SIO Institutional Ownership & Shareholders
TOUCHSTONE STRTG IN ETF-IUSD (SIO) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $266.43M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fort Washington Investment Advisors Inc is currently the largest disclosed institutional shareholder of SIO tracked by InsiderSet, reporting ownership valued at approximately $163.57M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $166.01M, representing an estimated gain of +1.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed SIO value among the investors covered in this analysis. Major shareholders include Fort Washington Investment Advisors Inc, Thrivent Financial For Lutherans, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in TOUCHSTONE STRTG IN ETF-IUSD (SIO).
This page ranks the largest institutional SIO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$266.43M
Largest Holder
Fort Washington Investment Advisors Inc
Largest Position
$163.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 0.83% | 6,652,036 | $163,573,558 | $166,006,215 | +$2,432,657 | +1.49% | |
| Thrivent Financial For Lutherans | 0.07% | 1,723,486 | $44,260,000 | $43,010,800 | -$1,249,200 | -2.82% | |
| Raymond James Financial Inc | 0.00% | 642,916 | $16,510,278 | $16,044,419 | -$465,859 | -2.82% | |
| Janney Montgomery Scott Llc | 0.02% | 449,277 | $11,538,000 | $11,212,022 | -$325,978 | -2.83% | |
| Envestnet Asset Management Inc | 0.00% | 278,546 | $7,153,156 | $6,951,310 | -$201,846 | -2.82% | |
| Willow Financial Llc | 6.31% | 239,248 | $6,208,486 | $5,970,601 | -$237,885 | -3.83% | |
| Ffg Retirement Advisors Llc | 2.61% | 199,035 | $4,894,278 | $4,967,058 | +$72,780 | +1.49% | |
| Brookwood Investment Group Llc | 0.47% | 157,522 | $4,045,212 | $3,931,072 | -$114,140 | -2.82% | |
| Huntleigh Advisors, Inc. | 0.38% | 104,770 | $2,690,519 | $2,614,609 | -$75,910 | -2.82% | |
| Victory Financial Group, Llc | 0.18% | 79,861 | $1,963,776 | $1,992,987 | +$29,211 | +1.49% | |
| Jane Street Group, Llc | 0.00% | 57,268 | $1,470,659 | $1,429,163 | -$41,496 | -2.82% | |
| Mml Investors Services, Llc | 0.00% | 23,942 | $614,844 | $597,489 | -$17,355 | -2.82% | |
| Citadel Advisors Llc | 0.00% | 20,782 | $533,688 | $518,629 | -$15,059 | -2.82% | |
| Rhl Group, Llc | 0.37% | 17,148 | $445,848 | $427,940 | -$17,908 | -4.02% | |
| Acorn Wealth Advisors, Llc | 0.07% | 12,027 | $295,752 | $300,142 | +$4,390 | +1.48% | |
| Insight Wealth Partners, Llc | 0.09% | 8,917 | $219,264 | $222,530 | +$3,266 | +1.49% | |
| Jones Financial Companies Lllp | 0.00% | 1,101 | $28,472 | $27,476 | -$996 | -3.50% | |
| Osaic Holdings, Inc. | 0.00% | 689 | $17,693 | $17,194 | -$499 | -2.82% | |
| Ubs Group Ag | 0.00% | 530 | $13,610 | $13,227 | -$383 | -2.82% | |
| Assetmark, Inc | 0.00% | 372 | $9,147 | $9,284 | +$137 | +1.49% | |
| Wells Fargo & Company/Mn | 0.00% | 47 | $1,207 | $1,173 | -$34 | -2.82% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 20 | $492 | $499 | +$7 | +1.45% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,457 | $257 | $260,962 | +$260,705 | +101441.54% | |
| Jpmorgan Chase & Co | 0.00% | 0 | $18 | — | — | — |
Frequently asked questions about SIO
Who are the largest institutional holders of SIO?
The largest institutional holders of SIO reported in the latest SEC Form 13F filings include Fort Washington Investment Advisors Inc, Thrivent Financial For Lutherans, Raymond James Financial Inc, Janney Montgomery Scott Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SIO position.
What is SIO institutional ownership?
This page tracks SIO positions reported by institutional investment managers through SEC Form 13F. TOUCHSTONE STRTG IN ETF-IUSD (SIO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SIO?
InsiderSet currently tracks 24 institutional managers reporting SIO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SIO shareholders.
How much SIO stock do institutions own?
Institutional investment managers disclosed approximately $266.43M in SIO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SIO institutional ownership last updated?
The latest SIO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SIO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SIO position after the reporting date.
Are institutions buying or selling SIO?
Institutional buying and selling can be analyzed by comparing SIO positions across consecutive 13F reporting periods. InsiderSet's SIO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SIO ownership changes.
How has SIO institutional ownership changed over time?
InsiderSet tracks SIO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.