TUSI

Touchstone Ultra Short Incom$25.31 0.08%
UnclassifiedUSCUSIP 89157W301· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
18
+5 QoQ
13F Value (tracked)
$71.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$25.31 0.08%4Y +1.2%
$24.76$24.96$25.15$25.35$25.54202220232024202520262224446268
Hover for who · click for detailEnd-of-day closing prices52w $25.29 – $25.47
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Use TUSI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns TUSI

This stock page is the Follow view. The Build view lets your agent query TUSI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TUSI"
Ask your agent
Use Arkolith to show who owns TUSI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

18 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Steward Partners Investment Advisory, LLC
$16.1M
634K
−21%
Reduced · −171K sh
Q1 2026
2Integrated Wealth Concepts LLC
$8.0M
314K
39×
Added · +306K sh
Q1 2026
3Private Advisor Group, LLC
$7.5M
297K
+26%
Added · +61K sh
Q1 2026
4CWM, LLC
$7.2M
285K
23×
Added · +273K sh
Q1 2026
5ELEVATION POINT WEALTH PARTNERS, LLC
$6.2M
246K
+30%
Added · +57K sh
Q1 2026
6Vestmark Advisory Solutions, Inc.
$6.1M
242K
+30%
Added · +55K sh
Q1 2026
7Retirement Planning Group, LLC
$4.0M
157K
+9.8%
Added · +14K sh
Q1 2026
8Stratos Wealth Partners, LTD.
$3.5M
138K
+322%
Added · +106K sh
Q1 2026
9Concurrent Investment Advisors, LLC
$2.9M
114K
+32%
Added · +28K sh
Q1 2026
10NewEdge Advisors, LLC
$2.4M
97K
+20%
Added · +16K sh
Q1 2026
11Equitable Holdings, Inc.
$2.0M
78K
+4.4%
Added · +3K sh
Q1 2026
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.6M
62K
−28%
Reduced · −24K sh
Q1 2026
13Cornerstone Wealth Management, LLC
$1.5M
60K
+1.6%
Added · +937 sh
Q1 2026
14&PARTNERS
$1.0M
41K
New
+41K sh
Q1 2026
15Arkadios Wealth Advisors
$552K
22K
New
+22K sh
Q1 2026
16CITADEL ADVISORS LLC
$551K
22K
+112%
Added · +12K sh
Q1 2026
17TECTONIC ADVISORS LLC
$467K
18K
+19%
Added · +3K sh
Q1 2026
18Kestra Advisory Services, LLC
$417K
16K
+73%
Added · +7K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
6
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

33 funds+31 since Q3 2022
01733Q3 2022Q2 2023Q1 2024Q4 2024Q3 2025Q1 2026
funds holding aggregate valuelatest $269.2M

Funds that own TUSI also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV20 funds$10.3B
NVIDIA CORPNVDA20 funds$8.4B
MICROSOFT CORPMSFT20 funds$5.8B
ALPHABET INC-CL AGOOGL20 funds$4.0B
JPMORGAN CHASE & COJPM20 funds$3.2B
BROADCOM INCAVGO20 funds$3.0B
ISHARES CORE U.S. AGGREGATEAGG20 funds$2.8B
ALPHABET INC-CL CGOOG20 funds$2.5B
JOHNSON & JOHNSONJNJ20 funds$2.1B
TESLA INCTSLA20 funds$2.0B
EXXON MOBIL CORPXOM20 funds$2.0B
WALMART INCWMT20 funds$1.9B

Ranked by how many of TUSI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TUSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.