TUSI Institutional Ownership
Touchstone Ultra Short Income ETF
1W: +0.1%
1M: -0.3%
3M: -0.2%
YTD: +0.3%
1Y: +0.3%
3Y: +13.2%
$25.28
+0.04 (+0.16%)
Weekly Expected Move ±0.2%
$25
$25
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — TUSI
72
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
436M
Total Invested
20
New Positions
33
Increased
16
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (73 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 2,679,145 | $68M | +623,601 | +30.3% | 6Q | SEC ↗ |
| 2 | FORT WASHINGTON INVESTMENT ADVISORS IN | 2,562,900 | $65M | +230,538 | +9.9% | 16Q | SEC ↗ |
| 3 | LPL Financial LLC | 2,377,125 | $60M | +618,120 | +35.1% | 8Q | SEC ↗ |
| 4 | Integrated Wealth Concepts LLC | 992,948 | $25M | +678,915 | +216.2% | 3Q | SEC ↗ |
| 5 | Steward Partners Investment Advisory, | 742,645 | $19M | +108,409 | +17.1% | 8Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN NEW | 620,152 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Stratos Wealth Partners, LTD. | 530,548 | $13M | +392,057 | +283.1% | 7Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 530,178 | $13M | +10,277 | +2.0% | 6Q | SEC ↗ |
| 9 | RHL GROUP, LLC | 511,259 | $13M | +441,026 | +627.9% | 3Q | SEC ↗ |
| 10 | Retirement Planning Group, LLC | 473,334 | $12M | +316,668 | +202.1% | 11Q | SEC ↗ |
| 11 | Sanctuary Advisors, LLC NEW | 460,904 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Bank of New York Mellon Corp NEW | 423,814 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Allen Capital Group, LLC | 372,475 | $9M | -107,361 | -22.4% | 2Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 354,125 | $9M | +74,109 | +26.5% | 12Q | SEC ↗ |
| 15 | Private Advisor Group, LLC | 298,257 | $8M | +1,445 | +0.5% | 6Q | SEC ↗ |
| 16 | CWM, LLC | 285,123 | $7M | +272,831 | +2219.6% | 2Q | SEC ↗ |
| 17 | Teucrium Investment Advisors, LLC | 275,538 | $7M | -34,860 | -11.2% | 3Q | SEC ↗ |
| 18 | Parkway Wealth Management Group, LLC | 253,199 | $6M | +43,939 | +21.0% | 3Q | SEC ↗ |
| 19 | &PARTNERS | 208,886 | $5M | +168,236 | +413.9% | 2Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 202,801 | $5M | +4,355 | +2.2% | 9Q | SEC ↗ |
| 21 | FFG RETIREMENT ADVISORS LLC | 192,840 | $5M | +77,651 | +67.4% | 7Q | SEC ↗ |
| 22 | RPS ADVISORY SOLUTIONS LLC | 177,568 | $4M | +10,115 | +6.0% | 5Q | SEC ↗ |
| 23 | Hamilton Wealth, LLC | 167,664 | $4M | +65,374 | +63.9% | 4Q | SEC ↗ |
| 24 | Vestmark Advisory Solutions, Inc. | 157,937 | $4M | -83,724 | -34.6% | 3Q | SEC ↗ |
| 25 | ELEVATION POINT WEALTH PARTNERS, LLC | 157,937 | $4M | -87,652 | -35.7% | 3Q | SEC ↗ |
| 26 | Coppell Advisory Solutions LLC NEW | 118,646 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 113,028 | $3M | -401 | -0.4% | 6Q | SEC ↗ |
| 28 | Equitable Holdings, Inc. | 112,209 | $3M | +34,136 | +43.7% | 4Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 108,856 | $3M | +12,268 | +12.7% | 7Q | SEC ↗ |
| 30 | Concurrent Investment Advisors, LLC | 108,770 | $3M | -4,900 | -4.3% | 7Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 104,008 | $3M | +42,448 | +69.0% | 7Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC | 94,998 | $2M | +73,974 | +351.9% | 2Q | SEC ↗ |
| 33 | OneDigital Investment Advisors LLC | 85,684 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 34 | Atlas Wealth LLC | 80,174 | $2M | -31,844 | -28.4% | 5Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC NEW | 80,172 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 72,236 | $2M | +28,842 | +66.5% | 6Q | SEC ↗ |
| 37 | Cornerstone Wealth Management, LLC | 66,461 | $2M | +6,637 | +11.1% | 4Q | SEC ↗ |
| 38 | Northwest Financial Advisors NEW | 57,197 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Total Clarity Wealth Management, Inc. | 56,603 | $1M | +13,034 | +29.9% | 3Q | SEC ↗ |
| 40 | Forge Financial Services LLC | 53,967 | $1M | +32,001 | +145.7% | 2Q | SEC ↗ |
