Who Owns INKM?
State Street Income Allocation ETF — Institutional Ownership & 13F Holdings
$34.36
+0.01 (+0.02%)
Market Cap
$78.5M
Shares Outstanding
1,995,452
Institutional Holders
23
Total Inst. Value
$11.9M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
10
Closed Positions
5
Increased
4
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $2.1M | 65,731 |
| 2 | TRUIST FINANCIAL CORPNew | $1.8M | 56,140 |
| 3 | MORGAN STANLEY | $1.3M | 40,563 |
| 4 | JONES FINANCIAL COMPANIES LLLPNew | $1.2M | 48,197 |
| 5 | Retireful, LLCNew | $1.2M | 37,936 |
| 6 | Rossmore Private Capital | $1.0M | 31,745 |
| 7 | RAYMOND JAMES FINANCIAL INC | $946K | 29,739 |
| 8 | WELLS FARGO & COMPANY/MN | $785K | 24,678 |
| 9 | ROYAL BANK OF CANADA | $510K | 16,030 |
| 10 | AlphaStar Capital Management, LLC | $346K | 10,874 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | +6K | $2.1M |
| TRUIST FINANCIAL CORPNew | +56K | $1.8M |
| JONES FINANCIAL COMPANIES LLLPNew | +48K | $1.2M |
| Retireful, LLCNew | +38K | $1.2M |
| RAYMOND JAMES FINANCIAL INC | +589 | $946K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -38K | $1.3M |
| WELLS FARGO & COMPANY/MN | -19K | $785K |
| Rossmore Private Capital | -3K | $1.0M |
| ROYAL BANK OF CANADA | -879 | $510K |
| SBI Securities Co., Ltd. | -704 | $15K |
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Frequently Asked Questions
How many institutional investors hold INKM?
As of Q1 2025, 23 institutional investors report holding INKM (State Street Income Allocation ETF) in their 13F filings.
Which hedge fund owns the most INKM?
The largest institutional holder of INKM is Cambridge Investment Research Advisors, Inc. with $2.1M in shares.
Are institutions buying or selling INKM?
This quarter, 10 institutions opened new positions in INKM and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.