TOUCHSTONE ETF TRUST (SIO)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
18
Reporting holders
$189.4M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| RAYMOND JAMES FINANCIAL INC | $16.5M | 642,916 | 0.00% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $7.2M | 278,546 | 0.00% | 9q | +1582.9%+$6.7M |
| 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 |
| MML INVESTORS SERVICES, LLC | $614.8K | 23,942 | 0.00% | 9q | +3.6%+$21.2K |
| CITADEL ADVISORS LLC | $533.7K | 20,782 | 0.00% | 7q | -40.1%-$357.6K |
| 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 |
| Thrivent Financial for Lutherans | $44.3K | 1,723,486 | 0.07% | 4q | +6.1%+$2.5K |
| 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 |
| Janney Montgomery Scott LLC | $11.5K | 449,277 | 0.02% | 7q | +24.2%+$2.3K |
| 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 | 18 | $189.4M | 7,373,720 | 4 | 6 | 4 | 0.0% |
| Q1 2026 | 15 | $182.8M | 7,131,636 | 2 | 6 | 4 | 0.0% |
| Q4 2025 | 15 | $173.9M | 6,700,094 | 3 | 5 | 2 | 0.0% |
| Q3 2025 | 10 | $160.2M | 6,084,135 | 0 | 8 | 1 | 0.0% |
| Q2 2025 | 10 | $152.7M | 5,842,078 | 3 | 4 | 2 | 0.0% |
| Q1 2025 | 8 | $147.1M | 5,705,385 | 1 | 6 | 1 | 0.0% |
| Q4 2024 | 7 | $140.0M | 5,510,724 | 3 | 1 | 2 | 0.0% |
| Q3 2024 | 4 | $142.3M | 5,398,142 | 0 | 4 | 0 | 0.0% |
| Q2 2024 | 4 | $103.4M | 4,099,997 | 2 | 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 | $395.8K | 4,037,908 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 2 | $96.1M | 4,023,871 | 2 | 0 | 0 | 0.0% |