ARK Innovation ETFARKKETF

13F holders, Q1 2024 (March 31)
637holders
5famous investors
$50.05avg. 13F price*

At the end of Q1 2024, 637 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings. The largest holders were Morgan Stanley ($328.9M), LPL Financial LLC ($156.0M) and Two Sigma Advisers, LP ($150.0M). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
ARK Innovation ETF
Filed as
ARK ETF TR (Q1 2024)
CUSIP
00214Q104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 637Q1 2024Q2 2024: 592Q2 2024Q3 2024: 542Q3 2024Q4 2024: 610Q4 2024Q1 2025: 557Q1 2025Q2 2025: 575Q2 2025Q3 2025: 623Q3 2025Q4 2025: 637Q4 2025Q1 2026: 594Q1 2026Q2 2026: 638Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions44$108.1M
Exits80$42.6M

Ownership 637 holders

Morgan Stanley 0.03% Reduce -9.8% 6,566,762 $328.9M
LPL Financial LLC 0.08% Reduce -6.7% 3,115,059 $156.0M
Two Sigma Advisers, LP 0.35% Reduce -13.2% 2,994,843 $150.0M
Goldman Sachs Group Inc. 0.03% Reduce -8.6% 2,575,909 $129.0M
Bank of America Corp. 0.01% Add +1.3% 2,237,187 $112.0M
Citigroup Inc. 0.12% Reduce -21.0% 2,209,861 $110.7M
Citadel Advisors 0.10% Add +366.9% 1,963,103 $98.3M
Wells Fargo & Company 0.03% Reduce -72.3% 1,951,901 $97.8M
Susquehanna International Group, LLP 0.13% Reduce -55.3% 1,744,635 $87.4M
JPMorgan Chase & Co. 0.01% Add +67.8% 1,592,804 $79.8M
Two Sigma Investments, LP 0.19% Reduce -27.9% 1,523,400 $76.3M
Blue Trust, Inc. 1.05% Reduce -4.9% 1,489,595 $74.6M
UBS Group AG 0.02% Add +2.4% 1,241,984 $62.2M
Total Investment Management Inc. 7.12% Add +8939.1% 1,130,159 $56.6M
Commonwealth Equity Services, LLC 0.09% Reduce -9.0% 1,078,398 $54.0M
Osaic Holdings, Inc. 0.11% Reduce -7.4% 1,008,879 $50.5M
Royal Bank of Canada 0.01% Reduce -27.1% 842,406 $42.2M
Raymond James & Associates 0.03% Reduce -15.0% 809,182 $40.5M
Jane Street Group, LLC 0.05% Reduce -66.1% 776,055 $38.9M
BNP Paribas Financial Markets 0.04% Add +46.1% 714,930 $35.8M
D. E. Shaw & Co. 0.04% New 640,398 $32.1M
HighTower Advisors, LLC 0.05% Reduce -17.6% 606,426 $30.4M
Raymond James Financial Services Advisors, Inc. 0.04% Add +0.5% 570,297 $28.6M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -8.1% 558,178 $28.0M
Walleye Capital LLC 0.33% New 549,660 $27.5M
Cresset Asset Management, LLC 0.13% Reduce -2.5% 516,336 $25.9M
Mariner, LLC 0.05% Reduce -5.5% 508,905 $25.5M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -8.0% 425,922 $21.3M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -5.5% 385,502 $19.3M
Envestnet Asset Management Inc. 0.01% Reduce -13.9% 342,729 $17.2M
Cetera Investment Advisers 0.04% Add +120.0% 329,452 $16.5M
McCarthy & Cox 6.20% — 327,656 $16.4M
Private Advisor Group, LLC 0.11% Reduce -3.2% 318,456 $15.9M
Klingenstein Fields & Co. LP 0.56% Reduce -2.1% 268,601 $13.5M
Brookstone Capital Management 0.24% Reduce -4.7% 265,962 $13.3M
Ascension Capital Advisors, Inc. 7.26% Add +11.0% 260,863 $13.1M
Venture Visionary Partners LLC 0.61% Add +4202.9% 258,216 $12.9M
PFM Health Sciences, LP 0.62% New 242,260 $12.1M
Baird Financial Group, Inc. 0.02% Add +0.5% 220,791 $11.1M
Gerber, LLC 8.99% Reduce -0.6% 213,864 $10.7M
Bank of Montreal 0.00% Reduce -35.7% 209,909 $10.7M
Group One Trading LLC 0.35% Reduce -72.9% 195,091 $9.8M
State of Wisconsin Investment Board 0.03% Reduce -72.5% 193,500 $9.7M
Tidal Investments LLC 0.16% Add +5.6% 188,565 $9.4M
Bleakley Financial Group, LLC 0.27% Reduce -4.8% 184,481 $9.2M
Simplicity Wealth,LLC 0.22% New 184,481 $9.2M
Wealthfront Advisers LLC 0.03% Reduce -3.4% 182,384 $9.1M
Corient Private Wealth LP 0.01% Reduce -9.8% 168,317 $8.4M
American Financial Advisors, LLC 1.18% Reduce -5.2% 167,865 $8.4M
Truist Financial Corp. 0.01% Reduce -3.7% 167,273 $8.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +90.2% 163,932 $8.2M
Kestra Advisory Services, LLC 0.05% Add +0.1% 159,101 $8.0M
MML Investors Services, LLC 0.03% Reduce -24.2% 152,151 $7.6M
HRT Financial LP 0.05% Add +53.9% 151,814 $7.6M
Independent Financial Group, LLC 0.33% Reduce -13.9% 145,368 $7.3M
Titleist Asset Management, LLC 1.24% Reduce -44.2% 141,221 $7.1M
Clearwater Capital Advisors, LLC 0.75% Reduce -3.2% 139,578 $7.0M
Cubist Systematic Strategies, LLC 0.08% New 137,976 $6.9M
NewEdge Advisors, LLC 0.06% Add +26.2% 134,798 $6.8M
Thrivent Financial for Lutherans 0.01% Add +7.1% 134,392 $6.7M
Wolverine Trading, LLC 0.06% Reduce -91.7% 126,099 $6.3M
Strategic Family Wealth Counselors, L.L.C. 2.48% Add +0.3% 125,323 $6.3M
SG Americas Securities, LLC 0.03% Add +6.3% 124,575 $6.2M
One Charles Private Wealth Services, LLC 2.70% Reduce -1.3% 123,845 $6.2M
Vienna Asset Management LLC 5.49% Reduce -1.0% 120,369 $6.0M
Cwm, LLC 0.03% Add +2.7% 113,802 $5.7M
Oliver Lagore Vanvalin Investment Group 1.67% Add +598.8% 111,169 $5.6M
Apella Capital, LLC 0.28% Reduce -5.5% 113,417 $5.5M
SkyOak Wealth, LLC 1.31% Add +0.1% 109,106 $5.5M
Kestra Private Wealth Services, LLC 0.12% Reduce -1.9% 105,376 $5.3M
Quadrature Capital Ltd 0.09% Add +1036.7% 103,963 $5.2M
Qube Research & Technologies Ltd 0.01% Reduce -88.3% 102,211 $5.1M
Financial Advisory Group 0.90% Reduce -12.2% 101,996 $5.1M
Barclays PLC 0.00% Reduce -68.6% 99,922 $5.0M
Jefferies Financial Group Inc. 0.11% Reduce -27.7% 99,365 $5.0M
Crescent Grove Advisors, LLC 0.50% Reduce -10.7% 95,985 $4.8M
Steward Partners Investment Advisory, LLC 0.05% Add +42.6% 95,436 $4.8M
Rockefeller Capital Management L.P. 0.01% Reduce -16.8% 90,199 $4.5M
CTC LLC 0.07% Reduce -39.8% 89,163 $4.5M
Janney Montgomery Scott LLC 0.01% Reduce -3.8% 88,881 $4.5M
PFG Advisors 0.31% Reduce -0.8% 85,730 $4.3M
GTS Securities LLC 0.11% Reduce -57.7% 80,160 $4.0M
Verition Fund Management LLC 0.04% No change 78,443 $3.9M
IHT Wealth Management, LLC 0.16% Add +18.8% 77,730 $3.9M
Atria Wealth Solutions, Inc. 0.04% Reduce -7.3% 74,491 $3.7M
Scotia Capital Inc. 0.02% Add +8.9% 71,933 $3.6M
TRUE Private Wealth Advisors 0.41% Add +2.4% 71,339 $3.6M
Integral Investment Advisors, Inc. 1.47% Add +7.0% 71,101 $3.6M
Axxcess Wealth Management, LLC 0.10% Reduce -2.9% 70,536 $3.5M
Stifel Financial Corp. 0.00% Add +1.8% 69,918 $3.5M
Stratos Wealth Partners, LTD. 0.06% Add +1.3% 69,574 $3.5M
Credit Suisse AG/ 0.00% Reduce -68.8% 68,682 $3.4M
Smith Anglin Financial, LLC 0.35% Reduce -3.5% 67,509 $3.4M
Relyea Zuckerberg Hanson LLC 0.59% Reduce -3.9% 67,502 $3.4M
Stevens Capital Management LP 0.66% New 67,479 $3.4M
Elevation Point Wealth Partners, LLC 0.26% Reduce -2.2% 67,063 $3.4M
Walleye Trading LLC 0.05% Reduce -81.5% 65,452 $3.3M
Advisory Services Network, LLC 0.07% Add +433.1% 63,977 $3.2M
Sovereign Investment Advisors, LLC 1.08% No change 62,728 $3.1M
Maven Securities LTD 0.18% Reduce -65.0% 60,608 $3.0M
HBW Advisory Services LLC 0.56% No change 57,834 $3.0M
Founders Financial Securities LLC 0.31% Add +0.2% 59,698 $3.0M
Horizon Investments, LLC 0.08% Reduce -0.5% 59,569 $3.0M
TD Waterhouse Canada Inc. 0.02% Add +14.7% 53,684 $2.9M
Avantax Advisory Services, Inc. 0.03% Add +2.7% 57,825 $2.9M
Creative Planning 0.00% Add +3.3% 56,237 $2.8M
Yarbrough Capital, LLC 0.12% No change 56,176 $2.8M
Arbor Capital Management Inc. 2.64% New 60,617 $2.8M
Tudor Investment Corporation 0.03% Add +235.3% 55,019 $2.8M
ARK Investment Management 0.02% Add +95.4% 54,759 $2.7M
Kingsview Wealth Management, LLC 0.07% Reduce -36.3% 53,755 $2.7M
RFG Holdings, Inc. 1.13% Add +904.4% 53,743 $2.7M
Parkwood LLC 0.28% No change 53,300 $2.7M
Captrust Financial Advisors 0.01% Reduce -80.2% 49,350 $2.5M
Weiss Asset Management LP 0.15% Reduce -20.5% 49,039 $2.5M
Blair William & Co. 0.01% Reduce -17.1% 48,382 $2.4M
Madison Park Capital Advisors, LLC 2.08% Add +3.8% 47,741 $2.4M
Barnes Pettey Financial Advisors, LLC 2.01% Reduce -39.7% 46,443 $2.3M
Dynamic Advisor Solutions LLC 0.08% Reduce -1.7% 45,287 $2.3M
Federation des caisses Desjardins du Quebec 0.02% Reduce -3.2% 45,223 $2.3M
DHK Financial Advisors, Inc. 1.60% No change 45,160 $2.3M
Ausdal Financial Partners, Inc. 0.26% Reduce -2.7% 44,920 $2.2M
Swisher Financial Concepts, Inc. 1.89% Add +3.3% 45,816 $2.2M
Intrepid Financial Planning Group LLC 0.94% Reduce -0.5% 43,306 $2.2M
CSS LLC 0.53% New 43,057 $2.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -2.3% 53,453 $2.1M
Equitable Holdings, Inc. 0.02% Reduce -12.6% 42,147 $2.1M
Purus Wealth Management, LLC 1.03% Reduce -3.1% 41,825 $2.1M
B & T Capital Management DBA Alpha Capital Management 0.41% Add +13.7% 41,581 $2.1M
Legacy Private Trust Co. 0.15% Reduce -2.5% 39,994 $2.0M
Mutual Advisors, LLC 0.06% Reduce -1.7% 39,724 $2.0M
Eudaimonia Partners, LLC 0.46% Reduce -0.1% 38,338 $1.9M
Integrated Wealth Concepts LLC 0.03% Reduce -2.9% 37,910 $1.9M
Nwam LLC 0.14% Reduce -2.5% 36,877 $1.8M
Candriam S.C.A. 0.01% No change 35,520 $1.8M
New World Advisors LLC 0.52% Reduce -25.4% 35,333 $1.8M
Mercer Global Advisors Inc. 0.01% Reduce -5.8% 28,192 $1.7M
Harvest Fund Management Co., Ltd 0.16% Reduce -23.8% 34,774 $1.7M
Granite Bay Wealth Management, LLC 0.97% Reduce -98.5% 34,210 $1.7M
Merit Financial Group, LLC 0.04% Add +16.9% 37,403 $1.7M
JTC Employer Solutions Trustee Ltd 0.10% No change 32,912 $1.6M
Cibc World Market Inc. 0.00% Reduce -7.7% 32,935 $1.6M
Royal Fund Management, LLC 0.19% Reduce -6.8% 32,271 $1.6M
Missouri Trust & Investment Co 0.62% Add +6.6% 32,115 $1.6M
