ARK ETF TR (ARKQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
293
Reporting holders
$655.9M
Reported value
3.2%
Held as options
+36
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $101.4M | 766,862 | 0.01% | 27q | +9.0%+$8.4M |
| LPL Financial LLC | $83.5M | 631,279 | 0.02% | 31q | +19.8%+$13.8M |
| MORGAN STANLEY | $77.6M | 586,606 | 0.00% | 35q | +8.1%+$5.8M |
| WELLS FARGO & COMPANY/MN | $45.0M | 340,176 | 0.01% | 28q | -46.4%-$38.9M |
| Hancock Prospecting Pty Ltd | $33.4M | 252,500 | 0.58% | 4q | HELD |
| ROYAL BANK OF CANADA | $18.9M | 142,567 | 0.00% | 31q | +362.1%+$14.8M |
| JPMORGAN CHASE & CO | $16.6M | 129,434 | 0.00% | 23q | +78.8%+$7.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.6M | 66,299 | 0.00% | 28q | +346.2%+$11.4M |
| Cetera Investment Advisers | $12.2M | 92,614 | 0.01% | 23q | -21.7%-$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $11.3M | 85,325 | 0.00% | 25q | +28.1%+$2.5M |
| Private Advisor Group, LLC | $9.9M | 74,513 | 0.05% | 31q | +6.3%+$583.4K |
| CITADEL ADVISORS LLC | $8.6M | 39,632 | 0.00% | 28q | HELD |
| RAYMOND JAMES FINANCIAL INC | $8.6M | 64,858 | 0.00% | 7q | -16.6%-$1.7M |
| Wealthfront Advisers LLC | $8.5M | 64,574 | 0.02% | 20q | +5.6%+$456.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 64,533 | 0.01% | 31q | +8.9%+$698.2K |
| MML INVESTORS SERVICES, LLC | $8.5M | 64,038 | 0.02% | 24q | +87.8%+$4.0M |
| THRYVE WEALTH MANAGEMENT LLC | $7.2M | 54,593 | 4.03% | new | NEW |
| Point72 Asset Management, L.P. | $7.2M | options only | 0.01% | 3q | OPTIONS |
| OSAIC HOLDINGS, INC. | $6.3M | 47,270 | 0.01% | 26q | +7.6%+$440.5K |
| Aspire Capital Advisors LLC | $5.9M | 44,369 | 1.14% | 2q | +17.1%+$854.5K |
| UBS Group AG | $5.8M | 43,662 | 0.00% | 31q | -2.6%-$155.1K |
| Brookstone Capital Management | $5.3M | 40,162 | 0.05% | 28q | -7.6%-$439.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7M | 35,830 | 0.00% | 24q | +5.6%+$253.2K |
| BIP Wealth, LLC | $4.7M | 35,291 | 0.13% | 3q | +14.2%+$579.4K |
| Paller Financial Services Inc | $4.5M | 33,877 | 3.35% | new | NEW |
| Tower Research Capital LLC (TRC) | $4.4M | 33,586 | 0.11% | 4q | +127.7%+$2.5M |
| Hartford Financial Management Inc. | $4.3M | 32,814 | 0.97% | 31q | HELD |
| Spire Wealth Management | $4.2M | 31,988 | 0.13% | 9q | +21.1%+$736.7K |
| Hutchens & Kramer Investment Management Group, LLC | $4.1M | 31,049 | 1.10% | 3q | +5.1%+$198.9K |
| JANE STREET GROUP, LLC | $3.9M | options only | 0.00% | 13q | OPTIONS |
| Simplicity Wealth,LLC | $3.7M | 27,732 | 0.12% | new | NEW |
| TRUIST FINANCIAL CORP | $3.4M | 26,006 | 0.00% | 25q | -7.5%-$279.8K |
| STIFEL FINANCIAL CORP | $2.7M | 20,568 | 0.00% | 26q | +11.9%+$289.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 20,136 | 0.00% | 13q | +65.5%+$1.1M |
| Sanctuary Advisors, LLC | $2.4M | 17,972 | 0.01% | 7q | +101.4%+$1.2M |
| NewEdge Advisors, LLC | $2.3M | 17,575 | 0.01% | new | NEW |
| Wealth Management Partners, LLC | $2.3M | 17,541 | 0.55% | 11q | +0.5%+$12.6K |
| HighTower Advisors, LLC | $2.1M | 16,178 | 0.00% | 28q | -11.7%-$282.2K |
| Kestra Advisory Services, LLC | $2.1M | 16,126 | 0.01% | 24q | -5.7%-$128.4K |
| Mariner, LLC | $2.1M | 15,622 | 0.00% | 19q | +4.1%+$81.0K |
