ARK Innovation ETFARKKETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 542 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings, down 50 from Q2 2024. 34 opened new positions and 77 sold out. The largest holders were Morgan Stanley ($246.2M), JPMorgan Chase & Co. ($185.1M) and BNP Paribas Financial Markets ($181.9M). 3 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Cathie Wood (0.0% of ARK Investment Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- ARK Innovation ETF
- Filed as
- ARK ETF TR (Q3 2024)
- CUSIP
- 00214Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $25.3M |
| Exits | 77 | $71.4M |
All 13F filers, Q2 2024 → Q3 2024: 7,959,086 shares bought and 9,694,359 shares sold, net −1,735,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 542 holders
| Morgan Stanley | 0.02% | Add +20.9% | 5,180,705 | $246.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.8% | 3,894,525 | $185.1M |
| BNP Paribas Financial Markets | 0.18% | Add +98.7% | 3,827,130 | $181.9M |
| Wells Fargo & Company | 0.04% | Add +88.0% | 3,817,476 | $181.4M |
| Bank of America Corp. | 0.01% | Add +18.3% | 3,121,845 | $148.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.4% | 2,621,984 | $124.6M |
| LPL Financial LLC | 0.05% | Reduce -12.9% | 2,340,700 | $111.3M |
| Susquehanna International Group, LLP | 0.14% | Reduce -22.8% | 1,677,286 | $79.7M |
| D. E. Shaw & Co. | 0.10% | Add +3.0% | 1,457,196 | $69.3M |
| Blue Trust, Inc. | 0.87% | Add +3.4% | 1,514,863 | $66.6M |
| Total Investment Management Inc. | 7.13% | Add +16.9% | 1,338,632 | $63.6M |
| Citigroup Inc. | 0.06% | Reduce -39.1% | 1,301,804 | $61.9M |
| UBS Group AG | 0.02% | Add +2.7% | 1,274,635 | $60.6M |
| State of Wisconsin Investment Board | 0.11% | Add +394.6% | 951,422 | $45.2M |
| Royal Bank of Canada | 0.01% | Reduce -34.2% | 757,649 | $36.0M |
| Raymond James & Associates | 0.02% | Reduce -15.1% | 588,223 | $28.0M |
| Osaic Holdings, Inc. | 0.06% | Reduce -24.5% | 535,230 | $25.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -48.4% | 492,810 | $23.4M |
| Walleye Capital LLC | 0.27% | Add +129.0% | 483,232 | $23.0M |
| HRT Financial LP | 0.11% | Add +1754.8% | 475,527 | $22.6M |
| Mariner, LLC | 0.04% | Reduce -15.0% | 436,751 | $20.8M |
| Cresset Asset Management, LLC | 0.08% | Reduce -7.7% | 433,435 | $20.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -27.3% | 402,061 | $19.1M |
| Ascension Capital Advisors, Inc. | 7.90% | Add +32.0% | 356,194 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -27.5% | 340,361 | $16.2M |
| Private Advisor Group, LLC | 0.10% | Reduce -2.5% | 326,578 | $15.5M |
| Cetera Investment Advisers | 0.03% | Reduce -0.2% | 322,303 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 316,336 | $15.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -22.5% | 308,406 | $14.7M |
| Jane Street Group, LLC | 0.02% | Reduce -77.7% | 302,954 | $14.4M |
| Venture Visionary Partners LLC | 0.56% | Add +4.8% | 266,838 | $12.7M |
| Bank of Montreal | 0.00% | Reduce -0.7% | 206,219 | $9.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.1% | 203,343 | $9.7M |
| Gerber, LLC | 6.77% | Reduce -2.2% | 193,800 | $9.2M |
| Brookstone Capital Management | 0.12% | Reduce -19.3% | 170,412 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -57.2% | 168,672 | $8.0M |
| Wealthfront Advisers LLC | 0.02% | Reduce -10.1% | 161,700 | $7.7M |
| Jump Financial, LLC | 0.15% | New | 152,892 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -20.5% | 143,680 | $6.8M |
| Corient Private Wealth LP | 0.01% | Reduce -0.8% | 141,850 | $6.7M |
| Truist Financial Corp. | 0.01% | Reduce -18.6% | 140,382 | $6.7M |
| Y-Intercept (Hong Kong) Ltd | 0.40% | New | 137,701 | $6.5M |
| Titleist Asset Management, LLC | 0.92% | Reduce -1.2% | 133,883 | $6.4M |
| Tower Research Capital LLC (TRC) | 0.15% | Reduce -4.7% | 119,595 | $5.7M |
| Strategic Family Wealth Counselors, L.L.C. | 1.96% | Reduce -3.8% | 117,958 | $5.6M |
| One Charles Private Wealth Services, LLC | 2.09% | Reduce -2.2% | 115,790 | $5.5M |
| MML Investors Services, LLC | 0.02% | Reduce -0.3% | 112,679 | $5.4M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -3.4% | 109,256 | $5.2M |
| SG Americas Securities, LLC | 0.02% | Add +1040.4% | 107,076 | $5.1M |
| Cwm, LLC | 0.02% | Reduce -7.1% | 106,348 | $5.1M |
| SkyOak Wealth, LLC | 1.10% | Reduce -3.7% | 104,052 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -44.5% | 97,450 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -13.7% | 94,145 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -19.1% | 93,311 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.1% | 84,254 | $4.0M |
