ARK Innovation ETFARKKETF

13F holders, Q4 2024 (December 31)
610holders +68
76new positions
57sold out
4famous investors
$56.77avg. 13F price*

At the end of Q4 2024, 610 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings, up 68 from Q3 2024. 76 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($383.4M), Goldman Sachs Group Inc. ($263.8M) and Bank of America Corp. ($142.4M). 4 famous investors held it, including Cathie Wood (0.0% of ARK Investment Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
ARK Innovation ETF
Filed as
ARK ETF TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions76$122.4M
Exits57$32.2M

All 13F filers, Q3 2024 → Q4 2024: 10,141,121 shares bought and 13,553,917 shares sold, net −3,412,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 610 holders

Morgan Stanley 0.03% Add +30.4% 6,752,825 $383.4M
Goldman Sachs Group Inc. 0.05% Add +77.2% 4,646,310 $263.8M
Bank of America Corp. 0.01% Reduce -19.6% 2,509,175 $142.4M
JPMorgan Chase & Co. 0.01% Reduce -36.6% 2,468,120 $140.1M
UBS Group AG 0.03% Add +80.9% 2,306,010 $130.9M
LPL Financial LLC 0.05% Reduce -10.2% 2,102,316 $119.3M
State of Wisconsin Investment Board 0.28% Add +97.9% 1,883,069 $106.9M
BNP Paribas Financial Markets 0.08% Reduce -50.9% 1,879,821 $106.7M
Susquehanna International Group, LLP 0.16% Add +11.0% 1,862,173 $105.7M
Citigroup Inc. 0.10% Add +42.7% 1,857,408 $105.4M
Wells Fargo & Company 0.02% Reduce -62.7% 1,424,341 $80.9M
Raymond James Financial Inc. 0.02% — 961,529 $54.6M
Royal Bank of Canada 0.01% Reduce -16.8% 630,677 $35.8M
Envestnet Asset Management Inc. 0.01% Add +69.3% 535,428 $30.4M
Healthcare of Ontario Pension Plan Trust Fund 0.06% New 500,000 $28.4M
Osaic Holdings, Inc. 0.06% Reduce -13.0% 465,736 $26.5M
Cresset Asset Management, LLC 0.13% Add +7.3% 465,030 $26.4M
Toronto Dominion Bank 0.05% Add +10526.8% 457,697 $26.0M
Commonwealth Equity Services, LLC 0.04% Reduce -7.3% 457,005 $25.9M
Qube Research & Technologies Ltd 0.04% New 420,064 $23.8M
Mariner, LLC 0.04% Reduce -11.7% 385,468 $21.9M
Cetera Investment Advisers 0.05% Add +19.1% 383,811 $21.8M
Ascension Capital Advisors, Inc. 9.25% Add +5.0% 373,958 $21.2M
Jane Street Group, LLC 0.03% Add +21.8% 368,881 $20.9M
Private Advisor Group, LLC 0.10% Reduce -5.3% 309,340 $17.6M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -17.3% 281,385 $16.0M
Venture Visionary Partners LLC 0.67% Add +3.9% 277,328 $15.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -13.0% 268,193 $15.2M
Baird Financial Group, Inc. 0.02% Add +8.1% 219,750 $12.5M
Gerber, LLC 7.84% Reduce -2.2% 189,545 $10.8M
Bank of Montreal 0.01% Reduce -10.7% 184,065 $10.4M
Citadel Advisors 0.01% Add +167.4% 171,650 $9.7M
Clear Street Derivatives LLC 0.13% New 166,303 $9.4M
Blue Trust, Inc. 0.12% Reduce -89.1% 165,117 $9.4M
Byrne Financial Freedom, LLC 4.15% — 164,419 $9.3M
HighTower Advisors, LLC 0.01% Reduce -5.4% 159,583 $9.1M
Potomac Fund Management Inc. 0.49% — 148,183 $8.4M
Brookstone Capital Management 0.12% Reduce -13.2% 147,848 $8.4M
Bracebridge Capital, LLC 0.82% New 143,000 $8.1M