Strategic Blueprint, LLC 0.11% Reduce -11.9% 31,987 $1.6M
Richmond Brothers, Inc. 2.94% Reduce -7.4% 31,639 $1.6M
Oppenheimer & Co. Inc. 0.03% Reduce -7.3% 31,616 $1.6M
New England Private Wealth Advisors LLC 0.28% Add +0.1% 31,652 $1.6M
Millennium Management 0.00% New 31,270 $1.6M
Joule Financial, LLC 0.64% Add +58.8% 31,128 $1.6M
International Assets Investment Management, LLC 0.16% Reduce -10.6% 30,563 $1.5M
WCG Wealth Advisors LLC 0.13% Reduce -12.6% 30,040 $1.5M
Kraematon Investment Advisors, Inc. 1.49% Reduce -2.0% 29,574 $1.5M
EWG Elevate Inc. 0.56% Add +80.2% 29,568 $1.5M
Redhawk Wealth Advisors, Inc. 0.24% Reduce -1.2% 29,439 $1.5M
Vident Advisory, LLC 0.03% Add +97.8% 29,417 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.23% Add +2.8% 28,650 $1.4M
Safeguard Investment Advisory Group, LLC 0.48% Reduce -40.5% 28,492 $1.4M
Wedbush Securities Inc. 0.05% Reduce -4.7% 28,240 $1.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 27,800 $1.4M
Parallel Advisors, LLC 0.04% Reduce -2.0% 27,418 $1.4M
Sigma Planning Corp 0.04% Add +44.4% 27,263 $1.4M
Family Manage LLC 0.25% No change 26,959 $1.4M
Stablepoint Partners, LLC 0.27% Add +33.3% 26,884 $1.3M
Trexquant Investment LP 0.03% New 26,879 $1.3M
Well Done, LLC 0.26% No change 26,837 $1.3M
Atria Investments, Inc 0.02% New 26,658 $1.3M
Bison Wealth, LLC 0.21% Reduce -1.9% 26,128 $1.3M
Guggenheim Capital LLC 0.01% No change 26,065 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.39% Add +106.6% 25,924 $1.3M
Carnegie Investment Counsel 0.04% Reduce -8.0% 25,418 $1.3M
Money Concepts Capital Corp. 0.12% Add +19.6% 25,330 $1.3M
White Knight Strategic Wealth Advisors, LLC 1.31% Reduce -6.9% 25,155 $1.3M
PFG Investments, LLC 0.07% Add +24.3% 24,644 $1.2M
Clear Street Derivatives LLC 0.03% — 24,516 $1.2M
Capital Investment Advisors, LLC 0.03% Add +2.6% 24,309 $1.2M
Insigneo Advisory Services, LLC 0.14% Reduce -1.9% 24,121 $1.2M
Cowen and Company, LLC 0.05% Reduce -93.8% 24,032 $1.2M
Waverly Advisors, LLC 0.03% Reduce -25.9% 23,963 $1.2M
Kovack Advisors, Inc. 0.14% Add +29.6% 23,715 $1.2M
Cary Street Partners Investment Advisory LLC 0.05% Reduce -10.5% 23,063 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -92.8% 22,642 $1.1M
Glassman Wealth Services 0.23% No change 22,487 $1.1M
DAVENPORT & Co LLC 0.01% Add +0.5% 22,444 $1.1M
United Advisor Group, LLC 0.42% New 22,210 $1.1M
EverSource Wealth Advisors, LLC 0.09% Add +2159.3% 25,462 $1.1M
Pathstone Holdings, LLC 0.01% Reduce -4.6% 21,642 $1.1M
Great Valley Advisor Group, Inc. 0.03% Add +1.4% 21,611 $1.1M
Sloy Dahl & Holst, LLC 0.25% Add +1.4% 21,355 $1.1M
Moors & Cabot, Inc. 0.06% Reduce -0.9% 21,229 $1.1M
National Bank of Canada 0.00% Reduce -94.5% 24,425 $1.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -43.3% 20,681 $1.0M
Orion Portfolio Solutions, LLC 0.01% Reduce -43.3% 20,681 $1.0M
DRW Securities, LLC 0.06% New 20,485 $1.0M
Aviance Capital Partners, LLC 0.15% Add +1.0% 20,200 $1.0M
Focus Financial Network, Inc. 0.05% — 23,196 $995K
Merriman Wealth Management, LLC 0.04% Reduce -4.2% 19,808 $992K
CreativeOne Wealth, LLC 0.04% Reduce -10.5% 19,792 $991K
StoneX Group Inc. 0.09% Reduce -22.8% 19,618 $982K
PNC Financial Services Group, Inc. 0.00% Add +2.3% 19,482 $976K
J.W. Cole Advisors, Inc. 0.05% Reduce -23.3% 19,095 $956K
WNY Asset Management, LLC 0.14% Reduce -9.6% 18,581 $931K
Csenge Advisory Group 0.05% Reduce -7.2% 18,373 $920K
HBK Sorce Advisory LLC 0.03% Add +1.5% 17,899 $896K
SilverOak Wealth Management LLC 0.22% Add +3.0% 17,861 $894K
Lanark Financial, Inc. 0.08% Reduce -79.8% 17,828 $892K
Arete Wealth Advisors, LLC 0.08% Add +2.4% 17,815 $890K
Cornerstone Wealth Management, LLC 0.07% Reduce -8.8% 17,597 $881K
Gladstone Institutional Advisory LLC 0.05% Reduce -21.1% 17,540 $878K
WealthCare Investment Partners, LLC 0.42% Add +0.2% 17,322 $867K
Assetmark, Inc. 0.00% Reduce -3.8% 16,701 $836K
Trilogy Capital Inc. 0.05% Reduce -19.9% 16,579 $830K
Banco Santander, S.A. 0.01% Add +8.5% 16,516 $827K
Aptus Capital Advisors, LLC 0.02% Reduce -5.2% 16,428 $823K
Cladis Investment Advisory, LLC 0.60% Reduce -12.1% 16,281 $815K
Principle Wealth Partners LLC 0.06% No change 16,258 $814K
Prospera Financial Services Inc 0.02% Reduce -6.1% 16,166 $810K
Retirement Guys Formula LLC 0.39% Reduce -20.0% 16,153 $809K
Simplex Trading, LLC 0.02% Reduce -97.1% 16,045 $803K
Evolution Wealth Advisors, LLC 0.15% Reduce -0.2% 16,021 $802K
Zuckerman Investment Group, LLC 0.09% No change 15,785 $791K
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 19,533 $788K
Sanders Morris Harris LLC 0.14% New 15,583 $780K
Biltmore Family Office, LLC 0.15% No change 15,500 $776K
