TUSI institutional holders

Touchstone Ultra Short Income ETF · 364 reporting institutions · $7.4B reported value

Funds that can replace TUSI · TUSI return decomposition

Institutional holdings

Institutions reporting TUSI, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$1.2B23,4582026-06-30
Allworth Financial, LP$486.9M3172026-06-30
Ameriprise Financial Inc$420.1M02026-06-30
Jpmorgan Chase & Co$373.4M02026-06-30
Captrust Financial Advisors$325.1M9622026-06-30
Cetera Investment Advisers$285.1M10,3702026-06-30
Envestnet Pmc$274.8M602026-06-30
Bank of America Corp /de$238.2M02026-06-30
Private Advisor Group, LLC$215.9M9272026-06-30
Raymond James Financial Inc$213.4M02026-06-30
Royal Bank of Canada$161.5M02026-06-30
Summit Financial, LLC$93.8M2292026-06-30
Wells Fargo & Company/mn$93.1M02026-06-30
Bridgewater Advisors Inc.$90.6M142026-06-30
Jones Financial Companies LLLP$89.4M02026-06-30
Diversified Portfolios, Inc.$84.7M102026-06-30
Vestmark Advisory Solutions, Inc.$84.1M82026-06-30
MML Investors Services, LLC$80.4M5,1202026-06-30
Baldwin Wealth Partners Llc/ma$78.7M172026-06-30
Cwm, LLC$78.4M6672026-03-31
Berger Financial Group, Inc$76.6M512026-06-30
Commonwealth Equity Services, LLC$72.6M2,8632026-06-30
Northwest Financial Advisors$72M192026-06-30
Fort Washington Investment Advisors Inc /oh$64.7M02026-06-30
Iag Wealth Partners, LLC$59.6M172026-06-30
Stonex Group Inc.$55.3M02026-06-30
Lvz, Inc.$51.6M162026-06-30
Peterson Wealth Advisors, LLC$49.8M142026-06-30
Osaic Holdings, Inc.$48.5M02026-06-30
Larson Financial Group LLC$46.7M672026-06-30
Integrated Wealth Concepts LLC$44.8M4802026-06-30
Aventura Private Wealth, LLC$42.7M32026-06-30
Dynasty Wealth Management, LLC$40.4M142026-06-30
Intrua Financial, LLC$39.7M362026-06-30
Arlington Financial Advisors, LLC$38.5M82026-06-30
Lifelong Wealth Advisors, Inc.$37.4M92026-06-30
UBS Group AG$36M02026-06-30
Pallas Capital Advisors, LLC$35.8M272026-06-30
Spire Wealth Management$33.9M32026-06-30
Harbour Investments, Inc.$31.9M2472026-06-30
New Edge Wealth$30.4M1512026-06-30
Cgc Financial Services, LLC$29.7M72026-06-30
D.A. Davidson & Co.$29.6M6892026-06-30
Fmr LLC$28.9M02026-06-30
Openarc Corporate Advisory, LLC$27.2M1232026-06-30
Means Investment Co., Inc.$25.3M132026-06-30
Global Retirement Partners LLC$21.9M4912026-06-30
Ep Wealth Advisors, LLC$21M3382026-06-30
Kwb Wealth$20.8M102026-06-30
Newedge Advisors$20.6M6012026-06-30
Mariner, LLC$20.2M02026-06-30
Opes Wealth Management LLC$20M02026-03-31
Pine Valley Investments Ltd Liability Co$19.4M332026-06-30
Vawter Financial, Ltd.$19.3M42026-06-30
Advisornet Wealth Partners$19.2M582026-06-30
Capital Investment Advisory Services, LLC$19M1032026-06-30
Rhp Wealth Management$19M52026-06-30
Sanctuary Advisors, LLC$19M4012026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$18.9M02026-06-30
Steward Partners Investment Advisory, LLC$18.8M4812026-06-30
Ocean Park Asset Management, LLC$18.8M122026-06-30
Sagespring Wealth Partners$18.7M1262026-06-30
Hightower Advisors, LLC$18.5M1,0462026-06-30
Smithbridge Asset Management Inc/de$18.3M62026-06-30
Choice Wealth Advisors LLC$18.2M32026-06-30
Kestra Private Wealth Services, LLC$17.5M2062026-06-30
Eldridge Investment Advisors Inc$17.2M82026-06-30
Equitable Holdings, Inc.$17.2M02026-06-30
&partners$17.2M5552026-06-30
Clear Trail Advisors, LLC$16.2M52026-06-30
Stratos Wealth Partners, Ltd.$16M3862026-06-30
Echo Wealth Management, LLC$15.6M12026-06-30
Cgn Advisors LLC$15.5M362026-06-30
Pinnacle Wealth Management, LLC$15.3M02026-06-30
Wbh Advisory Inc$15.2M112026-06-30
Independence Asset Advisors, LLC$14.9M32026-06-30
Savvy Advisors, Inc.$13.7M2142026-06-30
Rhl Group, LLC$12.8M32026-06-30
Capital Advisors Wealth Management, LLC$12.6M62026-06-30
Argo Wealth Advisory, LLC$12.4M22026-06-30
Cobblestone Asset Management LLC$12.3M42026-06-30
Old Mission Capital LLC$12.1M02026-06-30
Retirement Planning Group, LLC$12M02026-06-30
Riversedge Advisors, LLC$12M112026-06-30
Per Stirling Capital Management, Llc.$11.5M312026-06-30
Ruggaard & Associates LLC$11.4M62026-06-30
Citizens Business Bank$11.1M02026-06-30
Bank of New York Mellon Corp$11M02026-06-30
Axxcess Wealth Management, LLC$11M382026-06-30
Wealth Enhancement Advisory Services, LLC$10.7M1,0262026-06-30
Stifel Financial Corp$10.6M02026-06-30
Simplicity Wealth, LLC$10.4M02026-06-30
Great Valley Advisor Group, LLC$9.9M2052026-06-30
Magnolia Capital Advisors LLC$9.6M162026-06-30
Agh Wealth Advisors, LLC$9.5M62026-06-30
Allen Capital Group, LLC$9.4M222026-06-30
Financial Planning Navigators Corp$9.3M52026-06-30
Farther Finance Advisors, LLC$9.3M3342026-06-30
Rosenblum Silverman Sutton S F Inc /ca$9.2M02026-06-30
Creativeone Wealth, LLC$9.2M2212026-06-30
Essex Financial Services, Inc.$8.8M332026-06-30
Prospera Financial Services, Inc.$8.4M2702026-06-30
Guided Capital Wealth Management, LLC$8.4M42026-06-30
Mgo One Seven LLC$8.1M1182026-06-30
Iht Wealth Management LLC$8M1592026-06-30
Centurion Wealth Management LLC$7.8M62026-06-30
Baird Financial Group, Inc.$7.5M02026-06-30
Cooper McManus$7.4M632026-06-30
Goldstone Financial Group, LLC$7.3M172026-06-30
Insight Wealth Partners, LLC$7.3M152026-06-30
Kestra Advisory Services, LLC$7.3M1,4792026-06-30
Kingsview Wealth Management, LLC$7M1152026-06-30
Teucrium Investment Advisors, LLC$7M02026-06-30
Tenet Wealth Partners, LLC$7M32026-06-30
Victory Financial Group, LLC$6.8M562026-06-30
Highpoint Advisor Group LLC$6.8M1142026-06-30
Western Wealth Management, LLC$6.8M1122026-06-30
Parkway Wealth Management Group, LLC$6.4M182026-06-30
Jane Street Group, LLC$6.4M02026-06-30
Sovran Advisors, LLC$6M702026-06-30
Ern Financial, LLC$5.9M102026-06-30
Tandem Financial, LLC$5.8M62026-06-30
Mattern Capital Management, LLC$5.8M82026-06-30
Sonoma Allocations$5.8M32026-06-30