| IHT Wealth Management, LLC | 0.11% | Add +17.2% | 82,185 | $3.9M |
| Verition Fund Management LLC | 0.03% | No change | 78,443 | $3.7M |
| Clearwater Capital Advisors, LLC | 0.35% | Reduce -10.1% | 76,697 | $3.6M |
| Elevation Point Wealth Partners, LLC | 0.35% | Add +9.4% | 75,774 | $3.6M |
| Axiom Advisory, LLC | 0.03% | Add +1.3% | 76,560 | $3.4M |
| Simplex Trading, LLC | 0.12% | Add +271.7% | 72,073 | $3.4M |
| Stevens Capital Management LP | 0.46% | Add +152.7% | 68,523 | $3.3M |
| Madison Park Capital Advisors, LLC | 2.38% | Reduce -0.2% | 66,821 | $3.2M |
| TRUE Private Wealth Advisors | 0.38% | Reduce -2.6% | 66,250 | $3.1M |
| Barclays PLC | 0.00% | Add +100.6% | 65,166 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -5.4% | 64,995 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -94.9% | 64,201 | $3.1M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -0.7% | 63,475 | $3.0M |
| Advisory Services Network, LLC | 0.06% | No change | 67,356 | $3.0M |
| Scotia Capital Inc. | 0.02% | Reduce -8.6% | 61,851 | $2.9M |
| PFG Advisors | 0.18% | Reduce -7.4% | 61,503 | $2.9M |
| Smith Anglin Financial, LLC | 0.28% | Reduce -2.8% | 61,033 | $2.9M |
| TD Waterhouse Canada Inc. | 0.02% | Add +16.8% | 62,660 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -5.5% | 60,669 | $2.9M |
| Arbor Capital Management Inc. | 2.55% | Reduce -2.5% | 58,119 | $2.7M |
| Yarbrough Capital, LLC | 0.11% | No change | 56,176 | $2.7M |
| Integral Investment Advisors, Inc. | 0.69% | Reduce -34.1% | 53,610 | $2.5M |
| Parkwood LLC | 0.31% | No change | 53,300 | $2.5M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -1.7% | 52,369 | $2.5M |
| GTS Securities LLC | 0.05% | Add +631.0% | 49,416 | $2.3M |
| Strategic Wealth Investment Group, LLC | 0.25% | Add +22.4% | 50,413 | $2.3M |
| Bleakley Financial Group, LLC | 0.07% | Add +9.4% | 46,830 | $2.2M |
| American Financial Advisors, LLC | 0.30% | Reduce -20.4% | 45,869 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -20.0% | 45,371 | $2.2M |
| One River Asset Management, LLC | 2.43% | Add +26.8% | 44,982 | $2.2M |
| Blair William & Co. | 0.01% | Reduce -3.2% | 45,269 | $2.2M |
| Crescent Grove Advisors, LLC | 0.22% | Reduce -18.4% | 44,501 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.1% | 44,288 | $2.1M |
| IMC-Chicago, LLC | 0.06% | New | 44,180 | $2.1M |
| Parallax Volatility Advisers, L.P. | 0.06% | Add +125.2% | 43,234 | $2.1M |
| Creative Planning | 0.00% | Reduce -9.7% | 42,578 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -11.0% | 42,231 | $2.0M |
| Apella Capital, LLC | 0.08% | Reduce -54.9% | 41,944 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -6.4% | 39,693 | $1.9M |
| Sovereign Investment Advisors, LLC | 0.62% | Reduce -36.9% | 39,583 | $1.9M |
| Purus Wealth Management, LLC | 0.79% | Reduce -4.1% | 39,485 | $1.9M |
| Missouri Trust & Investment Co | 0.65% | Add +15.2% | 38,900 | $1.8M |
| Intrepid Financial Planning Group LLC | 0.79% | Reduce -9.6% | 38,830 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -48.4% | 39,536 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -32.5% | 32,402 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -20.8% | 35,532 | $1.7M |
| Candriam S.C.A. | 0.01% | No change | 35,520 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | New | 35,246 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 35,175 | $1.7M |
| New World Advisors LLC | 0.42% | Reduce -4.0% | 34,188 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -20.7% | 33,863 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | Add +38.1% | 37,384 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -28.2% | 33,148 | $1.6M |
| Legacy Private Trust Co. | 0.11% | Add +1.4% | 33,125 | $1.6M |
| JTC Employer Solutions Trustee Ltd | 0.10% | No change | 32,912 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Add +12.2% | 32,585 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -6.3% | 32,465 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -8.9% | 32,427 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +392.6% | 30,927 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +36.6% | 30,815 | $1.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +10.8% | 30,800 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -9.6% | 31,023 | $1.5M |
| McCarthy & Cox | 0.55% | Reduce -91.0% | 30,251 | $1.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -70.8% | 29,149 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -34.5% | 27,922 | $1.3M |
| Kraematon Investment Advisors, Inc. | 1.27% | Reduce -7.6% | 27,239 | $1.3M |
| Barnes Pettey Financial Advisors, LLC | 1.02% | Reduce -29.0% | 26,935 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -6.0% | 26,867 | $1.3M |
