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SIO TOUCHSTONE ETF TRUST

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STRAT INCOM ETF (fund)

13 managers (13 13F filers) reported a position in SIO shares at 2025-06-30, 6,123,839 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
13
13F filers
13
New
3
Added
7
Reduced
2
Sold out
3
Shares held by filers
6,123,839

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
FORT WASHINGTON INVESTMENT ADVISORS INC…5,460,114$143M0.82%+4,14813F-HRTimeline
Janney Montgomery Scott LLC263,282$6.88M0.02%+24,81413F-HRTimeline
FFG RETIREMENT ADVISORS LLC113,299$2.96M1.86%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC71,871$1.88M1.78%-1,54613F-HRTimeline
Acorn Wealth Advisors, LLC66,223$1.73M0.64%+8,69313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC59,623$1.56M0.25%+10,31513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,416$1.03M<0.01%+3,85213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,479$483K<0.01%+5,58313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,823$466K<0.01%-3,79613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,867$336K<0.01%+1,09813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP822$21.4K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.20$523<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.