Gallacher Capital Management LLC$5.7M62026-06-30
Yarger Wealth Strategies, LLC$5.7M42026-06-30
Optima Capital LLC$5.6M62026-06-30
Tbh Global Asset Management, LLC$5.5M132026-06-30
Moneta Group Investment Advisors LLC$5.4M2562026-06-30
Evergreen Wealth Partners LLC$5.2M52026-06-30
Flynn Zito Capital Management, LLC$5.2M72026-06-30
Innealta Capital, LLC$5.1M32026-06-30
Ifp Advisors, Inc$5M3182026-06-30
Parallel Advisors, LLC$5M752026-06-30
Arkadios Wealth Advisors$4.9M2262026-06-30
Ffg Retirement Counseling$4.9M22026-06-30
Wespac Advisors, LLC$4.8M92026-06-30
Avondale Wealth Management LLC$4.8M42026-06-30
Sherman Wealth Management LLC$4.6M32026-06-30
Bank of New Hampshire$4.6M02026-06-30
Rps Advisory Solutions LLC$4.5M42026-06-30
The Fiduciary Alliance$4.5M492026-06-30
Archer Investment Corp$4.4M782026-06-30
New Capital Management LP$4.4M12026-06-30
Cedar Mountain Advisors, LLC$4.4M62026-06-30
Hamilton Wealth, LLC$4.2M32026-06-30
Sigma Planning Corp$4.1M4742026-06-30
Omnistar Financial Group, Inc.$4.1M62026-06-30
Defined Financial Planning LLC$4M02025-09-30
Elevation Point Wealth Partners, LLC$4M562026-06-30
Hopwood Nicholas Hunter$4M32026-06-30
Clear Wave Wealth Management LLC$3.9M22026-06-30
Massmutual Private Wealth & Trust, Fsb$3.8M02026-06-30
Ashton Thomas Private Wealth, LLC$3.7M962026-06-30
Boyer Financial Services, Inc.$3.6M42026-06-30
National Bank of Canada /fi$3.4M02026-06-30
Robertson Stephens Wealth Management, LLC$3.4M722026-06-30
The Ascent Group, LLC$3.3M202026-06-30
Evernest Financial Advisors, LLC$3.3M02026-06-30
Beacon Pointe Advisors, LLC$3.3M4662026-06-30
Midwest Financial Network, LLC$3.2M22026-06-30
Concurrent Investment Advisors, LLC$3.2M3492026-06-30
Foster Victor Wealth Advisors, LLC$3.1M202026-06-30
Compass Financial Group, Inc.$3.1M02026-06-30
Gateway Wealth Partners, LLC$3.1M1012026-06-30
Ifg Advisory, LLC$3.1M1102026-06-30
Regal Investment Advisors LLC$2.9M1172026-06-30
Ae Wealth Management LLC$2.9M4712026-06-30
Silverlake Wealth Management LLC$2.9M92026-06-30
Ggm Financial LLC$2.8M62026-06-30
McDonald Partners LLC$2.6M242026-06-30
Daymark Wealth Partners, LLC$2.5M372026-06-30
Onedigital Investment Advisors LLC$2.5M3862026-06-30
Lockerman Financial Group, Inc$2.5M12026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$2.5M02025-12-31
Total Clarity Wealth Management, Inc.$2.3M222026-06-30
Auxano Advisors$2.2M82026-06-30
Assetmark, Inc$2.2M2202026-06-30
Focus Partners Wealth$2.2M1,0482026-06-30
Madison Park Capital Advisors, LLC$2.2M42026-06-30
TD Waterhouse Canada Inc.$2.2M02026-06-30
Prime Capital Financial$2.1M2652026-06-30
Atria Investments, Inc$2.1M62026-06-30
Gwn Securities Inc.$2M4492026-06-30
Atlas Wealth LLC$2M52026-06-30
Truist Financial Corp$2M02026-06-30
Coppell Advisory Solutions LLC$1.9M762026-06-30
Fifth Third Securities, Inc.$1.9M1,0142026-06-30
Acropolis Investment Management, LLC$1.8M372026-06-30