Balyasny Asset Management L.P. 0.02% Add +299.1% 141,820 $8.1M
Wealthfront Advisers LLC 0.02% Reduce -14.1% 138,838 $7.9M
Truist Financial Corp. 0.01% Reduce -2.9% 136,283 $7.7M
Wolverine Trading, LLC 0.17% New 134,041 $7.7M
MML Investors Services, LLC 0.03% Add +15.2% 129,767 $7.4M
Titleist Asset Management, LLC 0.84% Reduce -4.5% 127,826 $7.3M
One Charles Private Wealth Services, LLC 2.34% Add +6.0% 122,800 $7.0M
Squarepoint Ops LLC 0.02% New 121,535 $6.9M
National Bank of Canada 0.01% Add +575.8% 121,069 $6.9M
Corient Private Wealth LP 0.01% Reduce -5.7% 133,796 $6.8M
Cwm, LLC 0.03% Add +9.0% 115,896 $6.6M
SG Americas Securities, LLC 0.03% Add +4.8% 112,267 $6.4M
Tower Research Capital LLC (TRC) 0.12% Reduce -11.7% 105,582 $6.0M
Kestra Advisory Services, LLC 0.03% Reduce -27.8% 103,768 $5.9M
NewEdge Advisors, LLC 0.04% Add +10.1% 102,764 $5.8M
Strategic Family Wealth Counselors, L.L.C. 1.86% Reduce -14.6% 100,758 $5.7M
GTS Securities LLC 0.27% Add +100.5% 99,094 $5.6M
SkyOak Wealth, LLC 1.19% Reduce -5.5% 98,338 $5.6M
Blair William & Co. 0.02% Add +111.9% 95,908 $5.4M
NBZ Investment Advisors LLC 2.93% — 92,136 $5.2M
Simplex Trading, LLC 0.14% Add +20.4% 86,790 $4.9M
Variant Private Wealth, LLC 4.64% — 85,642 $4.9M
Eisler Capital Management Ltd. 0.16% — 83,309 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -14.7% 83,144 $4.7M
One River Asset Management, LLC 6.98% Add +79.1% 80,582 $4.7M
Blue Sky Capital Consultants Group, Inc. 2.78% — 81,666 $4.6M
Kestra Private Wealth Services, LLC 0.08% Reduce -13.8% 81,201 $4.6M
Thrivent Financial for Lutherans 0.01% Reduce -5.0% 80,042 $4.5M
Verition Fund Management LLC 0.02% No change 78,443 $4.5M
Clearwater Capital Advisors, LLC 0.41% Reduce -4.9% 72,946 $4.1M
Parallax Volatility Advisers, L.P. 0.10% Add +67.3% 72,349 $4.1M
Elevation Point Wealth Partners, LLC 0.32% Reduce -9.2% 68,818 $3.9M
TRUE Private Wealth Advisors 0.47% Add +2.3% 67,754 $3.8M
Stifel Financial Corp. 0.00% Add +3.5% 67,255 $3.8M
OneDigital Investment Advisors LLC 0.04% Reduce -41.1% 64,327 $3.7M
SteelPeak Wealth, LLC 0.15% New 61,867 $3.5M
Atria Wealth Solutions, Inc. 0.04% Reduce -0.8% 60,164 $3.4M
Scotia Capital Inc. 0.02% Reduce -5.8% 58,286 $3.3M
PFG Advisors 0.20% Reduce -5.4% 58,158 $3.3M
Axxcess Wealth Management, LLC 0.08% Reduce -9.2% 57,633 $3.3M
Advisory Services Network, LLC 0.06% Reduce -15.2% 57,121 $3.2M
Yarbrough Capital, LLC 0.12% No change 56,176 $3.2M
Smith Anglin Financial, LLC 0.30% Reduce -8.6% 55,813 $3.2M
Parkwood LLC 0.37% No change 53,300 $3.0M
Sig Brokerage, LP 1.40% — 52,798 $3.0M
Arbor Capital Management Inc. 2.93% Reduce -16.6% 48,457 $3.0M
Kingsview Wealth Management, LLC 0.06% Reduce -3.7% 50,445 $2.9M
Commonwealth Financial Services, LLC 0.56% New 50,086 $2.8M
Madison Park Capital Advisors, LLC 2.26% Reduce -25.2% 49,994 $2.8M
Bleakley Financial Group, LLC 0.08% Add +5.2% 49,272 $2.8M
Barclays PLC 0.00% Reduce -24.6% 49,139 $2.8M
IHT Wealth Management, LLC 0.09% Reduce -40.7% 48,700 $2.8M
Medallion Wealth Advisors, LLC 1.33% — 49,268 $2.7M
Trek Financial, LLC 0.19% New 45,698 $2.6M
Strategic Wealth Investment Group, LLC 0.14% Reduce -9.9% 45,428 $2.6M
