§ EQUITY
USDSIO
TOUCHSTONE STRTG IN ETF-IUSD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
13 increased/new, 4 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5.7M | 0.8% | +0% |
| RAYMOND JAMES FINANCIAL INC | 640K | 0.0% | +38% |
| Willow Financial LLC | 239K | 6.2% | +0% |
| FFG RETIREMENT ADVISORS LLC | 200K | 3.0% | +93% |
| Brookwood Investment Group LLC | 162K | 0.5% | n/a |
| VICTORY FINANCIAL GROUP, LLC | 70K | 0.2% | −15% |
◇ AC INTELLIGENCE
Top institutional owners for SIO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.4% · 15 holders
INCOME / DEFENSIVE2.2% · 1 holder
TACTICAL / MACRO0.4% · 1 holder
DEALER / BANK0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SIO in the last 180 days.