Strategic Advisors LLC 0.15% Reduce -15.0% 15,437 $773K
Koshinski Asset Management, Inc. 0.08% Reduce -34.5% 15,212 $762K
Wealth Effects LLC 0.27% Reduce -5.0% 14,850 $744K
Harbour Investments, Inc. 0.03% Add +12.4% 14,827 $743K
Arkadios Wealth Advisors 0.06% Reduce -24.8% 14,708 $737K
IFP Advisors, Inc 0.03% Reduce -52.5% 14,644 $733K
Jaffetilchin Investment Partners, LLC 0.07% Add +1.9% 14,501 $726K
Arkos Global Advisors 0.12% Add +65.2% 14,393 $721K
Chicago Partners Investment Group LLC 0.03% Reduce -38.6% 16,386 $719K
Guyasuta Investment Advisors Inc. 0.05% No change 13,673 $716K
Clear Creek Financial Management, LLC 0.09% Add +1.0% 14,184 $710K
Sanctuary Wealth Management, L.L.C. 0.57% Reduce -24.4% 14,081 $705K
BluePointe Capital Management, LLC 0.48% Reduce -3.6% 13,868 $695K
Sierra Capital LLC 0.09% No change 13,856 $694K
Interactive Financial Advisors, Inc. 0.38% Add +21.0% 13,844 $693K
Highland Financial Advisors, LLC 0.28% Reduce -22.1% 13,813 $692K
Avior Wealth Management, LLC 0.03% Add +9.5% 13,789 $691K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -13.8% 13,759 $689K
Perigon Wealth Management, LLC 0.02% Reduce -6.4% 13,736 $688K
Tradition Wealth Management, LLC 0.07% Add +5.6% 13,636 $683K
Wealthcare Advisory Partners LLC 0.02% Add +6.7% 13,595 $681K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -28.0% 13,557 $679K
Western Wealth Management, LLC 0.05% Reduce -10.6% 13,545 $678K
Integrated Advisors Network LLC 0.03% Add +18.0% 13,543 $678K
Commonwealth Retirement Investments LLC 0.32% No change 13,376 $670K
Stephens Inc. 0.01% Reduce -5.2% 13,278 $665K
Navis Wealth Advisors, LLC 0.80% Reduce -11.4% 13,266 $664K
Intrua Financial, LLC 0.10% Reduce -13.8% 13,163 $659K
Hanover Advisors Inc. 0.27% Add +15.7% 13,016 $652K
Snowden Capital Advisors LLC 0.02% Reduce -86.3% 12,998 $651K
D.A. Davidson & Co. 0.01% Reduce -2.5% 12,911 $647K
Straight Path Wealth Management 0.36% Reduce -0.2% 12,880 $645K
Raymond James Trust N.A. 0.02% Add +6.5% 12,848 $643K
Cutler Group LLC / CA 0.32% Reduce -10.7% 12,843 $643K
Concurrent Investment Advisors, LLC 0.03% Reduce -4.6% 12,690 $636K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -16.4% 12,672 $635K
Lincoln National Corp. 0.01% Reduce -22.7% 12,608 $631K
Toronto Dominion Bank 0.00% Reduce -47.6% 12,582 $630K
ICA Group Wealth Management, LLC 0.13% Reduce -38.4% 12,458 $624K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -1.3% 12,280 $615K
Main Street Financial Solutions, LLC 0.07% Add +1.8% 12,212 $612K
Geneos Wealth Management Inc. 0.03% Reduce -8.3% 12,185 $610K
Parallax Volatility Advisers, L.P. 0.02% Reduce -97.4% 12,153 $609K
Clear Harbor Asset Management, LLC 0.05% Add +49.4% 12,054 $604K
First Heartland Consultants, Inc. 0.06% Reduce -3.2% 11,883 $595K
McDonald Partners LLC 0.16% No change 11,813 $592K
American Money Management, LLC 0.12% Reduce -10.0% 11,583 $580K
Clarus Wealth Advisors 0.33% Reduce -9.9% 12,210 $580K
Foundations Investment Advisors, LLC 0.02% Reduce -47.8% 11,569 $579K
Richardson Capital Management LLC 0.47% Add +3477.1% 11,411 $571K
Two Sigma Securities, LLC 0.03% Reduce -47.8% 11,298 $566K
Rainey & Randall Wealth Advisors Inc. 0.13% No change 11,287 $565K
Keel Point, LLC 0.06% Reduce -1.7% 11,185 $560K
Rodgers & Associates, LTD 0.07% Reduce -10.9% 11,022 $550K
Sovereign Financial Group, Inc. 0.14% Reduce -2.1% 10,808 $541K
Pursue Wealth Partners LLC 0.32% No change 10,704 $536K
Realta Investment Advisors 0.11% Reduce -3.7% 10,582 $530K
Tanglewood Legacy Advisors, LLC 0.26% Reduce -8.0% 10,580 $530K
Ameritas Advisory Services, LLC 0.02% Reduce -5.1% 11,356 $527K
L.M. Kohn & Company 0.15% Add +68.4% 10,421 $522K
Houlihan Financial Resource Group, Ltd. 0.23% Reduce -1.5% 10,394 $521K
Castleview Partners, LLC 0.29% Add +13.4% 10,225 $512K
Summit Investment Advisory Services, LLC 0.30% Reduce -0.6% 10,198 $511K
Convergence Financial, LLC 0.21% Reduce -2.8% 10,091 $505K
Farther Finance Advisors, LLC 0.03% Add +10.5% 10,226 $504K
Alpine Global Management, LLC 0.12% New 9,947 $498K
XML Financial, LLC 0.05% Add +2.1% 9,826 $492K
Flow Traders U.S. LLC 0.03% Add +96.5% 9,823 $492K
First Horizon Advisors, Inc. 0.02% Add +0.8% 9,750 $488K
Beacon Pointe Advisors, LLC 0.01% Add +2.6% 9,726 $487K
Hilltop Holdings Inc. 0.05% Reduce -3.5% 9,606 $481K
Kickstand Ventures, Llc. 0.13% Add +90.0% 9,521 $477K
NavPoint Financial, Inc. 0.41% No change 9,487 $475K
SeaCrest Wealth Management, LLC 0.06% Add +21.4% 9,232 $462K
Stevard, LLC 0.42% No change 9,194 $460K
Betterment LLC 0.00% Reduce -58.3% 9,146 $458K
Smith, Moore & Co. 0.05% Add +3.6% 9,140 $458K
