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Touchstone Strtg in ETF-Iusd (SIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fort Washington Investment Advisors Inc
INCREASED
Shares6,652,036 from 5,772,154
Change+879,882 (+15%)
Value$163.6M (+$15.3M)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares1,861,162 from 1,723,486
Change+137,676 (+8%)
Value$45.7K (+$1.5K)
Filed 2026-11-05
FFG Retirement Advisors LLC
DECREASED
Shares199,035 from 208,811
Change-9,776 (-5%)
Value$4.9M (-$468.1K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
INCREASED
Shares107,117 from 104,770
Change+2,347 (+2%)
Value$2.6M (-$56.5K)
Filed 2026-11-03
Victory Financial Group, LLC
INCREASED
Shares79,861 from 75,454
Change+4,407 (+6%)
Value$2.0M (+$26.1K)
Filed 2026-10-27
Flynn Zito Capital Management, LLC
NEW
Shares20,817
Change+20,817
Value$511.9K
Filed 2026-11-04
Acorn Wealth Advisors, LLC
INCREASED
Shares12,027 from 12,020
Change+7 (+0%)
Value$295.8K (-$12.9K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
NEW
Shares10,457
Change+10,457
Value$257
Filed 2026-11-02
RHL Group, LLC
DECREASED
Shares8,963 from 17,148
Change-8,185 (-48%)
Value$220.4K (-$225.4K)
Filed 2026-11-04
Insight Wealth Partners, LLC
NEW
Shares8,917
Change+8,917
Value$219.3K
Filed 2026-10-26
Assetmark, Inc
NEW
Shares372
Change+372
Value$9.1K
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$492 (-$22)
Filed 2026-10-23
Raymond James Financial Inc
N/A
Shares— from 642,916
Change-642,916 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 449,277
Change-449,277 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 278,546
Change-278,546 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 157,522
Change-157,522 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 57,268
Change-57,268 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,942
Change-23,942 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,782
Change-20,782 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 689
Change-689 (-100%)
Value—
UBS Group AG
N/A
Shares— from 530
Change-530 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 47
Change-47 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
Fort Washington Investment Advisors Inc
INCREASED6,652,0365,772,154+879,882+15%$148.2M$163.6M+$15.3M2026-10-15
Thrivent Financial for Lutherans
INCREASED1,861,1621,723,486+137,676+8%$44.3K$45.7K+$1.5K2026-11-05
FFG Retirement Advisors LLC
DECREASED199,035208,811-9,776-5%$5.4M$4.9M-$468.1K2026-10-20
Huntleigh Advisors, Inc.
INCREASED107,117104,770+2,347+2%$2.7M$2.6M-$56.5K2026-11-03
Victory Financial Group, LLC
INCREASED79,86175,454+4,407+6%$1.9M$2.0M+$26.1K2026-10-27
Flynn Zito Capital Management, LLC
NEW20,817—+20,817——$511.9K—2026-11-04
Acorn Wealth Advisors, LLC
INCREASED12,02712,020+7+0%$308.7K$295.8K-$12.9K2026-10-19
Cambridge Investment Research Advisors, Inc.
NEW10,457—+10,457——$257—2026-11-02
RHL Group, LLC
DECREASED8,96317,148-8,185-48%$445.8K$220.4K-$225.4K2026-11-04
Insight Wealth Partners, LLC
NEW8,917—+8,917——$219.3K—2026-10-26
Assetmark, Inc
NEW372—+372——$9.1K—2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED202000%$514$492-$222026-10-23
Raymond James Financial Inc
N/A—642,916-642,916-100%$16.5M———
Janney Montgomery Scott LLC
N/A—449,277-449,277-100%$11.5K———
Envestnet Asset Management Inc
N/A—278,546-278,546-100%$7.2M———
Brookwood Investment Group LLC
N/A—157,522-157,522-100%$4.0M———
Jane Street Group, LLC
N/A—57,268-57,268-100%$1.5M———
MML Investors Services, LLC
N/A—23,942-23,942-100%$614.8K———
Citadel Advisors LLC
N/A—20,782-20,782-100%$533.7K———
Jones Financial Companies Lllp
N/A—1,101-1,101-100%$28.5K———
Osaic Holdings, Inc.
N/A—689-689-100%$17.7K———
UBS Group AG
N/A—530-530-100%$13.6K———
Wells Fargo & Company
N/A—47-47-100%$1.2K———
JPMorgan Chase & Co
N/A—00—$18———
Showing 24 of 24 institutions