SS Income Allocation ETFINKMETF
13F holders, Q1 2025 (March 31)24holders +2
6new positions
5sold out
1famous investor
$31.80avg. 13F price*
At the end of Q1 2025, 24 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, up 2 from Q4 2024. 6 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($3.5M), Manske Wealth Management ($2.5M) and Cambridge Investment Research Advisors, Inc. ($2.1M). 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 2025)
- CUSIP
- 78467V202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.9M |
| Exits | 5 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 140,473 shares bought and 238,972 shares sold, net −98,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| LPL Financial LLC | 0.00% | Add +4.6% | 108,587 | $3.5M |
| Manske Wealth Management | 0.95% | Add +7.4% | 79,093 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.5% | 65,731 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 56,325 | $1.8M |
| Truist Financial Corp. | 0.00% | New | 56,140 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -48.6% | 40,563 | $1.3M |
| Retireful, LLC | 1.14% | Reduce -22.5% | 37,936 | $1.2M |
| Rossmore Private Capital | 0.12% | Reduce -8.8% | 31,745 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.0% | 29,739 | $946K |
| Wells Fargo & Company | 0.00% | Reduce -43.8% | 24,678 | $785K |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 16,030 | $510K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 10,874 | $346K |
| Citadel Advisors | 0.00% | New | 7,579 | $241K |
| Joseph P. Lucia & Associates, LLC | 0.09% | Reduce -1.9% | 6,320 | $201K |
| Osaic Holdings, Inc. | 0.00% | Add +98.3% | 5,401 | $172K |
| Harbour Investments, Inc. | 0.00% | No change | 670 | $21K |
| CX Institutional | 0.00% | New | 633 | $20K |
| Future Financial Wealth Managment LLC | 0.01% | Add +0.8% | 618 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -59.2% | 486 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 436 | $14K |
| Lanark Financial, Inc. | 0.00% | — | 399 | $12K |
| AE Wealth Management LLC | 0.00% | No change | 360 | $11K |
| Key Financial Inc | 0.00% | No change | 173 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | New | 135 | $4K |
"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.