| Nwam LLC | 0.08% | New | 26,527 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.18% | Reduce -9.0% | 26,163 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -11.6% | 25,282 | $1.2M |
| DRW Securities, LLC | 0.07% | Add +33.3% | 24,973 | $1.2M |
| Stablepoint Partners, LLC | 0.21% | Reduce -22.7% | 24,810 | $1.2M |
| Money Concepts Capital Corp. | 0.09% | Reduce -1.5% | 24,580 | $1.2M |
| White Knight Strategic Wealth Advisors, LLC | 1.05% | Reduce -2.9% | 24,305 | $1.2M |
| Family Manage LLC | 0.19% | No change | 24,284 | $1.2M |
| PFG Investments, LLC | 0.07% | Add +0.8% | 23,402 | $1.1M |
| New England Private Wealth Advisors LLC | 0.18% | Reduce -21.2% | 23,190 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -7.3% | 23,163 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -11.4% | 22,895 | $1.1M |
| Group One Trading LLC | 0.04% | Reduce -48.8% | 22,561 | $1.1M |
| United Advisor Group, LLC | 0.24% | Reduce -2.1% | 22,274 | $1.1M |
| Maven Securities LTD | 0.12% | No change | 22,077 | $1.0M |
| Quantitative Investment Management, LLC | 0.10% | Reduce -6.6% | 22,050 | $1.0M |
| Banco Santander, S.A. | 0.01% | Add +3.3% | 22,039 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.2% | 22,030 | $1.0M |
| Sloy Dahl & Holst, LLC | 0.18% | No change | 21,975 | $1.0M |
| ARK Investment Management | 0.01% | New | 21,620 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.1% | 21,372 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -82.5% | 21,308 | $1.0M |
| Glassman Wealth Services | 0.17% | No change | 21,283 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -8.7% | 21,235 | $1.0M |
| Carnegie Investment Counsel | 0.03% | Reduce -8.9% | 21,196 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.1% | 20,522 | $975K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -24.4% | 20,521 | $975K |
| Moors & Cabot, Inc. | 0.05% | Reduce -2.4% | 20,387 | $969K |
| Vident Advisory, LLC | 0.02% | Reduce -33.3% | 20,361 | $968K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -11.0% | 19,856 | $944K |
| Sigma Planning Corp | 0.03% | Reduce -27.4% | 18,566 | $882K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -29.7% | 18,353 | $872K |
| WealthCare Investment Partners, LLC | 0.38% | Add +4.9% | 18,991 | $872K |
| Wedbush Securities Inc. | 0.03% | Reduce -15.6% | 18,165 | $863K |
| SilverOak Wealth Management LLC | 0.19% | Reduce -2.2% | 18,104 | $860K |
| National Bank of Canada | 0.00% | Reduce -22.8% | 17,914 | $851K |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -3.2% | 17,869 | $849K |
| EWG Elevate Inc. | 0.32% | Reduce -0.1% | 16,751 | $796K |
| Prospera Financial Services Inc | 0.02% | Reduce -4.6% | 16,697 | $794K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -3.5% | 16,705 | $791K |
| Centiva Capital, LP | 0.03% | Add +5.8% | 16,175 | $769K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.8% | 16,172 | $769K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -13.7% | 15,966 | $759K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -13.7% | 15,966 | $759K |
| Zuckerman Investment Group, LLC | 0.08% | No change | 15,785 | $750K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.3% | 15,760 | $749K |
| Biltmore Family Office, LLC | 0.13% | No change | 15,500 | $737K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -7.6% | 15,477 | $736K |
| Bison Wealth, LLC | 0.11% | Reduce -42.0% | 15,168 | $721K |
| Evolution Wealth Advisors, LLC | 0.13% | Reduce -0.6% | 14,994 | $713K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -9.9% | 14,905 | $708K |
| Retirement Guys Formula LLC | 0.33% | New | 14,881 | $707K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -16.4% | 14,745 | $701K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -1.0% | 14,451 | $687K |
| Farther Finance Advisors, LLC | 0.03% | Add +4.6% | 14,434 | $686K |
| Sanders Morris Harris LLC | 0.11% | Reduce -5.8% | 14,208 | $675K |
| Vienna Asset Management LLC | 0.49% | Reduce -24.3% | 13,926 | $662K |
| Sierra Capital LLC | 0.08% | No change | 13,856 | $659K |
| Two Sigma Securities, LLC | 0.05% | Add +68.7% | 13,859 | $659K |
| IFP Advisors, Inc | 0.02% | Add +8.9% | 13,814 | $657K |
| Granite Bay Wealth Management, LLC | 0.37% | Reduce -19.9% | 13,775 | $655K |
| Rodgers & Associates, LTD | 0.08% | Add +18.9% | 13,070 | $654K |
| Relyea Zuckerberg Hanson LLC | 0.10% | Reduce -71.5% | 13,619 | $647K |
| StoneX Group Inc. | 0.05% | Reduce -31.5% | 13,614 | $647K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.7% | 13,506 | $642K |
| Guyasuta Investment Advisors Inc. | 0.04% | Reduce -2.4% | 13,348 | $634K |
