TOUCHSTONE STRTG IN ETF-IUSD SIO
$25.67
-0.0% 52w: $24.24 – $25.93
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data24.2425.0925.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
17
+0 QoQ
13F value
$233.7M
+5.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SIO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 5.7M | $146.4M | 0.8% | +0.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.6M | $41.6M | 0.1% | +8.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 640.1K | $16.4M | 0.0% | +37.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 361.6K | $9.3M | 0.0% | +16.3% |
| Willow Financial LLC | Wealth advisor | 239.3K | $6.1M | 6.2% | 0.0% |
| FFG RETIREMENT ADVISORS LLC | Wealth advisor | 199.9K | $5.1M | 3.0% | +92.6% |
| Brookwood Investment Group LLC | Wealth advisor | 162.2K | $4.2M | 0.5% | New |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 70.0K | $1.8M | 0.2% | -15.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 34.7K | $890K | 0.0% | -29.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 23.1K | $592K | 0.0% | -1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 16.6K | $424K | 0.0% | +17.2% |
| RHL GROUP, LLC | Wealth advisor | 15.5K | $397K | 0.3% | +783.4% |
| Acorn Wealth Advisors, LLC | Wealth advisor | 15.3K | $392K | 0.1% | -35.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.1K | $28K | 0.0% | +17.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 689 | $18K | 0.0% | +264.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 99 | $3K | 0.0% | New |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 20 | $513 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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