ARK ETF TR (ARKF)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
179
Reporting holders
$184.5M
Reported value
3.3%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $23.7M | 600,617 | 0.01% | 28q | +6.5%+$1.5M |
| UBS Group AG | $15.0M | 380,112 | 0.00% | 28q | -2.5%-$388.1K |
| CITADEL ADVISORS LLC | $11.3M | 226,022 | 0.00% | 24q | +2021.9%+$10.8M |
| Clearwater Capital Advisors, LLC | $10.3M | 262,018 | 0.76% | 24q | +6.7%+$646.4K |
| Yarbrough Capital, LLC | $9.4M | 238,709 | 0.28% | 17q | HELD |
| MORGAN STANLEY | $8.2M | 208,402 | 0.00% | 26q | -13.1%-$1.2M |
| Midwest Financial Partners Investments, Inc. | $7.5M | 189,532 | 3.11% | 3q | +1.8%+$129.0K |
| Cetera Investment Advisers | $6.5M | 165,084 | 0.01% | 23q | -2.7%-$184.1K |
| BYRNE FINANCIAL FREEDOM, LLC | $6.2M | 156,510 | 2.41% | 7q | +10.9%+$608.0K |
| GTS SECURITIES LLC | $6.0M | 152,937 | 0.13% | 3q | +6.4%+$365.2K |
| WELLS FARGO & COMPANY/MN | $5.4M | 135,979 | 0.00% | 27q | -51.7%-$5.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 42,096 | 0.00% | 23q | +54.6%+$1.4M |
| TITLEIST ASSET MANAGEMENT, LLC | $4.0M | 102,295 | 0.27% | 11q | -0.5%-$20.8K |
| OSAIC HOLDINGS, INC. | $4.0M | 101,989 | 0.00% | 26q | +6.6%+$248.7K |
| GERBER, LLC | $3.7M | 92,707 | 1.72% | 11q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 78,702 | 0.00% | 7q | -2.6%-$83.7K |
| IEQ CAPITAL, LLC | $3.1M | 78,098 | 0.01% | 14q | HELD |
| PRUDENTIAL PLC | $3.0M | 75,910 | 0.02% | 23q | -19.9%-$745.8K |
| Paller Financial Services Inc | $2.8M | 71,486 | 2.11% | 3q | +2.0%+$54.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 64,741 | 0.00% | 24q | +84.9%+$1.2M |
| Wealthfront Advisers LLC | $2.3M | 58,541 | 0.00% | 20q | +2.4%+$54.7K |
| NWAM LLC | $1.9M | 48,242 | 0.10% | 8q | HELD |
| Brookstone Capital Management | $1.7M | 44,127 | 0.02% | 26q | -2.8%-$50.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 35,290 | 0.00% | 28q | -29.9%-$594.3K |
| Qube Research & Technologies Ltd | $1.3M | 31,806 | 0.00% | 13q | -23.2%-$378.7K |
| JANE STREET GROUP, LLC | $1.2M | options only | 0.00% | 23q | OPTIONS |
| ROYAL BANK OF CANADA | $1.2M | 31,188 | 0.00% | 30q | -24.6%-$401.3K |
| Curran Financial Partners, LLC | $1.2M | 30,691 | 0.18% | 4q | +48.6%+$396.2K |
| Sanctuary Advisors, LLC | $1.2M | 30,461 | 0.01% | 5q | +10.4%+$113.4K |
| WCG Wealth Advisors LLC | $1.2M | 30,031 | 0.03% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $1.1M | 29,070 | 0.00% | 19q | HELD |
| JPMORGAN CHASE & CO | $1.1M | 27,437 | 0.00% | 23q | +23.2%+$206.3K |
| Candriam S.C.A. | $1.0M | 25,700 | 0.00% | 19q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0M | 25,502 | 0.00% | 10q | +107.9%+$522.2K |
| Waterloo Capital, L.P. | $848.8K | 21,511 | 0.05% | new | NEW |
| BLVD Private Wealth, LLC | $805.2K | 20,405 | 0.60% | 5q | HELD |
| Creative Planning | $794.6K | 20,138 | 0.00% | 12q | -2.8%-$22.8K |
| Purus Wealth Management, LLC | $776.9K | 19,689 | 0.21% | 23q | -1.0%-$7.9K |
| Trivium Point Advisory, LLC | $771.3K | 19,547 | 0.07% | new | NEW |
| Compound Planning, Inc. | $760.5K | 19,272 | 0.02% | 12q | -9.2%-$77.1K |
| Mariner, LLC | $749.2K | 18,987 | 0.00% | 21q | -39.4%-$486.1K |