MAI Capital Management 0.00% Add +18.5% 9,127 $457K
Prospect Financial Services LLC 0.38% Add +0.8% 9,074 $454K
Centaurus Financial, Inc. 0.03% Reduce -78.5% 9,063 $454K
Kingswood Wealth Advisors, LLC 0.05% Reduce -9.2% 9,052 $453K
Capital Market Strategies LLC 0.35% Reduce -3.5% 9,032 $452K
Allworth Financial LP 0.00% Reduce -65.3% 9,023 $452K
SignalPoint Asset Management, LLC 0.12% Reduce -0.0% 8,939 $448K
Acorn Financial Advisory Services Inc. 0.08% Reduce -8.3% 8,870 $444K
Cooper Financial Group 0.07% Reduce -1.5% 8,847 $443K
Verus Capital Partners, LLC 0.05% Add +11.4% 8,844 $443K
Compound Planning, Inc. 0.04% Reduce -26.4% 8,829 $442K
Focus Partners Advisor Solutions, LLC 0.01% Add +31.1% 8,816 $442K
Belpointe Asset Management LLC 0.03% Reduce -2.7% 8,793 $440K
Alpha Cubed Investments, LLC 0.02% New 8,755 $438K
Prime Capital Investment Advisors, LLC 0.01% Reduce -8.3% 8,712 $436K
Financial Advocates Investment Management 0.03% Add +1.4% 8,690 $435K
Diligent Investors, LLC 0.11% Reduce -4.4% 8,652 $433K
St. Louis Trust Co 0.07% No change 8,615 $431K
Avidian Wealth Enterprises, LLC 0.02% Reduce -30.3% 8,586 $430K
OneDigital Investment Advisors LLC 0.01% Add +1.2% 8,539 $428K
Carolinas Wealth Consulting LLC 0.08% Add +2.3% 8,516 $426K
Insight Advisors, LLC/ PA 0.08% Reduce -7.0% 8,435 $422K
Legacy Financial Group, Inc. 0.17% No change 8,427 $422K
Ballew Advisors, Inc 0.29% Add +0.1% 8,871 $421K
AlphaQ Advisors LLC 0.25% Reduce -16.9% 8,339 $418K
Chiron Capital Management, LLC 0.38% Reduce -5.7% 8,320 $417K
Debussy Capital Management LP 0.12% Add +0.4% 9,658 $415K
NTV Asset Management LLC 0.06% No change 8,165 $409K
HB Wealth Management, LLC 0.01% Reduce -6.4% 8,090 $405K
LaSalle St. Investment Advisors, LLC 0.23% Reduce -0.7% 7,753 $405K
Trust Co 0.05% Reduce -0.1% 8,047 $403K
Kuhn & Co Investment Counsel 0.38% No change 8,000 $401K
Heritage Wealth Management, Inc. 0.39% Reduce -4.8% 7,867 $394K
Personal Cfo Solutions, LLC 0.06% Reduce -3.3% 7,839 $393K
Horizon Wealth Management, LLC 0.10% Reduce -5.0% 7,811 $391K
Winthrop Advisory Group LLC 0.06% Reduce -21.3% 7,759 $389K
AdvisorNet Financial, Inc 0.04% Reduce -31.8% 7,695 $385K
Bright Futures Wealth Management, LLC. 0.21% — 8,751 $385K
Cyndeo Wealth Partners, LLC 0.03% New 7,680 $385K
Elevatus Welath Management 0.15% New 7,640 $383K
Collaborative Wealth Managment Inc. 0.19% Reduce -2.1% 7,596 $380K
Oxler Private Wealth LLC 0.15% Reduce -19.5% 7,551 $378K
Claro Advisors Inc. 0.07% Reduce -3.3% 7,502 $376K
Doliver Advisors, LP 0.10% Reduce -12.7% 7,345 $368K
Milestone Asset Management, LLC 0.11% Reduce -33.2% 7,344 $368K
Curran Financial Partners, LLC 0.13% Reduce -5.5% 7,315 $366K
Twin Peaks Wealth Advisors, LLC 0.20% Reduce -1.4% 7,077 $354K
Lebenthal Global Advisors, LLC 0.08% No change 7,014 $351K
Value Star Asset Management (Hong Kong) Ltd 0.12% New 7,000 $350K
Signaturefd, LLC 0.01% Reduce -3.0% 6,986 $350K
Archford Capital Strategies, LLC 0.06% Reduce -3.9% 6,880 $345K
Independent Wealth Network Inc. 0.16% Reduce -9.0% 6,833 $342K
Clearstead Trust, LLC 0.09% No change 6,776 $339K
Madison Asset Management, LLC 0.00% No change 6,730 $337K
Signal Advisors Wealth, LLC 0.08% New 6,588 $330K
Level Four Advisory Services, LLC 0.02% No change 6,243 $327K
Caprock Group, LLC 0.02% Reduce -1.6% 6,525 $327K
Perissos Private Wealth Management, LLC 0.30% — 6,506 $326K
Wealthspire Advisors, LLC 0.00% Reduce -55.1% 6,495 $325K
Comerica Bank 0.00% Reduce -26.6% 6,465 $324K
Dixon Mitchell Investment Counsel Inc. 0.02% Add +1.7% 6,448 $323K
KPP Advisory Services LLC 0.09% New 6,420 $322K
US Bancorp \de 0.00% Add +15.2% 6,412 $321K
SOA Wealth Advisors, LLC. 0.07% Reduce -4.6% 6,330 $317K
Moloney Securities Asset Management, LLC 0.05% Reduce -15.0% 6,318 $316K
Coastal Bridge Advisors, LLC 0.07% Reduce -10.6% 6,239 $312K
Global Assets Advisory, LLC 0.19% New 6,328 $312K
Leeward Financial Partners, LLC 0.13% Add +9.9% 6,184 $310K
Foguth Wealth Management, LLC. 0.17% — 6,168 $309K
Pacific Sun Financial Corp 0.18% Reduce -8.7% 6,166 $309K
Prairie Wealth Advisors, Inc. 0.14% — 6,047 $303K
Concorde Asset Management, LLC 0.21% Add +50.1% 6,013 $301K
Quadcap Wealth Management, LLC 0.07% Reduce -18.7% 5,973 $299K
Mandatum Life Insurance Co Ltd 0.10% No change 5,887 $295K
Beacon Financial Advisory LLC 0.14% Add +36.4% 5,856 $293K
Global Retirement Partners, LLC 0.01% Reduce -6.2% 5,826 $292K
SimpliFi, Inc. 0.13% Add +1.8% 5,805 $291K
NFSG Corp 0.13% Reduce -23.8% 5,750 $288K
Phillips Wealth Planners LLC 0.33% No change 6,570 $287K
Ruggaard & Associates LLC 0.14% No change 5,696 $285K
Financial Perspectives, Inc 0.11% No change 5,690 $285K
