Touchstone ETF Trust - SIO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 5,772,154 | 148,230 | 0.75% | 0.81% | 1 | +59,184 | 1.04% | Q2 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,723,486 | 44,260 | 0.07% | 0.08% | 2 | +99,167 | 6.11% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 642,916 | 16,510 | 0.0% | 0.01% | 3 | +2,773 | 0.43% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 449,277 | 11,538 | 0.02% | 0.02% | 4 | +87,652 | 24.24% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 278,546 | 7,153 | 0.0% | 0.0% | 5 | +261,994 | 1582.85% | Q2 2026 | Sep 23, 2026 |
| Willow Financial LLC | History | No change | 239,261 | 6,132 | 6.21% | 6.21% | 6 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 208,811 | 5,362 | 2.84% | 2.98% | 7 | +8,932 | 4.47% | Q2 2026 | Jul 09, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 157,522 | 4,045 | 0.46% | 0.51% | 8 | -4,663 | -2.88% | Q2 2026 | Jul 23, 2026 |
| Huntleigh Advisors, Inc. | History | New | 104,770 | 2,690 | 0.38% | — | 9 | +104,770 | New | Q2 2026 | Aug 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 75,454 | 1,937 | 0.2% | 0.22% | 10 | +5,411 | 7.73% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 57,268 | 1,470 | 0.0% | — | 11 | +57,268 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,942 | 614 | 0.0% | 0.0% | 12 | +827 | 3.58% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,782 | 533 | 0.0% | 0.0% | 13 | -13,925 | -40.12% | Q2 2026 | Sep 02, 2026 |
| RHL GROUP, LLC | History | Added to | 17,148 | 445 | 0.37% | 0.34% | 14 | +1,662 | 10.73% | Q2 2026 | Aug 03, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 12,020 | 308 | 0.08% | 0.11% | 15 | -3,267 | -21.37% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,101 | 28 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 689 | 17 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 530 | 13 | 0.0% | — | 18 | +530 | New | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 47 | 1 | 0.0% | 0.0% | 19 | -52 | -52.53% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |