SS Income Allocation ETFINKMETF

13F holders, Q2 2025 (June 30)
26holders +2
4new positions
2sold out
1famous investor
$32.32avg. 13F price*

At the end of Q2 2025, 26 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, up 2 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were Manske Wealth Management ($2.6M), LPL Financial LLC ($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 (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$425K
Exits2$27K

All 13F filers, Q1 2025 → Q2 2025: 16,553 shares bought and 66,866 shares sold, net −50,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

Manske Wealth Management 0.86% Add +1.9% 80,553 $2.6M
LPL Financial LLC 0.00% Reduce -28.7% 77,465 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.2% 65,840 $2.1M
Envestnet Asset Management Inc. 0.00% Reduce -6.4% 52,736 $1.7M
Truist Financial Corp. 0.00% Reduce -6.4% 52,548 $1.7M
Retireful, LLC 0.80% Reduce -5.7% 35,786 $1.2M
Rossmore Private Capital 0.12% Reduce -0.5% 31,595 $1.0M
Raymond James Financial Inc. 0.00% Reduce -0.4% 29,610 $957K
Wells Fargo & Company 0.00% Add +0.6% 24,832 $803K
Morgan Stanley 0.00% Reduce -56.0% 17,861 $577K
Royal Bank of Canada 0.00% Reduce -2.3% 15,664 $506K
AlphaStar Capital Management, LLC 0.02% No change 10,874 $351K
Susquehanna International Group, LLP 0.00% New 10,204 $330K
Citadel Advisors 0.00% Add +8.9% 8,251 $267K
Joseph P. Lucia & Associates, LLC 0.08% No change 6,320 $204K
Osaic Holdings, Inc. 0.00% Reduce -40.9% 3,190 $103K
Bank of America Corp. 0.00% New 1,787 $58K
Jones Financial Companies LLLP 0.00% Add +207.1% 1,339 $43K
Ameritas Advisory Services, LLC 0.00% New 875 $28K
Future Financial Wealth Managment LLC 0.01% Add +1.6% 628 $20K
CX Institutional 0.00% Reduce -1.9% 621 $20K
SBI Securities Co., Ltd. 0.00% Add +17.7% 572 $18K
Lanark Financial, Inc. 0.00% No change 399 $12K
AE Wealth Management LLC 0.00% No change 360 $12K
UBS Group AG 0.00% New 293 $9K
Ashton Thomas Securities, LLC 0.00% No change 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.