| Bank of New York Mellon Corp | $2.0M | 15,382 | 0.00% | 31q | +2.7%+$54.2K |
| Atria Investments, Inc | $2.0M | 15,302 | 0.02% | 2q | +16.8%+$291.1K |
| Creative Planning | $1.9M | 14,623 | 0.00% | 23q | +35.9%+$510.5K |
| Strategic Wealth Investment Group, LLC | $1.9M | 14,615 | 0.23% | 4q | -29.5%-$810.1K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $1.8M | 13,637 | 0.01% | new | NEW |
| Kovack Advisors, Inc. | $1.7M | 12,943 | 0.08% | 4q | +343.7%+$1.3M |
| Crescent Grove Advisors, LLC | $1.6M | 12,304 | 0.14% | 24q | HELD |
| AlTi Global, Inc. | $1.6M | 12,192 | 0.03% | 9q | HELD |
| Fifth Third Securities, Inc. | $1.5M | 10,978 | 0.08% | new | NEW |
| StoneX Group Inc. | $1.4M | 10,684 | 0.06% | 7q | +38.0%+$386.3K |
| PRUDENTIAL PLC | $1.3M | 9,880 | 0.01% | 22q | -46.2%-$1.1M |
| PFG Advisors | $1.3M | 9,808 | 0.07% | 25q | +2.2%+$28.2K |
| IFP Advisors, Inc | $1.3M | 9,654 | 0.02% | 26q | +1157.0%+$1.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 10,263 | 0.00% | 12q | +20.9%+$220.3K |
| MGO ONE SEVEN LLC | $1.2M | 9,067 | 0.02% | 4q | +5.1%+$58.2K |
| Kingsview Wealth Management, LLC | $1.2M | 8,907 | 0.01% | 3q | HELD |
| Rockefeller Capital Management L.P. | $1.2M | 8,874 | 0.00% | 4q | +11.1%+$117.2K |
| Worthington Financial Partners, LLC | $1.1M | 8,669 | 0.95% | 3q | -1.1%-$13.0K |
| Compound Planning, Inc. | $1.1M | 8,399 | 0.03% | 12q | +6.8%+$70.5K |
| JOHNSON INVESTMENT COUNSEL INC | $1.0M | 7,914 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $1.0M | 7,832 | 0.01% | 15q | +24.6%+$204.4K |
| Envestnet Portfolio Solutions, Inc. | $985.4K | 7,453 | 0.00% | 3q | -7.6%-$80.8K |
| Parisi Gray Wealth Management | $981.5K | 7,423 | 0.20% | 2q | +2.8%+$27.1K |
| Turner Financial Group, Inc. | $964.1K | 7,292 | 0.96% | new | FIRST |
| EFG International AG | $921.3K | 6,968 | 0.02% | 3q | HELD |
| Cornerstone Wealth Management, LLC | $898.4K | 6,795 | 0.04% | 4q | +38.3%+$249.0K |
| Purus Wealth Management, LLC | $895.5K | 6,773 | 0.25% | 23q | HELD |
| Corient Private Wealth LP | $875.1K | 6,618 | 0.00% | new | NEW |
| Dynamic Advisor Solutions LLC | $867.5K | 6,561 | 0.02% | 5q | +67.5%+$349.5K |
| RENAISSANCE TECHNOLOGIES LLC | $859.4K | 6,500 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $850.0K | 6,429 | 0.01% | 24q | HELD |
| Cresset Asset Management, LLC | $846.6K | 6,403 | 0.00% | 3q | +46.5%+$268.7K |
| Belvedere Trading LLC | $816.3K | 3,374 | 0.00% | 3q | +66.0%+$324.4K |
| Western Wealth Management, LLC | $788.6K | 5,964 | 0.03% | 5q | +2.7%+$20.9K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $784.2K | 5,931 | 0.02% | 2q | -18.9%-$183.0K |
| Integrated Wealth Concepts LLC | $742.7K | 5,616 | 0.00% | 2q | +100.5%+$372.3K |
| Savant Capital, LLC | $738.8K | 5,589 | 0.00% | 2q | +114.9%+$395.0K |
| Concurrent Investment Advisors, LLC | $726.9K | 5,498 | 0.01% | 4q | +87.3%+$338.9K |
| Navis Wealth Advisors, LLC | $718.2K | 5,432 | 0.27% | 23q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $713.8K | 5,398 | 0.00% | 5q | -0.7%-$5.3K |
| US BANCORP \DE\ | $711.5K | 5,381 | 0.00% | 11q | +86.6%+$330.2K |
| Tacita Capital Inc | $708.0K | 5,355 | 0.38% | 13q | +12.7%+$80.0K |
| Hilton Head Capital Partners, LLC | $705.1K | 5,333 | 0.36% | new | NEW |
