51 tracked 13F filers disclose a position in TUSI as of the latest SEC 13F filings, a combined $317.3M in reported value. 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $59.1M | 2.3M | ▼−1.9% Reduced · −45K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $52.0M | 2.1M | ▲+138% Added · +1.2M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $44.5M | 1.8M | ▲+65% Added · +696K sh | Q1 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $16.1M | 634K | ▼−21% Reduced · −171K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $13.2M | 520K | ▼−13% Reduced · −80K sh | Q1 2026 | |
| 6 | RHL GROUP, LLC | $12.8M | 511K | ▲+628% Added · +441K sh | Q2 2026 | |
| 7 | Retirement Planning Group, LLC | $12.0M | 473K | ▲+202% Added · +317K sh | Q2 2026 | |
| 8 | Allen Capital Group, LLC | $9.4M | 372K | ▼−22% Reduced · −107K sh | Q2 2026 | |
| 9 | Integrated Wealth Concepts LLC | $8.0M | 314K | ▲39× Added · +306K sh | Q1 2026 | |
| 10 | Teucrium Investment Advisors, LLC | $7.9M | 310K | ▼−2.2% Reduced · −7K sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | $7.5M | 298K | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 12 | CWM, LLC | $7.2M | 285K | ▲23× Added · +273K sh | Q1 2026 | |
| 13 | Parkway Wealth Management Group, LLC | $6.4M | 253K | ▲+21% Added · +44K sh | Q2 2026 | |
| 14 | ELEVATION POINT WEALTH PARTNERS, LLC | $6.2M | 246K | ▲+30% Added · +57K sh | Q1 2026 | |
| 15 | Vestmark Advisory Solutions, Inc. | $6.1M | 242K | ▲+30% Added · +55K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $5.0M | 198K | ▲+24% Added · +38K sh | Q1 2026 | |
| 17 | FFG RETIREMENT ADVISORS LLC | $4.9M | 193K | ▲+67% Added · +78K sh | Q2 2026 | |
| 18 | Stratos Wealth Partners, LTD. | $3.5M | 138K | ▲+322% Added · +106K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $2.9M | 113K | ▼−0.5% Reduced · −577 sh | Q1 2026 | |
| 20 | Concurrent Investment Advisors, LLC | $2.7M | 109K | ▼−4.3% Reduced · −5K sh | Q2 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 104K | ▲+69% Added · +42K sh | Q2 2026 | |
| 22 | Hamilton Wealth, LLC | $2.6M | 102K | ▲+38% Added · +28K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $2.4M | 97K | ▲+20% Added · +16K sh | Q1 2026 | |
| 24 | OneDigital Investment Advisors LLC | $2.2M | 86K | ▲New +86K sh | Q1 2026 | |
| 25 | Atlas Wealth LLC | $2.0M | 80K | ▼−28% Reduced · −32K sh | Q2 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.
Last quarter, 8 funds opened a new position in TUSI and 8 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 21 funds | $3.6B |
| NVIDIA CORPNVDA | 20 funds | $5.1B |
| MICROSOFT CORPMSFT | 20 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 20 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 20 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $1.1B |
| CHEVRON CORPCVX | 20 funds | $541.2M |
| ELI LILLY & COLLY | 20 funds | $512.1M |
| ABBVIE INCABBV | 20 funds | $336.6M |
| PROCTER & GAMBLE CO/THEPG | 20 funds | $327.7M |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 19 funds | $1.8B |
Ranked by how many of TUSI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| TUSIthis pageULTRA SHORT INCM | 51 funds | $318.5M |
| TDIMF Closed and MF Open | 27 funds | $95.7M |
| TSECSECURITIZED INCO | 17 funds | $135.3M |
| SIOSTRATEGIC INCOME | 15 funds | $179.6M |
| TLGMF Closed and MF Open | 14 funds | $48.0M |
| TSELTOUCHSTONE SANDS | 8 funds | $59.4M |
| TLCITOUCHSTONE INTL | 6 funds | $56.2M |
| LCFUS LRG CAP FOC | 6 funds | $49.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TUSI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TUSI/capital-change-brief"
Use Arkolith's capital_change_brief for TUSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.