CSS LLC 0.46% New 43,320 $2.5M
Rockefeller Capital Management L.P. 0.01% Reduce -3.8% 42,593 $2.4M
TD Waterhouse Canada Inc. 0.02% Reduce -32.5% 42,298 $2.4M
Crescent Grove Advisors, LLC 0.24% Reduce -5.2% 42,173 $2.4M
Marshall Wace, LLP 0.00% New 41,559 $2.4M
Kingswood Wealth Advisors, LLC 0.18% Add +33.4% 41,257 $2.3M
Creative Planning 0.00% Reduce -3.5% 41,065 $2.3M
Walleye Trading LLC 0.05% New 40,996 $2.3M
Greykasell Wealth Strategies, Inc. 1.28% — 40,544 $2.3M
Clark Capital Management Group, Inc. 0.02% New 40,495 $2.3M
White Knight Strategic Wealth Advisors, LLC 0.96% Add +65.8% 40,305 $2.3M
American Financial Advisors, LLC 0.32% Reduce -12.5% 40,131 $2.3M
Cary Street Partners Financial LLC 0.07% — 39,877 $2.3M
Whipplewood Advisors, LLC 1.28% — 39,657 $2.3M
Avantax Advisory Services, Inc. 0.01% Reduce -6.2% 39,615 $2.2M
Sanctuary Advisors, LLC 0.01% Add +8.4% 35,115 $2.2M
Missouri Trust & Investment Co 0.74% Reduce -4.4% 37,175 $2.1M
Intrepid Financial Planning Group LLC 0.89% Reduce -4.8% 36,972 $2.1M
D. E. Shaw & Co. 0.00% Reduce -97.5% 36,333 $2.1M
Equitable Holdings, Inc. 0.02% Reduce -9.1% 36,082 $2.0M
Candriam S.C.A. 0.01% No change 35,520 $2.0M
Apella Capital, LLC 0.08% Reduce -16.8% 34,899 $2.0M
Dynamic Advisor Solutions LLC 0.08% Add +3.0% 34,133 $1.9M
Purus Wealth Management, LLC 0.75% Reduce -15.2% 33,497 $1.9M
JTC Employer Solutions Trustee Ltd 0.13% No change 32,912 $1.9M
ARK Investment Management 0.02% Add +54.2% 33,330 $1.9M
Legacy Private Trust Co. 0.12% Add +0.2% 33,200 $1.9M
Jones Financial Companies LLLP 0.00% Add +208.9% 33,137 $1.9M
New World Advisors LLC 0.45% Reduce -3.8% 32,897 $1.9M
Centiva Capital, LP 0.07% Add +101.5% 32,601 $1.9M
Jaffetilchin Investment Partners, LLC 0.13% Add +226.1% 32,488 $1.8M
Post Resch Tallon Group Inc. 1.79% — 32,397 $1.8M
Merit Financial Group, LLC 0.03% Reduce -2.0% 31,807 $1.8M
Allworth Financial LP 0.01% Add +211.8% 28,597 $1.8M
Captrust Financial Advisors 0.00% Reduce -10.9% 30,187 $1.7M
Mercer Global Advisors Inc. 0.00% Reduce -27.2% 28,779 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +2.6% 28,652 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -21.1% 27,805 $1.6M
DRW Securities, LLC 0.11% Add +11.0% 27,719 $1.6M
Nwam LLC 0.10% Add +3.2% 27,379 $1.6M
Barnes Pettey Financial Advisors, LLC 1.17% Add +0.0% 26,944 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.21% Reduce -17.4% 26,933 $1.5M
Mutual Advisors, LLC 0.04% Reduce -19.8% 26,012 $1.5M
Independent Financial Group, LLC 0.05% Add +25.8% 26,805 $1.5M
International Assets Investment Management, LLC 0.12% Reduce -30.3% 26,053 $1.5M
Grant Private Wealth Management Inc 1.60% — 26,105 $1.5M
Redhawk Wealth Advisors, Inc. 0.20% Reduce -0.8% 25,954 $1.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -16.2% 25,800 $1.5M
Cibc World Market Inc. 0.00% Reduce -5.1% 25,498 $1.4M
Kraematon Investment Advisors, Inc. 1.39% Reduce -9.1% 24,764 $1.4M
PFG Investments, LLC 0.09% Add +4.1% 24,354 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -46.9% 24,083 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +8.9% 23,982 $1.4M
