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Touchstone Ultra Short Incom (TUSI)

CUSIP: 89157W301 | NYSE | 92 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Fort Washington Investment Advisors Inc3,406,996
0.4% of portfolio›$85.9M
Retirement Planning Group, LLC587,018
0.4% of portfolio›$14.8M
Allen Capital Group, LLC404,093
0.8% of portfolio›$10.2M
Parkway Wealth Management Group, LLC338,250
1.0% of portfolio›$8.5M
Elevation Point Wealth Partners, LLC215,515
0.1% of portfolio›$5.4M
FFG Retirement Advisors LLC182,662
2.5% of portfolio›$4.6M
Wealth Enhancement Advisory Services, LLC167,827
0.0% of portfolio›$4.2M
Huntleigh Advisors, Inc.155,775
0.5% of portfolio›$3.9M
Concurrent Investment Advisors, LLC125,546
0.0% of portfolio›$3.2M
Puff Wealth Management, LLC111,746
2.7% of portfolio›$2.8M
Cambridge Investment Research Advisors, Inc.106,810
0.0% of portfolio›$2.7K
Bulwark Capital Corp78,538
1.0% of portfolio›$2.0M
Cornerstone Wealth Management, LLC71,479
0.1% of portfolio›$1.8M
Commonwealth Equity Services, LLC63,388
0.0% of portfolio›$1.6M
Meridian Wealth Management, LLC58,758
0.0% of portfolio›$1.5M
Northwest Financial Advisors57,185
0.2% of portfolio›$1.4M
Total Clarity Wealth Management, Inc.45,616
0.2% of portfolio›$1.2M
Advisor OS, LLC39,944
0.1% of portfolio›$1.0M
Procyon Advisors, LLC38,190
0.0% of portfolio›$963.2K
Madison Park Capital Advisors, LLC36,181
0.6% of portfolio›$912.5K
Wealthcare Advisory Partners LLC29,174
0.0% of portfolio›$735.8K
Guilbault Capital LLC26,157
0.6% of portfolio›$659.7K
Kestra Advisory Services, LLC24,377
0.0% of portfolio›$614.8K
MW Advisory, LLC17,730
0.2% of portfolio›$447.2K
Truist Financial Corp16,514
0.0% of portfolio›$416.5K
Koshinski Asset Management, Inc.13,520
0.0% of portfolio›$341.0K
RHL Group, LLC12,637
0.2% of portfolio›$318.7K
Zega Investments, LLC12,344
0.0% of portfolio›$311.3K
Flynn Zito Capital Management, LLC10,218
0.1% of portfolio›$257.7K
Victory Financial Group, LLC8,742
0.0% of portfolio›$220.5K
Private Trust Co NA3,000
0.0% of portfolio›$75.7K
Root Financial Partners, LLC851
0.0% of portfolio›$21.5K
IFP Advisors, Inc735
0.0% of portfolio›$18.5K
StyleTurnoverLocationFiled
Fort Washington Investment Advisors Inc
3,406,996$85.9M0.4%CoreLowCincinnati, OH2026-10-15
Retirement Planning Group, LLC
587,018$14.8M0.4%ETFVery LowLeawood, KS2026-10-19
Allen Capital Group, LLC
404,093$10.2M0.8%CoreLowGrand Island, NE2026-10-27
Parkway Wealth Management Group, LLC
338,250$8.5M1.0%ETFHighPlano, TX2026-10-20
Elevation Point Wealth Partners, LLC
215,515$5.4M0.1%CoreHighDenver, CO2026-11-05
FFG Retirement Advisors LLC
182,662$4.6M2.5%ETFMediumCentennial, CO2026-10-20
Wealth Enhancement Advisory Services, LLC
167,827$4.2M0.0%CoreLowPlymouth, MN2026-10-13
Huntleigh Advisors, Inc.
155,775$3.9M0.5%GrowthMediumSt. Louis, MO2026-11-03
Concurrent Investment Advisors, LLC
125,546$3.2M0.0%GrowthMediumTampa, FL2026-10-16
Puff Wealth Management, LLC
111,746$2.8M2.7%ETFLowHaddonfield, NJ2026-10-07
Cambridge Investment Research Advisors, Inc.
106,810$2.7K0.0%ETFLowFairfield, IA2026-11-02
Bulwark Capital Corp
78,538$2.0M1.0%ETFMediumFernandina Beach, FL2026-10-13
Cornerstone Wealth Management, LLC
71,479$1.8M0.1%ETFVery LowSt. Peters, MO2026-11-04
Commonwealth Equity Services, LLC
63,388$1.6M0.0%ETFLowWaltham, MA2026-11-02
Meridian Wealth Management, LLC
58,758$1.5M0.0%GrowthLowLexington, KY2026-11-05
Northwest Financial Advisors
57,185$1.4M0.2%ETFLowHerndon, VA2026-10-27
Total Clarity Wealth Management, Inc.
45,616$1.2M0.2%ETFMediumSt. Charles, IL2026-10-26
Advisor OS, LLC
39,944$1.0M0.1%ETFMediumChicago, IL2026-11-03
Procyon Advisors, LLC
38,190$963.2K0.0%CoreVery LowShelton, CT2026-10-21
Madison Park Capital Advisors, LLC
36,181$912.5K0.6%ETFMediumSeattle, WA2026-10-28
Wealthcare Advisory Partners LLC
29,174$735.8K0.0%ETFLowWest Chester, PA2026-10-21
Guilbault Capital LLC
26,157$659.7K0.6%ETFMediumMetairie, LA2026-10-28
Kestra Advisory Services, LLC
24,377$614.8K0.0%CoreLowAustin, TX2026-11-02
MW Advisory, LLC
17,730$447.2K0.2%CoreN/AAtlanta, GA2026-10-19
Truist Financial Corp
16,514$416.5K0.0%CoreLowCharlotte, NC2026-10-30
Koshinski Asset Management, Inc.
13,520$341.0K0.0%ETFLowDecatur, IL2026-10-29
RHL Group, LLC
12,637$318.7K0.2%ETFVery HighHolly, MI2026-11-04
Zega Investments, LLC
12,344$311.3K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Flynn Zito Capital Management, LLC
10,218$257.7K0.1%ETFLowGarden City, NY2026-11-04
Victory Financial Group, LLC
8,742$220.5K0.0%ETFLowAustin, TX2026-10-27
Private Trust Co NA
3,000$75.7K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
851$21.5K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
735$18.5K0.0%GrowthLowTampa, FL2026-10-16