Who Owns TOUCHSTONE ULTRA SHORT INCOM (TUSI)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $444.6M of TOUCHSTONE ULTRA SHORT INCOM (TUSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($67.7M), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ ($64.7M), LPL Financial LLC ($60.0M), Integrated Wealth Concepts LLC ($25.1M), Steward Partners Investment Advisory, LLC ($18.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$67.7M2.7MAdded
2FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$64.7M2.6MAdded
3LPL Financial LLC$60.0M2.4MAdded
4Integrated Wealth Concepts LLC$25.1M993,483Added
5Steward Partners Investment Advisory, LLC$18.8M742,645Added
6WELLS FARGO & COMPANY/MN$15.7M620,152New
7Stratos Wealth Partners, LTD.$13.4M530,548Added
8Royal Bank of Canada$13.4M530,178Added
9RHL GROUP, LLC$12.8M511,259Added
10Retirement Planning Group, LLC$12.0M473,334Added
11Sanctuary Advisors, LLC$11.6M460,904New
12Bank of New York Mellon Corp$10.7M423,814New
13Allen Capital Group, LLC$9.4M372,475Trimmed
14Janney Montgomery Scott LLC$8.9M354,125Added
15Private Advisor Group, LLC$7.5M298,257Added
16Teucrium Investment Advisors, LLC$7.0M275,538Trimmed
17Parkway Wealth Management Group, LLC$6.4M253,199Added
18&PARTNERS$5.3M208,886Added
19OSAIC HOLDINGS, INC.$5.1M202,801Added
20FFG RETIREMENT ADVISORS LLC$4.9M192,840Added
21RPS ADVISORY SOLUTIONS LLC$4.5M177,568Added
22Hamilton Wealth, LLC$4.2M167,664Added
23Vestmark Advisory Solutions, Inc.$4.0M157,937Trimmed
24ELEVATION POINT WEALTH PARTNERS, LLC$4.0M157,937Trimmed
25STIFEL FINANCIAL CORP$2.9M113,028Trimmed

Source: SEC Form 13F filings · as of 2026-06-30