SIO TOUCHSTONE ETF TRUST
FollowSTRAT INCOM ETF (fund)
12 managers (12 13F filers) reported a position in SIO shares at 2024-12-31, 5,788,044 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 5
- Added
- 2
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 5,788,044
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC… | 5,342,807 | $136M | 0.81% | -29,995 | 13F-HRTimeline |
| Janney Montgomery Scott LLC | 243,080 | $6.18M | 0.02% | new | 13F-HRTimeline |
| Oregon Pacific Wealth Management, LLC | 59,287 | $1.51M | 1.48% | 13F-HRTimeline | |
| Acorn Wealth Advisors, LLC | 55,248 | $1.4M | 0.58% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 23,720 | $603K | <0.01% | new | 13F-HRTimelineGroup |
| Thrivent Financial for Lutheransin group Thrivent Financial for Luther… | 20,486 | $531K | <0.01% | new | 13F-HRTimelineGroup |
| VICTORY FINANCIAL GROUP, LLC | 18,010 | $458K | 0.12% | 13F-HRTimeline | |
| MML INVESTORS SERVICES, LLC | 12,223 | $311K | <0.01% | +613 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 11,571 | $294K | <0.01% | +446 | 13F-HRTimelineGroup |
| HANTZ FINANCIAL SERVICES, INC. | 1,531 | $39K | <0.01% | new | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| UBS Group AGin group UBS Group AG | 81 | $2.06K | <0.01% | -2,524 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |