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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,679,145 | 67,675 | 0.02% | 0.02% | 1 | +623,601 | 30.34% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 2,562,900 | 64,738 | 0.33% | 0.33% | 2 | +230,538 | 9.88% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | Added to | 2,377,125 | 60,046 | 0.01% | 0.01% | 3 | +618,120 | 35.14% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 992,948 | 25,081 | 0.16% | 0.06% | 4 | +678,915 | 216.19% | Q2 2026 | Sep 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 742,645 | 18,759 | 0.1% | 0.08% | 5 | +108,409 | 17.09% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 620,152 | 15,665 | 0.0% | — | 6 | +620,152 | New | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 530,548 | 13,401 | 0.13% | 0.04% | 7 | +392,057 | 283.09% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 530,178 | 13,392 | 0.0% | 0.0% | 8 | +10,277 | 1.98% | Q2 2026 | Aug 14, 2026 |
| RHL GROUP, LLC | History | Added to | 511,259 | 12,781 | 10.63% | 1.52% | 9 | +441,026 | 627.95% | Q2 2026 | Aug 03, 2026 |
| Retirement Planning Group, LLC | History | Added to | 473,334 | 11,956 | 0.3% | 0.12% | 10 | +316,668 | 202.13% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 460,904 | 11,642 | 0.05% | — | 11 | +460,904 | New | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | New | 423,814 | 10,705 | 0.0% | — | 12 | +423,814 | New | Q2 2026 | Aug 06, 2026 |
| Allen Capital Group, LLC | History | Reduced | 372,475 | 9,408 | 0.77% | 1.09% | 13 | -107,361 | -22.37% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 354,125 | 8,945 | 0.02% | 0.02% | 14 | +74,109 | 26.47% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 298,257 | 7,533 | 0.03% | 0.04% | 15 | +1,445 | 0.49% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 285,123 | 7,219 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Teucrium Investment Advisors, LLC | History | Reduced | 275,538 | 6,960 | 6.19% | 6.09% | 17 | -34,860 | -11.23% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 253,199 | 6,395 | 0.74% | 0.67% | 18 | +43,939 | 21.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 208,886 | 5,277 | 0.02% | 0.01% | 19 | +168,236 | 413.86% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 202,801 | 5,122 | 0.01% | 0.01% | 20 | +4,355 | 2.19% | Q2 2026 | Aug 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 192,840 | 4,871 | 2.58% | 1.7% | 21 | +77,651 | 67.41% | Q2 2026 | Jul 09, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 177,568 | 4,485 | 2.96% | 2.4% | 22 | +10,115 | 6.04% | Q2 2026 | Aug 11, 2026 |
| Hamilton Wealth, LLC | History | Added to | 167,664 | 4,235 | 0.78% | 0.5% | 23 | +65,374 | 63.91% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 157,937 | 3,989 | 0.07% | 0.14% | 25 | -87,652 | -35.69% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 157,937 | 3,989 | 0.04% | 0.07% | 24 | -83,724 | -34.65% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 113,028 | 2,855 | 0.0% | 0.0% | 26 | -401 | -0.35% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 112,209 | 2,834 | 0.02% | 0.01% | 27 | +34,136 | 43.72% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 108,856 | 2,749 | 0.01% | 0.01% | 28 | +12,268 | 12.7% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 108,770 | 2,747 | 0.02% | 0.03% | 29 | -4,900 | -4.31% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 104,008 | 2,636 | 0.0% | 0.0% | 30 | +42,448 | 68.95% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 94,998 | 2,399 | 0.0% | 0.0% | 31 | +73,974 | 351.86% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 85,684 | 2,164 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 80,172 | 2,025 | 0.0% | — | 34 | +80,172 | New | Q2 2026 | Sep 23, 2026 |
| Atlas Wealth LLC | History | Reduced | 80,174 | 2,025 | 0.29% | 0.85% | 33 | -31,844 | -28.43% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,236 | 1,824 | 0.0% | 0.0% | 35 | +28,842 | 66.47% | Q2 2026 | Jul 29, 2026 |
