ARK ETF TR (ARKW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
218
Reporting holders
$614.9M
Reported value
7.6%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | $105.9M | 731,008 | 1.09% | 6q | +21.9%+$19.0M |
| MORGAN STANLEY | $66.8M | 461,090 | 0.00% | 35q | +3.6%+$2.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $58.0M | 400,492 | 0.13% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $35.6M | 245,701 | 0.00% | 30q | -20.1%-$8.9M |
| LPL Financial LLC | $32.7M | 225,537 | 0.01% | 31q | -5.1%-$1.8M |
| JANE STREET GROUP, LLC | $32.4M | options only | 0.00% | 12q | OPTIONS |
| Horizon Investments, LLC | $29.0M | 200,246 | 0.32% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.0M | 172,435 | 0.01% | 31q | +10.9%+$2.5M |
| Kestra Advisory Services, LLC | $17.3M | 119,091 | 0.06% | 24q | -5.5%-$1.0M |
| Relyea Zuckerberg Hanson LLC | $16.0M | 110,788 | 0.67% | 27q | +99.7%+$8.0M |
| RAYMOND JAMES FINANCIAL INC | $12.5M | 86,068 | 0.00% | 7q | -6.2%-$817.6K |
| CITADEL ADVISORS LLC | $12.4M | options only | 0.00% | 24q | OPTIONS |
| OSAIC HOLDINGS, INC. | $9.3M | 63,931 | 0.01% | 26q | -4.1%-$392.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 59,352 | 0.01% | 31q | -11.3%-$1.1M |
| Cetera Investment Advisers | $7.6M | 52,606 | 0.01% | 25q | +4.4%+$323.0K |
| ENVESTNET ASSET MANAGEMENT INC | $6.9M | 47,393 | 0.00% | 26q | +55.7%+$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.7M | 34,274 | 0.00% | 31q | -65.5%-$12.8M |
| AdvisorNet Financial, Inc | $5.8M | 39,979 | 0.26% | 26q | +9.0%+$476.9K |
| PRUDENTIAL PLC | $5.7M | 39,150 | 0.03% | 22q | -10.3%-$651.9K |
| Crescent Grove Advisors, LLC | $5.0M | 34,738 | 0.42% | 24q | +2.4%+$120.2K |
| Wealth Management Partners, LLC | $5.0M | 34,454 | 1.17% | 8q | +0.9%+$45.1K |
| Private Advisor Group, LLC | $4.9M | 34,070 | 0.02% | 31q | +17.2%+$724.7K |
| HighTower Advisors, LLC | $4.6M | 31,595 | 0.00% | 31q | +1.0%+$43.2K |
| Mutual Advisors, LLC | $3.7M | 25,835 | 0.07% | 24q | +11.8%+$394.9K |
| CITIGROUP INC | $3.4M | 23,219 | 0.00% | 19q | +28215.9%+$3.4M |
| Brookstone Capital Management | $3.3M | 22,556 | 0.03% | 28q | -0.6%-$18.8K |
| ROYAL BANK OF CANADA | $3.3M | 22,528 | 0.00% | 31q | -3.2%-$108.5K |
| VICTORY FINANCIAL GROUP, LLC | $3.2M | 22,188 | 0.34% | 4q | -2.8%-$91.0K |
| Aptus Capital Advisors, LLC | $3.0M | 20,413 | 0.02% | 10q | -5.2%-$162.7K |
| Wealthfront Advisers LLC | $2.9M | 20,206 | 0.01% | 20q | -4.4%-$134.0K |
| Steward Partners Investment Advisory, LLC | $2.9M | 19,961 | 0.01% | 29q | -2.5%-$73.6K |
| Financial Guidance Group, Inc. | $2.9M | 19,812 | 1.07% | 15q | -7.4%-$227.9K |
| MML INVESTORS SERVICES, LLC | $2.8M | 19,377 | 0.01% | 24q | +19.3%+$455.0K |
| GTS SECURITIES LLC | $2.7M | 18,901 | 0.06% | new | NEW |
| Geneos Wealth Management Inc. | $2.3M | 15,857 | 0.05% | 37q | +0.8%+$17.4K |
| Stratos Wealth Partners, LTD. | $2.3M | 15,836 | 0.02% | 31q | +166.0%+$1.4M |
| Mariner, LLC | $2.1M | 14,563 | 0.00% | 16q | -45.9%-$1.8M |
| Ameritas Advisory Services, LLC | $1.9M | 12,996 | 0.04% | 12q | +65.5%+$745.0K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $1.9M | 12,808 | 0.77% | 7q | -1.8%-$34.8K |
| Purus Wealth Management, LLC | $1.8M | 12,182 | 0.49% | 23q | -2.8%-$51.0K |
