15 tracked 13F filers disclose a position in SIO as of the latest SEC 13F filings, a combined $179.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $146.4M | 5.7M | ▲+0.5% Added · +26K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $16.4M | 640K | ▲+38% Added · +176K sh | Q1 2026 | |
| 3 | FFG RETIREMENT ADVISORS LLC | $5.4M | 209K | ▲+4.5% Added · +9K sh | Q2 2026 | |
| 4 | Brookwood Investment Group LLC | $4.0M | 158K | ▼−2.9% Reduced · −5K sh | Q2 2026 | |
| 5 | Huntleigh Advisors, Inc. | $2.7M | 105K | ▲New +105K sh | Q2 2026 | |
| 6 | VICTORY FINANCIAL GROUP, LLC | $1.9M | 75K | ▲+7.7% Added · +5K sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $890K | 35K | ▼−30% Reduced · −15K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $615K | 24K | ▲+3.6% Added · +827 sh | Q2 2026 | |
| 9 | RHL GROUP, LLC | $446K | 17K | ▲+11% Added · +2K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $424K | 17K | ▲+17% Added · +2K sh | Q1 2026 | |
| 11 | Acorn Wealth Advisors, LLC | $309K | 12K | ▼−21% Reduced · −3K sh | Q2 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $28K | 1K | ▲+17% Added · +160 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $18K | 689 | ▲+265% Added · +500 sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $3K | 99 | ▲New +99 sh | Q1 2026 | |
| 15 | DHJJ Financial Advisors, Ltd. | $514 | 20 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SIO and 4 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 7 funds | $2.1B |
| TOUCHSTONE ULTRA SHORT INCOMTUSI | 7 funds | $78.8M |
| NVIDIA CORPNVDA | 6 funds | $3.9B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $3.0B |
| MICROSOFT CORPMSFT | 6 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 6 funds | $1.5B |
| BROADCOM INCAVGO | 6 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 6 funds | $878.8M |
| JPMORGAN CHASE & COJPM | 6 funds | $818.8M |
Ranked by how many of SIO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TUSIULTRA SHORT INCM | 57 funds | $370.0M |
| TDIcommon | 35 funds | $159.0M |
| TSECSECURITIZED INCO | 17 funds | $139.1M |
| SIOthis pageSTRATEGIC INCOME | 15 funds | $179.6M |
| TLGLARGE COMPANY GR | 15 funds | $48.4M |
| TSELTOUCHSTONE SANDS | 9 funds | $64.0M |
| TLCITOUCHSTONE INTL | 6 funds | $56.2M |
| LCFUS LRG CAP FOC | 6 funds | $50.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SIO
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SIO/capital-change-brief"
Use Arkolith's capital_change_brief for SIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.