Who Owns SIO?
Touchstone Strategic Income ETF — Institutional Ownership & 13F Holdings
$25.75
+0.10 (+0.39%)
Market Cap
$245.6M
Shares Outstanding
9,378,252
Institutional Holders
12
Total Inst. Value
$153.6M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
4
Closed Positions
1
Increased
6
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $140.7M | 5,455,966 |
| 2 | Janney Montgomery Scott LLCNew | $6.1M | 238,468 |
| 3 | Oregon Pacific Wealth Management, LLCNew | $1.9M | 73,417 |
| 4 | Acorn Wealth Advisors, LLC | $1.5M | 57,530 |
| 5 | VICTORY FINANCIAL GROUP, LLC | $1.3M | 49,308 |
| 6 | RAYMOND JAMES FINANCIAL INCNew | $917K | 35,564 |
| 7 | CITADEL ADVISORS LLC | $557K | 21,619 |
| 8 | MML INVESTORS SERVICES, LLC | $332K | 12,896 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $303K | 11,769 |
| 10 | Capital Analysts, LLCNew | $40K | 1,541 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | +113K | $140.7M |
| Janney Montgomery Scott LLCNew | +238K | $6.1M |
| Oregon Pacific Wealth Management, LLCNew | +73K | $1.9M |
| Acorn Wealth Advisors, LLC | +2K | $1.5M |
| VICTORY FINANCIAL GROUP, LLC | +31K | $1.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -2K | $557K |
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Frequently Asked Questions
How many institutional investors hold SIO?
As of Q1 2025, 12 institutional investors report holding SIO (Touchstone Strategic Income ETF) in their 13F filings.
Which hedge fund owns the most SIO?
The largest institutional holder of SIO is FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ with $140.7M in shares.
Are institutions buying or selling SIO?
This quarter, 4 institutions opened new positions in SIO and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.