Prudent Investors Network, Inc. 0.11% — 5,687 $285K
Saxon Interests, Inc. 0.13% Reduce -0.0% 5,640 $282K
Spire Wealth Management 0.01% No change 5,635 $282K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% — 5,486 $275K
Summit Wealth Partners, LLC 0.06% Add +2.4% 5,398 $270K
Provenance Wealth Advisors, LLC 0.04% Add +24.8% 5,334 $267K
New Century Financial Group, LLC 0.18% Add +2.9% 5,291 $265K
Apollon Wealth Management, LLC 0.01% Reduce -3.8% 5,255 $263K
CarsonAllaria Wealth Management, Ltd. 0.17% Add +25.1% 5,250 $263K
First Business Financial Services, Inc. 0.03% No change 5,224 $262K
Santori & Peters, Inc. 0.11% Add +5.2% 5,180 $259K
Procyon Advisors, LLC 0.02% Reduce -9.5% 5,164 $259K
Signature Estate & Investment Advisors LLC 0.01% Reduce -5.5% 5,118 $256K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -30.6% 5,093 $255K
KFA Private Wealth Group, LLC 0.08% Add +3.3% 5,091 $255K
Syntegra Private Wealth Group, LLC 0.03% Reduce -0.1% 5,018 $251K
Violich Capital Management, Inc. 0.04% No change 5,000 $250K
Moneco Advisors, LLC 0.04% Reduce -14.5% 4,990 $250K
Garden State Investment Advisory Services LLC 0.09% Add +2.7% 5,038 $249K
SFG Wealth Management, LLC. 0.15% Reduce -16.9% 4,956 $248K
Credit Agricole S A 0.00% Add +92.9% 5,752 $247K
Wealth Alliance Advisory Group, LLC 0.06% No change 4,926 $247K
Obsidian Cio, LLC 0.06% Add +5.0% 4,923 $247K
Cedar Brook Financial Partners, LLC 0.05% Add +15.3% 4,866 $244K
VitalStone Financial, LLC 0.19% Reduce -1.8% 4,845 $243K
Continuum Advisory, LLC 0.04% Add +1.6% 5,492 $243K
Lido Advisors, LLC 0.00% Add +10.8% 4,841 $242K
Greenfield Savings Bank 0.13% Reduce -9.6% 4,831 $242K
SteelPeak Wealth, LLC 0.01% Reduce -87.9% 4,816 $241K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -29.3% 4,816 $241K
Joel Isaacson & Co., LLC 0.01% No change 4,806 $241K
TCP Asset Management, LLC 0.06% Add +5.5% 4,799 $240K
Focus Partners Wealth 0.00% Reduce -0.6% 4,769 $239K
Paragon Private Wealth Management, LLC 0.14% No change 4,688 $235K
High Net Worth Advisory Group LLC 0.07% No change 4,671 $234K
Covenant Asset Management, LLC 0.06% Reduce -1.0% 4,647 $233K
SPC Financial, Inc. 0.02% Reduce -5.0% 4,645 $233K
Significant Wealth Partners LLC 0.15% No change 4,559 $228K
Tyler-Stone Wealth Management 0.10% Reduce -9.1% 4,507 $226K
Park Avenue Securities LLC 0.00% Reduce -50.3% 4,496 $225K
Sculati Wealth Management, LLC 0.10% Reduce -40.5% 4,394 $220K
Gilbert & Cook, Inc. 0.03% Add +14.1% 4,364 $219K
Certuity, LLC 0.02% Reduce -8.5% 4,305 $216K
Compass Financial Group, INC 0.05% New 4,287 $215K
Moneta Group Investment Advisors LLC 0.00% Reduce -9.2% 4,275 $214K
IPG Investment Advisors LLC 0.05% Reduce -26.0% 4,263 $213K
Brighton Jones LLC 0.01% New 4,213 $211K
AE Wealth Management LLC 0.00% Reduce -95.8% 4,198 $210K
Capital Investment Advisory Services, LLC 0.02% Reduce -11.7% 4,191 $210K
Principal Securities, Inc. 0.01% Reduce -36.2% 4,182 $209K
Essex Financial Services, Inc. 0.02% Reduce -15.4% 4,175 $209K
Rossmore Private Capital 0.03% New 4,172 $209K
Silvercrest Asset Management Group LLC 0.00% No change 4,159 $208K
SOL Capital Management CO 0.03% Reduce -1.2% 4,150 $208K
Transcend Capital Advisors, LLC 0.02% Reduce -1.1% 4,076 $204K
PDS Planning, Inc 0.02% New 4,066 $204K
Flagship Harbor Advisors, LLC 0.01% Add +0.3% 4,049 $203K
TruWealth Advisors, LLC 0.01% Reduce -7.0% 4,035 $202K
Sound Income Strategies, LLC 0.01% Add +9.9% 3,794 $190K
Capital Advisors, Ltd. LLC 0.02% Add +2.4% 3,783 $189K
Capital Analysts, LLC 0.01% Reduce -5.3% 3,744 $187K
Cullen/Frost Bankers, Inc. 0.00% No change 3,644 $182K
Fairman Group, LLC 0.16% Add +4.6% 3,425 $172K
Northwest Capital Management Inc 0.05% Reduce -10.3% 3,257 $163K
Turim 21 Investimentos Ltda. 0.04% No change 3,235 $162K
Oxford Financial Group, LTD. LLC 0.01% No change 3,174 $159K
Register Financial Advisors LLC 0.08% New 3,143 $157K
CIBC Private Wealth Group LLC 0.00% New 3,190 $157K
Private Trust Co. NA 0.02% Reduce -13.9% 3,007 $151K
FinTrust Capital Advisors, LLC 0.03% Add +28.7% 2,918 $146K
Silicon Valley Capital Partners 0.02% No change 2,889 $145K
Sandy Spring Bank 0.01% Add +71.9% 2,870 $144K
Concourse Financial Group Securities, Inc. 0.01% Add +0.3% 2,839 $142K
Wetzel Investment Advisors, Inc. 0.08% Reduce -13.9% 3,167 $136K
Mma Asset Management LLC 0.06% New 2,481 $124K
Financial Management Professionals, Inc. 0.02% No change 2,443 $122K
Kathleen S. Wright Associates Inc. 0.05% New 2,325 $116K
Tidemark, LLC 0.06% Reduce -20.8% 2,183 $109K
Barrett & Company, Inc. 0.05% Reduce -49.3% 2,173 $109K
SpiderRock Advisors, LLC 0.00% — 2,000 $98K