Integral Investment Advisors, Inc. 0.44% Reduce -55.3% 23,945 $1.4M
Money Concepts Capital Corp. 0.10% Reduce -2.9% 23,862 $1.4M
WealthTrak Capital Management LLC 1.13% — 23,627 $1.3M
Strategic Blueprint, LLC 0.08% Reduce -7.5% 23,377 $1.3M
Valtrion Capital Management, LLC 2.82% — 23,319 $1.3M
Guggenheim Capital LLC 0.01% Reduce -0.2% 22,839 $1.3M
Prelude Capital Management, LLC 0.11% Add +127.2% 22,720 $1.3M
Maven Securities LTD 0.20% No change 22,077 $1.3M
Stablepoint Partners, LLC 0.23% Reduce -11.6% 21,921 $1.2M
Sowell Financial Services LLC 0.07% New 21,773 $1.2M
Two Sigma Securities, LLC 0.22% Add +56.4% 21,672 $1.2M
Sloy Dahl & Holst, LLC 0.15% Reduce -2.2% 21,490 $1.2M
United Advisor Group, LLC 0.24% Reduce -4.0% 21,374 $1.2M
Glassman Wealth Services 0.20% No change 21,283 $1.2M
Family Manage LLC 0.20% Reduce -12.7% 21,210 $1.2M
Flow Traders U.S. LLC 0.05% Add +77.0% 21,118 $1.2M
Moors & Cabot, Inc. 0.06% Add +1.3% 20,650 $1.2M
WCG Wealth Advisors LLC 0.08% Reduce -12.2% 20,330 $1.2M
Walleye Capital LLC 0.01% Reduce -95.8% 20,276 $1.2M
J.W. Cole Advisors, Inc. 0.05% Reduce -1.3% 20,247 $1.1M
Empowered Funds, LLC 0.02% New 20,244 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +25.4% 20,029 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +25.4% 20,029 $1.1M
Carnegie Investment Counsel 0.03% Reduce -6.6% 19,795 $1.1M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -37.0% 19,552 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +43.9% 19,017 $1.1M
Capital Investment Advisors, LLC 0.02% Reduce -4.8% 18,911 $1.1M
DAVENPORT & Co LLC 0.01% Reduce -11.7% 18,866 $1.1M
WealthCare Investment Partners, LLC 0.46% Reduce -1.7% 18,660 $1.1M
Atlas Legacy Advisors, LLC 0.25% — 18,423 $1.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -37.2% 18,295 $1.0M
James Reed Financial Services, Inc. 1.08% — 18,262 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -11.6% 18,142 $1.0M
Tudor Investment Corporation 0.01% New 17,993 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +22.0% 17,984 $1.0M
Marathon Trading Investment Management LLC 0.17% New 17,678 $1.0M
Koshinski Asset Management, Inc. 0.08% Add +7.6% 17,397 $988K
New England Private Wealth Advisors LLC 0.15% Reduce -26.0% 17,157 $974K
Arete Wealth Advisors, LLC 0.07% Add +1.8% 17,002 $971K
EWG Elevate Inc. 0.29% Reduce -0.1% 16,732 $950K
Banco Santander, S.A. 0.01% Reduce -25.7% 16,380 $930K
Insigneo Advisory Services, LLC 0.10% Reduce -9.3% 16,210 $920K
Strategic Financial Concepts, LLC 0.17% New 15,999 $908K
Wedbush Securities Inc. 0.03% Reduce -12.1% 15,967 $906K
Ausdal Financial Partners, Inc. 0.08% Add +142.9% 15,576 $884K
HBK Sorce Advisory LLC 0.03% Add +0.5% 15,555 $883K
Biltmore Family Office, LLC 0.15% No change 15,500 $880K
Oppenheimer & Co. Inc. 0.01% Reduce -16.8% 15,271 $867K
Sigma Planning Corp 0.03% Reduce -18.0% 15,220 $864K
Snowden Capital Advisors LLC 0.03% New 15,142 $860K
Aptus Capital Advisors, LLC 0.01% Reduce -4.2% 15,101 $857K
Modern Wealth Management, LLC 0.03% New 15,062 $855K
Evolution Wealth Advisors, LLC 0.14% Reduce -2.6% 14,596 $829K
