SS Income Allocation ETFINKMETF

13F holders, Q2 2026 (June 30)
23holders +3
3new positions
0sold out
$34.33avg. 13F price*

At the end of Q2 2026, 23 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, up 3 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Manske Wealth Management ($3.2M), LPL Financial LLC ($2.8M) and Envestnet Asset Management Inc. ($2.3M).

Company
SS Income Allocation ETF
Filed as
SSGA ACTIVE ETF TR (Q2 2026)
CUSIP
78467V202
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 23Q1 2024Q2 2024: 16Q2 2024Q3 2024: 20Q3 2024Q4 2024: 22Q4 2024Q1 2025: 24Q1 2025Q2 2025: 26Q2 2025Q3 2025: 25Q3 2025Q4 2025: 21Q4 2025Q1 2026: 20Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$509K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 43,592 shares bought and 7,897 shares sold, net +35,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Manske Wealth Management 0.80% Add +0.1% 93,301 $3.2M
LPL Financial LLC 0.00% Add +10.5% 80,946 $2.8M
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 67,913 $2.3M
Truist Financial Corp. 0.00% Reduce -1.8% 55,767 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.7% 34,271 $1.2M
Royal Bank of Canada 0.00% Add +81.4% 29,107 $999K
Wells Fargo & Company 0.00% Add +3.5% 22,889 $786K
Raymond James Financial Inc. 0.00% Reduce -0.2% 21,267 $730K
Ameritas Advisory Services, LLC 0.01% Add +23.1% 18,725 $643K
Morgan Stanley 0.00% Reduce -0.0% 13,068 $449K
Rossmore Private Capital 0.03% Reduce -28.8% 12,515 $430K
City National Bank of Florida 0.17% No change 12,146 $417K
AlphaStar Capital Management, LLC 0.02% No change 10,270 $353K
Retireful, LLC 0.29% New 8,988 $309K
IHT Wealth Management, LLC 0.01% Add +12.2% 7,660 $263K
Susquehanna International Group, LLP 0.00% Reduce -2.2% 7,542 $259K
Joseph P. Lucia & Associates, LLC 0.06% No change 6,095 $209K
Hilltop Holdings Inc. 0.02% New 5,847 $201K
Osaic Holdings, Inc. 0.00% Add +18120.0% 2,733 $94K
Jones Financial Companies LLLP 0.00% Reduce -13.0% 1,808 $62K
SBI Securities Co., Ltd. 0.00% Add +14.0% 805 $28K
CX Institutional 0.00% Reduce -1.9% 572 $20K
FMR LLC 0.00% New 1 $34

"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.