| HBW Advisory Services LLC | 0.09% | Reduce -70.3% | 13,323 | $633K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.4% | 13,217 | $628K |
| Interactive Financial Advisors, Inc. | 0.32% | Reduce -8.3% | 13,086 | $622K |
| Convergence Financial, LLC | 0.13% | Add +6.0% | 13,035 | $620K |
| Straight Path Wealth Management | 0.27% | Reduce -1.7% | 13,002 | $618K |
| Harbour Investments, Inc. | 0.02% | Reduce -12.3% | 12,998 | $618K |
| Safeguard Investment Advisory Group, LLC | 0.17% | Reduce -44.8% | 12,832 | $610K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -2.9% | 10,720 | $604K |
| Arkadios Wealth Advisors | 0.03% | Reduce -15.4% | 12,625 | $600K |
| Focus Financial Network, Inc. | 0.02% | Reduce -16.1% | 12,598 | $599K |
| Clarus Wealth Advisors | 0.30% | Reduce -0.2% | 12,934 | $594K |
| Principle Wealth Partners LLC | 0.04% | Reduce -15.3% | 12,392 | $589K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +2.3% | 12,338 | $586K |
| D.A. Davidson & Co. | 0.00% | Add +3.1% | 12,172 | $579K |
| Flow Traders U.S. LLC | 0.03% | Reduce -48.0% | 11,928 | $567K |
| Stephens Inc. | 0.01% | Reduce -4.0% | 11,899 | $566K |
| Lanark Financial, Inc. | 0.05% | Reduce -15.0% | 11,840 | $562K |
| Castleview Partners, LLC | 0.32% | Add +6.5% | 11,714 | $557K |
| Cantor Fitzgerald, L. P. | 0.05% | Reduce -5.5% | 11,701 | $556K |
| Verus Capital Partners, LLC | 0.05% | Add +5.8% | 11,578 | $551K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -14.5% | 11,565 | $550K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -14.0% | 11,556 | $549K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.0% | 11,399 | $542K |
| Kickstand Ventures, Llc. | 0.14% | Reduce -0.7% | 11,222 | $533K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -5.1% | 11,123 | $529K |
| Rainey & Randall Wealth Advisors Inc. | 0.11% | Reduce -2.0% | 11,065 | $526K |
| Western Wealth Management, LLC | 0.03% | Add +1.8% | 11,045 | $525K |
| Easterly Investment Partners LLC | 0.04% | No change | 11,000 | $523K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.8% | 10,984 | $522K |
| Sanctuary Wealth Management, L.L.C. | 0.37% | Reduce -16.1% | 10,930 | $520K |
| Hanover Advisors Inc. | 0.22% | Reduce -5.3% | 10,870 | $517K |
| Jones Financial Companies LLLP | 0.00% | Add +105.6% | 10,726 | $514K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.6% | 10,589 | $503K |
| Lebenthal Global Advisors, LLC | 0.10% | No change | 10,478 | $498K |
| Summit Investment Advisory Services, LLC | 0.26% | New | 10,307 | $490K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -8.1% | 10,267 | $488K |
| Integrated Advisors Network LLC | 0.02% | Reduce -26.1% | 10,228 | $486K |
| Commonwealth Retirement Investments LLC | 0.20% | Reduce -14.9% | 10,103 | $480K |
| Prelude Capital Management, LLC | 0.04% | No change | 10,000 | $475K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +6.3% | 9,963 | $474K |
| Debussy Capital Management LP | 0.13% | Reduce -3.5% | 9,658 | $459K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -9.9% | 9,550 | $454K |
| Houlihan Financial Resource Group, Ltd. | 0.19% | Reduce -7.9% | 9,499 | $451K |
| NavPoint Financial, Inc. | 0.36% | No change | 9,487 | $451K |
| BluePointe Capital Management, LLC | 0.29% | Reduce -24.3% | 9,479 | $451K |
| XML Financial, LLC | 0.04% | Reduce -1.6% | 9,390 | $446K |
| Hilltop Holdings Inc. | 0.03% | Reduce -3.7% | 9,301 | $442K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -13.1% | 9,177 | $436K |
| Allworth Financial LP | 0.00% | Reduce -4.9% | 9,173 | $436K |
| Tyler-Stone Wealth Management | 0.08% | Add +96.1% | 8,838 | $420K |
| Ballew Advisors, Inc | 0.28% | No change | 8,911 | $416K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.9% | 8,641 | $411K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -5.6% | 8,636 | $410K |
| St. Louis Trust Co | 0.06% | No change | 8,615 | $409K |
| Betterment LLC | 0.00% | Reduce -5.4% | 8,577 | $408K |
| Csenge Advisory Group | 0.02% | Reduce -0.9% | 8,741 | $408K |
| Arkos Global Advisors | 0.06% | Reduce -16.3% | 8,429 | $401K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -18.4% | 8,368 | $398K |
| Carolinas Wealth Consulting LLC | 0.07% | Reduce -1.1% | 8,295 | $394K |
| SignalPoint Asset Management, LLC | 0.09% | Reduce -0.2% | 8,191 | $392K |
| L.M. Kohn & Company | 0.10% | Reduce -9.9% | 8,242 | $392K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -4.7% | 8,186 | $389K |
| Legacy Financial Group, Inc. | 0.13% | Reduce -0.1% | 8,421 | $386K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -5.5% | 8,130 | $386K |
| Chiron Capital Management, LLC | 0.34% | Reduce -2.5% | 8,112 | $386K |