Sanders Morris Harris LLC 0.12% Reduce -1.3% 14,025 $827K
Parallel Advisors, LLC 0.02% Reduce -32.2% 14,391 $817K
Ground Swell Capital, LLC 1.78% New 14,373 $816K
Retirement Guys Formula LLC 0.41% Reduce -3.5% 14,357 $815K
Gladstone Institutional Advisory LLC 0.04% Add +23.4% 14,257 $809K
Sierra Capital LLC 0.09% No change 13,856 $787K
IFP Advisors, Inc 0.03% Add +0.3% 13,858 $787K
HRT Financial LP 0.00% Reduce -97.1% 13,738 $779K
Wealthcare Advisory Partners LLC 0.02% Add +24.9% 13,713 $778K
Cornerstone Wealth Management, LLC 0.05% Reduce -8.4% 13,652 $775K
Clear Harbor Asset Management, LLC 0.06% Add +10.6% 13,650 $775K
Farther Finance Advisors, LLC 0.03% Reduce -6.2% 13,541 $769K
Guyasuta Investment Advisors Inc. 0.05% No change 13,348 $758K
Zuckerman Investment Group, LLC 0.07% Reduce -22.4% 12,250 $757K
Park Avenue Securities LLC 0.01% Add +211.2% 13,321 $756K
HBW Advisory Services LLC 0.08% Reduce -0.4% 13,274 $754K
Relyea Zuckerberg Hanson LLC 0.10% Reduce -3.7% 13,112 $744K
Focus Financial Network, Inc. 0.03% Add +3.4% 13,020 $739K
Prospera Financial Services Inc 0.02% Reduce -23.8% 12,720 $723K
Straight Path Wealth Management 0.28% Reduce -3.5% 12,542 $712K
Harbour Investments, Inc. 0.02% Reduce -4.5% 12,419 $705K
Perigon Wealth Management, LLC 0.02% Add +3.6% 11,986 $704K
Interactive Financial Advisors, Inc. 0.37% Reduce -5.3% 12,393 $704K
StoneX Group Inc. 0.04% Reduce -9.8% 12,285 $697K
Clarus Wealth Advisors 0.35% Reduce -5.0% 12,291 $697K
Castleview Partners, LLC 0.38% Add +4.5% 12,244 $697K
Three Magnolias Financial Advisors, LLC 0.73% — 12,229 $694K
D.A. Davidson & Co. 0.01% Reduce -0.5% 12,108 $687K
Concurrent Investment Advisors, LLC 0.02% Add +14.3% 12,108 $687K
Empirical Finance, LLC 0.04% New 12,044 $684K
PNC Financial Services Group, Inc. 0.00% Reduce -11.1% 12,004 $681K
Arkadios Wealth Advisors 0.04% Reduce -5.3% 11,956 $679K
Main Street Financial Solutions, LLC 0.07% Add +6.2% 11,808 $670K
Principle Wealth Partners LLC 0.05% Reduce -5.0% 11,775 $668K
Verus Capital Partners, LLC 0.06% Add +1.5% 11,754 $667K
Total Investment Management Inc. 0.09% Reduce -99.1% 11,711 $665K
Sovran Advisors, LLC 0.09% — 11,694 $660K
Stephens Inc. 0.01% Reduce -4.4% 11,373 $646K
Pathstone Holdings, LLC 0.00% Reduce -0.3% 11,369 $645K
Granite Bay Wealth Management, LLC 0.24% Reduce -17.6% 11,344 $644K
Intellus Advisors LLC 0.11% — 11,247 $638K
Bison Wealth, LLC 0.14% Reduce -26.2% 11,196 $636K
Rainey & Randall Wealth Advisors Inc. 0.12% No change 11,065 $628K
Summit Investment Advisory Services, LLC 0.31% Add +4.1% 10,731 $609K
Western Wealth Management, LLC 0.03% Reduce -3.0% 10,715 $608K
Lebenthal Global Advisors, LLC 0.11% Add +1.1% 10,598 $602K
Clear Creek Financial Management, LLC 0.07% Reduce -26.7% 10,594 $601K
Hanover Advisors Inc. 0.25% Reduce -3.0% 10,547 $599K
Kickstand Ventures, Llc. 0.15% Reduce -6.5% 10,491 $596K
Quantitative Investment Management, LLC 0.04% Reduce -52.7% 10,433 $592K
Independent Advisor Alliance 0.01% New 10,405 $591K
Safeguard Investment Advisory Group, LLC 0.16% Reduce -21.0% 10,141 $576K
