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SS Income Allocation ETF (INKM)

CUSIP: 78467V202 | NYSE | 118 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Manske Wealth Management91,668
0.7% of portfolio›$3.0M
Truist Financial Corp56,947
0.0% of portfolio›$1.9M
Elevation Capital Advisory, LLC35,023
0.5% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.33,635
0.0% of portfolio›$1.1K
Rossmore Private Capital12,515
0.0% of portfolio›$413.1K
AlphaStar Capital Management, LLC9,855
0.0% of portfolio›$325.3K
Retireful, LLC9,737
0.3% of portfolio›$321.4K
Joseph P. Lucia & Associates, LLC6,095
0.1% of portfolio›$201.2K
SBI Securities Co., Ltd.830
0.0% of portfolio›$27.4K
CX Institutional570
0.0% of portfolio›$19
StyleTurnoverLocationFiled
Manske Wealth Management
91,668$3.0M0.7%ValueVery LowHouston, TX2026-10-26
Truist Financial Corp
56,947$1.9M0.0%CoreLowCharlotte, NC2026-10-30
Elevation Capital Advisory, LLC
35,023$1.2M0.5%ETFVery HighBend, OR2026-10-29
Cambridge Investment Research Advisors, Inc.
33,635$1.1K0.0%ETFLowFairfield, IA2026-11-02
Rossmore Private Capital
12,515$413.1K0.0%CoreLowGlastonbury, CT2026-10-27
AlphaStar Capital Management, LLC
9,855$325.3K0.0%ETFMediumCornelius, NC2026-10-16
Retireful, LLC
9,737$321.4K0.3%GrowthVery HighHaslett, MI2026-10-09
Joseph P. Lucia & Associates, LLC
6,095$201.2K0.1%ETFVery LowYorktown Heights, NY2026-10-30
SBI Securities Co., Ltd.
830$27.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
CX Institutional
570$190.0%CoreMediumAuburn, IN2026-10-02