Touchstone Strtg in ETF-IusdSIOETF

13F holders, Q2 2025 (June 30)
12holders
3new positions
3sold out
1famous investor
$26.14avg. 13F price*

At the end of Q2 2025, 12 institutions reported holding Touchstone Strtg in ETF-Iusd (SIO) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($142.7M), Janney Montgomery Scott LLC ($6.9M) and FFG Retirement Advisors LLC ($3.0M). 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

05101520 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 11Q4 2024Q1 2025: 12Q1 2025Q2 2025: 12Q2 2025Q3 2025: 12Q3 2025Q4 2025: 17Q4 2025Q1 2026: 17Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$3.0M
Exits3$576K

All 13F filers, Q1 2025 → Q2 2025: 172,644 shares bought and 27,581 shares sold, net +145,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Fort Washington Investment Advisors Inc. 0.82% Add +0.1% 5,460,114 $142.7M
Janney Montgomery Scott LLC 0.02% Add +10.4% 263,282 $6.9M
FFG Retirement Advisors LLC 1.86% New 113,299 $3.0M
Oregon Pacific Wealth Management, LLC 1.78% Reduce -2.1% 71,871 $1.9M
Acorn Wealth Advisors, LLC 0.64% Add +15.1% 66,223 $1.7M
Victory Financial Group, LLC 0.25% Add +20.9% 59,623 $1.6M
Raymond James Financial Inc. 0.00% Add +10.8% 39,416 $1.0M
MML Investors Services, LLC 0.00% Add +43.3% 18,479 $483K
Citadel Advisors 0.00% Reduce -17.6% 17,823 $466K
Envestnet Asset Management Inc. 0.00% Add +9.3% 12,867 $336K
Jones Financial Companies LLLP 0.00% New 822 $21K
DHJJ Financial Advisors, Ltd. 0.00% New 20 $523

"% 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.