Cantor Fitzgerald, L. P. 0.02% Reduce -13.6% 10,110 $574K
Two Sigma Investments, LP 0.00% New 10,100 $573K
Advyzon Investment Management, LLC 0.22% — 10,001 $568K
NavPoint Financial, Inc. 0.43% Add +1.0% 9,580 $544K
Garda Capital Partners LP 0.44% New 9,523 $541K
Convergence Financial, LLC 0.11% Reduce -27.0% 9,520 $540K
Ballew Advisors, Inc 0.33% Add +1.6% 9,058 $514K
First Horizon Advisors, Inc. 0.01% Reduce -2.2% 8,972 $509K
Centaurus Financial, Inc. 0.03% Add +52.1% 8,877 $504K
HB Wealth Management, LLC 0.01% Add +1.2% 8,742 $496K
IFG Advisory, LLC 0.03% New 8,740 $496K
Csenge Advisory Group 0.03% Reduce -0.1% 8,732 $496K
Houlihan Financial Resource Group, Ltd. 0.21% Reduce -8.1% 8,727 $495K
Vienna Asset Management LLC 0.33% Reduce -37.6% 8,689 $493K
Geneos Wealth Management Inc. 0.02% Reduce -15.4% 8,687 $493K
St. Louis Trust Co 0.07% No change 8,615 $489K
Private Trust Co. NA 0.05% Add +206.1% 8,592 $488K
First Heartland Consultants, Inc. 0.05% Add +4.5% 8,499 $482K
Foundations Investment Advisors, LLC 0.01% Reduce -11.5% 8,456 $480K
Integrated Advisors Network LLC 0.02% Reduce -17.4% 8,445 $479K
Legacy Financial Group, Inc. 0.15% No change 8,421 $478K
Arkos Global Advisors 0.07% Reduce -0.4% 8,394 $477K
Compound Planning, Inc. 0.02% Add +6.2% 8,304 $471K
Ameriprise Financial Inc. 0.00% New 8,291 $471K
Carolinas Wealth Consulting LLC 0.09% Reduce -0.6% 8,244 $468K
Avidian Wealth Enterprises, LLC 0.02% No change 8,186 $465K
Tyler-Stone Wealth Management 0.08% Reduce -7.6% 8,166 $464K
Beacon Financial Advisory LLC 0.15% Add +7.9% 8,156 $463K
EverSource Wealth Advisors, LLC 0.03% Add +683.2% 8,145 $462K
Richardson Capital Management LLC 0.29% Add +910.0% 8,090 $459K
SignalPoint Asset Management, LLC 0.11% Reduce -1.6% 8,064 $458K
Avior Wealth Management, LLC 0.02% Add +13.1% 8,059 $458K
Debussy Capital Management LP 0.07% Reduce -22.6% 7,471 $454K
L.M. Kohn & Company 0.12% Reduce -4.3% 7,887 $448K
Collaborative Wealth Managment Inc. 0.20% Add +0.6% 7,751 $440K
Weiss Asset Management LP 0.01% New 7,731 $439K
Significant Wealth Partners LLC 0.22% Add +67.6% 7,642 $434K
Stark Wealth Management LLC 0.32% — 7,604 $432K
Prospect Financial Services LLC 0.24% Reduce -5.0% 7,608 $432K
Climber Capital SA 0.35% — 7,802 $428K
Hilltop Holdings Inc. 0.03% Reduce -19.8% 7,461 $424K
Trust Co 0.05% Reduce -6.2% 7,427 $422K
Acorn Financial Advisory Services Inc. 0.07% Reduce -1.0% 7,338 $417K
Capital Market Strategies LLC 0.24% Reduce -5.2% 7,280 $413K
Horizon Wealth Management, LLC 0.07% No change 7,183 $408K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -6.0% 7,157 $406K
Signature Estate & Investment Advisors LLC 0.01% Reduce -17.2% 7,150 $406K
Chiron Capital Management, LLC 0.38% Reduce -12.3% 7,112 $404K
Choreo, LLC 0.01% Reduce -4.0% 7,024 $404K
Strategic Advisors LLC 0.07% Reduce -13.9% 6,920 $393K
Larson Financial Group LLC 0.02% Reduce -11.7% 6,917 $393K
Sovereign Financial Group, Inc. 0.09% Reduce -5.5% 6,801 $386K
Clearstead Trust, LLC 0.08% No change 6,776 $385K
Apollon Wealth Management, LLC 0.01% Add +52.8% 6,705 $381K
LaSalle St. Investment Advisors, LLC 0.12% Reduce -2.9% 6,701 $380K
