Skip to content

SIO TOUCHSTONE ETF TRUST

Follow

STRAT INCOM ETF (fund)

17 managers (17 13F filers) reported a position in SIO shares at 2025-12-31, 8,514,622 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
17
13F filers
17
New
3
Added
8
Reduced
3
Sold out
0
Shares held by filers
8,514,622

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
FORT WASHINGTON INVESTMENT ADVISORS INC…5,687,357$148M0.79%+18,67413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,503,484$39M0.07%+112,66913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC464,413$12.1M<0.01%+408,01713F-HRTimelineGroup
Janney Montgomery Scott LLC311,044$8.07M0.02%+37,71613F-HRTimeline
Willow Financial LLC239,248$6.21M6.31%13F-HRTimeline
FFG RETIREMENT ADVISORS LLC103,761$2.69M1.67%-44813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC82,453$2.14M0.27%+15,52813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,469$1.28M<0.01%-8,13013F-HRTimelineGroup
Acorn Wealth Advisors, LLC23,651$614K0.18%-70,67113F-HRTimeline
MML INVESTORS SERVICES, LLC23,400$607K<0.01%+1,70913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,122$366K<0.01%+75713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,249$240K<0.01%new13F-HRTimelineGroup
RHL GROUP, LLC1,753$45.5K0.04%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP941$24.4K<0.01%+1613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.189$4.9K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG68$1.76K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.20$519<0.01%013F-HRTimeline