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Touchstone US LRG Cap (LCF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fort Washington Investment Advisors Inc
UNCHANGED
Shares1,000,000 from 1,000,000
Change0 (0%)
Value$45.9M (+$2.7M)
Filed 2026-10-15
Moody National Bank Trust Division
INCREASED
Shares41,522 from 37,603
Change+3,919 (+10%)
Value$1.9M (+$280.6K)
Filed 2026-10-06
International Assets Investment Management, LLC
INCREASED
Shares6,900 from 2,800
Change+4,100 (+146%)
Value$315.9K (+$194.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares4,386
Change+4,386
Value$201.2K
Filed 2026-11-02
Assetmark, Inc
NEW
Shares218
Change+218
Value$10.0K
Filed 2026-10-21
UBS Group AG
NEW
Shares19
Change+19
Value$871
Filed 2026-11-10
Steward Partners Investment Advisory, LLC
N/A
Shares— from 215,550
Change-215,550 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 151,889
Change-151,889 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 21,699
Change-21,699 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 21,616
Change-21,616 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Status
Fort Washington Investment Advisors Inc
UNCHANGED1,000,0001,000,00000%$43.2M$45.9M+$2.7M2026-10-15
Moody National Bank Trust Division
INCREASED41,52237,603+3,919+10%$1.6M$1.9M+$280.6K2026-10-06
International Assets Investment Management, LLC
INCREASED6,9002,800+4,100+146%$121.8K$315.9K+$194.1K2026-11-02
Kestra Advisory Services, LLC
NEW4,386—+4,386——$201.2K—2026-11-02
Assetmark, Inc
NEW218—+218——$10.0K—2026-10-21
UBS Group AG
NEW19—+19——$871—2026-11-10
Steward Partners Investment Advisory, LLC
N/A—215,550-215,550-100%$9.3M———
Envestnet Asset Management Inc
N/A—151,889-151,889-100%$6.6M———
Stifel Financial Corp
N/A—21,699-21,699-100%$937.0K———
Janney Montgomery Scott LLC
N/A—21,616-21,616-100%$933.0K———
Wells Fargo & Company
N/A—1,044-1,044-100%$45.1K———
Osaic Holdings, Inc.
N/A—875-875-100%$37.8K———
Showing 12 of 12 institutions