DaveManuel.com · Institutional Ownership · Who Owns It
TOUCHSTONE ETF TRUST (TUSI)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
68
Reporting holders
$444.9M
Reported value
0.0%
Calls
0.0%
Puts
+15
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $67.7M | 2,679,145 | 0.02% | 6q | +30.3%+$15.8M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $64.7M | 2,562,900 | 0.33% | 16q | +9.9%+$5.8M |
| LPL Financial LLC | $60.0M | 2,377,125 | 0.01% | 8q | +35.1%+$15.6M |
| Integrated Wealth Concepts LLC | $25.1M | 992,948 | 0.16% | 3q | +216.2%+$17.1M |
| Steward Partners Investment Advisory, LLC | $18.8M | 742,645 | 0.10% | 8q | +17.1%+$2.7M |
| WELLS FARGO & COMPANY/MN | $15.7M | 620,152 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $13.4M | 530,548 | 0.13% | 7q | +283.1%+$9.9M |
| ROYAL BANK OF CANADA | $13.4M | 530,178 | 0.00% | 6q | +2.0%+$259.6K |
| RHL GROUP, LLC | $12.8M | 511,259 | 10.63% | 3q | +627.9%+$11.0M |
| Retirement Planning Group, LLC | $12.0M | 473,334 | 0.30% | 11q | +202.1%+$8.0M |
| Sanctuary Advisors, LLC | $11.6M | 460,904 | 0.05% | new | NEW |
| Bank of New York Mellon Corp | $10.7M | 423,814 | 0.00% | new | NEW |
| Allen Capital Group, LLC | $9.4M | 372,475 | 0.77% | 2q | -22.4%-$2.7M |
| Janney Montgomery Scott LLC | $8.9M | 354,125 | 0.02% | 12q | +26.5%+$1.9M |
| Private Advisor Group, LLC | $7.5M | 298,257 | 0.03% | 6q | HELD |
| Teucrium Investment Advisors, LLC | $7.0M | 275,538 | 6.19% | 3q | -11.2%-$880.6K |
| Parkway Wealth Management Group, LLC | $6.4M | 253,199 | 0.74% | 3q | +21.0%+$1.1M |
| &PARTNERS | $5.3M | 208,886 | 0.02% | 2q | +413.9%+$4.3M |
| OSAIC HOLDINGS, INC. | $5.1M | 202,801 | 0.01% | 9q | +2.2%+$110.0K |
| FFG RETIREMENT ADVISORS LLC | $4.9M | 192,840 | 2.58% | 7q | +67.4%+$2.0M |
| RPS ADVISORY SOLUTIONS LLC | $4.5M | 177,568 | 2.96% | 5q | +6.0%+$255.5K |
| Hamilton Wealth, LLC | $4.2M | 167,664 | 0.78% | 4q | +63.9%+$1.7M |
| Vestmark Advisory Solutions, Inc. | $4.0M | 157,937 | 0.04% | 3q | -34.6%-$2.1M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $4.0M | 157,937 | 0.07% | 3q | -35.7%-$2.2M |
| STIFEL FINANCIAL CORP | $2.9M | 113,028 | 0.00% | 6q | HELD |
| Equitable Holdings, Inc. | $2.8M | 112,209 | 0.02% | 4q | +43.7%+$862.3K |
| NewEdge Advisors, LLC | $2.7M | 108,856 | 0.01% | 7q | +12.7%+$309.9K |
| Concurrent Investment Advisors, LLC | $2.7M | 108,770 | 0.02% | 7q | -4.3%-$123.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 104,008 | 0.00% | 7q | +69.0%+$1.1M |
| JANE STREET GROUP, LLC | $2.4M | 94,998 | 0.00% | 2q | +351.9%+$1.9M |
| OneDigital Investment Advisors LLC | $2.2M | 85,684 | 0.02% | 2q | HELD |
| Atlas Wealth LLC | $2.0M | 80,174 | 0.29% | 5q | -28.4%-$804.4K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 80,172 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 72,236 | 0.00% | 6q | +66.5%+$728.5K |
| Coppell Advisory Solutions LLC | $1.8M | 118,646 | 0.15% | new | NEW |
| Cornerstone Wealth Management, LLC | $1.7M | 66,461 | 0.07% | 4q | +11.1%+$167.7K |
| Northwest Financial Advisors | $1.4M | 57,197 | 0.19% | new | NEW |
| Total Clarity Wealth Management, Inc. | $1.4M | 56,603 | 0.28% | 3q | +29.9%+$329.2K |
| Forge Financial Services LLC | $1.4M | 53,967 | 0.12% | 2q | +145.7%+$808.3K |
