Public ownership evidence

Touchstone Ultra Short Income ETF (TUSI) Ownership Disclosures

Read TUSI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Touchstone Ultra Short Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Equitable Holdings, Inc.
Report period
2026-06-30
Available
2026-08-18
Reported shares
112,209
Value (USD)
$2,834,398
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001333986-26-000042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TUSI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TUSI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Equitable Holdings, Inc.2026-06-302026-08-18112,209$2,834,398None
Teucrium Investment Advisors, LLC2026-06-302026-08-15275,538$6,960,090None
OSAIC HOLDINGS, INC.2026-06-302026-08-15202,801$5,122,697None
JANE STREET GROUP, LLC2026-06-302026-08-1594,998$2,399,649None
FLOW TRADERS U.S. LLC2026-06-302026-08-1548,913$1,236,000None
Mission Creek Capital Partners, Inc.2026-06-302026-08-1542,004$1,061,030None
&PARTNERS2026-06-302026-08-15208,886$5,277,329None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15157,937$3,989,489None
ROYAL BANK OF CANADA2026-06-302026-08-15169$4,000None
ROYAL BANK OF CANADA2026-06-302026-08-15530,009$13,388,000None
CITADEL ADVISORS LLC2026-06-302026-08-1527,913$705,082None
Coppell Advisory Solutions LLC2026-06-302026-08-1569,450$1,756,380None
Coppell Advisory Solutions LLC2026-06-302026-08-1549,196$8,286None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1523,505$593,736None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1545,329$1,145,011None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15382,027$9,650,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,251,789$56,880,198None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15519,296$13,117,417None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15100,856$2,547,623None
Sanctuary Advisors, LLC2026-06-302026-08-14460,904$11,642,435None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14742,645$18,759,220None
ELEVATION POINT WEALTH PARTNERS, LLC2026-06-302026-08-13157,937$3,989,489None
Integrated Wealth Concepts LLC2026-06-302026-08-13993,483$25,095,770None
NewEdge Advisors, LLC2026-06-302026-08-13108,856$2,749,715None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-138,877$224,233None
STIFEL FINANCIAL CORP2026-06-302026-08-13113,028$2,855,089None
Bolthouse Investments, LLC2026-06-302026-08-1212,709$321,029None
RPS ADVISORY SOLUTIONS LLC2026-06-302026-08-12177,568$4,485,368None
Stratos Wealth Partners, LTD.2026-06-302026-08-12530,548$13,401,642None
Arkadios Wealth Advisors2026-06-302026-08-1123,416$591,483None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1116,000$404,160None
Arax Advisory Partners2026-06-302026-08-111,000$25,284None
Forge Financial Services LLC2026-06-302026-08-0853,967$1,363,187None
OneDigital Investment Advisors LLC2026-06-302026-08-0885,684$2,164,390None
LPL Financial LLC2026-06-302026-08-082,377,125$60,046,165None
Hamilton Wealth, LLC2026-06-302026-08-07167,664$4,235,186None
Global Retirement Partners, LLC2026-06-302026-08-0739,408$995,443None
Bank of New York Mellon Corp2026-06-302026-08-072$48None
Bank of New York Mellon Corp2026-06-302026-08-07423,812$10,705,491None
Parallel Advisors, LLC2026-06-302026-08-06157$3,966None
Retirement Planning Group, LLC2026-06-302026-08-06473,334$11,956,409None
Janney Montgomery Scott LLC2026-06-302026-08-06354,125$8,945,000None
Advisor OS, LLC2026-06-302026-08-0623,477$593,029None
Advisor OS, LLC2026-06-302026-08-065,109$129,053None
Advisor OS, LLC2026-06-302026-08-065,909$149,261None
Advisor OS, LLC2026-06-302026-08-064,596$116,095None
RHL GROUP, LLC2026-06-302026-08-05511,259$12,781,475None
Huntleigh Advisors, Inc.2026-06-302026-08-0510,066$254,267None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0480,172$2,025,136None
ZEGA Investments, LLC2026-06-302026-08-0112,577$317,695None

90-day public filing window, up to 50 source positions.

Equitable Holdings, Inc. ↗Teucrium Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗Mission Creek Capital Partners, Inc. ↗&PARTNERS ↗Vestmark Advisory Solutions, Inc. ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.