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Touchstone Strategic Income Opportunities ETF (SIO) Institutional Ownership

$25.66 -0.01 (-0.04%)
As of 04:10 PM Eastern
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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)
$54.84M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.13M
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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
4/27/2026 Baer Investment Advisory LLC70,043$1.80M0.2%N/A0.722%
4/22/2026 Janney Montgomery Scott LLC361,625$9.27M0.0%+16.3%3.728%
4/22/2026 Fort Washington Investment Advisors Inc. OH5,712,970$146.42M0.8%+0.5%58.897%
2/16/2026 MML Investors Services LLC23,400$607K0.0%+7.9%0.259%
2/12/2026Jane Street Group LLC9,249$240K0.0%N/A0.103%
2/11/2026 Janney Montgomery Scott LLC311,044$8.07M0.0%+13.8%3.448%
2/10/2026 Acorn Wealth Advisors LLC23,651$614K0.2%-74.9%0.262%
2/9/2026RHL Group LLC1,753$45K0.0%N/A0.019%
2/5/2026 Thrivent Financial for Lutherans1,503,484$39.04M0.1%+8.1%16.668%
1/15/2026 Victory Financial Group LLC82,453$2.14M0.3%+23.2%0.932%
1/13/2026 Fort Washington Investment Advisors Inc. OH5,687,357$147.59M0.8%+0.3%64.264%
1/12/2026 FFG Retirement Advisors LLC103,761$2.69M1.7%-0.4%1.172%
11/17/2025 Victory 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%
11/5/2025 Envestnet Asset Management Inc.13,365$352K0.0%+3.9%0.162%
11/4/2025 Thrivent Financial for Lutherans1,390,815$36.62M0.1%N/A16.899%
10/31/2025 Acorn Wealth Advisors LLC94,322$2.48M0.8%+42.4%1.146%
10/17/2025 FFG Retirement Advisors LLC104,209$2.74M1.7%-8.0%1.274%
10/17/2025 Fort 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%
8/14/2025 Acorn Wealth Advisors LLC66,223$1.73M0.6%+15.1%0.838%
8/13/2025 Victory Financial Group LLC59,623$1.56M0.2%+20.9%0.755%
8/1/2025 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%
4/28/2025Oregon 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%
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

Who are the largest shareholders of SIO shares?

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), FFG Retirement Advisors LLC ($2.69M), Victory Financial Group LLC ($2.14M), Oregon Pacific Wealth Management LLC ($1.88M), and Baer Investment Advisory LLC ($1.80M).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 15 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 ($374.16K), Janney Montgomery Scott LLC ($356.19K), Acorn Wealth Advisors LLC ($94.32K), Oregon Pacific Wealth Management LLC ($73.42K), Baer Investment Advisory LLC ($70.04K), and Citadel Advisors LLC ($39.78K).

How much institutional buying is happening at Touchstone Strategic Income Opportunities ETF?

Institutional investors have bought a total of 2,090,035 shares in the last 24 months. This purchase volume represents approximately $54.84M 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: Acorn Wealth Advisors LLC ($70.67K), FFG Retirement Advisors LLC ($9.54K), 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 81,755 shares in the last 24 months. This volume of shares sold represents approximately $2.13M in transactions.


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This page (NYSEARCA:SIO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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