HolderBook

ARK ETF TR (IZRL)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

51
Reporting holders
$11.8M
Reported value
0.0%
Held as options
+3
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

FilerValueShares Their book Held Change
UBS Group AG$1.6M51,5000.00%31q+10.9%+$153.5K
STIFEL FINANCIAL CORP$1.3M42,5920.00%22q-1.1%-$14.6K
MORGAN STANLEY$1.2M38,2210.00%27q+2.7%+$30.2K
ENVESTNET ASSET MANAGEMENT INC$961.2K31,6420.00%2qHELD
LPL Financial LLC$747.5K24,6080.00%27q-29.7%-$316.6K
JANE STREET GROUP, LLC$682.1K22,4530.00%newNEW
BANK OF AMERICA CORP /DE/$583.2K19,2000.00%25q-7.1%-$44.9K
Ackerman Asset Management, LLC$526.3K17,3250.32%6qHELD
Calydon Capital$508.8K16,7500.07%2qHELD
RAYMOND JAMES FINANCIAL INC$462.6K15,2280.00%newNEW
Ethos Financial Group, LLC$423.2K14,5610.03%newNEW
WELLS FARGO & COMPANY/MN$336.1K11,0630.00%20q-45.4%-$279.6K
INSPIRION WEALTH ADVISORS, LLC$308.4K10,0000.04%newNEW
Beacon Pointe Advisors, LLC$279.1K9,1890.00%2qHELD
Cetera Investment Advisers$222.3K7,3170.00%3q-10.5%-$26.0K
First National Trust Co$204.1K6,7200.01%newNEW
OSAIC HOLDINGS, INC.$168.1K5,5320.00%26q-8.1%-$14.9K
MERCER GLOBAL ADVISORS INC /ADV$165.4K5,4460.00%newNEW
PNC Financial Services Group, Inc.$153.3K5,0450.00%30q+7107.1%+$151.1K
IFP Advisors, Inc$124.7K4,1050.00%23q+476.5%+$103.1K
Rockefeller Capital Management L.P.$105.3K3,4680.00%4qHELD
Provenance Wealth Advisors, LLC$104.7K3,4480.01%2qHELD
WealthCollab, LLC$99.0K3,2590.04%11qHELD
BLAIR WILLIAM & CO/IL$90.8K2,9900.00%31qHELD
ROYAL BANK OF CANADA$84.0K2,7520.00%31q+111.7%+$44.3K
Steward Partners Investment Advisory, LLC$51.6K1,6970.00%23q+143.5%+$30.4K
NATIONAL BANK OF CANADA /FI/$51.2K1,6870.00%19q+3.8%+$1.9K
Signature Equity Partners, LLC$43.9K1,4440.02%2q+6.4%+$2.6K
Farther Finance Advisors, LLC$40.2K1,3240.00%7qHELD
VALLEY NATIONAL ADVISERS INC$39.9K1,3120.00%6q-40.1%-$26.6K
Arax Advisory Partners$36.5K1,2000.00%2q+50.0%+$12.2K
Activest Wealth Management$33.6K1,1080.01%12qHELD
Integrated Wealth Concepts LLC$23.8K7840.00%newNEW
Rialto Wealth Management, LLC$19.4K6390.00%2qHELD
Arlington Trust Co LLC$18.1K5950.00%6qHELD
SHP Wealth Management$16.2K5330.00%3q+23.1%+$3.0K
CoreCap Advisors, LLC$15.0K4940.00%5qHELD
Ashton Thomas Private Wealth, LLC$14.6K4800.00%2qHELD
AE Wealth Management LLC$12.5K4120.00%2qHELD
TD Waterhouse Canada Inc.$9.1K3000.00%10qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.1K2000.00%9q-1.5%
Grove Bank & Trust$6.1K2000.00%newNEW
Milestone Investment Advisors LLC$5.7K1860.00%4qHELD
SIMPLEX TRADING, LLC$4.3K1410.00%6q-72.0%-$11.0K
IFG Advisory, LLC$4.1K1350.00%newNEW
HARBOUR INVESTMENTS, INC.$4.0K1320.00%19qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$2.8K930.00%22qHELD
AlphaCore Capital LLC$1.8K600.00%3qHELD
FLOW TRADERS U.S. LLC$1.7K54,8250.07%newNEW
CVA Family Office, LLC$1.5K500.00%11qHELD
Atlantic Edge Private Wealth Management, LLC$1.5K500.00%4qHELD
ALBION FINANCIAL GROUP /UT$460150.00%15qHELD
Cambridge Investment Research Advisors, Inc.$44614,6700.00%newNEW
CX Institutional$371,2060.00%6qHELD
BESSEMER GROUP INC$1330.00%20qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202651$11.8M389,68591090.0%
Q1 202648$8.9M332,438121310.0%
Q4 202541$5.4M179,5878940.0%
Q3 202537$5.3M181,66854100.0%
Q2 202536$5.6M207,7063670.0%
Q1 202538$5.9M225,97536918.1%
Q4 202438$6.4M283,5905780.0%
Q3 202437$10.2M515,18512100.0%
Q2 202441$10.7M535,20651260.0%
Q1 202441$12.9M608,9627380.9%
Q4 202339$13.7M687,9445562.1%
Q3 202333$9.6M518,31744110.2%
Q2 202333$8.5M449,5061670.3%
Q1 202341$10.2M580,35925130.5%
Q4 202244$16.3M931,29595130.1%
Q3 202244$13.9M803,9111990.0%
Q2 202255$9.7M522,61845170.0%
Q1 202262$16.9M696,982610180.0%
Q4 202173$27.8M967,8901312150.8%
Q3 202175$28.4M967,411915190.0%
Q2 202179$43.8M1,279,7701314230.0%
Q1 202177$46.5M1,475,171452030.0%
Q4 202036$13.1M442,25314830.0%
Q3 202023$5.6M222,5587440.0%
Q2 202025$25.9M1,083,64912330.0%
Q1 202015$3.0M169,7392320.0%
Q4 201917$4.1M183,8354340.0%
Q3 201916$3.6M176,4492240.0%
Q2 201917$3.5M169,2800340.0%
Q1 201919$3.7M170,9945550.0%
Q4 201816$3.8M202,4780110.0%