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SS Income Allocation ETF (INKM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Manske Wealth Management
DECREASED
Shares91,668 from 93,301
Change-1,633 (-2%)
Value$3.0M (-$177.2K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares56,947 from 55,767
Change+1,180 (+2%)
Value$1.9M (-$34.8K)
Filed 2026-10-30
Elevation Capital Advisory, LLC
NEW
Shares35,023
Change+35,023
Value$1.2M
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares33,635 from 34,271
Change-636 (-2%)
Value$1.1K (-$1.2M)
Filed 2026-11-02
Rossmore Private Capital
UNCHANGED
Shares12,515 from 12,515
Change0 (0%)
Value$413.1K (-$16.5K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
DECREASED
Shares9,855 from 10,270
Change-415 (-4%)
Value$325.3K (-$27.3K)
Filed 2026-10-16
Retireful, LLC
INCREASED
Shares9,737 from 8,988
Change+749 (+8%)
Value$321.4K (+$12.8K)
Filed 2026-10-09
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares6,095 from 6,095
Change0 (0%)
Value$201.2K (-$8.1K)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares830 from 805
Change+25 (+3%)
Value$27.4K (-$239)
Filed 2026-10-22
CX Institutional
DECREASED
Shares570 from 572
Change-2 (0%)
Value$19 (-$1)
Filed 2026-10-02
LPL Financial LLC
N/A
Shares— from 80,946
Change-80,946 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 67,913
Change-67,913 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29,107
Change-29,107 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 22,889
Change-22,889 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 21,267
Change-21,267 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,725
Change-18,725 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,068
Change-13,068 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 12,146
Change-12,146 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,660
Change-7,660 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,847
Change-5,847 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Manske Wealth Management
DECREASED91,66893,301-1,633-2%$3.2M$3.0M-$177.2K2026-10-26
Truist Financial Corp
INCREASED56,94755,767+1,180+2%$1.9M$1.9M-$34.8K2026-10-30
Elevation Capital Advisory, LLC
NEW35,023—+35,023——$1.2M—2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED33,63534,271-636-2%$1.2M$1.1K-$1.2M2026-11-02
Rossmore Private Capital
UNCHANGED12,51512,51500%$429.7K$413.1K-$16.5K2026-10-27
AlphaStar Capital Management, LLC
DECREASED9,85510,270-415-4%$352.6K$325.3K-$27.3K2026-10-16
Retireful, LLC
INCREASED9,7378,988+749+8%$308.6K$321.4K+$12.8K2026-10-09
Joseph P. Lucia & Associates, LLC
UNCHANGED6,0956,09500%$209.3K$201.2K-$8.1K2026-10-30
SBI Securities Co., Ltd.
INCREASED830805+25+3%$27.6K$27.4K-$2392026-10-22
CX Institutional
DECREASED570572-20%$20$19-$12026-10-02
LPL Financial LLC
N/A—80,946-80,946-100%$2.8M———
Envestnet Asset Management Inc
N/A—67,913-67,913-100%$2.3M———
Royal Bank of Canada
N/A—29,107-29,107-100%$999.0K———
Wells Fargo & Company
N/A—22,889-22,889-100%$785.8K———
Raymond James Financial Inc
N/A—21,267-21,267-100%$730.1K———
Ameritas Advisory Services, LLC
N/A—18,725-18,725-100%$642.9K———
Morgan Stanley
N/A—13,068-13,068-100%$448.7K———
City National Bank of Florida
N/A—12,146-12,146-100%$417.0K———
IHT Wealth Management, LLC
N/A—7,660-7,660-100%$263.0K———
Susquehanna International Group, LLP
N/A—7,542-7,542-100%$258.9K———
Hilltop Holdings Inc.
N/A—5,847-5,847-100%$200.7K———
Osaic Holdings, Inc.
N/A—2,733-2,733-100%$93.8K———
Jones Financial Companies Lllp
N/A—1,808-1,808-100%$62.2K———
FMR LLC
N/A—1-1-100%$34———
Showing 24 of 24 institutions