INKM Institutional Ownership
State Street Income Allocation ETF
1W: -1.0%
1M: -4.3%
3M: -4.1%
YTD: -0.1%
1Y: -0.5%
3Y: +26.7%
5Y: +12.8%
$33.06
+0.06 (+0.18%)
Weekly Expected Move ±1.1%
$32
$33
$33
$33
$34
Overview
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Short Interest
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Institutional Ownership — INKM
25
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
4
New Positions
8
Increased
10
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Manske Wealth Management | 93,301 | 3M | +84 | +0.1% | 7Q | SEC ↗ |
| 2 | LPL Financial LLC | 80,946 | 3M | +7,665 | +10.5% | 27Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 67,913 | 2M | -1,111 | -1.6% | 6Q | SEC ↗ |
| 4 | TRUIST FINANCIAL CORP | 55,767 | 2M | -1,005 | -1.8% | 6Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 34,271 | 1M | -234 | -0.7% | 31Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 29,107 | 962K | +13,058 | +81.4% | 56Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 22,889 | 757K | +784 | +3.5% | 46Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 21,267 | 703K | -47 | -0.2% | 7Q | SEC ↗ |
| 9 | Ameritas Advisory Services, LLC | 18,725 | 619K | +3,513 | +23.1% | 5Q | SEC ↗ |
| 10 | MORGAN STANLEY | 13,068 | 432K | -2 | -0.0% | 56Q | SEC ↗ |
| 11 | Rossmore Private Capital | 12,515 | 414K | -5,050 | -28.8% | 24Q | SEC ↗ |
| 12 | CITY NATIONAL BANK OF FLORIDA /MSD | 12,146 | 402K | — | +0.0% | 4Q | SEC ↗ |
| 13 | AlphaStar Capital Management, LLC | 10,270 | 340K | — | +0.0% | 26Q | SEC ↗ |
| 14 | Retireful, LLC NEW | 8,988 | 297K | — | +0.0% | 1Q | SEC ↗ |
| 15 | IHT Wealth Management, LLC | 7,660 | 253K | +835 | +12.2% | 4Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,542 | 249K | -167 | -2.2% | 2Q | SEC ↗ |
| 17 | Joseph P. Lucia & Associates, LLC | 6,095 | 202K | — | +0.0% | 8Q | SEC ↗ |
| 18 | Hilltop Holdings Inc. NEW | 5,847 | 193K | — | +0.0% | 1Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 2,733 | 90K | +2,718 | +18120.0% | 26Q | SEC ↗ |
| 20 | JONES FINANCIAL COMPANIES LLLP | 1,808 | 60K | -270 | -13.0% | 6Q | SEC ↗ |
| 21 | SBI Securities Co., Ltd. | 805 | 27K | +99 | +14.0% | 7Q | SEC ↗ |
| 22 | CX Institutional | 572 | 19K | -11 | -1.9% | 6Q | SEC ↗ |
| 23 | MERCER GLOBAL ADVISORS INC /ADV NEW | 65 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 24 | FMR LLC NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Western Wealth Management, LLC | 0 | 0K | -468 | -100.0% | 1Q | SEC ↗ |
| 26 | Keating Financial Advisory Services, I | 0 | 0K | -30 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Retireful, LLC | 8,988 | 297K |
| Hilltop Holdings Inc. | 5,847 | 193K |
| MERCER GLOBAL ADVISORS INC /ADV | 65 | 2K |
| FMR LLC | 1 | 0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Western Wealth Management, LLC | 468 | 15K |
| Keating Financial Advisory Services | 30 | 1K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +13,058 | +81.4% | 29,107 |
| LPL Financial LLC | +7,665 | +10.5% | 80,946 |
| Ameritas Advisory Services, LLC | +3,513 | +23.1% | 18,725 |
| OSAIC HOLDINGS, INC. | +2,718 | +18120.0% | 2,733 |
| IHT Wealth Management, LLC | +835 | +12.2% | 7,660 |
| WELLS FARGO & COMPANY/MN | +784 | +3.5% | 22,889 |
| SBI Securities Co., Ltd. | +99 | +14.0% | 805 |
| Manske Wealth Management | +84 | +0.1% | 93,301 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rossmore Private Capital | -5,050 | -28.8% | 12,515 |
| ENVESTNET ASSET MANAGEMENT INC | -1,111 | -1.6% | 67,913 |
| TRUIST FINANCIAL CORP | -1,005 | -1.8% | 55,767 |
| JONES FINANCIAL COMPANIES LLLP | -270 | -13.0% | 1,808 |
| Cambridge Investment Research Advis | -234 | -0.7% | 34,271 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -167 | -2.2% | 7,542 |
| RAYMOND JAMES FINANCIAL INC | -47 | -0.2% | 21,267 |
| CX Institutional | -11 | -1.9% | 572 |
| MORGAN STANLEY | -2 | -0.0% | 13,068 |