| Madison Park Capital Advisors, LLC | $1.3M | 22,684 | 0.91% | 5q | -37.9%-$775.8K |
| FLOW TRADERS U.S. LLC | $1.2M | 48,913 | 0.05% | new | NEW |
| PUFF WEALTH MANAGEMENT, LLC | $1.1M | 42,663 | 1.10% | 3q | -41.1%-$752.1K |
| Mission Creek Capital Partners, Inc. | $1.1M | 42,004 | 0.19% | 7q | -5.2%-$58.4K |
| Brookwood Investment Group LLC | $1.0M | 40,900 | 0.12% | 3q | +37.1%+$279.7K |
| Global Retirement Partners, LLC | $995.4K | 39,408 | 0.02% | new | NEW |
| Advisor OS, LLC | $987.4K | 39,091 | 0.07% | new | NEW |
| Waterloo Capital, L.P. | $874.0K | 34,600 | 0.05% | 3q | +119.0%+$474.9K |
| CITADEL ADVISORS LLC | $705.1K | 27,913 | 0.00% | 2q | +28.2%+$155.1K |
| Kestra Advisory Services, LLC | $611.1K | 24,193 | 0.00% | 3q | +46.8%+$194.8K |
| GOLDMAN SACHS GROUP INC | $593.7K | 23,505 | 0.00% | 3q | -58.4%-$835.1K |
| Arkadios Wealth Advisors | $591.5K | 23,416 | 0.01% | 2q | +7.3%+$40.4K |
| Wealthcare Advisory Partners LLC | $535.1K | 21,182 | 0.01% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $502.0K | 19,838 | 0.00% | new | NEW |
| Keystone Financial Group | $424.6K | 16,810 | 0.03% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $404.2K | 16,000 | 0.01% | new | NEW |
| TRUIST FINANCIAL CORP | $386.1K | 15,287 | 0.00% | 3q | +35.2%+$100.4K |
| Koshinski Asset Management, Inc. | $365.6K | 14,473 | 0.02% | new | NEW |
| Guilbault Capital LLC | $334.1K | 13,227 | 0.34% | 3q | -35.1%-$180.4K |
| Bolthouse Investments, LLC | $321.0K | 12,709 | 0.26% | 3q | HELD |
| ZEGA Investments, LLC | $317.7K | 12,577 | 0.03% | 2q | +0.7%+$2.1K |
| Huntleigh Advisors, Inc. | $254.3K | 10,066 | 0.04% | new | NEW |
| TECTONIC ADVISORS LLC | $230.0K | 9,105 | 0.01% | 4q | -50.7%-$236.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $224.2K | 8,877 | 0.00% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $219.8K | 8,703 | 0.02% | new | NEW |
| J. M. Brown & Associates Inc. | $206.7K | 8,184 | 0.12% | new | FIRST |
| PRIVATE TRUST CO NA | $60.6K | 2,400 | 0.00% | 2q | +380.0%+$48.0K |
| Arax Advisory Partners | $25.3K | 1,000 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $4.0K | 157 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $143.3M | 5,679,757 | 5 | 11 | 3 | 0.0% |
| Q2 2026 | 68 | $444.9M | 17,637,073 | 18 | 32 | 12 | 0.0% |
| Q1 2026 | 53 | $308.3M | 12,176,042 | 11 | 26 | 11 | 0.0% |
| Q4 2025 | 45 | $227.3M | 8,972,322 | 12 | 26 | 2 | 0.0% |
| Q3 2025 | 32 | $152.8M | 6,024,294 | 8 | 15 | 7 | 0.0% |
| Q2 2025 | 29 | $127.2M | 5,021,029 | 9 | 11 | 8 | 0.0% |
| Q1 2025 | 20 | $94.8M | 3,744,971 | 6 | 10 | 3 | 0.0% |
| Q4 2024 | 19 | $72.9M | 2,881,022 | 11 | 5 | 1 | 0.0% |
| Q3 2024 | 7 | $63.5M | 2,500,295 | 3 | 2 | 2 | 0.0% |
| Q2 2024 | 5 | $60.9M | 2,413,293 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 8 | $61.7M | 2,447,769 | 4 | 2 | 0 | 0.0% |
| Q4 2023 | 4 | $58.3M | 2,321,731 | 1 | 2 | 1 | 0.0% |
| Q3 2023 | 3 | $52.0M | 2,078,217 | 1 | 1 | 0 | 0.0% |
| Q2 2023 | 2 | $50.8M | 2,034,754 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $50.7M | 2,035,203 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $50.7M | 2,036,791 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 2 | $48.3M | 1,937,083 | 2 | 0 | 0 | 0.0% |