Betterment LLC 0.00% Reduce -22.7% 6,629 $376K
Archford Capital Strategies, LLC 0.06% Add +0.1% 6,607 $375K
Signaturefd, LLC 0.01% Add +170.8% 6,579 $374K
Independent Wealth Network Inc. 0.15% Reduce -10.5% 6,571 $373K
Vident Advisory, LLC 0.01% Reduce -67.8% 6,546 $372K
Sanctuary Wealth Management, L.L.C. 0.24% Reduce -40.6% 6,497 $369K
Dixon Mitchell Investment Counsel Inc. 0.02% No change 6,448 $366K
Insight Advisors, LLC/ PA 0.06% Reduce -17.0% 6,320 $364K
Principal Securities, Inc. 0.01% Add +96.0% 6,379 $362K
Phillips Wealth Planners LLC 0.36% No change 6,253 $359K
Focus Partners Wealth 0.00% New 6,272 $356K
BluePointe Capital Management, LLC 0.20% Reduce -34.7% 6,194 $352K
Diligent Investors, LLC 0.08% Reduce -15.3% 6,194 $352K
Heritage Wealth Management, Inc. 0.12% No change 6,189 $351K
XML Financial, LLC 0.03% Reduce -34.2% 6,177 $351K
Trilogy Capital Inc. 0.02% Reduce -6.3% 6,150 $349K
Stevens Capital Management LP 0.14% Reduce -91.1% 6,112 $347K
Madison Asset Management, LLC 0.00% Reduce -9.6% 6,082 $345K
Madison Investment Advisors, LLC 0.00% — 6,082 $345K
Heritage Wealth Management, Inc. 0.29% Reduce -9.3% 6,063 $344K
Capital A Wealth Management, LLC 0.56% — 5,980 $339K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.9% 5,831 $331K
Wealth Effects LLC 0.12% Reduce -19.2% 5,800 $329K
Claro Advisors Inc. 0.04% Reduce -10.2% 5,724 $325K
Doliver Advisors, LP 0.09% Reduce -1.9% 5,710 $324K
Financial Advocates Investment Management 0.02% Reduce -4.2% 5,709 $324K
IPG Investment Advisors LLC 0.07% New 5,611 $319K
Ameritas Advisory Services, LLC 0.01% Reduce -33.1% 5,599 $318K
Quadcap Wealth Management, LLC 0.05% Reduce -1.5% 5,593 $317K
New Century Financial Group, LLC 0.13% Reduce -1.1% 5,230 $313K
SimpliFi, Inc. 0.14% No change 5,501 $312K
Rossmore Private Capital 0.04% No change 5,472 $311K
Ruggaard & Associates LLC 0.14% No change 5,455 $310K
Atom Investors LP 0.04% New 5,454 $310K
Saxon Interests, Inc. 0.13% Reduce -17.7% 5,364 $304K
Prime Capital Investment Advisors, LLC 0.00% Reduce -13.7% 5,306 $301K
Family Office Research LLC 0.13% — 5,294 $301K
Intrua Financial, LLC 0.05% Reduce -32.9% 5,282 $300K
Navis Wealth Advisors, LLC 0.33% Reduce -8.6% 5,279 $300K
Clearstead Advisors, LLC 0.00% Reduce -3.1% 5,201 $295K
Silver Oak Securities, Incorporated 0.03% New 5,119 $295K
Caprock Group, LLC 0.01% New 5,169 $293K
Interchange Capital Partners, LLC 0.11% Reduce -7.3% 5,121 $291K
Kovack Advisors, Inc. 0.03% New 5,117 $290K
First Business Financial Services, Inc. 0.03% No change 5,057 $287K
CenterStar Asset Management, LLC 0.63% New 5,016 $285K
Global Retirement Partners, LLC 0.01% Reduce -23.2% 4,992 $283K
Global Assets Advisory, LLC 0.16% Reduce -14.1% 4,944 $281K
Syntegra Private Wealth Group, LLC 0.03% No change 4,841 $275K
Gilbert & Cook, Inc. 0.04% Reduce -14.9% 4,741 $269K
Obsidian Cio, LLC 0.05% Reduce -2.5% 4,722 $268K
Cooper Financial Group 0.03% Reduce -38.7% 4,721 $268K
WPG Advisers, LLC 0.25% — 4,697 $267K
Oxler Private Wealth LLC 0.09% Reduce -36.4% 4,664 $265K
