TUSI Institutional Ownership & Shareholders
TOUCHSTONE ULTRA SHORT INCOM (TUSI) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $480.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fort Washington Investment Advisors Inc is currently the largest disclosed institutional shareholder of TUSI tracked by InsiderSet, reporting ownership valued at approximately $85.92M in its September 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 $85.84M, representing an estimated loss of -0.10% 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 Fort Washington Investment Advisors Inc, Raymond James Financial 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
67
Total Reported Value
$480.20M
Largest Holder
Fort Washington Investment Advisors Inc
Largest Position
$85.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 0.44% | 3,406,996 | $85,924,439 | $85,839,264 | -$85,175 | -0.10% | |
| Raymond James Financial Inc | 0.02% | 2,679,145 | $67,675,209 | $67,501,058 | -$174,151 | -0.26% | |
| Lpl Financial Llc | 0.01% | 2,377,125 | $60,046,165 | $59,891,664 | -$154,501 | -0.26% | |
| Integrated Wealth Concepts Llc | 0.16% | 992,948 | $25,081,867 | $25,017,325 | -$64,542 | -0.26% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 742,645 | $18,759,220 | $18,710,941 | -$48,279 | -0.26% | |
| Wells Fargo & Company/Mn | 0.00% | 620,152 | $15,665,040 | $15,624,730 | -$40,310 | -0.26% | |
| Retirement Planning Group, Llc | 0.37% | 587,018 | $14,804,599 | $14,789,919 | -$14,680 | -0.10% | |
| Stratos Wealth Partners, Ltd. | 0.13% | 530,548 | $13,401,642 | $13,367,157 | -$34,485 | -0.26% | |
| Royal Bank Of Canada | 0.00% | 530,178 | $13,392,000 | $13,357,835 | -$34,165 | -0.26% | |
| Rhl Group, Llc | 10.63% | 511,259 | $12,781,475 | $12,881,171 | +$99,696 | +0.78% | |
| Sanctuary Advisors, Llc | 0.05% | 460,904 | $11,642,435 | $11,612,476 | -$29,959 | -0.26% | |
| Bank Of New York Mellon Corp | 0.00% | 423,814 | $10,705,539 | $10,677,994 | -$27,545 | -0.26% | |
| Allen Capital Group, Llc | 0.82% | 404,093 | $10,191,225 | $10,181,123 | -$10,102 | -0.10% | |
| Janney Montgomery Scott Llc | 0.02% | 354,125 | $8,945,000 | $8,922,179 | -$22,821 | -0.26% | |
| Parkway Wealth Management Group, Llc | 0.98% | 338,250 | $8,530,672 | $8,522,209 | -$8,463 | -0.10% | |
| Private Advisor Group, Llc | 0.03% | 298,257 | $7,533,983 | $7,514,585 | -$19,398 | -0.26% | |
| Cwm, Llc | 0.02% | 285,123 | $7,219,309 | $7,183,674 | -$35,635 | -0.49% | |
| Teucrium Investment Advisors, Llc | 6.19% | 275,538 | $6,960,090 | $6,942,180 | -$17,910 | -0.26% | |
| &Partners | 0.02% | 208,886 | $5,277,329 | $5,262,883 | -$14,446 | -0.27% | |
| Osaic Holdings, Inc. | 0.01% | 202,801 | $5,122,697 | $5,109,571 | -$13,126 | -0.26% | |
| Ffg Retirement Advisors Llc | 2.45% | 182,662 | $4,606,738 | $4,602,169 | -$4,569 | -0.10% | |
| Rps Advisory Solutions Llc | 2.96% | 177,568 | $4,485,368 | $4,473,826 | -$11,542 | -0.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 167,827 | $4,239,310 | $4,228,401 | -$10,909 | -0.26% | |
| Hamilton Wealth, Llc | 0.78% | 167,664 | $4,235,186 | $4,224,294 | -$10,892 | -0.26% | |
| Elevation Point Wealth Partners, Llc | 0.07% | 157,937 | $3,989,489 | $3,979,223 | -$10,266 | -0.26% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 157,937 | $3,989,489 | $3,979,223 | -$10,266 | -0.26% | |
| Concurrent Investment Advisors, Llc | 0.02% | 125,546 | $3,166,258 | $3,163,131 | -$3,127 | -0.10% | |
| Stifel Financial Corp | 0.00% | 113,028 | $2,855,089 | $2,847,740 | -$7,349 | -0.26% | |
| Equitable Holdings, Inc. | 0.02% | 112,209 | $2,834,398 | $2,827,106 | -$7,292 | -0.26% | |