| Bright Futures Wealth Management, LLC. | 0.19% | Reduce -10.1% | 7,952 | $384K |
| Strategic Advisors LLC | 0.07% | Reduce -8.8% | 8,042 | $382K |
| Prospect Financial Services LLC | 0.24% | Reduce -14.6% | 8,006 | $381K |
| Trust Co | 0.05% | Reduce -0.3% | 7,916 | $376K |
| Intrua Financial, LLC | 0.06% | Reduce -34.2% | 7,867 | $374K |
| Larson Financial Group LLC | 0.02% | Reduce -7.3% | 7,834 | $372K |
| Compound Planning, Inc. | 0.02% | Reduce -7.8% | 7,822 | $372K |
| Collaborative Wealth Managment Inc. | 0.17% | Reduce -0.3% | 7,707 | $366K |
| Cooper Financial Group | 0.05% | Reduce -11.6% | 7,697 | $366K |
| Capital Market Strategies LLC | 0.22% | Reduce -14.0% | 7,678 | $365K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.4% | 7,617 | $362K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -0.2% | 7,616 | $362K |
| Beacon Financial Advisory LLC | 0.12% | No change | 7,560 | $359K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -2.7% | 7,415 | $352K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -86.5% | 7,351 | $349K |
| Edgestream Partners, L.P. | 0.02% | Reduce -25.7% | 7,345 | $349K |
| Independent Wealth Network Inc. | 0.15% | Add +5.6% | 7,340 | $349K |
| Oxler Private Wealth LLC | 0.12% | Reduce -1.9% | 7,333 | $349K |
| Diligent Investors, LLC | 0.08% | Reduce -2.5% | 7,315 | $348K |
| Portman Square Capital LLP | 0.27% | Reduce -56.9% | 7,219 | $343K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -20.2% | 7,201 | $342K |
| Raymond James Trust N.A. | 0.01% | Reduce -34.2% | 7,193 | $342K |
| Horizon Wealth Management, LLC | 0.07% | Reduce -8.0% | 7,183 | $341K |
| Wealth Effects LLC | 0.12% | Reduce -37.7% | 7,175 | $341K |
| Avior Wealth Management, LLC | 0.01% | Reduce -37.3% | 7,128 | $339K |
| Choreo, LLC | 0.01% | Reduce -3.7% | 7,318 | $338K |
| Bayesian Capital Management, LP | 0.04% | Reduce -82.2% | 7,100 | $337K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Add +19.3% | 6,902 | $328K |
| Clearstead Trust, LLC | 0.08% | No change | 6,776 | $322K |
| Swisher Financial Concepts, Inc. | 0.20% | Reduce -84.5% | 7,112 | $322K |
| Madison Asset Management, LLC | 0.00% | No change | 6,730 | $320K |
| Heritage Wealth Management, Inc. | 0.29% | Add +2.2% | 6,686 | $318K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -0.0% | 6,603 | $313K |
| Trilogy Capital Inc. | 0.02% | Reduce -24.8% | 6,560 | $312K |
| Saxon Interests, Inc. | 0.14% | Add +6.9% | 6,520 | $310K |
| Global Retirement Partners, LLC | 0.01% | Reduce -16.4% | 6,501 | $309K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 6,448 | $306K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -82.6% | 6,413 | $305K |
| Claro Advisors Inc. | 0.04% | Reduce -12.7% | 6,374 | $303K |
| Global Financial Private Client, LLC | 0.12% | Add +200.5% | 6,286 | $299K |
| Phillips Wealth Planners LLC | 0.29% | Reduce -4.8% | 6,253 | $298K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -18.0% | 6,217 | $295K |
| Heritage Wealth Management, Inc. | 0.10% | Reduce -1.9% | 6,189 | $294K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -14.9% | 6,150 | $292K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.2% | 6,098 | $290K |
| Financial Advocates Investment Management | 0.02% | Reduce -10.9% | 5,961 | $283K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -24.2% | 5,884 | $280K |
| Centaurus Financial, Inc. | 0.02% | Reduce -11.9% | 5,836 | $277K |
| Doliver Advisors, LP | 0.08% | Reduce -7.3% | 5,823 | $277K |
| Navis Wealth Advisors, LLC | 0.30% | Reduce -53.8% | 5,776 | $275K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.0% | 5,678 | $270K |
| Financial Perspectives, Inc | 0.09% | Reduce -0.9% | 5,637 | $268K |
| Global Assets Advisory, LLC | 0.15% | New | 5,758 | $266K |
| Gilbert & Cook, Inc. | 0.04% | Add +12.7% | 5,574 | $265K |
| Interchange Capital Partners, LLC | 0.09% | Add +0.9% | 5,527 | $263K |
| SimpliFi, Inc. | 0.12% | Reduce -18.5% | 5,501 | $261K |
| Aristides Capital LLC | 0.11% | New | 5,500 | $261K |
| Rossmore Private Capital | 0.03% | No change | 5,472 | $260K |
| Ruggaard & Associates LLC | 0.11% | Reduce -1.4% | 5,455 | $259K |
| Smith, Moore & Co. | 0.02% | Reduce -32.8% | 5,447 | $259K |
| Ieq Capital, LLC | 0.00% | New | 5,431 | $258K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,365 | $255K |
| Quadrature Capital Ltd | 0.01% | Reduce -73.8% | 5,342 | $254K |
| Summit Wealth Partners, LLC | 0.05% | No change | 5,312 | $252K |
| New Century Financial Group, LLC | 0.09% | Reduce -0.2% | 5,291 | $251K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -9.6% | 5,243 | $249K |
| Greenland Capital Management LP | 0.04% | Reduce -45.8% | 5,180 | $246K |