Larson Financial Group LLC 0.01% Add +0.8% 1,932 $97K
Global Financial Private Client, LLC 0.04% Add +2.4% 1,938 $95K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -31.1% 1,830 $92K
CoreCap Advisors, LLC 0.00% New 1,830 $92K
Western Pacific Wealth Management, LP 0.06% Add +11.7% 1,749 $88K
Highlander Capital Management, LLC 0.03% No change 1,650 $83K
Richard W. Paul & Associates, LLC 0.03% No change 1,632 $82K
Naples Money Management LLC 0.08% Reduce -0.1% 1,619 $81K
Sunbelt Securities, Inc. 0.01% Reduce -14.3% 1,608 $81K
Hartford Financial Management Inc. 0.02% No change 1,576 $79K
Bay Harbor Wealth Management, LLC 0.03% No change 1,559 $78K
WR Wealth Planners, LLC 0.02% New 1,489 $75K
Clearstead Advisors, LLC 0.00% Add +1.4% 1,641 $72K
Fifth Third Bancorp 0.00% Reduce -69.5% 1,405 $70K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 1,646 $70K
Indiana Trust & Investment Management Co 0.03% No change 1,300 $65K
Main Management LLC 0.01% No change 1,300 $65K
TFC Financial Management, Inc. 0.01% No change 1,170 $59K
AlphaMark Advisors, LLC 0.02% Reduce -5.2% 1,165 $58K
Fortitude Family Office, LLC 0.04% No change 1,100 $55K
Princeton Global Asset Management LLC 0.01% No change 1,017 $51K
Manchester Capital Management LLC 0.01% Add +12.1% 1,008 $50K
Creekmur Asset Management LLC 0.02% Reduce -43.6% 996 $50K
Brown, Lisle/Cummings, Inc. 0.02% No change 970 $49K
PSI Advisors, LLC 0.02% Add +1.0% 969 $49K
Jones Financial Companies LLLP 0.00% Add +79.8% 899 $45K
Consultiva Wealth Management, Corp. 0.39% — 840 $42K
Concord Wealth Partners 0.01% Reduce -32.5% 819 $41K
GPS Wealth Strategies Group, LLC 0.01% Reduce -5.2% 808 $40K
Plante Moran Financial Advisors, LLC 0.00% Add +18.4% 773 $39K
Mather Group, Llc. 0.00% New 732 $38K
Winthrop Capital Management, LLC 0.02% No change 762 $38K
Lindbrook Capital, LLC 0.00% Add +0.7% 755 $38K
Creative Financial Designs Inc. 0.00% No change 715 $36K
RFP Financial Group LLC 0.01% Add +12.5% 700 $35K
Montag A & Associates Inc. 0.00% No change 688 $34K
Avondale Wealth Management 0.02% No change 676 $34K
GoalVest Advisory LLC 0.01% Add +124.8% 670 $34K
Trust Co. of Vermont 0.00% Reduce -6.3% 670 $34K
Bogart Wealth, LLC 0.00% Add +6.5% 655 $33K
Stephens Consulting, LLC 0.01% Reduce -8.9% 636 $32K
IAG Wealth Partners, LLC 0.01% Reduce -35.8% 627 $31K
Prestige Wealth Management Group LLC 0.01% No change 625 $31K
Cape Investment Advisory, Inc. 0.01% Add +43.1% 618 $31K
Activest Wealth Management 0.01% Reduce -37.0% 614 $31K
Impact Partnership Wealth, LLC 0.01% No change 612 $31K
Westside Investment Management, Inc. 0.01% Add +107.1% 580 $29K
Tsfg, LLC 0.01% Reduce -61.8% 524 $26K
Crewe Advisors LLC 0.00% No change 493 $25K
Delta Asset Management LLC 0.00% No change 480 $24K
Smithfield Trust Co 0.00% No change 475 $24K
FMR LLC 0.00% Add +11.1% 441 $22K
Scarborough Advisors, LLC 0.01% Reduce -5.3% 428 $21K
Winch Advisory Services, LLC 0.01% No change 420 $21K
Asset Dedication, LLC 0.00% No change 426 $21K
Glen Eagle Advisors, LLC 0.00% Reduce -0.5% 417 $21K
Financial Synergies Wealth Advisors, Inc. 0.00% New 405 $20K
Breakwater Investment Management 0.01% — 400 $20K
Parkside Financial Bank & Trust 0.00% No change 400 $20K
Front Row Advisors LLC 0.01% Reduce -1.3% 388 $19K
Beacon Capital Management, LLC 0.00% Add +60.3% 383 $19K
Resources Management Corp. /CT/ 0.00% No change 381 $19K
Abound Wealth Management 0.01% Reduce -3.8% 379 $19K
Caitlin John, LLC 0.01% Add +2.7% 375 $19K
Emfo, LLC 0.02% No change 364 $18K
Valley National Advisers Inc. 0.00% Reduce -18.0% 364 $18K
TrinityBridge Ltd 0.00% No change 365 $18K
Bessemer Group Inc. 0.00% Reduce -17.6% 375 $18K
Dogwood Wealth Management LLC 0.01% New 350 $18K
Salem Investment Counselors Inc. 0.00% No change 350 $18K
HM Payson & Co. 0.00% No change 350 $18K
Nemes Rush Group LLC 0.00% No change 317 $16K
Gradient Investments LLC 0.00% Reduce -23.0% 314 $16K
HHM Wealth Advisors, LLC 0.00% Add +8.8% 308 $15K
Byrne Asset Management LLC 0.01% Reduce -46.5% 305 $15K
1832 Asset Management L.P. 0.00% Reduce -8.7% 303 $15K
Harbor Investment Advisory, LLC 0.00% No change 300 $15K
JNBA Financial Advisors 0.00% No change 300 $15K
Benjamin Edwards Inc. 0.00% No change 300 $15K
C M Bidwell & Associates Ltd. 0.01% No change 259 $13K
Anchor Investment Management, LLC 0.00% No change 250 $13K
Financial Freedom, LLC 0.01% No change 248 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 244 $12K
Horizon Bancorp Inc. 0.01% No change 240 $12K
Key Financial Inc 0.00% No change 236 $12K
Quent Capital, LLC 0.00% No change 224 $11K
LRI Investments, LLC 0.00% — 214 $11K
