Touchstone ETF Trust - TUSI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 2,377,112 | 60,224 | 0.32% | 0.3% | 1 | +176,320 | 8.01% | Q4 2025 | Jan 13, 2026 |
| LPL Financial LLC | History | Added to | 1,063,342 | 26,939 | 0.01% | 0.0% | 2 | +475,275 | 80.82% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 864,642 | 21,905 | 0.01% | 0.0% | 3 | +315,971 | 57.59% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 804,791 | 20,389 | 0.11% | 0.06% | 4 | +399,892 | 98.76% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 600,383 | 15,211 | 0.0% | — | 5 | +600,383 | New | Q4 2025 | Feb 17, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 317,373 | 8,040 | 8.83% | — | 6 | +317,373 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 252,638 | 6,401 | 0.01% | 0.01% | 7 | +34,402 | 15.76% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 235,903 | 5,976 | 0.03% | 0.02% | 8 | +49,929 | 26.85% | Q4 2025 | Feb 17, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 212,068 | 5,372 | 2.53% | 2.55% | 9 | +7,055 | 3.44% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 188,423 | 4,773 | 0.23% | — | 10 | +188,423 | New | Q4 2025 | Feb 12, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 186,951 | 4,736 | 0.64% | — | 11 | +186,951 | New | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 186,459 | 4,723 | 0.06% | — | 12 | +186,459 | New | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 160,245 | 4,060 | 0.01% | 0.01% | 13 | +16,104 | 11.17% | Q4 2025 | Feb 17, 2026 |
| Atlas Wealth LLC | History | Added to | 149,513 | 3,787 | 1.15% | 1.09% | 14 | +15,922 | 11.92% | Q4 2025 | Feb 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 142,674 | 3,614 | 0.12% | 0.11% | 15 | +15,051 | 11.79% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 114,006 | 2,888 | 0.0% | 0.0% | 16 | +819 | 0.72% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 86,170 | 2,183 | 0.02% | 0.04% | 17 | +2,800 | 3.36% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 85,219 | 2,159 | 0.0% | 0.0% | 18 | +13,729 | 19.2% | Q4 2025 | Jan 08, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 82,207 | 2,082 | 0.2% | 0.2% | 19 | +9,248 | 12.68% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 80,634 | 2,042 | 0.01% | 0.01% | 20 | +14,036 | 21.08% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 74,772 | 1,894 | 0.01% | 0.01% | 21 | +17,923 | 31.53% | Q4 2025 | Feb 17, 2026 |
| Hamilton Wealth, LLC | History | Added to | 74,205 | 1,879 | 0.36% | 0.25% | 22 | +26,614 | 55.92% | Q4 2025 | Feb 19, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 72,439 | 1,834 | 2.37% | 1.25% | 23 | +40,029 | 123.51% | Q4 2025 | Jan 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 64,141 | 1,625 | 0.33% | 0.3% | 24 | +3,603 | 5.95% | Q4 2025 | Feb 12, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 59,664 | 1,511 | 0.94% | 0.95% | 25 | -628 | -1.04% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 58,887 | 1,491 | 0.08% | 0.06% | 26 | +14,624 | 33.04% | Q4 2025 | Feb 05, 2026 |
| Brookwood Investment Group LLC | History | New | 53,124 | 1,345 | 0.16% | — | 27 | +53,124 | New | Q4 2025 | Jan 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 43,749 | 1,108 | 0.27% | — | 28 | +43,749 | New | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,960 | 936 | 0.0% | 0.0% | 29 | +6,816 | 22.61% | Q4 2025 | Feb 12, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 36,227 | 917 | 0.74% | 0.68% | 30 | +3,773 | 11.63% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,795 | 830 | 0.01% | 0.01% | 31 | +5,850 | 21.71% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 29,758 | 753 | 0.0% | — | 32 | +29,758 | New | Q4 2025 | Mar 25, 2026 |
| Western Wealth Management, LLC | History | Reduced | 27,103 | 686 | 0.03% | 0.04% | 33 | -1,205 | -4.26% | Q4 2025 | Feb 05, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 15,541 | 393 | 0.02% | 0.02% | 34 | +2,823 | 22.2% | Q4 2025 | Jan 23, 2026 |
| Waterloo Capital, L.P. | History | New | 12,800 | 324 | 0.02% | — | 35 | +12,800 | New | Q4 2025 | Feb 10, 2026 |
| Bolthouse Investments, LLC | History | New | 12,709 | 321 | 0.29% | — | 36 | +12,709 | New | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | New | 12,292 | 311 | 0.0% | — | 37 | +12,292 | New | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | New | 11,364 | 287 | 0.0% | — | 38 | +11,364 | New | Q4 2025 | Feb 02, 2026 |
| Summit Financial Strategies, Inc. | History | New | 11,359 | 287 | 0.02% | — | 39 | +11,359 | New | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | New | 9,650 | 244 | 0.0% | — | 40 | +9,650 | New | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,531 | 241 | 0.0% | — | 41 | +9,531 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,110 | 205 | 0.0% | — | 42 | +8,110 | New | Q4 2025 | Feb 13, 2026 |
| RHL GROUP, LLC | History | New | 865 | 21 | 0.02% | — | 43 | +865 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | No change | 157 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,242 | -100.0% | Q3 2025 | Oct 22, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -466 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q3 2025 | Nov 14, 2025 |