Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / STRATEGIC INCOME
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
5,788,044
-
Shares change
-
+330,615
-
Total reported value, excl. options
-
$147,060,811
-
Value change
-
+$8,410,550
-
Number of buys
-
8
-
Number of sells
-
2
-
Price
-
$25.41
Institutional Holders of TOUCHSTONE ETF TRUST - STRATEGIC INCOME (SIO) as of Q4 2024
As of 31 Dec 2024 TOUCHSTONE ETF TRUST - STRATEGIC INCOME (SIO) had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,788,044 shares of stock of the company.
Largest 10 holders included FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, Janney Montgomery Scott LLC, Oregon Pacific Wealth Management, LLC, Acorn Wealth Advisors, LLC, CITADEL ADVISORS LLC, Thrivent Financial for Lutherans, VICTORY FINANCIAL GROUP, LLC, MML INVESTORS SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, and HANTZ FINANCIAL SERVICES, INC..
This table shows 11 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.