SS Income Allocation ETFINKMETF
13F holders, Q1 2026 (March 31)20holders −1
1new positions
2sold out
$33.51avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Manske Wealth Management ($3.1M), LPL Financial LLC ($2.5M) and Envestnet Asset Management Inc. ($2.3M).
- Company
- SS Income Allocation ETF
- Filed as
- SSGA ACTIVE ETF TR (Q1 2026)
- CUSIP
- 78467V202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $258K |
| Exits | 2 | $383K |
All 13F filers, Q4 2025 → Q1 2026: 21,732 shares bought and 56,990 shares sold, net −35,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Manske Wealth Management | 0.88% | Add +2.9% | 93,217 | $3.1M |
| LPL Financial LLC | 0.00% | Add +14.5% | 73,281 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 69,024 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 56,772 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.1% | 34,505 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -45.0% | 22,105 | $741K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 21,314 | $714K |
| Rossmore Private Capital | 0.05% | Reduce -35.0% | 17,565 | $589K |
| Royal Bank of Canada | 0.00% | No change | 16,049 | $538K |
| Ameritas Advisory Services, LLC | 0.02% | Add +15.5% | 15,212 | $510K |
| Morgan Stanley | 0.00% | Reduce -18.8% | 13,070 | $438K |
| City National Bank of Florida | 0.24% | No change | 12,146 | $407K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -5.4% | 10,270 | $344K |
| Susquehanna International Group, LLP | 0.00% | New | 7,709 | $258K |
| IHT Wealth Management, LLC | 0.01% | Add +0.8% | 6,825 | $229K |
| Joseph P. Lucia & Associates, LLC | 0.07% | No change | 6,095 | $204K |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.3% | 2,078 | $69K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.8% | 706 | $24K |
| CX Institutional | 0.00% | Reduce -5.7% | 583 | $20K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.5% | 15 | $502 |
"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.