New
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,83819.8k $502.0k $502.0k 0.00% New
54 Keystone Financial Group 0.03% of their portfolio LEXINGTON, KY 16,81016.8k $424.6k $424.6k 0.03% New
55 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 16,00016.0k $404.2k $404.2k 0.01% New
56 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,28715.3k $386.1k $386.1k 0.00% Added +4.0k +3,976
57 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 14,47314.5k $365.6k $365.6k 0.02% New
58 Guilbault Capital LLC 0.34% of their portfolio METAIRIE, LA 13,22713.2k $334.1k $334.1k 0.34% Reduced -7.1k -7,140
59 Bolthouse Investments, LLC 0.26% of their portfolio Bakersfield, CA 12,70912.7k $321.0k $321.0k 0.26% Unchanged
60 ZEGA Investments, LLC 0.05% of their portfolio PALM BEACH GARDENS, FL 12,57712.6k $317.7k $317.7k 0.05% Added +85 +85
61 Huntleigh Advisors, Inc. 0.04% of their portfolio ST. LOUIS, MO 10,06610.1k $254.3k $254.3k 0.04% New
62 TECTONIC ADVISORS LLC 0.01% of their portfolio FRISCO, TX 9,1059.1k $230.0k $230.0k 0.01% Reduced -9.4k -9,357
63 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,8778.9k $224.2k $224.2k 0.00% New
64 VICTORY FINANCIAL GROUP, LLC 0.02% of their portfolio AUSTIN, TX 8,7038.7k $219.8k $219.8k 0.02% New
65 J. M. Brown & Associates Inc. 0.12% of their portfolio TULSA, OK 8,1848.2k $206.7k $206.7k 0.12% First filing
66 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 2,4002.4k $60.6k $60.6k 0.00% Added +1.9k +1,900
67 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,0001.0k $25.3k $25.3k 0.00% New
68 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 157157 $4.0k $4.0k 0.00% Unchanged