TOUCHSTONE ULTRA SHORT INCOM (TUSI) Institutional Shareholders
TOUCHSTONE ULTRA SHORT INCOM (TUSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $449.07M in TUSI holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of TUSI tracked by InsiderSet, reporting ownership valued at approximately $67.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $67.78M, representing an estimated gain of +0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed TUSI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Fort Washington Investment Advisors Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in TOUCHSTONE ULTRA SHORT INCOM (TUSI).
This page ranks the largest institutional TUSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
65
Total Reported Value
$449.07M
Largest Holder
Raymond James Financial Inc
Largest Position
$67.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.02% | 2,679,145 | $67,675,209 | $67,782,369 | +$107,160 | +0.16% | |
| Fort Washington Investment Advisors Inc | 0.33% | 2,562,900 | $64,738,854 | $64,841,370 | +$102,516 | +0.16% | |
| Lpl Financial Llc | 0.01% | 2,377,125 | $60,046,165 | $60,141,263 | +$95,098 | +0.16% | |
| Integrated Wealth Concepts Llc | 0.16% | 992,948 | $25,081,867 | $25,121,584 | +$39,717 | +0.16% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 742,645 | $18,759,220 | $18,788,919 | +$29,699 | +0.16% | |
| Wells Fargo & Company/Mn | 0.00% | 620,152 | $15,665,040 | $15,689,846 | +$24,806 | +0.16% | |
| Stratos Wealth Partners, Ltd. | 0.13% | 530,548 | $13,401,642 | $13,422,864 | +$21,222 | +0.16% | |
| Royal Bank Of Canada | 0.00% | 530,178 | $13,392,000 | $13,413,503 | +$21,503 | +0.16% | |
| Rhl Group, Llc | 10.63% | 511,259 | $12,781,475 | $12,934,853 | +$153,378 | +1.20% | |
| Retirement Planning Group, Llc | 0.30% | 473,334 | $11,956,409 | $11,975,350 | +$18,941 | +0.16% | |
| Sanctuary Advisors, Llc | 0.05% | 460,904 | $11,642,435 | $11,660,871 | +$18,436 | +0.16% | |
| Bank Of New York Mellon Corp | 0.00% | 423,814 | $10,705,539 | $10,722,494 | +$16,955 | +0.16% | |
| Allen Capital Group, Llc | 0.77% | 372,475 | $9,408,719 | $9,423,618 | +$14,899 | +0.16% | |
| Janney Montgomery Scott Llc | 0.02% | 354,125 | $8,945,000 | $8,959,363 | +$14,363 | +0.16% | |
| Private Advisor Group, Llc | 0.03% | 298,257 | $7,533,983 | $7,545,902 | +$11,919 | +0.16% | |
| Cwm, Llc | 0.02% | 285,123 | $7,219,309 | $7,213,612 | -$5,697 | -0.08% | |
| Teucrium Investment Advisors, Llc | 6.19% | 275,538 | $6,960,090 | $6,971,111 | +$11,021 | +0.16% | |
| Parkway Wealth Management Group, Llc | 0.74% | 253,199 | $6,395,810 | $6,405,935 | +$10,125 | +0.16% | |
| &Partners | 0.02% | 208,886 | $5,277,329 | $5,284,816 | +$7,487 | +0.14% | |
| Osaic Holdings, Inc. | 0.01% | 202,801 | $5,122,697 | $5,130,865 | +$8,168 | +0.16% | |
| Ffg Retirement Advisors Llc | 2.58% | 192,840 | $4,871,131 | $4,878,852 | +$7,721 | +0.16% | |
| Rps Advisory Solutions Llc | 2.96% | 177,568 | $4,485,368 | $4,492,470 | +$7,102 | +0.16% | |
