SS Income Allocation ETFINKMETF
13F holders, Q4 2025 (December 31)21holders −4
1new positions
6sold out
$32.99avg. 13F price*
At the end of Q4 2025, 21 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, down 4 from Q3 2025. 1 opened new positions and 6 sold out. The largest holders were Manske Wealth Management ($3.0M), Envestnet Asset Management Inc. ($2.3M) and LPL Financial LLC ($2.1M).
- Company
- SS Income Allocation ETF
- Filed as
- SSGA ACTIVE ETF TR (Q4 2025)
- CUSIP
- 78467V202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $382K |
| Exits | 6 | $6.2M |
All 13F filers, Q3 2025 → Q4 2025: 86,208 shares bought and 213,582 shares sold, net −127,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Manske Wealth Management | 0.88% | Add +10.5% | 90,606 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.9% | 69,712 | $2.3M |
| LPL Financial LLC | 0.00% | Add +40.7% | 64,015 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +3.1% | 57,373 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.0% | 43,757 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +76.0% | 40,203 | $1.3M |
| Rossmore Private Capital | 0.08% | Reduce -0.5% | 27,015 | $891K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 21,725 | $717K |
| Morgan Stanley | 0.00% | Reduce -13.0% | 16,086 | $531K |
| Royal Bank of Canada | 0.00% | Add +13.6% | 16,049 | $529K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1405.6% | 13,174 | $435K |
| City National Bank of Florida | 0.26% | No change | 12,146 | $401K |
| Retireful, LLC | 0.48% | New | 11,537 | $382K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 10,861 | $358K |
| IHT Wealth Management, LLC | 0.01% | Add +4.3% | 6,768 | $223K |
| Joseph P. Lucia & Associates, LLC | 0.07% | Reduce -3.6% | 6,095 | $201K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 3,202 | $106K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,172 | $72K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.6% | 655 | $22K |
| CX Institutional | 0.00% | Reduce -0.3% | 618 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 30 | $990 |
"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.