| OPPENHEIMER ASSET MANAGEMENT INC. | $698.5K | 5,283 | 0.01% | 22q | HELD |
| Antonelli Financial Advisors, LLC | $691.0K | 5,224 | 0.47% | 2q | -5.2%-$38.2K |
| VestGen Advisors, LLC | $682.1K | 5,159 | 0.02% | 3q | -1.0%-$7.1K |
| Ausdal Financial Partners, Inc. | $675.8K | 5,111 | 0.03% | 4q | +3.5%+$22.7K |
| SEEDS INVESTOR LLC | $672.9K | 5,090 | 0.07% | new | NEW |
| Clearstead Trust, LLC | $672.2K | 5,084 | 0.09% | 16q | HELD |
| Steward Partners Investment Advisory, LLC | $663.7K | 5,019 | 0.00% | 29q | HELD |
| HBW ADVISORY SERVICES LLC | $658.0K | 4,977 | 0.06% | 4q | +28.6%+$146.5K |
| Arax Advisory Partners | $654.2K | 4,948 | 0.00% | 3q | -11.2%-$82.5K |
| ARWA LLC | $642.2K | 5,436 | 0.27% | 2q | +116.4%+$345.4K |
| Hobart Private Capital, LLC | $634.3K | 4,797 | 0.11% | 2q | +137.1%+$366.8K |
| Focus Partners Wealth | $626.4K | 4,737 | 0.00% | 5q | +14.6%+$79.7K |
| Equitable Holdings, Inc. | $609.1K | 4,606 | 0.00% | 3q | +10.6%+$58.4K |
| COMPASS CAPITAL CORP /MA/ /ADV | $584.1K | 4,538 | 0.19% | 5q | +3.2%+$17.9K |
| Cambridge Advisors Inc. | $584.0K | 4,417 | 0.10% | 2q | +147.6%+$348.2K |
| Snowden Capital Advisors LLC | $580.5K | 4,391 | 0.01% | 4q | +12.1%+$62.8K |
| Belpointe Asset Management LLC | $553.9K | 4,189 | 0.02% | 9q | -0.8%-$4.2K |
Showing the largest 100 of 303 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 | 293 | $655.9M | 4,811,108 | 55 | 88 | 56 | 3.2% |
| Q1 2026 | 257 | $523.4M | 4,410,914 | 39 | 95 | 47 | 5.2% |
| Q4 2025 | 244 | $457.0M | 3,745,927 | 43 | 76 | 35 | 6.0% |
| Q3 2025 | 206 | $382.3M | 3,208,131 | 56 | 54 | 30 | 6.6% |
| Q2 2025 | 172 | $257.4M | 2,628,997 | 42 | 41 | 32 | 9.0% |
| Q1 2025 | 151 | $169.1M | 2,324,432 | 27 | 33 | 36 | 9.3% |
| Q4 2024 | 161 | $151.0M | 1,915,031 | 23 | 23 | 46 | 2.1% |
| Q3 2024 | 142 | $117.8M | 1,899,653 | 7 | 20 | 57 | 1.9% |
| Q2 2024 | 155 | $137.8M | 2,444,049 | 16 | 26 | 54 | 2.1% |
| Q1 2024 | 151 | $207.2M | 3,525,923 | 14 | 26 | 54 | 6.9% |
| Q4 2023 | 165 | $211.5M | 3,604,215 | 21 | 24 | 50 | 1.7% |
| Q3 2023 | 157 | $173.9M | 3,263,945 | 21 | 31 | 34 | 1.7% |
| Q2 2023 | 148 | $181.5M | 3,165,839 | 18 | 32 | 38 | 1.8% |
| Q1 2023 | 142 | $138.9M | 2,740,867 | 16 | 19 | 49 | 1.9% |
| Q4 2022 | 140 | $125.5M | 2,755,065 | 21 | 22 | 45 | 10.8% |
| Q3 2022 | 169 | $179.6M | 3,585,727 | 14 | 30 | 66 | 10.2% |
| Q2 2022 | 182 | $213.8M | 3,836,924 | 20 | 28 | 73 | 10.0% |
| Q1 2022 | 210 | $375.9M | 4,826,204 | 17 | 52 | 80 | 13.4% |
| Q4 2021 | 258 | $445.4M | 5,165,098 | 42 | 56 | 83 | 10.7% |
| Q3 2021 | 233 | $471.0M | 5,508,371 | 27 | 68 | 78 | 8.2% |
| Q2 2021 | 254 | $678.1M | 6,967,279 | 29 | 84 | 83 | 11.5% |
| Q1 2021 | 267 | $841.4M | 8,796,832 | 112 | 97 | 39 | 16.7% |
| Q4 2020 | 180 | $440.2M | 5,488,692 | 74 | 57 | 4 | 4.5% |
| Q3 2020 | 91 | $181.9M | 3,154,907 | 34 | 29 | 8 | 0.3% |
| Q2 2020 | 63 | $77.9M | 1,653,396 | 22 | 16 | 6 | 0.0% |
| Q1 2020 | 49 | $27.3M | 810,681 | 14 | 12 | 8 | 0.0% |
| Q4 2019 | 43 | $30.5M | 810,396 | 4 | 7 | 12 | 0.0% |
| Q3 2019 | 40 | $24.9M | 769,194 | 6 | 5 | 12 | 0.0% |
| Q2 2019 | 42 | $27.1M | 790,285 | 7 | 7 | 14 | 0.0% |
| Q1 2019 | 41 | $29.8M | 861,746 | 12 | 12 | 9 | 0.0% |
| Q4 2018 | 31 | $23.3M | 790,865 | 1 | 1 | 3 | 0.0% |