| Hamilton Wealth, Llc | 0.78% | 167,664 | $4,235,186 | $4,241,899 | +$6,713 | +0.16% | |
| Elevation Point Wealth Partners, Llc | 0.07% | 157,937 | $3,989,489 | $3,995,806 | +$6,317 | +0.16% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 157,937 | $3,989,489 | $3,995,806 | +$6,317 | +0.16% | |
| Stifel Financial Corp | 0.00% | 113,028 | $2,855,089 | $2,859,608 | +$4,519 | +0.16% | |
| Equitable Holdings, Inc. | 0.02% | 112,209 | $2,834,398 | $2,838,888 | +$4,490 | +0.16% | |
| Newedge Advisors, Llc | 0.01% | 108,856 | $2,749,715 | $2,754,057 | +$4,342 | +0.16% | |
| Concurrent Investment Advisors, Llc | 0.02% | 108,770 | $2,747,530 | $2,751,881 | +$4,351 | +0.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 104,008 | $2,636,603 | $2,631,402 | -$5,201 | -0.20% | |
| Jane Street Group, Llc | 0.00% | 94,998 | $2,399,649 | $2,403,449 | +$3,800 | +0.16% | |
| Onedigital Investment Advisors Llc | 0.02% | 85,684 | $2,164,390 | $2,167,805 | +$3,415 | +0.16% | |
| Atlas Wealth Llc | 0.29% | 80,174 | $2,025,191 | $2,028,402 | +$3,211 | +0.16% | |
| Envestnet Asset Management Inc | 0.00% | 80,172 | $2,025,136 | $2,028,352 | +$3,216 | +0.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 72,236 | $1,824,670 | $1,827,571 | +$2,901 | +0.16% | |
| Coppell Advisory Solutions Llc | 0.15% | 118,646 | $1,764,666 | $3,001,744 | +$1,237,078 | +70.10% | |
| Cornerstone Wealth Management, Llc | 0.07% | 66,461 | $1,678,801 | $1,681,463 | +$2,662 | +0.16% | |
| Northwest Financial Advisors | 0.19% | 57,197 | $1,444,795 | $1,447,084 | +$2,289 | +0.16% | |
| Total Clarity Wealth Management, Inc. | 0.28% | 56,603 | $1,429,785 | $1,432,056 | +$2,271 | +0.16% | |
| Forge Financial Services Llc | 0.12% | 53,967 | $1,363,187 | $1,365,365 | +$2,178 | +0.16% | |
| Madison Park Capital Advisors, Llc | 0.91% | 22,684 | $1,273,910 | $573,905 | -$700,005 | -54.95% | |
| Flow Traders U.S. Llc | 0.05% | 48,913 | $1,236,000 | $1,237,499 | +$1,499 | +0.12% | |
| Mission Creek Capital Partners, Inc. | 0.19% | 42,004 | $1,061,030 | $1,062,701 | +$1,671 | +0.16% | |
| Brookwood Investment Group Llc | 0.12% | 40,900 | $1,033,134 | $1,034,770 | +$1,636 | +0.16% | |
| Advisor Os, Llc | 0.07% | 39,091 | $987,438 | $989,002 | +$1,564 | +0.16% | |
| Waterloo Capital, L.P. | 0.05% | 34,600 | $873,996 | $875,380 | +$1,384 | +0.16% | |
| Citadel Advisors Llc | 0.00% | 27,913 | $705,082 | $706,199 | +$1,117 | +0.16% | |
| Kestra Advisory Services, Llc | 0.00% | 24,193 | $611,109 | $612,083 | +$974 | +0.16% | |
| Goldman Sachs Group Inc | 0.00% | 23,505 | $593,736 | $594,677 | +$941 | +0.16% | |
| Arkadios Wealth Advisors | 0.01% | 23,416 | $591,483 | $592,425 | +$942 | +0.16% |
Frequently asked questions about TUSI
Who owns the most TUSI stock?
The largest holders of TUSI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TOUCHSTONE ULTRA SHORT INCOM (TUSI).
Is TUSI widely held by superinvestors?
Many widely followed stocks like TUSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TUSI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.