Moneco Advisors, LLC$1.7M502026-06-30
Cornerstone Wealth Management, LLC$1.7M02026-06-30
Perigon Wealth Management, LLC$1.7M922026-06-30
Cary Street Partners Investment Advisory LLC$1.6M1222026-06-30
Kelly Financial Group LLC$1.6M02026-06-30
Ignite Planners LLC$1.6M242026-06-30
Geowealth Management, LLC$1.6M02026-06-30
Sequoia Financial Group, LLC$1.6M2582026-06-30
Legacy Wealth Managment, Llc/id$1.5M492026-06-30
Retirement Income Solutions, Inc$1.5M162026-06-30
Aurdan Capital Management, LLC$1.5M32026-06-30
Avaii Wealth Management, LLC$1.5M112026-06-30
Bleakley Financial Group, LLC$1.5M1242026-06-30
Truewealth Advisors, LLC$1.4M142026-06-30
Envestnet Portfolio Solutions, Inc.$1.4M32026-06-30
Forge Financial Services LLC$1.4M152026-06-30
Purus Wealth Management, LLC$1.4M62026-06-30
Lake Street Private Wealth, LLC$1.3M62026-06-30
Sterling Investment Advisors, Ltd.$1.3M72026-06-30
Farrell Financial$1.3M32026-06-30
Herold Advisors, Inc.$1.3M132026-06-30
Elevation Wealth Management LLC$1.3M32026-06-30
Org Partners LLC$1.3M02025-12-31
Asset One Wealth Management LLC$1.3M182026-06-30
Private Trust Co NA$1.2M02026-06-30
Belpointe Asset Management LLC$1.2M1702026-06-30
Heritage Wealth Management, Inc.$1.1M32026-06-30
Sheets Smith Wealth Management$1.1M102026-06-30
J.W. Cole Advisors, Inc.$1.1M4992026-06-30
Haddonfield Financial Planning LLC$1.1M32026-06-30
Mission Creek Capital Partners, Inc.$1.1M92026-06-30
Unique Wealth, LLC$1.1M142026-06-30
Silver Grove Financial Group, Inc.$1M172026-06-30
Twin Peaks Wealth Advisors, LLC$1M102026-06-30
Brookwood Investment Group LLC$1M692026-06-30
Visionary Wealth Advisors$1M462026-06-30
Wcg Wealth Advisors LLC$1M1302026-06-30
Advisor Os, LLC$987.4K22026-06-30
Pinnacle Associates, Ltd.$977.3K332026-06-30
Aqr Capital Management LLC$929.2K12026-06-30
Hicks Capital Management LLC$907.4K42026-06-30
Uptick Partners, LLC$900.6K172026-06-30
1015 Capital Partners, LLC$888.4K22026-06-30
Fortis Group Advisors, LLC$882.9K252026-06-30
Waterloo Capital, LP$874K572026-06-30
5t Wealth, LLC$870.8K42026-06-30
Bank of Montreal /can$850.9K02026-06-30
Nations Financial Group Inc, /ia/ /adv$816.4K02026-06-30
Pinnacle Wealth Management Advisory Group, LLC$813.4K102026-06-30
Vienna Asset Management LLC$810.2K12026-06-30
Galvin, Gaustad & Stein, LLC$809.2K82026-06-30
Goldman Sachs Group Inc$796K02026-06-30
Shp Wealth Management$744.6K322026-06-30
Aegis Wealth Management, Inc.$742.7K252026-06-30
Pennsylvania Capital Management Inc /adv$736.7K52026-06-30
Renaissance Technologies LLC$733K02026-06-30
Independent Financial Group, LLC$708.6K4812026-06-30
Citadel Advisors LLC$705.1K02026-06-30
Bam Wealth Management LLC$674.5K82026-06-30
Triad Wealth Partners, LLC$670.8K492026-06-30
Yukon Wealth Management, Inc.$666.4K22026-06-30

The 250 largest of 364 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30