TOUCHSTONE ULTRA SHORT INCOM (TUSI) Institutional Ownership Changes & 13F Activity

TOUCHSTONE ULTRA SHORT INCOM (TUSI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Integrated Wealth Concepts Llc, Raymond James Financial Inc, Wells Fargo & Company/Mn, Lpl Financial Llc, and Sanctuary Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+678,915+216.2%992,948$25.08MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+6,140+28.2%27,913$705.08KQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+34,136+43.7%112,209$2.83MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+623,601+30.3%2,679,145$67.68MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+620,152620,152$15.67MQ2 2026Aug 14, 2026
&PartnersBuy+168,236+413.9%208,886$5.28MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+118,646118,646$1.76MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-83,724-34.6%157,937$3.99MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+73,974+351.9%94,998$2.40MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+48,91348,913$1.24MQ2 2026Aug 14, 2026
Teucrium Investment Advisors, LlcSell-34,860-11.2%275,538$6.96MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-33,062-58.4%23,505$593.74KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+10,277+2.0%530,178$13.39MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,355+2.2%202,801$5.12MQ2 2026Aug 14, 2026
Mission Creek Capital Partners, Inc.Sell-2,313-5.2%42,004$1.06MQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcBuy+460,904460,904$11.64MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+108,409+17.1%742,645$18.76MQ2 2026Aug 13, 2026
Elevation Point Wealth Partners, LlcSell-87,652-35.7%157,937$3.99MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+24,929+29.7%108,856$2.75MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-401-0.4%113,028$2.86MQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+392,057+283.1%530,548$13.40MQ2 2026Aug 11, 2026
Rps Advisory Solutions LlcBuy+10,115+6.0%177,568$4.49MQ2 2026Aug 11, 2026
Great Valley Advisor Group, Inc.Buy+16,00016,000$404.16KQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsBuy+1,600+7.3%23,416$591.48KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+1,0001,000$25.28KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+618,120+35.1%2,377,125$60.05MQ2 2026Aug 07, 2026
Forge Financial Services LlcBuy+32,001+145.7%53,967$1.36MQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+423,814423,814$10.71MQ2 2026Aug 06, 2026
Hamilton Wealth, LlcBuy+65,374+63.9%167,664$4.24MQ2 2026Aug 06, 2026
Retirement Planning Group, LlcBuy+316,668+202.1%473,334$11.96MQ2 2026Aug 05, 2026
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Frequently asked questions about TUSI activity

  • Which institutional owners are buying TUSI?

    Institutional owners buying TUSI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TUSI activity?

    "Buy" means an investor increased their reported position in TUSI compared to the prior reporting period. This reflects growing exposure to TOUCHSTONE ULTRA SHORT INCOM (TUSI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TUSI increasing?

    Institutional interest in TUSI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.