Funds holding Touchstone Ultra Short Income
ISIN US89157W3016 · United States · LEI 54930086P85NGSFSP760
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 7.9M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Yields for You Strategy A ETF Listed Funds Trust | 310,398 | 7.9M $ | 30.07 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Yields for You Strategy A ETF Listed Funds Trust | 30.07 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 310,398 | -2.7 % |
| 2026Q1 | 1 | 0 | 319,116 | +5.1 % |
| 2025Q4 | 1 | 0 | 303,703 | +4.9 % |
| 2025Q3 | 1 | 0 | 289,442 | -22.2 % |
| 2025Q2 | 1 | 372,060 |
Institutional managers
53 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2,332,362 | 59.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,055,544 | 52M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,759,005 | 44.5M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 634,236 | 16.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 519,901 | 13.2M $ | as of Mar 31, 2026 |
| Allen Capital Group, LLC | 479,836 | 12.1M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 314,033 | 8M $ | as of Mar 31, 2026 |
| Teucrium Investment Advisors, LLC | 310,398 | 7.9M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 296,812 | 7.5M $ | as of Mar 31, 2026 |
| CWM, LLC | 285,123 | 7.2M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 280,016 | 7.1K $ | as of Mar 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 245,589 | 6.2M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 241,661 | 6.1M $ | as of Mar 31, 2026 |
| Parkway Wealth Management Group, LLC | 209,260 | 5.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 198,446 | 5M $ | as of Mar 31, 2026 |
| RPS ADVISORY SOLUTIONS LLC | 167,453 | 4.2M $ | as of Mar 31, 2026 |
| Retirement Planning Group, LLC | 156,666 | 4M $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 138,491 | 3.5M $ | as of Mar 31, 2026 |
| FFG RETIREMENT ADVISORS LLC | 115,189 | 2.9M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 113,670 | 2.9M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 113,429 | 2.9M $ | as of Mar 31, 2026 |
| Atlas Wealth LLC | 112,018 | 2.8M $ | as of Mar 31, 2026 |
| Hamilton Wealth, LLC | 102,290 | 2.6M $ | as of Mar 31, 2026 |
| OneDigital Investment Advisors LLC | 85,684 | 2.2M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 83,927 | 404.5K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Touchstone Ultra Short Income". https://titelia.com/en/stocks/touchstone-ultra-short-income-US89157W3016