TOUCHSTONE ETF TRUST (TUSI)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
65
Reporting holders
$434.2M
Reported value
0.0%
Held as options
+13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | 993,483 | 0.12% | 3q | +216.4%+$17.2M |
| 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 |
| 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 | +29.7%+$629.7K |
| 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 |
| 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 |
| 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 |
| Janney Montgomery Scott LLC | $8.9K | 354,125 | 0.02% | 12q | +26.5%+$1.9K |
| Parallel Advisors, LLC | $4.0K | 157 | 0.00% | 4q | HELD |
| FLOW TRADERS U.S. LLC | $1.2K | 48,913 | 0.05% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $502 | 19,838 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 65 | $434.2M | 17,214,732 | 16 | 31 | 12 | 0.0% |
| Q1 2026 | 52 | $299.2M | 11,883,365 | 11 | 25 | 11 | 0.0% |
| Q4 2025 | 43 | $220.6M | 8,707,392 | 11 | 25 | 2 | 0.0% |
| Q3 2025 | 30 | $146.5M | 5,775,914 | 8 | 14 | 6 | 0.0% |
| Q2 2025 | 26 | $119.1M | 4,704,548 | 8 | 9 | 8 | 0.0% |
| Q1 2025 | 17 | $90.0M | 3,554,992 | 5 | 10 | 1 | 0.0% |
| Q4 2024 | 17 | $68.3M | 2,697,578 | 10 | 4 | 1 | 0.0% |
| Q3 2024 | 6 | $60.7M | 2,391,230 | 3 | 1 | 2 | 0.0% |
| Q2 2024 | 4 | $59.9M | 2,373,126 | 1 | 1 | 0 | 0.0% |
| Q1 2024 | 7 | $60.5M | 2,400,369 | 4 | 1 | 0 | 0.0% |
| Q4 2023 | 4 | $57.2M | 2,321,731 | 1 | 2 | 1 | 0.0% |
| Q3 2023 | 3 | $51.6M | 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 | $617.0K | 2,036,791 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 2 | $48.3M | 1,937,083 | 2 | 0 | 0 | 0.0% |