TOUCHSTONE ETF TRUST (SIO)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
20
Reporting holders
$252.8M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $148.2M | 5,772,154 | 0.75% | 16q | +1.0%+$1.5M |
| Thrivent Financial for Lutherans | $44.3M | 1,723,486 | 0.07% | 4q | +6.1%+$2.5M |
| RAYMOND JAMES FINANCIAL INC | $16.5M | 642,916 | 0.00% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $14.3M | 557,092 | 0.00% | 9q | +3265.7%+$13.9M |
| Janney Montgomery Scott LLC | $11.5M | 449,277 | 0.02% | 7q | +24.2%+$2.3M |
| FFG RETIREMENT ADVISORS LLC | $5.4M | 208,811 | 2.84% | 5q | +4.5%+$229.4K |
| Brookwood Investment Group LLC | $4.0M | 157,522 | 0.46% | 2q | -2.9%-$119.7K |
| Huntleigh Advisors, Inc. | $2.7M | 104,770 | 0.38% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $1.9M | 75,454 | 0.20% | 7q | +7.7%+$139.0K |
| JANE STREET GROUP, LLC | $1.5M | 57,268 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.1M | 41,564 | 0.00% | 7q | +19.8%+$176.1K |
| MML INVESTORS SERVICES, LLC | $614.8K | 23,942 | 0.00% | 9q | +3.6%+$21.2K |
| RHL GROUP, LLC | $445.8K | 17,148 | 0.37% | 3q | +10.7%+$43.2K |
| Acorn Wealth Advisors, LLC | $308.7K | 12,020 | 0.08% | 7q | -21.4%-$83.9K |
| JONES FINANCIAL COMPANIES LLLP | $28.5K | 1,101 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $17.7K | 689 | 0.00% | 3q | HELD |
| UBS Group AG | $13.6K | 530 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.2K | 47 | 0.00% | 2q | -76.3%-$3.9K |
| DHJJ Financial Advisors, Ltd. | $514 | 20 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $18 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 20 | $252.8M | 9,845,811 | 4 | 9 | 3 | 0.0% |
| Q1 2026 | 17 | $233.7M | 9,117,580 | 2 | 8 | 4 | 0.0% |
| Q4 2025 | 17 | $221.0M | 8,514,622 | 3 | 7 | 2 | 0.0% |
| Q3 2025 | 12 | $204.0M | 7,748,278 | 1 | 9 | 1 | 0.0% |
| Q2 2025 | 12 | $160.1M | 6,123,839 | 3 | 6 | 2 | 0.0% |
| Q1 2025 | 12 | $154.1M | 5,978,776 | 2 | 7 | 2 | 0.0% |
| Q4 2024 | 11 | $147.1M | 5,788,044 | 6 | 2 | 2 | 0.0% |
| Q3 2024 | 4 | $142.6M | 5,398,142 | 0 | 4 | 0 | 0.0% |
| Q2 2024 | 5 | $103.7M | 4,109,551 | 3 | 1 | 0 | 0.0% |
| Q1 2024 | 3 | $103.7M | 4,077,626 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 2 | $101.7M | 4,032,022 | 1 | 0 | 0 | 0.0% |
| Q3 2023 | 2 | $97.0M | 4,038,625 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 2 | $99.7M | 4,045,423 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $100.3M | 4,024,593 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $99.2M | 4,037,908 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 2 | $96.1M | 4,023,871 | 2 | 0 | 0 | 0.0% |