| Sterling Investment Counsel, LLC | $1.6M | 11,380 | 0.39% | 19q | +5.7%+$88.5K |
| Keating Financial Advisory Services, Inc. | $1.6M | 11,176 | 0.21% | 3q | +6.0%+$91.7K |
| Phoenix Wealth Advisors | $1.6M | 10,720 | 0.52% | 13q | HELD |
| VestGen Advisors, LLC | $1.5M | 10,187 | 0.04% | 3q | -3.3%-$51.1K |
| Copia Wealth Management | $1.5M | 10,118 | 0.88% | 7q | -4.9%-$75.5K |
| Atria Investments, Inc | $1.5M | 10,101 | 0.01% | 8q | -7.0%-$109.5K |
| Qube Research & Technologies Ltd | $1.4M | 9,761 | 0.00% | 14q | -63.3%-$2.4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 9,474 | 0.02% | 14q | +4.9%+$63.9K |
| Ashton Thomas Private Wealth, LLC | $1.4M | 9,397 | 0.03% | 4q | +10.2%+$125.7K |
| D. E. Shaw & Co., Inc. | $1.2M | 8,188 | 0.00% | 6q | -69.9%-$2.8M |
| 17 CAPITAL PARTNERS, LLC | $1.1M | 7,910 | 0.52% | 10q | +7.2%+$77.4K |
| Vienna Asset Management LLC | $1.1M | 7,896 | 0.80% | 2q | -58.3%-$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 7,720 | 0.00% | 10q | +1.6%+$17.1K |
| One Capital Management, LLC | $1.1M | 9,063 | 0.03% | 7q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $952.0K | 6,572 | 0.00% | 2q | +52.7%+$328.4K |
| LAM GROUP, INC. | $950.3K | 6,560 | 0.47% | 15q | +126.2%+$530.2K |
| Sigma Planning Corp | $915.3K | 6,319 | 0.02% | 5q | +54.9%+$324.3K |
| Pacific Sun Financial Corp | $853.5K | 5,892 | 0.35% | 25q | -7.4%-$68.1K |
| GOLDMAN SACHS GROUP INC | $852.4K | 5,884 | 0.00% | 15q | HELD |
| Osbon Capital Management LLC | $851.4K | 5,877 | 0.67% | 3q | -3.4%-$29.6K |
| Western Wealth Management, LLC | $829.9K | 5,729 | 0.03% | 13q | -25.8%-$288.4K |
| TWO SIGMA INVESTMENTS, LP | $815.1K | 5,627 | 0.00% | 4q | -88.7%-$6.4M |
| Manske Wealth Management | $803.8K | 5,549 | 0.20% | 7q | HELD |
| Hilton Head Capital Partners, LLC | $738.4K | 5,097 | 0.37% | 3q | +1610.4%+$695.2K |
| STIFEL FINANCIAL CORP | $680.1K | 4,695 | 0.00% | 6q | -1.4%-$9.9K |
| StoneX Group Inc. | $678.3K | 4,663 | 0.03% | 31q | +22.2%+$123.3K |
| Belpointe Asset Management LLC | $676.0K | 4,666 | 0.02% | 10q | +85.0%+$310.6K |
| Intrua Financial, LLC | $673.6K | 4,650 | 0.06% | 22q | HELD |
| Cornerstone Wealth Management, LLC | $668.1K | 4,612 | 0.03% | 5q | +5.0%+$31.6K |
| INTEGRITY ALLIANCE, LLC. | $653.3K | 4,509 | 0.02% | 6q | -5.7%-$39.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $644.5K | 4,342 | 0.00% | 12q | -60.7%-$994.6K |
| TRUIST FINANCIAL CORP | $626.3K | 4,323 | 0.00% | 25q | -3.7%-$24.3K |
| TWO SIGMA SECURITIES, LLC | $605.7K | 4,181 | 0.05% | 7q | +115.2%+$324.2K |
| NWAM LLC | $603.8K | 4,168 | 0.03% | 8q | +1.5%+$9.1K |
| Clearstead Trust, LLC | $581.8K | 4,016 | 0.08% | 16q | HELD |
| Elwood & Goetz Wealth Advisory Group, LLC | $565.1K | 3,901 | 0.08% | 5q | HELD |
| NewEdge Advisors, LLC | $560.8K | 3,872 | 0.00% | 25q | +8.2%+$42.4K |
| Creative Planning | $559.1K | 3,859 | 0.00% | 7q | +3.0%+$16.2K |
| Advyzon Investment Management, LLC | $553.8K | 3,823 | 0.04% | 4q | -1.0%-$5.8K |
| Provenance Wealth Advisors, LLC | $538.6K | 3,718 | 0.05% | 12q | HELD |
| Pathstone Holdings, LLC | $538.4K | 3,717 | 0.00% | 5q | HELD |
| Allworth Financial LP | $490.2K | 3,384 | 0.00% | 26q | -17.3%-$102.8K |
| Clear Harbor Asset Management, LLC | $484.6K | 3,345 | 0.03% | 19q | HELD |