| GoalVest Advisory LLC | $720.0K | 18,246 | 0.13% | new | NEW |
| Private Advisor Group, LLC | $643.4K | 16,304 | 0.00% | 25q | +36.6%+$172.4K |
| StoneX Group Inc. | $626.1K | 15,206 | 0.03% | 24q | +96.1%+$306.8K |
| Corient Private Wealth LP | $608.3K | 15,394 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $560.2K | 14,196 | 0.00% | 23q | -9.0%-$55.1K |
| PFG Advisors | $559.5K | 14,179 | 0.03% | 2q | -94.7%-$10.1M |
| IMC-Chicago, LLC | $551.1K | 13,965 | 0.00% | 2q | -5.3%-$30.6K |
| Arkadios Wealth Advisors | $549.8K | 13,933 | 0.01% | 6q | -8.2%-$49.2K |
| Jessup Wealth Management, Inc | $540.5K | 13,698 | 0.16% | 3q | +3.2%+$16.7K |
| Integrated Wealth Concepts LLC | $504.9K | 12,795 | 0.00% | 14q | +70.1%+$208.0K |
| Kestra Advisory Services, LLC | $503.8K | 12,768 | 0.00% | 23q | -4.6%-$24.1K |
| BANK OF AMERICA CORP /DE/ | $493.2K | 12,500 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $451.0K | 11,430 | 0.00% | 23q | -40.7%-$309.3K |
| OneDigital Investment Advisors LLC | $443.5K | 11,238 | 0.00% | new | NEW |
| Lifelong Wealth Advisors, Inc. | $427.7K | 10,839 | 0.10% | 7q | HELD |
| Turner Financial Group, Inc. | $425.1K | 10,772 | 0.42% | new | FIRST |
| EdgeRock Capital LLC | $409.4K | 10,374 | 0.09% | 9q | +0.7%+$2.8K |
| STIFEL FINANCIAL CORP | $395.8K | 10,031 | 0.00% | 26q | -21.4%-$108.0K |
| PRIVATE TRUST CO NA | $387.4K | 9,817 | 0.03% | 17q | +2.6%+$9.9K |
| BRIDGES INVESTMENT MANAGEMENT INC | $383.0K | 9,706 | 0.00% | 23q | -3.8%-$15.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $360.3K | 9,131 | 0.00% | 18q | -60.4%-$548.9K |
| STEPHENS INC /AR/ | $359.1K | 9,101 | 0.00% | 9q | -3.5%-$13.1K |
| EQ LLC | $337.9K | 8,564 | 0.08% | 8q | HELD |
| MBA Advisors LLC | $327.4K | 8,296 | 0.11% | 8q | +2.6%+$8.4K |
| NewEdge Advisors, LLC | $322.7K | 8,178 | 0.00% | new | NEW |
| Evanson Financial, LLC | $315.7K | 8,000 | 0.02% | new | FIRST |
| Dynamic Advisor Solutions LLC | $310.0K | 7,857 | 0.01% | 22q | -64.4%-$561.3K |
| Pinion Investment Advisors, LLC | $302.7K | 7,671 | 0.06% | new | NEW |
| Rockefeller Capital Management L.P. | $297.2K | 7,531 | 0.00% | 4q | -4.8%-$15.1K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $296.5K | 7,514 | 0.03% | 4q | -12.9%-$43.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $292.3K | 7,021 | 0.00% | 7q | -5.5%-$17.1K |
| GENTRY PRIVATE WEALTH, LLC | $288.2K | 7,303 | 0.15% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $286.8K | 7,265 | 0.00% | 10q | +1.4%+$3.9K |
| Baird Financial Group, Inc. | $276.9K | 7,016 | 0.00% | 23q | -19.1%-$65.4K |
| Clearstead Trust, LLC | $265.4K | 6,725 | 0.03% | 16q | HELD |
| Wedmont Private Capital | $257.2K | 6,179 | 0.01% | 6q | HELD |
| Pekin Hardy Strauss, Inc. | $245.2K | 6,215 | 0.02% | 11q | -2.7%-$6.9K |
| Ariadne Wealth Management, LP | $242.0K | 6,132 | 0.11% | 8q | HELD |
| Legacy Financial Advisors, Inc. | $239.5K | 6,069 | 0.03% | new | NEW |
| Cresset Asset Management, LLC | $236.9K | 6,004 | 0.00% | 5q | -10.3%-$27.1K |
| Hilltop Holdings Inc. | $234.2K | 5,935 | 0.02% | 7q | -2.0%-$4.8K |
| Perigon Wealth Management, LLC | $228.0K | 5,778 | 0.00% | 5q | +5.1%+$11.1K |
