SS Income Allocation ETFINKMETF
13F holders, Q3 2025 (September 30)25holders −1
6new positions
7sold out
1famous investor
$33.12avg. 13F price*
At the end of Q3 2025, 25 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, down 1 from Q2 2025. 6 opened new positions and 7 sold out. The largest holders were Elevation Capital Advisory, LLC ($5.5M), Manske Wealth Management ($2.7M) and Cambridge Investment Research Advisors, Inc. ($2.2M). 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 (Q3 2025)
- CUSIP
- 78467V202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.5M |
| Exits | 7 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 207,412 shares bought and 96,607 shares sold, net +110,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Elevation Capital Advisory, LLC | 2.19% | New | 165,260 | $5.5M |
| Manske Wealth Management | 0.83% | Add +1.8% | 81,988 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.3% | 67,329 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 55,813 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +5.8% | 55,623 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -41.3% | 45,492 | $1.5M |
| Rossmore Private Capital | 0.10% | Reduce -14.1% | 27,145 | $899K |
| Wells Fargo & Company | 0.00% | Reduce -8.0% | 22,841 | $757K |
| Raymond James Financial Inc. | 0.00% | Reduce -25.9% | 21,932 | $726K |
| Morgan Stanley | 0.00% | Add +3.5% | 18,489 | $612K |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 14,127 | $468K |
| City National Bank of Florida | 0.27% | New | 12,146 | $402K |
| Simplicity Wealth,LLC | 0.02% | New | 12,146 | $402K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -0.1% | 10,861 | $360K |
| Citadel Advisors | 0.00% | Add +7.9% | 8,901 | $295K |
| IHT Wealth Management, LLC | 0.01% | New | 6,487 | $215K |
| Joseph P. Lucia & Associates, LLC | 0.08% | No change | 6,320 | $209K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 3,195 | $106K |
| Jones Financial Companies LLLP | 0.00% | Add +62.2% | 2,172 | $72K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 875 | $29K |
| SBI Securities Co., Ltd. | 0.00% | Add +12.8% | 645 | $21K |
| Future Financial Wealth Managment LLC | 0.01% | Add +1.1% | 635 | $21K |
| CX Institutional | 0.00% | Reduce -0.2% | 620 | $21K |
| Kings Path Partners LLC | 0.00% | New | 100 | $3K |
| FMR LLC | 0.00% | New | 1 | $33 |
"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.