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 | 5,712,970 | 146,423 | 0.81% | 0.79% | 1 | +25,613 | 0.45% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,624,319 | 41,631 | 0.08% | 0.07% | 2 | +120,835 | 8.04% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 640,143 | 16,406 | 0.01% | 0.0% | 3 | +175,730 | 37.84% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 361,625 | 9,268 | 0.02% | 0.02% | 4 | +50,581 | 16.26% | Q1 2026 | Apr 22, 2026 |
| Willow Financial LLC | History | Added to | 239,261 | 6,132 | 6.21% | 6.31% | 5 | +13 | 0.01% | Q1 2026 | Apr 21, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 199,879 | 5,122 | 2.98% | 1.67% | 6 | +96,118 | 92.63% | Q1 2026 | Apr 15, 2026 |
| Brookwood Investment Group LLC | History | New | 162,185 | 4,156 | 0.51% | — | 7 | +162,185 | New | Q1 2026 | May 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 70,043 | 1,795 | 0.22% | 0.27% | 8 | -12,410 | -15.05% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,707 | 889 | 0.0% | 0.0% | 9 | -14,762 | -29.84% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 23,115 | 592 | 0.0% | 0.0% | 10 | -285 | -1.22% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,552 | 424 | 0.0% | 0.0% | 11 | +2,430 | 17.21% | Q1 2026 | May 04, 2026 |
| RHL GROUP, LLC | History | Added to | 15,486 | 396 | 0.34% | 0.04% | 12 | +13,733 | 783.4% | Q1 2026 | May 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 15,287 | 391 | 0.11% | 0.18% | 13 | -8,364 | -35.36% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,101 | 28 | 0.0% | 0.0% | 14 | +160 | 17.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 689 | 17 | 0.0% | 0.0% | 15 | +500 | 264.55% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 99 | 2 | 0.0% | — | 16 | +99 | New | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,249 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |