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SS Global Allocation ETF (GAL)

CUSIP: 78467V400 | NYSE | 224 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Mesirow Financial Investment Management, Inc.479,230
0.4% of portfolio›$25.1M
Manske Wealth Management229,690
2.8% of portfolio›$12.0M
Taylor Financial Group, Inc.225,109
6.4% of portfolio›$11.8M
46 Peaks LLC170,797
5.7% of portfolio›$9.0M
Bright Financial Advisors, Inc.168,991
3.7% of portfolio›$8.9M
Robinswood Financial LLC54,949
0.9% of portfolio›$2.9M
Independent Financial Group, LLC39,066
0.0% of portfolio›$2.0M
Prospera Financial Services Inc26,845
0.0% of portfolio›$1.4M
Ascentis Independent Advisors19,423
0.1% of portfolio›$1.0M
Rossmore Private Capital17,769
0.1% of portfolio›$931.5K
Creative Planning13,354
0.0% of portfolio›$700.1K
Busey Bank13,028
0.0% of portfolio›$683.0K
Johnson & White Wealth Management, LLC12,325
0.2% of portfolio›$646.1K
PDS Planning, Inc11,558
0.0% of portfolio›$605.9K
Commonwealth Equity Services, LLC11,296
0.0% of portfolio›$592.2K
Golden State Wealth Management, LLC8,223
0.0% of portfolio›$431.1K
Lanark Financial, Inc.8,156
0.0% of portfolio›$427.5K
Advocate Investing Services LLC8,150
0.3% of portfolio›$427.3K
Cambridge Investment Research Advisors, Inc.7,714
0.0% of portfolio›$404
Kestra Advisory Services, LLC6,628
0.0% of portfolio›$347.5K
Farther Finance Advisors, LLC6,123
0.0% of portfolio›$321.0K
Valtinson Bruner Financial Planning LLC4,225
0.1% of portfolio›$221.5K
GGM Financial LLC3,375
0.1% of portfolio›$176.9K
Key FInancial Inc2,736
0.0% of portfolio›$143.4K
SBI Securities Co., Ltd.2,036
0.0% of portfolio›$106.7K
Larson Financial Group LLC1,587
0.0% of portfolio›$83.2K
Kings Path Partners LLC100
0.0% of portfolio›$5.2K
Private Trust Co NA10
0.0% of portfolio›$524
StyleTurnoverLocationFiled
Mesirow Financial Investment Management, Inc.
479,230$25.1M0.4%CoreLowChicago, IL2026-11-05
Manske Wealth Management
229,690$12.0M2.8%ValueVery LowHouston, TX2026-10-26
Taylor Financial Group, Inc.
225,109$11.8M6.4%CoreVery LowRoanoke, VA2026-11-02
46 Peaks LLC
170,797$9.0M5.7%ETFVery LowNewtown, PA2026-11-03
Bright Financial Advisors, Inc.
168,991$8.9M3.7%ETFVery LowPortage, MI2026-10-23
Robinswood Financial LLC
54,949$2.9M0.9%ETFVery LowKirkland, WA2026-10-20
Independent Financial Group, LLC
39,066$2.0M0.0%GrowthLowSan Diego, CA2026-10-13
Prospera Financial Services Inc
26,845$1.4M0.0%CoreMediumDallas, TX2026-11-04
Ascentis Independent Advisors
19,423$1.0M0.1%ETFLowDallas, TX2026-11-03
Rossmore Private Capital
17,769$931.5K0.1%CoreLowGlastonbury, CT2026-10-27
Creative Planning
13,354$700.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Busey Bank
13,028$683.0K0.0%GrowthVery LowUrbana, IL2026-10-26
Johnson & White Wealth Management, LLC
12,325$646.1K0.2%ETFVery LowYork, PA2026-11-03
PDS Planning, Inc
11,558$605.9K0.0%IndexVery LowDublin, OH2026-11-03
Commonwealth Equity Services, LLC
11,296$592.2K0.0%ETFLowWaltham, MA2026-11-02
Golden State Wealth Management, LLC
8,223$431.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Lanark Financial, Inc.
8,156$427.5K0.0%CoreMediumBirmingham, AL2026-10-26
Advocate Investing Services LLC
8,150$427.3K0.3%ETFLowWoodbine, MD2026-10-26
Cambridge Investment Research Advisors, Inc.
7,714$4040.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
6,628$347.5K0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
6,123$321.0K0.0%IndexLowSan Francisco, CA2026-10-08
Valtinson Bruner Financial Planning LLC
4,225$221.5K0.1%ETFLowNew Brighton, MN2026-11-02
GGM Financial LLC
3,375$176.9K0.1%ETFMediumColumbus, OH2026-11-05
Key FInancial Inc
2,736$143.4K0.0%ETFLowWest Chester, PA2026-11-02
SBI Securities Co., Ltd.
2,036$106.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Larson Financial Group LLC
1,587$83.2K0.0%GrowthLowSt Louis, MO2026-11-05
Kings Path Partners LLC
100$5.2K0.0%ETFVery LowSugar Land, TX2026-10-21
Private Trust Co NA
10$5240.0%CoreLowCleveland, OH2026-10-20