SIO Institutional Ownership
Touchstone Strategic Income ETF
1W: -0.5%
1M: -2.7%
3M: -4.4%
YTD: -4.5%
1Y: -4.3%
3Y: +16.8%
$24.57
-0.01 (-0.02%)
Weekly Expected Move ±0.7%
$24
$24
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SIO
21
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
189M
Total Invested
4
New Positions
9
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS IN | 5,772,154 | $142M | +59,184 | +1.0% | 16Q | SEC ↗ |
| 2 | Thrivent Financial for Lutherans | 1,723,486 | $42M | +99,167 | +6.1% | 4Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 642,916 | $16M | +2,773 | +0.4% | 6Q | SEC ↗ |
| 4 | Janney Montgomery Scott LLC | 449,277 | $11M | +87,652 | +24.2% | 7Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 278,546 | $7M | +261,994 | +1582.9% | 9Q | SEC ↗ |
| 6 | Willow Financial LLC | 239,261 | $6M | +13 | +0.0% | 2Q | SEC ↗ |
| 7 | FFG RETIREMENT ADVISORS LLC | 208,811 | $5M | +8,932 | +4.5% | 5Q | SEC ↗ |
| 8 | Brookwood Investment Group LLC | 157,522 | $4M | -4,663 | -2.9% | 2Q | SEC ↗ |
| 9 | Huntleigh Advisors, Inc. NEW | 104,770 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 10 | VICTORY FINANCIAL GROUP, LLC | 75,454 | $2M | +5,411 | +7.7% | 7Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC NEW | 57,268 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | MML INVESTORS SERVICES, LLC | 23,942 | $588K | +827 | +3.6% | 9Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 20,782 | $511K | -13,925 | -40.1% | 7Q | SEC ↗ |
| 14 | RHL GROUP, LLC | 17,148 | $421K | +1,662 | +10.7% | 3Q | SEC ↗ |
| 15 | Acorn Wealth Advisors, LLC | 12,020 | $295K | -3,267 | -21.4% | 7Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 1,101 | $27K | — | +0.0% | 5Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 689 | $17K | — | +0.0% | 3Q | SEC ↗ |
| 18 | UBS Group AG NEW | 530 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 47 | $1K | -52 | -52.5% | 2Q | SEC ↗ |
| 20 | DHJJ Financial Advisors, Ltd. | 20 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 21 | Baer Investment Advisory LLC | 0 | $0K | -70,043 | -100.0% | 1Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO NEW | 0 | $0K | — | — | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Huntleigh Advisors, Inc. | 104,770 | $3M |
| JANE STREET GROUP, LLC | 57,268 | $1M |
| UBS Group AG | 530 | $13K |
| JPMORGAN CHASE & CO | 0 | $0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baer Investment Advisory LLC | 70,043 | $2M |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +261,994 | +1582.9% | 278,546 |
| Thrivent Financial for Lutherans | +99,167 | +6.1% | 1,723,486 |
| Janney Montgomery Scott LLC | +87,652 | +24.2% | 449,277 |
| FORT WASHINGTON INVESTMENT ADVISORS | +59,184 | +1.0% | 5,772,154 |
| FFG RETIREMENT ADVISORS LLC | +8,932 | +4.5% | 208,811 |
| VICTORY FINANCIAL GROUP, LLC | +5,411 | +7.7% | 75,454 |
| RAYMOND JAMES FINANCIAL INC | +2,773 | +0.4% | 642,916 |
| RHL GROUP, LLC | +1,662 | +10.7% | 17,148 |
| MML INVESTORS SERVICES, LLC | +827 | +3.6% | 23,942 |
| Willow Financial LLC | +13 | +0.0% | 239,261 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -13,925 | -40.1% | 20,782 |
| Brookwood Investment Group LLC | -4,663 | -2.9% | 157,522 |
| Acorn Wealth Advisors, LLC | -3,267 | -21.4% | 12,020 |
| WELLS FARGO & COMPANY/MN | -52 | -52.5% | 47 |