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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +678,915 | +216.2% | 992,948 | $25.08M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +6,140 | +28.2% | 27,913 | $705.08K | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Buy | +34,136 | +43.7% | 112,209 | $2.83M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +623,601 | +30.3% | 2,679,145 | $67.68M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +620,152 | — | 620,152 | $15.67M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +168,236 | +413.9% | 208,886 | $5.28M | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +118,646 | — | 118,646 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -83,724 | -34.6% | 157,937 | $3.99M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +73,974 | +351.9% | 94,998 | $2.40M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +48,913 | — | 48,913 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Teucrium Investment Advisors, Llc | Sell | -34,860 | -11.2% | 275,538 | $6.96M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -33,062 | -58.4% | 23,505 | $593.74K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +10,277 | +2.0% | 530,178 | $13.39M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,355 | +2.2% | 202,801 | $5.12M | Q2 2026 | Aug 14, 2026 |
| Mission Creek Capital Partners, Inc. | Sell | -2,313 | -5.2% | 42,004 | $1.06M | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +460,904 | — | 460,904 | $11.64M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +108,409 | +17.1% | 742,645 | $18.76M | Q2 2026 | Aug 13, 2026 |
| Elevation Point Wealth Partners, Llc | Sell | -87,652 | -35.7% | 157,937 | $3.99M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +24,929 | +29.7% | 108,856 | $2.75M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -401 | -0.4% | 113,028 | $2.86M | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +392,057 | +283.1% | 530,548 | $13.40M | Q2 2026 | Aug 11, 2026 |
| Rps Advisory Solutions Llc | Buy | +10,115 | +6.0% | 177,568 | $4.49M | Q2 2026 | Aug 11, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +16,000 | — | 16,000 | $404.16K | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +1,600 | +7.3% | 23,416 | $591.48K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +1,000 | — | 1,000 | $25.28K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +618,120 | +35.1% | 2,377,125 | $60.05M | Q2 2026 | Aug 07, 2026 |
| Forge Financial Services Llc | Buy | +32,001 | +145.7% | 53,967 | $1.36M | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +423,814 | — | 423,814 | $10.71M | Q2 2026 | Aug 06, 2026 |
| Hamilton Wealth, Llc | Buy | +65,374 | +63.9% | 167,664 | $4.24M | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, Llc | Buy | +316,668 | +202.1% | 473,334 | $11.96M | Q2 2026 | Aug 05, 2026 |
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.