IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Touchstone Ultra Short Incom (TUSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fort Washington Investment Advisors Inc
INCREASED
Shares3,406,996 from 2,562,900
Change+844,096 (+33%)
Value$85.9M (+$21.2M)
Filed 2026-10-15
Retirement Planning Group, LLC
INCREASED
Shares587,018 from 473,334
Change+113,684 (+24%)
Value$14.8M (+$2.8M)
Filed 2026-10-19
Allen Capital Group, LLC
INCREASED
Shares404,093 from 372,475
Change+31,618 (+8%)
Value$10.2M (+$782.5K)
Filed 2026-10-27
Parkway Wealth Management Group, LLC
INCREASED
Shares338,250 from 253,199
Change+85,051 (+34%)
Value$8.5M (+$2.1M)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares215,515 from 157,937
Change+57,578 (+36%)
Value$5.4M (+$1.4M)
Filed 2026-11-05
FFG Retirement Advisors LLC
DECREASED
Shares182,662 from 192,840
Change-10,178 (-5%)
Value$4.6M (-$264.4K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares167,827 from 104,008
Change+63,819 (+61%)
Value$4.2M (+$1.6M)
Filed 2026-10-13
Huntleigh Advisors, Inc.
INCREASED
Shares155,775 from 10,066
Change+145,709 (+1448%)
Value$3.9M (+$3.7M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares125,546 from 108,770
Change+16,776 (+15%)
Value$3.2M (+$418.7K)
Filed 2026-10-16
Puff Wealth Management, LLC
INCREASED
Shares111,746 from 42,663
Change+69,083 (+162%)
Value$2.8M (+$1.7M)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares106,810 from 9,919
Change+96,891 (+977%)
Value$2.7K (-$248.3K)
Filed 2026-11-02
Bulwark Capital Corp
NEW
Shares78,538
Change+78,538
Value$2.0M
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares71,479 from 66,461
Change+5,018 (+8%)
Value$1.8M (+$123.9K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares63,388 from 72,236
Change-8,848 (-12%)
Value$1.6M (-$226.0K)
Filed 2026-11-02
Meridian Wealth Management, LLC
NEW
Shares58,758
Change+58,758
Value$1.5M
Filed 2026-11-05
Northwest Financial Advisors
DECREASED
Shares57,185 from 57,197
Change-12 (0%)
Value$1.4M (-$2.6K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
DECREASED
Shares45,616 from 56,603
Change-10,987 (-19%)
Value$1.2M (-$279.3K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares40,605 from 423,814
Change-383,209 (-90%)
Value$1.0M (-$9.7M)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares39,944 from 39,091
Change+853 (+2%)
Value$1.0M (+$19.9K)
Filed 2026-11-03
Procyon Advisors, LLC
NEW
Shares38,190
Change+38,190
Value$963.2K
Filed 2026-10-21
Madison Park Capital Advisors, LLC
INCREASED
Shares36,181 from 22,684
Change+13,497 (+60%)
Value$912.5K (-$361.4K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares29,174 from 21,182
Change+7,992 (+38%)
Value$735.8K (+$200.7K)
Filed 2026-10-21
Guilbault Capital LLC
INCREASED
Shares26,157 from 13,227
Change+12,930 (+98%)
Value$659.7K (+$325.6K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares24,377 from 24,193
Change+184 (+1%)
Value$614.8K (+$3.7K)
Filed 2026-11-02
MW Advisory, LLC
NEW
Shares17,730
Change+17,730
Value$447.2K
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares16,514 from 15,287
Change+1,227 (+8%)
Value$416.5K (+$30.3K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
DECREASED
Shares13,520 from 14,473
Change-953 (-7%)
Value$341.0K (-$24.6K)
Filed 2026-10-29
RHL Group, LLC
DECREASED
Shares12,637 from 511,259
Change-498,622 (-98%)
Value$318.7K (-$12.5M)
Filed 2026-11-04
Zega Investments, LLC
DECREASED
Shares12,344 from 12,577
Change-233 (-2%)
Value$311.3K (-$6.4K)
Filed 2026-11-04
Flynn Zito Capital Management, LLC
NEW
Shares10,218
Change+10,218
Value$257.7K
Filed 2026-11-04
Victory Financial Group, LLC
INCREASED
Shares8,742 from 8,703
Change+39 (+0%)
Value$220.5K (+$634)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares3,000 from 2,400
Change+600 (+25%)
Value$75.7K (+$15.0K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares851
Change+851
Value$21.5K
Filed 2026-10-21
IFP Advisors, Inc
NEW
Shares735
Change+735
Value$18.5K
Filed 2026-10-16
Tectonic Advisors LLC
CLOSED
Shares0 from 9,105
Change-9,105 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-22
Parallel Advisors, LLC
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-03
Raymond James Financial Inc
N/A
Shares— from 2,679,145
Change-2,679,145 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,377,125
Change-2,377,125 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 992,948
Change-992,948 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 742,645
Change-742,645 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 620,152
Change-620,152 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 530,548
Change-530,548 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 530,178
Change-530,178 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 460,904
Change-460,904 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 354,125
Change-354,125 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 298,257
Change-298,257 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 275,538
Change-275,538 (-100%)
Value—
&partners
N/A
Shares— from 208,886
Change-208,886 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 202,801
Change-202,801 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 177,568
Change-177,568 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 167,664
Change-167,664 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 157,937
Change-157,937 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 118,646
Change-118,646 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 113,028
Change-113,028 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 112,209
Change-112,209 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 108,856
Change-108,856 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 94,998
Change-94,998 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 85,684
Change-85,684 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 80,174
Change-80,174 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 80,172
Change-80,172 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 53,967
Change-53,967 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 48,913
Change-48,913 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 42,004
Change-42,004 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 40,900
Change-40,900 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 39,408
Change-39,408 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 34,600
Change-34,600 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,913
Change-27,913 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,505
Change-23,505 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,416
Change-23,416 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 16,810
Change-16,810 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 12,709
Change-12,709 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Status
Fort Washington Investment Advisors Inc
INCREASED3,406,9962,562,900+844,096+33%$64.7M$85.9M+$21.2M2026-10-15
Retirement Planning Group, LLC
INCREASED587,018473,334+113,684+24%$12.0M$14.8M+$2.8M2026-10-19
Allen Capital Group, LLC
INCREASED404,093372,475+31,618+8%$9.4M$10.2M+$782.5K2026-10-27
Parkway Wealth Management Group, LLC
INCREASED338,250253,199+85,051+34%$6.4M$8.5M+$2.1M2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED215,515157,937+57,578+36%$4.0M$5.4M+$1.4M2026-11-05
FFG Retirement Advisors LLC
DECREASED182,662192,840-10,178-5%$4.9M$4.6M-$264.4K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED167,827104,008+63,819+61%$2.6M$4.2M+$1.6M2026-10-13
Huntleigh Advisors, Inc.
INCREASED155,77510,066+145,709+1448%$254.3K$3.9M+$3.7M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED125,546108,770+16,776+15%$2.7M$3.2M+$418.7K2026-10-16
Puff Wealth Management, LLC
INCREASED111,74642,663+69,083+162%$1.1M$2.8M+$1.7M2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED106,8109,919+96,891+977%$251.0K$2.7K-$248.3K2026-11-02
Bulwark Capital Corp
NEW78,538—+78,538——$2.0M—2026-10-13
Cornerstone Wealth Management, LLC
INCREASED71,47966,461+5,018+8%$1.7M$1.8M+$123.9K2026-11-04
Commonwealth Equity Services, LLC
DECREASED63,38872,236-8,848-12%$1.8M$1.6M-$226.0K2026-11-02
Meridian Wealth Management, LLC
NEW58,758—+58,758——$1.5M—2026-11-05
Northwest Financial Advisors
DECREASED57,18557,197-120%$1.4M$1.4M-$2.6K2026-10-27
Total Clarity Wealth Management, Inc.
DECREASED45,61656,603-10,987-19%$1.4M$1.2M-$279.3K2026-10-26
Bank of New York Mellon Corp
DECREASED40,605423,814-383,209-90%$10.7M$1.0M-$9.7M2026-11-05
Advisor OS, LLC
INCREASED39,94439,091+853+2%$987.4K$1.0M+$19.9K2026-11-03
Procyon Advisors, LLC
NEW38,190—+38,190——$963.2K—2026-10-21
Madison Park Capital Advisors, LLC
INCREASED36,18122,684+13,497+60%$1.3M$912.5K-$361.4K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED29,17421,182+7,992+38%$535.1K$735.8K+$200.7K2026-10-21
Guilbault Capital LLC
INCREASED26,15713,227+12,930+98%$334.1K$659.7K+$325.6K2026-10-28
Kestra Advisory Services, LLC
INCREASED24,37724,193+184+1%$611.1K$614.8K+$3.7K2026-11-02
MW Advisory, LLC
NEW17,730—+17,730——$447.2K—2026-10-19
Truist Financial Corp
INCREASED16,51415,287+1,227+8%$386.2K$416.5K+$30.3K2026-10-30
Koshinski Asset Management, Inc.
DECREASED13,52014,473-953-7%$365.6K$341.0K-$24.6K2026-10-29
RHL Group, LLC
DECREASED12,637511,259-498,622-98%$12.8M$318.7K-$12.5M2026-11-04
Zega Investments, LLC
DECREASED12,34412,577-233-2%$317.7K$311.3K-$6.4K2026-11-04
Flynn Zito Capital Management, LLC
NEW10,218—+10,218——$257.7K—2026-11-04
Victory Financial Group, LLC
INCREASED8,7428,703+39+0%$219.8K$220.5K+$6342026-10-27
Private Trust Co NA
INCREASED3,0002,400+600+25%$60.6K$75.7K+$15.0K2026-10-20
Root Financial Partners, LLC
NEW851—+851——$21.5K—2026-10-21
IFP Advisors, Inc
NEW735—+735——$18.5K—2026-10-16
Tectonic Advisors LLC
CLOSED09,105-9,105-100%$230.0K$0-$230.0K2026-10-22
Parallel Advisors, LLC
CLOSED0157-157-100%$4.0K$0-$4.0K2026-11-03
Raymond James Financial Inc
N/A—2,679,145-2,679,145-100%$67.7M———
LPL Financial LLC
N/A—2,377,125-2,377,125-100%$60.0M———
Integrated Wealth Concepts LLC
N/A—992,948-992,948-100%$25.1M———
Steward Partners Investment Advisory, LLC
N/A—742,645-742,645-100%$18.8M———
Wells Fargo & Company
N/A—620,152-620,152-100%$15.7M———
Stratos Wealth Partners, Ltd.
N/A—530,548-530,548-100%$13.4M———
Royal Bank of Canada
N/A—530,178-530,178-100%$13.4M———
Sanctuary Advisors, LLC
N/A—460,904-460,904-100%$11.6M———
Janney Montgomery Scott LLC
N/A—354,125-354,125-100%$8.9M———
Private Advisor Group, LLC
N/A—298,257-298,257-100%$7.5M———
Teucrium Investment Advisors, LLC
N/A—275,538-275,538-100%$7.0M———
&partners
N/A—208,886-208,886-100%$5.3M———
Osaic Holdings, Inc.
N/A—202,801-202,801-100%$5.1M———
RPS Advisory Solutions LLC
N/A—177,568-177,568-100%$4.5M———
Hamilton Wealth, LLC
N/A—167,664-167,664-100%$4.2M———
Vestmark Advisory Solutions, Inc.
N/A—157,937-157,937-100%$4.0M———
Coppell Advisory Solutions LLC
N/A—118,646-118,646-100%$1.8M———
Stifel Financial Corp
N/A—113,028-113,028-100%$2.9M———
Equitable Holdings, Inc.
N/A—112,209-112,209-100%$2.8M———
NewEdge Advisors, LLC
N/A—108,856-108,856-100%$2.7M———
Jane Street Group, LLC
N/A—94,998-94,998-100%$2.4M———
OneDigital Investment Advisors LLC
N/A—85,684-85,684-100%$2.2M———
Atlas Wealth LLC
N/A—80,174-80,174-100%$2.0M———
Envestnet Asset Management Inc
N/A—80,172-80,172-100%$2.0M———
Forge Financial Services LLC
N/A—53,967-53,967-100%$1.4M———
Flow Traders U.S. LLC
N/A—48,913-48,913-100%$1.2M———
Mission Creek Capital Partners, Inc.
N/A—42,004-42,004-100%$1.1M———
Brookwood Investment Group LLC
N/A—40,900-40,900-100%$1.0M———
Global Retirement Partners, LLC
N/A—39,408-39,408-100%$995.4K———
Waterloo Capital, L.P.
N/A—34,600-34,600-100%$874.0K———
Citadel Advisors LLC
N/A—27,913-27,913-100%$705.1K———
Goldman Sachs Group Inc
N/A—23,505-23,505-100%$593.7K———
Arkadios Wealth Advisors
N/A—23,416-23,416-100%$591.5K———
Keystone Financial Group
N/A—16,810-16,810-100%$424.6K———
Great Valley Advisor Group, Inc.
N/A—16,000-16,000-100%$404.2K———
Bolthouse Investments, LLC
N/A—12,709-12,709-100%$321.0K———
Northwestern Mutual Wealth Management Co
N/A—8,877-8,877-100%$224.2K———
J. M. Brown & Associates Inc.
N/A—8,184-8,184-100%$206.7K———
Arax Advisory Partners
N/A—1,000-1,000-100%$25.3K———
Showing 75 of 75 institutions