Touchstone Strategic Income Opportunities ETF (SIO) Institutional Ownership $26.14 +0.12 (+0.46%) As of 08/1/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Touchstone Strategic Income Opportunities ETF (NYSEARCA:SIO)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$13.88MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$921.48K Get SIO Insider Trade Alerts Want to know when executives and insiders are buying or selling Touchstone Strategic Income Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SIO Institutional Buying and Selling by Quarter Touchstone Strategic Income Opportunities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/1/2025 Envestnet Asset Management Inc.12,867$336K0.0%+9.3%0.164% 7/17/2025 Janney Montgomery Scott LLC263,282$6.88M0.0%+10.4%3.354% 7/17/2025 Fort Washington Investment Advisors Inc. OH5,460,114$142.71M0.8%+0.1%69.556% 7/15/2025 Oregon Pacific Wealth Management LLC71,871$1.88M1.8%-2.1%0.916% 5/14/2025Capital Analysts LLC1,541$40K0.0%N/A0.021% 5/1/2025Acorn Wealth Advisors LLC57,530$1.48M0.6%+4.1%0.769% 4/28/2025 Oregon Pacific Wealth Management LLC73,417$1.89M1.9%+23.8%0.982% 4/17/2025 Janney Montgomery Scott LLC238,468$6.15M0.0%-1.9%3.188% 4/16/2025 Fort Washington Investment Advisors Inc. OH5,455,966$140.66M0.9%+2.1%74.433% 2/13/2025 Envestnet Asset Management Inc.11,571$294K0.0%+4.0%0.282% 2/10/2025Thrivent Financial for Lutherans20,486$531K0.0%N/A0.500% 2/4/2025Acorn Wealth Advisors LLC55,248$1.40M0.6%N/A1.348% 1/24/2025 Oregon Pacific Wealth Management LLC59,287$1.51M1.5%N/A1.446% 1/23/2025Hantz Financial Services Inc.1,531$39K0.0%N/A0.037% 1/17/2025 Janney Montgomery Scott LLC243,080$6.18M0.0%N/A5.929% 1/17/2025 Fort Washington Investment Advisors Inc. OH5,342,807$135.74M0.8%-0.6%130.312% 11/15/2024MML Investors Services LLC11,610$307K0.0%+21.5%0.283% 7/30/2024 Fort Washington Investment Advisors Inc. OH4,081,525$102.98M0.7%+0.1%99.549% 1/17/2024 Fort Washington Investment Advisors Inc. OH4,031,595$101.71M0.7%+0.1%98.332% 7/28/2023 Fort Washington Investment Advisors Inc. OH4,025,595$99.24M0.7%+0.3%98.185% 4/28/2023 Fort Washington Investment Advisors Inc. OH4,012,911$100.06M0.8%-0.3%97.876% 1/30/2023 Fort Washington Investment Advisors Inc. OH4,025,822$98.89M0.8%+0.6%98.191% (Data available from 1/1/2016 forward) SIO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SIO shares? During the previous two years, 9 institutional investors and hedge funds held shares of Touchstone Strategic Income Opportunities ETF. The most heavily invested institutionals were Fort Washington Investment Advisors Inc. OH ($142.71M), Janney Montgomery Scott LLC ($6.88M), Oregon Pacific Wealth Management LLC ($1.88M), Acorn Wealth Advisors LLC ($1.48M), Thrivent Financial for Lutherans ($531K), Envestnet Asset Management Inc. ($336K), and MML Investors Services LLC ($307K).Learn more on Touchstone Strategic Income Opportunities ETF's institutional investors. Which institutional investors have been buying Touchstone Strategic Income Opportunities ETF's stock? Of the 9 institutional investors that purchased Touchstone Strategic Income Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($267.89K), Fort Washington Investment Advisors Inc. OH ($127.31K), Oregon Pacific Wealth Management LLC ($73.42K), Acorn Wealth Advisors LLC ($57.53K), Thrivent Financial for Lutherans ($20.49K), MML Investors Services LLC ($2.06K), and Envestnet Asset Management Inc. ($1.54K). How much institutional buying is happening at Touchstone Strategic Income Opportunities ETF? Institutional investors have bought a total of 543,306 shares in the last 24 months. This purchase volume represents approximately $13.88M in transactions. Which of Touchstone Strategic Income Opportunities ETF's major shareholders have been selling company stock? The following institutional investors have sold Touchstone Strategic Income Opportunities ETF stock in the last 24 months: Fort Washington Investment Advisors Inc. OH ($30.00K), Janney Montgomery Scott LLC ($4.61K), and Oregon Pacific Wealth Management LLC ($1.55K). How much institutional selling is happening at Touchstone Strategic Income Opportunities ETF? Institutional investors have sold a total of 36,153 shares in the last 24 months. This volume of shares sold represents approximately $921.48K in transactions. 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