Who owns SIO
Which tracked institutional funds hold SIO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened SIO while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SIO’s largest tracked holder by dollar value, FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SIO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 18 tracked filers holding SIO, 11 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SIO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Huntleigh Advisors, Inc.$3M
- JANE STREET GROUP, LLC$1M
Full exits 4
- Thrivent Financial for Lutherans$42M
- Janney Montgomery Scott LLC$9M
- Willow Financial LLC$6M
- Baer Investment Advisory LLC$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$7M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$2M
Largest trims
- CITADEL ADVISORS LLC$356K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 5,772,154 | $148M | 59.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 642,916 | $17M | 6.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 278,546 | $7M | 2.9% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 208,811 | $5M | 2.1% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 157,522 | $4M | 1.6% | 2026-Q2 |
| Huntleigh Advisors, Inc. new | 104,770 | $3M | 1.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC added | 75,454 | $2M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 57,268 | $1M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,942 | $615K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 20,782 | $534K | 0.2% | 2026-Q2 |
| RHL GROUP, LLC added | 17,148 | $446K | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC trimmed | 12,020 | $309K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 1,101 | $28K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 689 | $18K | 0.0% | 2026-Q2 |
| UBS Group AG added | 530 | $14K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 47 | $1K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 20 | $514 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 0 | $18 | 0.0% | 2026-Q2 |
| Thrivent Financial for Lutherans added | 1,624,319 | $42M | 16.6% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 361,625 | $9M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| Willow Financial LLC added | 239,261 | $6M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 70,043 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Oregon Pacific Wealth Management, LLC trimmed | 71,871 | $2M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.