Touchstone Strtg in ETF-IusdSIOETF
13F holders, Q4 2024 (December 31)11holders +7
5new positions
0sold out
1famous investor
$25.41avg. 13F price*
At the end of Q4 2024, 11 institutions reported holding Touchstone Strtg in ETF-Iusd (SIO) in their 13F filings, up 7 from Q3 2024. 5 opened new positions and 0 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($135.7M), Janney Montgomery Scott LLC ($6.2M) and Oregon Pacific Wealth Management, LLC ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Touchstone Strtg in ETF-Iusd
- CUSIP
- 89157W202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $8.8M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 345,124 shares bought and 32,519 shares sold, net +312,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Fort Washington Investment Advisors Inc. | 0.81% | Reduce -0.6% | 5,342,807 | $135.7M |
| Janney Montgomery Scott LLC | 0.02% | New | 243,080 | $6.2M |
| Oregon Pacific Wealth Management, LLC | 1.48% | — | 59,287 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.58% | New | 55,248 | $1.4M |
| Citadel Advisors | 0.00% | New | 23,720 | $603K |
| Thrivent Financial for Lutherans | 0.00% | New | 20,486 | $531K |
| Victory Financial Group, LLC | 0.12% | — | 18,010 | $458K |
| MML Investors Services, LLC | 0.00% | Add +5.3% | 12,223 | $311K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 11,571 | $294K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,531 | $39K |
| UBS Group AG | 0.00% | Reduce -96.9% | 81 | $2K |
"% of holder's portfolio" is SIO's weight in each manager's 13F, not the share of Touchstone Strtg in ETF-Iusd the manager owns.