| J.W. COLE ADVISORS, INC. | $478.9K | 3,306 | 0.01% | 6q | HELD |
| STEPHENS INC /AR/ | $434.6K | 3,000 | 0.00% | 25q | HELD |
| Equitable Holdings, Inc. | $427.8K | 2,953 | 0.00% | new | NEW |
| Focus Partners Wealth | $414.2K | 2,858 | 0.00% | 3q | +64.5%+$162.4K |
| CAPTRUST FINANCIAL ADVISORS | $407.4K | 2,812 | 0.00% | 14q | -5.2%-$22.3K |
| Medallion Wealth Advisors, LLC | $388.8K | 2,684 | 0.12% | 7q | -57.9%-$535.6K |
| PFG Investments, LLC | $377.1K | 2,603 | 0.01% | 10q | -1.9%-$7.2K |
| Kovack Advisors, Inc. | $373.8K | 2,569 | 0.02% | new | NEW |
| Waldron Private Wealth LLC | $373.4K | 2,578 | 0.01% | 8q | HELD |
| Concurrent Investment Advisors, LLC | $364.4K | 2,516 | 0.00% | 3q | -7.8%-$30.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $355.6K | 2,455 | 0.02% | 24q | HELD |
| White Knight Strategic Wealth Advisors, LLC | $349.8K | 2,415 | 0.25% | 19q | +29.5%+$79.7K |
| Rockefeller Capital Management L.P. | $349.7K | 2,414 | 0.00% | 4q | +4.1%+$13.6K |
| PFG Advisors | $346.5K | 2,392 | 0.02% | 14q | +14.6%+$44.2K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $319.3K | 2,204 | 0.04% | 5q | HELD |
| Gladstone Institutional Advisory LLC | $316.9K | 2,188 | 0.01% | 5q | -6.1%-$20.4K |
| Fortis Capital Advisors, LLC | $310.6K | 2,144 | 0.03% | new | NEW |
Showing the largest 100 of 229 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 | 218 | $614.9M | 3,924,958 | 28 | 48 | 61 | 7.6% |
| Q1 2026 | 217 | $498.1M | 3,802,502 | 18 | 56 | 69 | 7.8% |
| Q4 2025 | 234 | $633.1M | 4,196,822 | 24 | 75 | 58 | 2.0% |
| Q3 2025 | 234 | $722.1M | 3,966,034 | 43 | 76 | 49 | 4.3% |
| Q2 2025 | 217 | $581.2M | 3,677,801 | 43 | 40 | 69 | 6.5% |
| Q1 2025 | 190 | $375.9M | 3,634,804 | 22 | 35 | 70 | 8.2% |
| Q4 2024 | 200 | $387.8M | 3,381,674 | 28 | 45 | 52 | 6.1% |
| Q3 2024 | 182 | $282.4M | 3,180,058 | 11 | 24 | 77 | 4.1% |
| Q2 2024 | 199 | $294.4M | 3,654,215 | 16 | 38 | 78 | 3.0% |
| Q1 2024 | 198 | $474.1M | 5,472,823 | 20 | 34 | 81 | 3.9% |
| Q4 2023 | 203 | $415.4M | 4,899,183 | 17 | 45 | 59 | 10.5% |
| Q3 2023 | 193 | $218.0M | 3,632,167 | 18 | 28 | 65 | 9.8% |
| Q2 2023 | 184 | $257.6M | 3,987,971 | 19 | 36 | 61 | 9.5% |
| Q1 2023 | 179 | $212.2M | 3,626,590 | 29 | 35 | 60 | 9.7% |
| Q4 2022 | 169 | $170.1M | 3,986,695 | 32 | 35 | 61 | 9.8% |
| Q3 2022 | 210 | $346.0M | 5,085,383 | 18 | 43 | 77 | 32.9% |
| Q2 2022 | 234 | $323.3M | 5,786,762 | 26 | 57 | 90 | 11.6% |
| Q1 2022 | 286 | $574.8M | 5,980,408 | 26 | 81 | 109 | 9.6% |
| Q4 2021 | 338 | $911.4M | 7,084,937 | 34 | 71 | 117 | 7.9% |
| Q3 2021 | 343 | $1.2B | 7,255,867 | 43 | 87 | 115 | 12.4% |
| Q2 2021 | 356 | $1.5B | 8,100,045 | 43 | 110 | 134 | 17.5% |
| Q1 2021 | 367 | $1.7B | 9,703,312 | 101 | 169 | 59 | 17.8% |
| Q4 2020 | 316 | $1.4B | 7,982,386 | 100 | 107 | 35 | 14.9% |
| Q3 2020 | 195 | $625.5M | 5,557,698 | 73 | 73 | 23 | 3.2% |
| Q2 2020 | 132 | $359.6M | 4,143,082 | 50 | 40 | 17 | 1.4% |
| Q1 2020 | 94 | $127.7M | 2,342,319 | 28 | 30 | 20 | 0.2% |
| Q4 2019 | 79 | $106.6M | 1,786,776 | 10 | 23 | 20 | 0.0% |
| Q3 2019 | 74 | $70.2M | 1,350,663 | 5 | 15 | 29 | 0.6% |
| Q2 2019 | 81 | $99.4M | 1,795,387 | 12 | 23 | 22 | 2.2% |
| Q1 2019 | 77 | $102.1M | 1,882,960 | 15 | 28 | 17 | 0.7% |
| Q4 2018 | 67 | $55.9M | 1,302,961 | 1 | 3 | 3 | 0.7% |