IFS Advisors, LLC 0.01% No change 213 $11K
Retirement Group, LLC 0.00% No change 209 $10K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% No change 201 $10K
Equitec Proprietary Markets, LLC 0.02% No change 200 $10K
WealthCollab, LLC 0.01% No change 200 $10K
Tucker Asset Management LLC 0.00% No change 200 $10K
Tortoise Investment Management, LLC 0.00% No change 200 $10K
CENTRAL TRUST Co 0.00% No change 200 $10K
Main Street Group, LTD 0.00% Add +17.9% 198 $10K
DHJJ Financial Advisors, Ltd. 0.00% No change 194 $10K
Voisard Asset Management Group, Inc. 0.01% No change 180 $9K
Annapolis Financial Services, LLC 0.00% Reduce -52.1% 169 $8K
POM Investment Strategies, LLC 0.01% No change 164 $8K
Caldwell Trust Co 0.00% No change 157 $8K
LifeSteps Financial, Inc. 0.01% New 151 $8K
Milestone Investment Advisors LLC 0.00% No change 150 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -48.3% 150 $8K
Beaird Harris Wealth Management, LLC 0.00% No change 150 $8K
Bank of New Hampshire 0.00% No change 140 $7K
American Capital Advisory, LLC 0.01% No change 170 $7K
Syntrinsic LLC 0.00% No change 135 $7K
Ancora Advisors LLC 0.00% Reduce -57.8% 125 $6K
CNB Bank 0.00% No change 120 $6K
Morton Brown Family Wealth, LLC 0.00% New 120 $6K
Hantz Financial Services, Inc. 0.00% No change 115 $6K
Pittenger & Anderson Inc. 0.00% Reduce -60.2% 119 $6K
Graypoint LLC 0.00% New 118 $6K
Clear Point Advisors Inc. 0.00% No change 117 $6K
North Star Investment Management Corp. 0.00% Add +1250.0% 108 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 108 $5K
City Holding Co. 0.00% Reduce -62.5% 105 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 100 $5K
Islay Capital Management, LLC 0.00% No change 100 $5K
Archer Investment Corp 0.00% No change 100 $5K
Laurel Wealth Advisors LLC 0.00% No change 100 $5K
Rothschild Investment LLC 0.00% Reduce -50.0% 100 $5K
GHP Investment Advisors, Inc. 0.00% No change 100 $5K
PrairieView Partners, LLC 0.00% No change 80 $5K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -44.6% 93 $5K
Pacific Center for Financial Services 0.00% No change 91 $5K
Whittier Trust Co. 0.00% No change 90 $5K
Global Wealth Strategies & Associates 0.00% No change 88 $4K
Bangor Savings Bank 0.00% No change 75 $4K
Iron Horse Wealth Management, LLC 0.00% No change 73 $4K
Clear Investment Research, LLC 0.00% No change 69 $3K
Gen-Wealth Partners Inc 0.00% — 68 $3K
Nvwm, LLC 0.00% Reduce -2.9% 67 $3K
Wolff Wiese Magana LLC 0.00% Add +255.6% 64 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 70 $3K
Albion Financial Group 0.00% No change 56 $3K
Edmond DE Rothschild Holding S.A. 0.00% No change 55 $3K
Norwood Financial Corp 0.00% No change 50 $3K
Mechanics Financial Corp 0.00% No change 50 $3K
Nordwand Advisors, LLC 0.00% No change 50 $3K
American National Bank & Trust 0.00% Reduce -61.5% 50 $3K
Venturi Wealth Management, LLC 0.00% Reduce -61.0% 46 $2K
MCF Advisors LLC 0.00% Add +4000.0% 41 $2K
Balefire, LLC 0.00% Add +1850.0% 39 $2K
Evermay Wealth Management LLC 0.00% No change 35 $2K
Laffer Tengler Investments, Inc. 0.00% No change 33 $2K
Duncker Streett & Co. Inc. 0.00% No change 32 $2K
Atwood & Palmer Inc. 0.00% No change 30 $2K
Bartlett & Co. Wealth Management LLC 0.00% No change 30 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 27 $1K
CVA Family Office, LLC 0.00% No change 27 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 26 $1K
St Germain D J Co. Inc. 0.00% New 25 $1K
Janiczek Wealth Management, LLC 0.00% No change 22 $1K
McClarren Financial Advisors, Inc. 0.00% No change 6 $1K
Roble, Belko & Company, Inc 0.00% No change 15 $1K
Providence Capital Advisors, LLC 0.00% New 19 $952
FRG Family Wealth Advisors LLC 0.00% New 20 $869
Compass Wealth Management LLC 0.00% No change 16 $808
HighMark Wealth Management LLC 0.00% No change 16 $803
Gleason Group, Inc. 0.00% No change 15 $751
NewSquare Capital LLC 0.00% No change 15 $751
Friedenthal Financial 0.00% No change 13 $652
Lummis Asset Management, LP 0.00% Reduce -98.9% 13 $651
Riggs Asset Managment Co. Inc. 0.00% Reduce -92.8% 11 $551
Rain Capital Management, LLC 0.00% No change 10 $505
CGC Financial Services, LLC 0.00% No change 10 $501
Tradewinds Capital Management, LLC 0.00% No change 10 $501
SJS Investment Consulting Inc. 0.00% No change 10 $501
Brown Brothers Harriman & Co. 0.00% New 8 $401
Spectrum Wealth Counsel, LLC 0.00% No change 3 $151
Sachetta, LLC 0.00% No change 2 $105
BlackRock Inc. 0.00% Reduce -100.0% 1 $44
Strengthening Families & Communities, LLC 0.00% No change 7 $0

"% of holder's portfolio" is ARKK's weight in each manager's 13F, not the share of ARK Innovation ETF the manager owns.