SIO TOUCHSTONE ETF TRUST
FollowSTRAT INCOM ETF (fund)
13 managers (13 13F filers) reported a position in SIO shares at 2025-03-31, 5,978,776 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 2
- Added
- 7
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 5,978,776
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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… | 5,455,966 | $141M | 0.86% | +113,159 | 13F-HRTimeline |
| Janney Montgomery Scott LLC | 238,468 | $6.15M | 0.02% | -4,612 | 13F-HRTimeline |
| Oregon Pacific Wealth Management, LLC | 73,417 | $1.89M | 1.89% | +14,130 | 13F-HRTimeline |
| Acorn Wealth Advisors, LLC | 57,530 | $1.48M | 0.62% | +2,282 | 13F-HRTimeline |
| VICTORY FINANCIAL GROUP, LLC | 49,308 | $1.27M | 0.24% | +31,298 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 35,564 | $917K | <0.01% | new | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 21,619 | $557K | <0.01% | -2,101 | 13F-HRTimelineGroup |
| Thrivent Financial for Lutheransin group Thrivent Financial for Luther… | 20,486 | $531K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| MML INVESTORS SERVICES, LLC | 12,896 | $332K | <0.01% | +673 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 11,769 | $303K | <0.01% | +198 | 13F-HRTimelineGroup |
| Capital Analysts, LLCin group Capital Analysts, LLC | 1,541 | $40K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 212 | $5.47K | <0.01% | +131 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |