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 | Reduced | 2,332,362 | 59,055 | 0.33% | 0.32% | 1 | -44,750 | -1.88% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,055,544 | 52,046 | 0.02% | 0.01% | 2 | +1,190,902 | 137.73% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,759,005 | 44,537 | 0.01% | 0.01% | 3 | +695,663 | 65.42% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 634,236 | 16,058 | 0.08% | 0.11% | 4 | -170,555 | -21.19% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 519,901 | 13,164 | 0.0% | 0.0% | 5 | -80,482 | -13.41% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 314,033 | 7,951 | 0.06% | 0.0% | 6 | +305,923 | 3772.17% | Q1 2026 | May 15, 2026 |
| Teucrium Investment Advisors, LLC | History | Reduced | 310,398 | 7,859 | 6.09% | 8.83% | 7 | -6,975 | -2.2% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 296,812 | 7,515 | 0.04% | 0.03% | 8 | +60,909 | 25.82% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 285,123 | 7,219 | 0.02% | 0.0% | 9 | +272,831 | 2219.58% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 280,016 | 7,090 | 0.02% | 0.01% | 10 | +27,378 | 10.84% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 245,589 | 6,218 | 0.14% | 0.23% | 11 | +57,166 | 30.34% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 241,661 | 6,118 | 0.07% | 0.06% | 12 | +55,202 | 29.61% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 209,260 | 5,303 | 0.67% | 0.64% | 13 | +22,309 | 11.93% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 198,446 | 5,024 | 0.01% | 0.01% | 14 | +38,201 | 23.84% | Q1 2026 | May 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 167,453 | 4,239 | 2.4% | 2.53% | 15 | -44,615 | -21.04% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 156,666 | 3,966 | 0.12% | 0.12% | 16 | +13,992 | 9.81% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 138,491 | 3,506 | 0.04% | 0.01% | 17 | +105,696 | 322.29% | Q1 2026 | Apr 28, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 115,189 | 2,916 | 1.7% | 0.94% | 18 | +55,525 | 93.06% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 113,670 | 2,878 | 0.03% | 0.02% | 19 | +27,500 | 31.91% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 113,429 | 2,872 | 0.0% | 0.0% | 20 | -577 | -0.51% | Q1 2026 | May 12, 2026 |
| Atlas Wealth LLC | History | Reduced | 112,018 | 2,836 | 0.85% | 1.15% | 21 | -37,495 | -25.08% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Added to | 102,290 | 2,589 | 0.18% | 0.36% | 22 | +28,085 | 37.85% | Q1 2026 | May 18, 2026 |
| OneDigital Investment Advisors LLC | History | New | 85,684 | 2,169 | 0.02% | — | 23 | +85,684 | New | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 78,073 | 1,976 | 0.01% | 0.01% | 24 | +3,301 | 4.41% | Q1 2026 | May 15, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 72,439 | 1,834 | 2.37% | 2.37% | 25 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| RHL GROUP, LLC | History | Added to | 70,233 | 1,778 | 1.52% | 0.02% | 26 | +69,368 | 8019.42% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 61,560 | 1,559 | 0.0% | 0.0% | 27 | -23,659 | -27.76% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 59,824 | 1,514 | 0.08% | 0.08% | 28 | +937 | 1.59% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 56,567 | 1,432 | 0.0% | 0.0% | 29 | +26,809 | 90.09% | Q1 2026 | May 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 44,317 | 1,122 | 0.22% | 0.33% | 30 | -19,824 | -30.91% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 43,569 | 1,103 | 0.26% | 0.27% | 31 | -180 | -0.41% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 43,394 | 1,098 | 0.0% | 0.0% | 32 | +6,434 | 17.41% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | New | 40,650 | 1,029 | 0.01% | — | 33 | +40,650 | New | Q1 2026 | May 15, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 36,499 | 924 | 0.73% | 0.74% | 34 | +272 | 0.75% | Q1 2026 | Apr 22, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 29,829 | 755 | 0.09% | 0.16% | 35 | -23,295 | -43.85% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 29,012 | 734 | 0.01% | — | 36 | +29,012 | New | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | No change | 27,103 | 686 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Forge Financial Services LLC | History | New | 21,966 | 556 | 0.06% | — | 38 | +21,966 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | New | 21,816 | 552 | 0.01% | — | 39 | +21,816 | New | Q1 2026 | May 18, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,773 | 551 | 0.0% | — | 40 | +21,773 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,024 | 532 | 0.0% | — | 41 | +21,024 | New | Q1 2026 | May 12, 2026 |
| Guilbault Capital LLC | History | Added to | 20,367 | 515 | 0.56% | 0.38% | 42 | +7,000 | 52.37% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 18,462 | 467 | 0.02% | 0.02% | 43 | +2,921 | 18.8% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,482 | 417 | 0.0% | 0.0% | 44 | +6,951 | 72.93% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 83,927 | 404 | 0.02% | 0.01% | 45 | +3,293 | 4.08% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 15,800 | 400 | 0.03% | 0.02% | 46 | +3,000 | 23.44% | Q1 2026 | May 12, 2026 |
| Bolthouse Investments, LLC | History | No change | 12,709 | 321 | 0.29% | 0.29% | 47 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ZEGA Investments, LLC | History | New | 12,492 | 316 | 0.04% | — | 48 | +12,492 | New | Q1 2026 | May 08, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 11,359 | 287 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,311 | 286 | 0.0% | 0.0% | 50 | -53 | -0.47% | Q1 2026 | Apr 27, 2026 |
| Opal Wealth Advisors, LLC | History | New | 861 | 21 | 0.0% | — | 51 | +861 | New | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 500 | 12 | 0.0% | — | 52 | +500 | New | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | No change | 157 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -82,207 | -100.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,650 | -100.0% | Q1 2026 | May 05, 2026 |