| First Business Financial Services, Inc. | 0.02% | No change | 5,057 | $240K |
| Violich Capital Management, Inc. | 0.03% | No change | 5,000 | $238K |
| LexAurum Advisors, LLC | 0.05% | New | 5,002 | $238K |
| Cladis Investment Advisory, LLC | 0.16% | Reduce -69.0% | 5,001 | $238K |
| Pacific Sun Financial Corp | 0.13% | Reduce -9.2% | 4,946 | $235K |
| Obsidian Cio, LLC | 0.05% | Reduce -0.8% | 4,844 | $230K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,841 | $230K |
| Milestone Asset Management, LLC | 0.05% | Reduce -4.2% | 4,818 | $229K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,806 | $228K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 4,743 | $225K |
| CarsonAllaria Wealth Management, Ltd. | 0.13% | Reduce -16.5% | 4,725 | $225K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 4,671 | $222K |
| Procyon Advisors, LLC | 0.02% | Reduce -7.8% | 4,654 | $221K |
| Covenant Asset Management, LLC | 0.05% | No change | 4,647 | $221K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -29.4% | 4,630 | $220K |
| Prudent Investors Network, Inc. | 0.07% | Reduce -19.0% | 4,629 | $220K |
| VitalStone Financial, LLC | 0.15% | Reduce -1.7% | 4,573 | $217K |
| Significant Wealth Partners LLC | 0.11% | No change | 4,559 | $217K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -3.2% | 4,528 | $215K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -50.1% | 4,466 | $212K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -1.2% | 4,461 | $212K |
| Merkkuri Wealth Advisors LLC | 0.17% | Reduce -8.2% | 4,426 | $210K |
| Apollon Wealth Management, LLC | 0.01% | New | 4,389 | $209K |
| PDS Planning, Inc | 0.02% | New | 4,370 | $208K |
| Toronto Dominion Bank | 0.00% | Reduce -48.8% | 4,307 | $205K |
| ORG Partners LLC | 0.03% | Reduce -0.6% | 4,271 | $203K |
| Park Avenue Securities LLC | 0.00% | New | 4,280 | $203K |
| Capstone Investment Advisors, LLC | 0.01% | New | 4,254 | $202K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -48.5% | 4,235 | $201K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 4,219 | $201K |
| Fifth Third Bancorp | 0.00% | Add +253.4% | 4,047 | $192K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -2.4% | 3,914 | $186K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -4.9% | 3,873 | $184K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -4.9% | 3,703 | $176K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,644 | $173K |
| NFSG Corp | 0.06% | Reduce -8.4% | 3,566 | $169K |
| Fairman Group, LLC | 0.15% | No change | 3,425 | $163K |
| US Bancorp \de | 0.00% | Reduce -32.9% | 3,265 | $155K |
| Principal Securities, Inc. | 0.00% | Reduce -20.5% | 3,254 | $155K |
| Turim 21 Investimentos Ltda. | 0.04% | No change | 3,235 | $154K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 3,174 | $151K |
| Northwest Capital Management Inc | 0.05% | No change | 3,108 | $148K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 2,998 | $142K |
| Credit Agricole S A | 0.00% | Reduce -65.2% | 2,992 | $142K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.8% | 2,964 | $141K |
| Silicon Valley Capital Partners | 0.02% | No change | 2,889 | $137K |
| Activest Wealth Management | 0.04% | Reduce -78.5% | 2,870 | $136K |
| Rothschild Investment LLC | 0.01% | Add +2067.9% | 2,840 | $135K |
| Private Trust Co. NA | 0.01% | Reduce -5.5% | 2,807 | $133K |
| Comerica Bank | 0.00% | Reduce -21.5% | 2,787 | $132K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,443 | $116K |
| Signaturefd, LLC | 0.00% | Reduce -63.3% | 2,429 | $115K |
| Belpointe Asset Management LLC | 0.01% | Reduce -2.0% | 2,401 | $114K |
| Oarsman Capital, Inc. | 0.02% | New | 1,969 | $94K |
| Continuum Advisory, LLC | 0.01% | Reduce -4.3% | 1,675 | $90K |
| Sandy Spring Bank | 0.00% | No change | 1,870 | $89K |
| Kathleen S. Wright Associates Inc. | 0.03% | Reduce -11.3% | 1,770 | $84K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.5% | 1,676 | $80K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,600 | $76K |
| Spire Wealth Management | 0.00% | Reduce -35.1% | 1,497 | $71K |
| Manchester Capital Management LLC | 0.01% | Add +39.7% | 1,408 | $67K |
| Capital Analysts, LLC | 0.00% | Reduce -39.8% | 1,390 | $66K |
| Barrett & Company, Inc. | 0.03% | No change | 1,361 | $65K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,350 | $64K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -20.8% | 1,349 | $64K |
| CoreCap Advisors, LLC | 0.00% | Add +50.9% | 1,331 | $63K |
| WR Wealth Planners, LLC | 0.02% | Reduce -5.4% | 1,314 | $62K |
| Main Management LLC | 0.01% | No change | 1,300 | $62K |
| Sound Income Strategies, LLC | 0.00% | Reduce -69.5% | 1,233 | $59K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Reduce -84.6% | 1,220 | $58K |