| 41 | FLOW TRADERS U.S. LLC NEW | 48,913 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | PUFF WEALTH MANAGEMENT, LLC NEW | 42,663 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Mission Creek Capital Partners, Inc. | 42,004 | $1M | -2,313 | -5.2% | 7Q | SEC ↗ |
| 44 | Brookwood Investment Group LLC | 40,900 | $1M | +11,071 | +37.1% | 3Q | SEC ↗ |
| 45 | Global Retirement Partners, LLC NEW | 39,408 | $996K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Advisor OS, LLC NEW | 39,091 | $988K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Waterloo Capital, L.P. | 34,600 | $875K | +18,800 | +119.0% | 3Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 27,913 | $706K | +6,140 | +28.2% | 2Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 24,193 | $612K | +7,711 | +46.8% | 3Q | SEC ↗ |
| 50 | GOLDMAN SACHS GROUP INC | 23,505 | $594K | -33,062 | -58.4% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 620,152 | $16M |
| Sanctuary Advisors, LLC | 460,904 | $12M |
| Bank of New York Mellon Corp | 423,814 | $11M |
| Coppell Advisory Solutions LLC | 118,646 | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 80,172 | $2M |
| Northwest Financial Advisors | 57,197 | $1M |
| FLOW TRADERS U.S. LLC | 48,913 | $1M |
| PUFF WEALTH MANAGEMENT, LLC | 42,663 | $1M |
| Global Retirement Partners, LLC | 39,408 | $996K |
| Advisor OS, LLC | 39,091 | $988K |
| Wealthcare Advisory Partners LLC | 21,182 | $535K |
| Keystone Financial Group | 16,810 | $425K |
| GREAT VALLEY ADVISOR GROUP, INC. | 16,000 | $404K |
| Koshinski Asset Management, Inc. | 14,473 | $366K |
| Huntleigh Advisors, Inc. | 10,066 | $254K |
| Cambridge Investment Research Advis | 9,919 | $251K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 8,877 | $224K |
| VICTORY FINANCIAL GROUP, LLC | 8,703 | $220K |
| J. M. Brown & Associates Inc. | 8,184 | $207K |
| Arax Advisory Partners | 1,000 | $25K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 29,012 | $733K |
| Western Wealth Management, LLC | 11,736 | $297K |
| Summit Financial Strategies, Inc. | 11,359 | $287K |
| Opal Wealth Advisors, LLC | 861 | $22K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Integrated Wealth Concepts LLC | +678,915 | +216.2% | 992,948 |
| RAYMOND JAMES FINANCIAL INC | +623,601 | +30.3% | 2,679,145 |
| LPL Financial LLC | +618,120 | +35.1% | 2,377,125 |
| RHL GROUP, LLC | +441,026 | +627.9% | 511,259 |
| Stratos Wealth Partners, LTD. | +392,057 | +283.1% | 530,548 |
| Retirement Planning Group, LLC | +316,668 | +202.1% | 473,334 |
| CWM, LLC | +272,831 | +2219.6% | 285,123 |
| FORT WASHINGTON INVESTMENT ADVISORS | +230,538 | +9.9% | 2,562,900 |
| &PARTNERS | +168,236 | +413.9% | 208,886 |
| Steward Partners Investment Advisor | +108,409 | +17.1% | 742,645 |
| FFG RETIREMENT ADVISORS LLC | +77,651 | +67.4% | 192,840 |
| Janney Montgomery Scott LLC | +74,109 | +26.5% | 354,125 |
| JANE STREET GROUP, LLC | +73,974 | +351.9% | 94,998 |
| Hamilton Wealth, LLC | +65,374 | +63.9% | 167,664 |
| Parkway Wealth Management Group, LL | +43,939 | +21.0% | 253,199 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +42,448 | +69.0% | 104,008 |
| Equitable Holdings, Inc. | +34,136 | +43.7% | 112,209 |
| Forge Financial Services LLC | +32,001 | +145.7% | 53,967 |
| COMMONWEALTH EQUITY SERVICES, LLC | +28,842 | +66.5% | 72,236 |
| Waterloo Capital, L.P. | +18,800 | +119.0% | 34,600 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Allen Capital Group, LLC | -107,361 | -22.4% | 372,475 |
| ELEVATION POINT WEALTH PARTNERS, LL | -87,652 | -35.7% | 157,937 |
| Vestmark Advisory Solutions, Inc. | -83,724 | -34.6% | 157,937 |
| Teucrium Investment Advisors, LLC | -34,860 | -11.2% | 275,538 |
| GOLDMAN SACHS GROUP INC | -33,062 | -58.4% | 23,505 |
| Atlas Wealth LLC | -31,844 | -28.4% | 80,174 |
| Madison Park Capital Advisors, LLC | -13,815 | -37.9% | 22,684 |
| TECTONIC ADVISORS LLC | -9,357 | -50.7% | 9,105 |
| Guilbault Capital LLC | -7,140 | -35.1% | 13,227 |
| Concurrent Investment Advisors, LLC | -4,900 | -4.3% | 108,770 |
| Mission Creek Capital Partners, Inc | -2,313 | -5.2% | 42,004 |
| STIFEL FINANCIAL CORP | -401 | -0.4% | 113,028 |