| Coppell Advisory Solutions LLC | History | New | 118,646 | 1,764 | 0.15% | — | 36 | +118,646 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 66,461 | 1,678 | 0.07% | 0.08% | 37 | +6,637 | 11.09% | Q2 2026 | Jul 22, 2026 |
| Northwest Financial Advisors | History | New | 57,197 | 1,444 | 0.19% | — | 38 | +57,197 | New | Q2 2026 | Jul 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 56,603 | 1,429 | 0.28% | 0.26% | 39 | +13,034 | 29.92% | Q2 2026 | Jul 23, 2026 |
| Forge Financial Services LLC | History | Added to | 53,967 | 1,363 | 0.12% | 0.06% | 40 | +32,001 | 145.68% | Q2 2026 | Aug 07, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 22,684 | 1,273 | 0.91% | 0.73% | 41 | -13,815 | -37.85% | Q2 2026 | Jul 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 48,913 | 1,236 | 0.05% | — | 42 | +48,913 | New | Q2 2026 | Aug 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 42,663 | 1,077 | 1.1% | — | 43 | +42,663 | New | Q2 2026 | Jul 08, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 42,004 | 1,061 | 0.19% | 0.22% | 44 | -2,313 | -5.22% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 40,900 | 1,033 | 0.12% | 0.09% | 45 | +11,071 | 37.11% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 39,408 | 995 | 0.02% | — | 46 | +39,408 | New | Q2 2026 | Aug 06, 2026 |
| Advisor OS, LLC | History | New | 39,091 | 987 | 0.07% | — | 47 | +39,091 | New | Q2 2026 | Aug 05, 2026 |
| Waterloo Capital, L.P. | History | Added to | 34,600 | 873 | 0.05% | 0.03% | 48 | +18,800 | 118.99% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,913 | 705 | 0.0% | 0.0% | 49 | +6,140 | 28.2% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,193 | 611 | 0.0% | 0.0% | 50 | +7,711 | 46.78% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 23,505 | 593 | 0.0% | 0.0% | 51 | -33,062 | -58.45% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,416 | 591 | 0.01% | 0.01% | 52 | +1,600 | 7.33% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 21,182 | 535 | 0.01% | — | 53 | +21,182 | New | Q2 2026 | Jul 09, 2026 |
| Keystone Financial Group | History | New | 16,810 | 424 | 0.03% | — | 54 | +16,810 | New | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 16,000 | 404 | 0.01% | — | 55 | +16,000 | New | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,287 | 386 | 0.0% | 0.0% | 56 | +3,976 | 35.15% | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | New | 14,473 | 365 | 0.02% | — | 57 | +14,473 | New | Q2 2026 | Jul 27, 2026 |
| Guilbault Capital LLC | History | Reduced | 13,227 | 334 | 0.34% | 0.56% | 58 | -7,140 | -35.06% | Q2 2026 | Jul 23, 2026 |
| Bolthouse Investments, LLC | History | No change | 12,709 | 321 | 0.26% | 0.29% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZEGA Investments, LLC | History | Added to | 12,577 | 317 | 0.03% | 0.04% | 60 | +85 | 0.68% | Q2 2026 | Jul 31, 2026 |
| Huntleigh Advisors, Inc. | History | New | 10,066 | 254 | 0.04% | — | 61 | +10,066 | New | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,919 | 251 | 0.0% | — | 62 | +9,919 | New | Q2 2026 | Jul 27, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 9,105 | 230 | 0.01% | 0.02% | 63 | -9,357 | -50.68% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 8,877 | 224 | 0.0% | — | 64 | +8,877 | New | Q2 2026 | Aug 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 8,703 | 219 | 0.02% | — | 65 | +8,703 | New | Q2 2026 | Jul 28, 2026 |
| J. M. Brown & Associates Inc. | History | New | 8,184 | 206 | 0.12% | — | 66 | +8,184 | New | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,400 | 60 | 0.0% | 0.0% | 67 | +1,900 | 380.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | New | 1,000 | 25 | 0.0% | — | 68 | +1,000 | New | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 157 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -29,012 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,736 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,359 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -861 | -100.0% | Q2 2026 | Jul 20, 2026 |