| Newedge Advisors, Llc | 0.01% | 108,856 | $2,749,715 | $2,742,627 | -$7,088 | -0.26% | |
| Jane Street Group, Llc | 0.00% | 94,998 | $2,399,649 | $2,393,475 | -$6,174 | -0.26% | |
| Onedigital Investment Advisors Llc | 0.02% | 85,684 | $2,164,390 | $2,158,808 | -$5,582 | -0.26% | |
| Atlas Wealth Llc | 0.29% | 80,174 | $2,025,191 | $2,019,984 | -$5,207 | -0.26% | |
| Envestnet Asset Management Inc | 0.00% | 80,172 | $2,025,136 | $2,019,934 | -$5,202 | -0.26% | |
| Bulwark Capital Corp | 1.05% | 78,538 | $1,980,728 | $1,978,765 | -$1,963 | -0.10% | |
| Coppell Advisory Solutions Llc | 0.15% | 118,646 | $1,764,666 | $2,989,286 | +$1,224,620 | +69.40% | |
| Cornerstone Wealth Management, Llc | 0.07% | 66,461 | $1,678,801 | $1,674,485 | -$4,316 | -0.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 63,388 | $1,598,650 | $1,597,061 | -$1,589 | -0.10% | |
| Northwest Financial Advisors | 0.19% | 57,185 | $1,442,194 | $1,440,776 | -$1,418 | -0.10% | |
| Forge Financial Services Llc | 0.12% | 53,967 | $1,363,187 | $1,359,699 | -$3,488 | -0.26% | |
| Flow Traders U.S. Llc | 0.05% | 48,913 | $1,236,000 | $1,232,363 | -$3,637 | -0.29% | |
| Total Clarity Wealth Management, Inc. | 0.22% | 45,616 | $1,150,447 | $1,149,295 | -$1,152 | -0.10% | |
| Mission Creek Capital Partners, Inc. | 0.19% | 42,004 | $1,061,030 | $1,058,291 | -$2,739 | -0.26% | |
| Brookwood Investment Group Llc | 0.12% | 40,900 | $1,033,134 | $1,030,476 | -$2,659 | -0.26% | |
| Advisor Os, Llc | 0.07% | 39,091 | $987,438 | $984,898 | -$2,540 | -0.26% | |
| Procyon Advisors, Llc | 0.04% | 38,190 | $963,152 | $962,197 | -$955 | -0.10% | |
| Madison Park Capital Advisors, Llc | 0.59% | 36,181 | $912,480 | $911,580 | -$900 | -0.10% | |
| Waterloo Capital, L.P. | 0.05% | 34,600 | $873,996 | $871,747 | -$2,249 | -0.26% | |
| Wealthcare Advisory Partners Llc | 0.01% | 29,174 | $735,772 | $735,039 | -$733 | -0.10% | |
| Citadel Advisors Llc | 0.00% | 27,913 | $705,082 | $703,268 | -$1,814 | -0.26% |
Frequently asked questions about TUSI
Who are the largest institutional holders of TUSI?
The largest institutional holders of TUSI reported in the latest SEC Form 13F filings include Fort Washington Investment Advisors Inc, Raymond James Financial Inc, Lpl Financial Llc, Integrated Wealth Concepts Llc, and Steward Partners Investment Advisory, Llc. InsiderSet ranks institutional holders by their latest reported TUSI position.
What is TUSI institutional ownership?
This page tracks TUSI positions reported by institutional investment managers through SEC Form 13F. TOUCHSTONE ULTRA SHORT INCOM (TUSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TUSI?
InsiderSet currently tracks 67 institutional managers reporting TUSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TUSI shareholders.
How much TUSI stock do institutions own?
Institutional investment managers disclosed approximately $480.20M in TUSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TUSI institutional ownership last updated?
The latest TUSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TUSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TUSI position after the reporting date.
Are institutions buying or selling TUSI?
Institutional buying and selling can be analyzed by comparing TUSI positions across consecutive 13F reporting periods. InsiderSet's TUSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TUSI ownership changes.
How has TUSI institutional ownership changed over time?
InsiderSet tracks TUSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.