SIO - Touchstone ETF Trust - Touchstone Strategic Income ETF Stock - Stock Price, Institutional Ownership, Shareholders (ARCA)

Touchstone ETF Trust - Touchstone Strategic Income ETF
US ˙ ARCA

Basic Stats
Institutional Owners 12 total, 12 long only, 0 short only, 0 long/short - change of 0.00% MRQ
Average Portfolio Allocation 0.3702 % - change of 24.25% MRQ
Institutional Shares (Long) 6,123,839 (ex 13D/G) - change of 0.15MM shares 2.43% MRQ
Institutional Value (Long) $ 152,691 USD ($1000)
Institutional Ownership and Shareholders

Touchstone ETF Trust - Touchstone Strategic Income ETF (US:SIO) has 12 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 6,123,839 shares. Largest shareholders include Fort Washington Investment Advisors Inc /oh/, Janney Montgomery Scott LLC, Ffg Retirement Advisors Llc, Oregon Pacific Wealth Management, LLC, Acorn Wealth Advisors, LLC, Victory Financial Group, Llc, Raymond James Financial Inc, Mml Investors Services, Llc, Citadel Advisors Llc, and Envestnet Asset Management Inc .

Touchstone ETF Trust - Touchstone Strategic Income ETF (ARCA:SIO) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 26.34 / share. Previously, on September 9, 2024, the share price was 26.37 / share. This represents a decline of 0.10% over that period.

SIO / Touchstone ETF Trust - Touchstone Strategic Income ETF Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

SIO / Touchstone ETF Trust - Touchstone Strategic Income ETF Historical Put/Call Ratio
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-14 13F Acorn Wealth Advisors, LLC 66,223 15.11 1,731 16.66
2025-07-21 13F DHJJ Financial Advisors, Ltd. 20 1
2025-08-13 13F Capital Analysts, Inc. 0 -100.00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100.00 0
2025-08-13 13F Victory Financial Group, Llc 59,623 20.92 1,558 22.58
2025-08-14 13F Raymond James Financial Inc 39,416 10.83 1,030 12.45
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 5,460,114 0.08 142,706 1.45
2025-08-14 13F Mml Investors Services, Llc 18,479 43.29 0
2025-08-01 13F Envestnet Asset Management Inc 12,867 9.33 336 10.89
2025-08-14 13F UBS Group AG 0 -100.00 0
2025-07-17 13F Janney Montgomery Scott LLC 263,282 10.41 7 0.00
2025-07-15 13F Oregon Pacific Wealth Management, LLC 71,871 -2.11 1,878 -0.74
2025-08-14 13F Citadel Advisors Llc 17,823 -17.56 466 -16.52
2025-08-13 13F Jones Financial Companies Lllp 822 21
2025-05-12 13F Hantz Financial Services, Inc. 0 -100.00 0
2025-07-22 13F Ffg Retirement Advisors Llc 113,299 2,961
2025-08-12 13F Proequities, Inc. 0 0
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