SS Income Allocation ETFINKMETF
13F holders, Q1 2024 (March 31)23holders
1famous investor
$31.21avg. 13F price*
At the end of Q1 2024, 23 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings. The largest holders were Morgan Stanley ($3.7M), LPL Financial LLC ($3.3M) and Cambridge Investment Research Advisors, Inc. ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Income Allocation ETF
- Filed as
- SSGA ACTIVE ETF TR (Q1 2024)
- CUSIP
- 78467V202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 4 | $1.1M |
Ownership 23 holders
| Morgan Stanley | 0.00% | Add +1.0% | 118,590 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 105,705 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +193.8% | 48,766 | $1.5M |
| UBS Group AG | 0.00% | Reduce -14.9% | 47,467 | $1.5M |
| Win Advisors, Inc. | 0.57% | New | 41,142 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -46.8% | 36,287 | $1.1M |
| Rossmore Private Capital | 0.14% | Reduce -2.9% | 34,695 | $1.1M |
| Raymond James & Associates | 0.00% | Add +6.8% | 33,328 | $1.0M |
| AlphaStar Capital Management, LLC | 0.08% | Reduce -10.6% | 23,739 | $741K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -86.4% | 13,732 | $429K |
| Wells Fargo & Company | 0.00% | Reduce -84.8% | 11,294 | $353K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.0% | 9,332 | $291K |
| Citadel Advisors | 0.00% | New | 9,205 | $287K |
| Joseph P. Lucia & Associates, LLC | 0.11% | Reduce -4.5% | 6,470 | $202K |
| Comerica Bank | 0.00% | Reduce -71.7% | 5,325 | $166K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 4,325 | $135K |
| Lanark Financial, Inc. | 0.00% | Reduce -3.6% | 883 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 670 | $21K |
| Future Financial Wealth Managment LLC | 0.01% | New | 589 | $18K |
| Key Financial Inc | 0.00% | New | 350 | $11K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 100 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 80 | $2K |
| FMR LLC | 0.00% | Reduce -96.9% | 1 | $31 |
"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.