| Fortitude Family Office, LLC | 0.02% | No change | 1,100 | $52K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -31.2% | 1,073 | $51K |
| Hartford Financial Management Inc. | 0.01% | No change | 1,050 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -58.5% | 1,040 | $49K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,017 | $48K |
| PSI Advisors, LLC | 0.01% | Reduce -11.6% | 988 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -23.7% | 970 | $46K |
| Naples Money Management LLC | 0.04% | Reduce -44.8% | 894 | $42K |
| Consultiva Wealth Management, Corp. | 0.32% | No change | 840 | $40K |
| AlphaMark Advisors, LLC | 0.01% | No change | 825 | $39K |
| Richardson Capital Management LLC | 0.03% | Reduce -92.2% | 801 | $38K |
| Concord Wealth Partners | 0.01% | No change | 791 | $38K |
| Creative Financial Designs Inc. | 0.00% | Add +11.2% | 773 | $37K |
| Winthrop Capital Management, LLC | 0.02% | No change | 762 | $36K |
| Westside Investment Management, Inc. | 0.01% | Add +11.0% | 755 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -7.7% | 746 | $35K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -30.6% | 725 | $34K |
| Montag A & Associates Inc. | 0.00% | No change | 688 | $33K |
| Avondale Wealth Management | 0.02% | No change | 676 | $32K |
| GoalVest Advisory LLC | 0.01% | No change | 670 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 653 | $31K |
| Global Trust Asset Management, LLC | 0.01% | Add +550.0% | 650 | $31K |
| IAG Wealth Partners, LLC | 0.01% | No change | 627 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 625 | $30K |
| Stephens Consulting, LLC | 0.01% | No change | 620 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 618 | $29K |
| Mather Group, Llc. | 0.00% | Reduce -46.1% | 582 | $28K |
| Lindbrook Capital, LLC | 0.00% | Reduce -25.8% | 560 | $27K |
| Creekmur Asset Management LLC | 0.01% | Add +0.2% | 491 | $23K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -36.6% | 485 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 480 | $23K |
| Kings Path Partners LLC | 0.01% | New | 471 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Add +12.5% | 450 | $21K |
| Western Pacific Wealth Management, LP | 0.01% | Reduce -66.4% | 447 | $21K |
| Smithfield Trust Co | 0.00% | Reduce -10.7% | 424 | $21K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -73.2% | 428 | $20K |
| Winch Advisory Services, LLC | 0.01% | No change | 420 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 416 | $20K |
| Breakwater Investment Management | 0.01% | No change | 400 | $19K |
| Caitlin John, LLC | 0.01% | Reduce -7.1% | 327 | $18K |
| Beacon Capital Management, LLC | 0.00% | No change | 383 | $18K |
| Abound Wealth Management | 0.01% | No change | 379 | $18K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -55.6% | 370 | $18K |
| TrinityBridge Ltd | 0.00% | No change | 365 | $17K |
| HM Payson & Co. | 0.00% | No change | 350 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 345 | $16K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -41.2% | 344 | $16K |
| Nemes Rush Group LLC | 0.00% | No change | 317 | $16K |
| Front Row Advisors LLC | 0.01% | Reduce -10.9% | 318 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 308 | $15K |
| Crewe Advisors LLC | 0.00% | Reduce -39.1% | 300 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 300 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $14K |
| Tidemark, LLC | 0.01% | Reduce -11.0% | 298 | $14K |
| Resources Management Corp. /CT/ | 0.00% | No change | 300 | $14K |
| Fairscale Capital, LLC | 0.01% | Reduce -18.8% | 277 | $13K |
| Hemington Wealth Management | 0.00% | New | 284 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 265 | $13K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 259 | $12K |
| Tucker Asset Management LLC | 0.00% | Reduce -21.8% | 259 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 250 | $12K |
| Financial Freedom, LLC | 0.01% | No change | 248 | $12K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 244 | $12K |
| Key Financial Inc | 0.00% | No change | 236 | $11K |
| Horizon Bancorp Inc. | 0.01% | No change | 240 | $11K |
| Tsfg, LLC | 0.00% | Reduce -46.7% | 236 | $11K |
| Quent Capital, LLC | 0.00% | No change | 224 | $11K |
| IFS Advisors, LLC | 0.01% | No change | 213 | $10K |
| Byrne Asset Management LLC | 0.01% | Reduce -19.2% | 210 | $10K |
| Equitec Proprietary Markets, LLC | 0.09% | No change | 200 | $10K |
| WealthCollab, LLC | 0.01% | No change | 200 | $10K |
| Independence Bank of Kentucky | 0.00% | New | 200 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 197 | $9K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -7.4% | 187 | $9K |
