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Touchstone Strategic Income Opportunities ETF (SIO) Institutional Ownership

$24.71 +0.04 (+0.16%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$24.72 +0.00 (+0.02%)
As of 10/14/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Touchstone Strategic Income Opportunities ETF (NYSEARCA:SIO)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$60.38M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.53M
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SIO Institutional Buying and Selling by Quarter

Touchstone Strategic Income Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.278,546$7.15M0.0%+1,582.9%2.537%
9/2/2026Citadel Advisors LLC20,782$534K0.0%-40.1%0.189%
8/21/2026Acorn Wealth Advisors LLC12,020$309K0.1%-21.4%0.109%
7/10/2026FFG Retirement Advisors LLC208,811$5.36M2.8%+4.5%2.002%
4/27/2026Baer Investment Advisory LLC70,043$1.80M0.2%N/A0.722%
4/22/2026Janney Montgomery Scott LLC361,625$9.27M0.0%+16.3%3.728%
4/22/2026Fort Washington Investment Advisors Inc. OH5,712,970$146.42M0.8%+0.5%58.897%
2/16/2026MML Investors Services LLC23,400$607K0.0%+7.9%0.259%
2/12/2026Jane Street Group LLC9,249$240K0.0%N/A0.103%
2/11/2026Janney Montgomery Scott LLC311,044$8.07M0.0%+13.8%3.448%
2/10/2026Acorn Wealth Advisors LLC23,651$614K0.2%-74.9%0.262%
2/9/2026RHL Group LLC1,753$45K0.0%N/A0.019%
2/5/2026Thrivent Financial for Lutherans1,503,484$39.04M0.1%+8.1%16.668%
1/15/2026Victory Financial Group LLC82,453$2.14M0.3%+23.2%0.932%
1/13/2026Fort Washington Investment Advisors Inc. OH5,687,357$147.59M0.8%+0.3%64.264%
1/12/2026FFG Retirement Advisors LLC103,761$2.69M1.7%-0.4%1.172%
11/17/2025Victory Financial Group LLC66,925$1.76M0.2%+12.2%0.813%
11/17/2025Citadel Advisors LLC57,599$1.52M0.0%+223.2%0.700%
11/14/2025Raymond James Financial Inc.56,396$1.49M0.0%+43.1%0.685%
11/5/2025Envestnet Asset Management Inc.13,365$352K0.0%+3.9%0.162%
11/4/2025Thrivent Financial for Lutherans1,390,815$36.62M0.1%N/A16.899%
10/31/2025Acorn Wealth Advisors LLC94,322$2.48M0.8%+42.4%1.146%
10/17/2025FFG Retirement Advisors LLC104,209$2.74M1.7%-8.0%1.274%
10/17/2025Fort Washington Investment Advisors Inc. OH5,668,683$149.26M0.8%+3.8%69.299%
8/14/2025Raymond James Financial Inc.39,416$1.03M0.0%+10.8%0.499%
8/14/2025Acorn Wealth Advisors LLC66,223$1.73M0.6%+15.1%0.838%
8/13/2025Victory Financial Group LLC59,623$1.56M0.2%+20.9%0.755%
8/1/2025Envestnet Asset Management Inc.12,867$336K0.0%+9.3%0.164%
7/17/2025Janney Montgomery Scott LLC263,282$6.88M0.0%+10.4%3.354%
7/17/2025Fort Washington Investment Advisors Inc. OH5,460,114$142.71M0.8%+0.1%69.556%
7/15/2025Oregon 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%
4/28/2025Oregon Pacific Wealth Management LLC73,417$1.89M1.9%+23.8%0.982%
4/17/2025Janney Montgomery Scott LLC238,468$6.15M0.0%-1.9%3.188%
4/16/2025Fort Washington Investment Advisors Inc. OH5,455,966$140.66M0.9%+2.1%74.433%
2/13/2025Envestnet 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%
1/24/2025Oregon Pacific Wealth Management LLC59,287$1.51M1.5%N/A1.446%
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1/23/2025Hantz Financial Services Inc.1,531$39K0.0%N/A0.037%
1/17/2025Janney Montgomery Scott LLC243,080$6.18M0.0%N/A5.929%
1/17/2025Fort 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%
7/30/2024Fort Washington Investment Advisors Inc. OH4,081,525$102.98M0.7%+0.1%99.549%
1/17/2024Fort Washington Investment Advisors Inc. OH4,031,595$101.71M0.7%+0.1%98.332%
7/28/2023Fort Washington Investment Advisors Inc. OH4,025,595$99.24M0.7%+0.3%98.185%
4/28/2023Fort Washington Investment Advisors Inc. OH4,012,911$100.06M0.8%-0.3%97.876%
1/30/2023Fort Washington Investment Advisors Inc. OH4,025,822$98.89M0.8%+0.6%98.191%


SIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 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 ($146.42M), Thrivent Financial for Lutherans ($39.04M), Janney Montgomery Scott LLC ($9.27M), Envestnet Asset Management Inc. ($7.15M), FFG Retirement Advisors LLC ($5.36M), Victory Financial Group LLC ($2.14M), and Oregon Pacific Wealth Management LLC ($1.88M).Learn more on Touchstone Strategic Income Opportunities ETF's institutional investors.

Of the 16 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: Thrivent Financial for Lutherans ($1.52M), Fort Washington Investment Advisors Inc. OH ($370.16K), Janney Montgomery Scott LLC ($356.19K), Envestnet Asset Management Inc. ($264.04K), Acorn Wealth Advisors LLC ($94.32K), Oregon Pacific Wealth Management LLC ($73.42K), and Baer Investment Advisory LLC ($70.04K).

Institutional investors have bought a total of 2,306,500 shares in the last 24 months. This purchase volume represents approximately $60.38M in transactions.

The following institutional investors have sold Touchstone Strategic Income Opportunities ETF stock in the last 24 months: Acorn Wealth Advisors LLC ($73.94K), Citadel Advisors LLC ($13.93K), and FFG Retirement Advisors LLC ($9.54K).

Institutional investors have sold a total of 97,401 shares in the last 24 months. This volume of shares sold represents approximately $2.53M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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