Touchstone Strtg in ETF-IusdSIOETF
13F holders, Q1 2025 (March 31)12holders +1
2new positions
1sold out
1famous investor
$25.78avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Touchstone Strtg in ETF-Iusd (SIO) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($140.7M), Janney Montgomery Scott LLC ($6.1M) and Oregon Pacific Wealth Management, LLC ($1.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $957K |
| Exits | 1 | $39K |
All 13F filers, Q4 2024 → Q1 2025: 198,976 shares bought and 8,244 shares sold, net +190,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Fort Washington Investment Advisors Inc. | 0.86% | Add +2.1% | 5,455,966 | $140.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.9% | 238,468 | $6.1M |
| Oregon Pacific Wealth Management, LLC | 1.89% | Add +23.8% | 73,417 | $1.9M |
| Acorn Wealth Advisors, LLC | 0.62% | Add +4.1% | 57,530 | $1.5M |
| Victory Financial Group, LLC | 0.24% | Add +173.8% | 49,308 | $1.3M |
| Raymond James Financial Inc. | 0.00% | New | 35,564 | $917K |
| Citadel Advisors | 0.00% | Reduce -8.9% | 21,619 | $557K |
| Thrivent Financial for Lutherans | 0.00% | No change | 20,486 | $531K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 12,896 | $332K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 11,769 | $303K |
| Capital Analysts, LLC | 0.00% | New | 1,541 | $40K |
| UBS Group AG | 0.00% | Add +161.7% | 212 | $5K |
"% 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.