Funds holding State Street Income Allocation ETF
1 fund declares a position · 0 ETFs and 1 other funds · 197.7K $ · US78467V2025
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Tactical Growth Allocation Fund Tactical Investment Series Trust | 5,900 | 197.7K $ | 0.54 % | as of Mar 31, 2026 · Original filing |
Institutional managers
21 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Manske Wealth Management | 93,217 | 3.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 73,281 | 2.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 69,024 | 2.3M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 56,772 | 1.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 22,105 | 740.7K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 21,314 | 714.2K $ | as of Mar 31, 2026 |
| Rossmore Private Capital | 17,565 | 588.6K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 16,049 | 538K $ | as of Mar 31, 2026 |
| Ameritas Advisory Services, LLC | 15,212 | 509.7K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 13,070 | 438K $ | as of Mar 31, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | 12,146 | 407K $ | as of Mar 31, 2026 |
| AlphaStar Capital Management, LLC | 10,270 | 344.1K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,709 | 258.3K $ | as of Mar 31, 2026 |
| IHT Wealth Management, LLC | 6,825 | 228.7K $ | as of Mar 31, 2026 |
| Joseph P. Lucia & Associates, LLC | 6,095 | 204.2K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 2,078 | 68.8K $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 706 | 23.7K $ | as of Mar 31, 2026 |
| Western Wealth Management, LLC | 468 | 15.7K $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 34,505 | 1.2K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 15 | 502 $ | as of Mar 31, 2026 |
| CX Institutional | 583 | 20 $ | as of Mar 31, 2026 |