| HB Wealth Management, LLC | $222.2K | 5,632 | 0.00% | 6q | +1.8%+$3.9K |
| Caprock Group, LLC | $219.2K | 5,555 | 0.00% | 14q | HELD |
| Heritage Family Offices, LLP | $218.2K | 5,530 | 0.08% | new | NEW |
| Pacific Excel Wealth Advisors, Inc. | $218.2K | 5,530 | 0.08% | new | NEW |
| Kingsview Wealth Management, LLC | $213.4K | 5,409 | 0.00% | 6q | -1.6%-$3.5K |
| TD Waterhouse Canada Inc. | $202.1K | 5,119 | 0.00% | 19q | -1.9%-$3.9K |
| Medallion Wealth Advisors, LLC | $171.2K | 4,339 | 0.05% | 7q | -40.5%-$116.5K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $145.5K | 3,688 | 0.01% | 14q | HELD |
| AE Wealth Management LLC | $139.6K | 3,537 | 0.00% | 7q | -29.3%-$58.0K |
| Steward Partners Investment Advisory, LLC | $122.2K | 3,098 | 0.00% | 29q | -19.5%-$29.6K |
| Smartleaf Asset Management LLC | $121.1K | 3,032 | 0.00% | 3q | HELD |
| Allworth Financial LP | $105.6K | 2,676 | 0.00% | 23q | -28.2%-$41.4K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $100.1K | 2,537 | 0.01% | 22q | HELD |
| FWL INVESTMENT MANAGEMENT, LLC | $94.0K | 2,381 | 0.02% | new | NEW |
| Farther Finance Advisors, LLC | $93.3K | 2,364 | 0.00% | 15q | HELD |
| BANK OF MONTREAL /CAN/ | $88.9K | 2,252 | 0.00% | 23q | HELD |
| Keating Financial Advisory Services, Inc. | $84.0K | 2,129 | 0.01% | 3q | -6.3%-$5.7K |
Showing the largest 100 of 185 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 179 | $184.5M | 4,521,498 | 24 | 35 | 45 | 3.3% |
| Q1 2026 | 183 | $184.2M | 4,682,622 | 16 | 33 | 58 | 3.4% |
| Q4 2025 | 208 | $275.1M | 5,395,835 | 29 | 38 | 60 | 6.6% |
| Q3 2025 | 212 | $362.4M | 5,664,277 | 45 | 40 | 56 | 11.3% |
| Q2 2025 | 196 | $307.6M | 4,797,082 | 41 | 33 | 55 | 21.6% |
| Q1 2025 | 166 | $177.9M | 5,014,088 | 22 | 26 | 56 | 6.3% |
| Q4 2024 | 186 | $244.7M | 5,680,223 | 35 | 32 | 53 | 13.9% |
| Q3 2024 | 156 | $161.0M | 4,843,588 | 15 | 21 | 62 | 10.2% |
| Q2 2024 | 164 | $144.5M | 4,959,327 | 16 | 21 | 65 | 8.6% |
| Q1 2024 | 176 | $239.5M | 7,217,859 | 18 | 32 | 59 | 8.6% |
| Q4 2023 | 188 | $231.8M | 7,173,901 | 36 | 26 | 59 | 14.8% |
| Q3 2023 | 154 | $130.1M | 5,709,882 | 20 | 30 | 45 | 15.3% |
| Q2 2023 | 159 | $151.7M | 6,299,857 | 18 | 27 | 57 | 12.8% |
| Q1 2023 | 157 | $140.8M | 6,600,725 | 24 | 23 | 58 | 11.6% |
| Q4 2022 | 162 | $104.9M | 6,085,803 | 32 | 23 | 64 | 18.3% |
| Q3 2022 | 198 | $184.0M | 9,173,599 | 20 | 45 | 62 | 23.2% |
| Q2 2022 | 205 | $199.7M | 9,413,208 | 25 | 52 | 72 | 26.4% |
| Q1 2022 | 243 | $570.6M | 11,698,887 | 28 | 57 | 102 | 40.6% |
| Q4 2021 | 288 | $912.3M | 13,100,406 | 27 | 55 | 130 | 41.4% |
| Q3 2021 | 317 | $886.5M | 13,843,453 | 31 | 99 | 98 | 22.7% |
| Q2 2021 | 326 | $1.1B | 13,561,722 | 43 | 137 | 76 | 35.3% |
| Q1 2021 | 323 | $1.1B | 14,843,393 | 135 | 135 | 29 | 35.0% |
| Q4 2020 | 215 | $384.4M | 6,946,383 | 104 | 73 | 6 | 9.8% |
| Q3 2020 | 100 | $108.7M | 2,679,074 | 59 | 32 | 2 | 1.8% |
| Q2 2020 | 45 | $34.7M | 1,079,175 | 27 | 13 | 2 | 0.0% |
| Q1 2020 | 22 | $8.9M | 397,657 | 9 | 8 | 2 | 0.0% |
| Q4 2019 | 16 | $6.0M | 223,066 | 2 | 9 | 1 | 0.0% |
| Q3 2019 | 14 | $6.1M | 251,361 | 5 | 4 | 3 | 0.0% |
| Q2 2019 | 9 | $2.6M | 84,394 | 2 | 3 | 3 | 0.0% |
| Q1 2019 | 8 | $2.9M | 99,092 | 8 | 0 | 0 | 0.0% |