| Annapolis Financial Services, LLC | 0.00% | No change | 169 | $8K |
| POM Investment Strategies, LLC | 0.01% | Add +2.4% | 168 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -17.2% | 159 | $8K |
| Nvwm, LLC | 0.00% | Add +823.5% | 157 | $7K |
| Caldwell Trust Co | 0.00% | Reduce -0.6% | 156 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 151 | $7K |
| Milestone Investment Advisors LLC | 0.00% | No change | 150 | $7K |
| Bank of New Hampshire | 0.00% | No change | 140 | $7K |
| Syntrinsic LLC | 0.00% | No change | 135 | $6K |
| Evermay Wealth Management LLC | 0.00% | Add +285.7% | 135 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | Add +30.0% | 130 | $6K |
| Ancora Advisors LLC | 0.00% | Add +54.2% | 128 | $6K |
| Flaharty Asset Management, LLC | 0.00% | New | 125 | $6K |
| CNB Bank | 0.00% | No change | 120 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 120 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | Add +12.3% | 119 | $6K |
| Pittenger & Anderson Inc. | 0.00% | No change | 119 | $6K |
| Graypoint LLC | 0.00% | No change | 118 | $6K |
| City Holding Co. | 0.00% | No change | 105 | $5K |
| Northwest Financial Advisors | 0.00% | New | 102 | $5K |
| Riverview Trust Co | 0.00% | New | 100 | $5K |
| Islay Capital Management, LLC | 0.00% | No change | 100 | $5K |
| American Capital Advisory, LLC | 0.00% | Reduce -41.2% | 100 | $5K |
| PFS Partners, LLC | 0.00% | New | 100 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 100 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -33.3% | 100 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +2400.0% | 100 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 93 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 91 | $4K |
| Whittier Trust Co. | 0.00% | No change | 90 | $4K |
| Bangor Savings Bank | 0.00% | No change | 75 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 73 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 70 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 68 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 64 | $3K |
| Albion Financial Group | 0.00% | Reduce -94.7% | 56 | $3K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 55 | $3K |
| Hobbs Group Advisors, LLC | 0.00% | New | 1,800 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 50 | $2K |
| Mechanics Financial Corp | 0.00% | No change | 50 | $2K |
| Nordwand Advisors, LLC | 0.00% | No change | 50 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -35.7% | 45 | $2K |
| FMR LLC | 0.00% | Add +207.7% | 40 | $2K |
| Washington Growth Strategies LLC | 0.06% | — | 77 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 32 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 30 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 30 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 27 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 27 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 26 | $1K |
| Main Street Group, LTD | 0.00% | Reduce -69.0% | 26 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 15 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 20 | $951 |
| Providence Capital Advisors, LLC | 0.00% | No change | 19 | $903 |
| Oakworth Capital, Inc. | 0.00% | New | 19 | $903 |
| Earned Wealth Advisors, LLC | 0.00% | New | 17 | $808 |
| Compass Wealth Management LLC | 0.00% | No change | 16 | $767 |
| HighMark Wealth Management LLC | 0.00% | No change | 16 | $762 |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 15 | $713 |
| Friedenthal Financial | 0.00% | No change | 13 | $618 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 10 | $476 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -88.2% | 10 | $476 |
| CGC Financial Services, LLC | 0.00% | No change | 10 | $475 |
| Morse Asset Management, Inc | 0.00% | New | 10 | $475 |
| North Star Investment Management Corp. | 0.00% | No change | 8 | $383 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $333 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -76.9% | 3 | $143 |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 3 | $143 |
| Sachetta, LLC | 0.00% | No change | 2 | $96 |
| Assetmark, Inc. | 0.00% | Reduce -88.9% | 1 | $48 |
| MCF Advisors LLC | 0.00% | No change | 1 | $48 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | Reduce -99.5% | 1 | $48 |
| New Millennium Group LLC | 0.00% | No change | 1 | $48 |
| Bessemer Group Inc. | 0.00% | Reduce -97.6% | 9 | $0 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -95.4% | 6 | $0 |
"% of holder's portfolio" is ARKK's weight in each manager's 13F, not the share of ARK Innovation ETF the manager owns.