Institutional Holders (2026 Q2)
25 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INKM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Manske Wealth Management | 0.80% | 93,301 | $3.2M |
| 2 | Retireful, LLC | 0.29% | 8,988 | $309K |
| 3 | City National Bank of Florida /Msd | 0.17% | 12,146 | $417K |
| 4 | Joseph P. Lucia & Associates, LLC | 0.06% | 6,095 | $209K |
| 5 | Rossmore Private Capital | 0.03% | 12,515 | $430K |
| 6 | AlphaStar Capital Management, LLC | 0.02% | 10,270 | $353K |
| 7 | Hilltop Holdings Inc. | 0.02% | 5,847 | $201K |
| 8 | Ameritas Advisory Services, LLC | 0.01% | 18,725 | $643K |
| 9 | IHT Wealth Management, LLC | 0.01% | 7,660 | $263K |
| 10 | Truist Financial Corp | 0.00% | 55,767 | $1.9M |
| 11 | Kings Path Partners LLC | 0.00% | 100 | $3K |
| 12 | SBI Securities Co., Ltd. | 0.00% | 805 | $28K |
| 13 | LPL Financial LLC | 0.00% | 80,946 | $2.8M |
| 14 | Envestnet Asset Management Inc | 0.00% | 67,913 | $2.3M |
| 15 | Raymond James Financial Inc | 0.00% | 21,267 | $730K |
| 16 | Royal Bank of Canada | 0.00% | 29,107 | $999K |
| 17 | Wells Fargo & Company/Mn | 0.00% | 22,889 | $786K |
| 18 | Osaic Holdings, INC. | 0.00% | 2,733 | $94K |
| 19 | Jones Financial Companies Lllp | 0.00% | 1,808 | $62K |
| 20 | Morgan Stanley | 0.00% | 13,068 | $449K |
| 21 | Susquehanna International Group, LLP | 0.00% | 7,542 | $259K |
| 22 | Mercer Global Advisors Inc /Adv | 0.00% | 65 | $2K |
| 23 | Fmr LLC | 0.00% | 1 | — |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|