Prudent Investors Network, Inc. 0.08% No change 4,629 $263K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 4,591 $261K
Smith, Moore & Co. 0.02% Reduce -16.1% 4,568 $259K
Beacon Pointe Advisors, LLC 0.00% Reduce -25.2% 4,560 $259K
Guardian Wealth Advisors, LLC / NC 0.02% No change 4,528 $257K
CarsonAllaria Wealth Management, Ltd. 0.15% Reduce -4.4% 4,518 $257K
Ieq Capital, LLC 0.00% Reduce -17.1% 4,501 $256K
SOA Wealth Advisors, LLC. 0.05% No change 4,461 $253K
Maridea Wealth Management LLC 0.08% — 4,450 $253K
Comerica Bank 0.00% Add +57.0% 4,375 $248K
AdvisorNet Financial, Inc 0.02% Reduce -30.2% 4,341 $246K
Milestone Asset Management, LLC 0.05% Reduce -10.0% 4,336 $246K
Wealthspire Advisors, LLC 0.00% Add +1.0% 4,279 $243K
Collar Capital Management, LLC 0.20% — 4,264 $242K
Silvercrest Asset Management Group LLC 0.00% No change 4,219 $240K
Pacific Sun Financial Corp 0.13% Reduce -15.1% 4,199 $238K
PDS Planning, Inc 0.02% Reduce -4.2% 4,188 $238K
Wealth Alliance Advisory Group, LLC 0.05% New 4,081 $232K
RFG Advisory, LLC 0.01% New 4,067 $231K
Synovus Financial Corp. 0.00% New 4,057 $230K
Golden State Wealth Management, LLC 0.03% — 4,055 $230K
Kuhn & Co Investment Counsel 0.19% New 4,000 $227K
Fiduciary Alliance LLC 0.02% New 3,985 $226K
Bank of New York Mellon Corp 0.00% New 3,959 $225K
Cullen/Frost Bankers, Inc. 0.00% Add +8.6% 3,956 $225K
US Bancorp \de 0.00% Add +21.1% 3,955 $225K
SFG Wealth Management, LLC. 0.12% New 3,948 $224K
Advisors Management Group Inc. 0.05% New 3,947 $224K
High Net Worth Advisory Group LLC 0.06% Reduce -15.6% 3,941 $224K
Moneta Group Investment Advisors LLC 0.00% New 3,922 $223K
Certuity, LLC 0.02% New 3,888 $221K
Compass Financial Group, INC 0.04% New 3,879 $220K
Essex Financial Services, Inc. 0.02% New 3,875 $220K
Provenance Wealth Advisors, LLC 0.03% No change 3,873 $220K
Joel Isaacson & Co., LLC 0.01% Reduce -19.4% 3,872 $220K
Optivise Advisory Services LLC 0.12% New 3,846 $219K
Integrity Financial Corp 0.12% New 3,806 $216K
Cladis Investment Advisory, LLC 0.15% Reduce -24.5% 3,775 $214K
Twin Peaks Wealth Advisors, LLC 0.09% New 3,709 $211K
KPP Advisory Services LLC 0.05% New 3,701 $210K
Richmond Brothers, Inc. 0.13% New 3,662 $208K
AlphaStar Capital Management, LLC 0.02% New 3,640 $207K
Certior Financial Group, LLC 0.18% — 3,587 $204K
Turim 21 Investimentos Ltda. 0.05% No change 3,235 $203K
Harvest Investment Services, LLC 0.05% New 3,574 $203K
WealthShield Partners, LLC 0.03% New 3,571 $203K
Savant Capital, LLC 0.00% New 3,568 $203K
Financial Perspectives, Inc 0.07% Reduce -36.8% 3,565 $202K
Transcend Capital Advisors, LLC 0.01% New 3,564 $202K
NFSG Corp 0.05% Reduce -1.0% 3,530 $200K
Retirement Planning Group, LLC / NY 0.22% — 3,523 $200K
Capital Advisors, Ltd. LLC 0.02% Reduce -9.4% 3,354 $190K
Spire Wealth Management 0.01% Add +118.6% 3,273 $186K
Global Financial Private Client, LLC 0.07% Reduce -50.0% 3,146 $179K
AE Wealth Management LLC 0.00% New 3,134 $178K
Northwest Capital Management Inc 0.08% No change 3,108 $176K
MAI Capital Management 0.00% New 3,104 $176K
Oxford Financial Group, LTD. LLC 0.01% Reduce -8.0% 2,919 $166K
Silicon Valley Capital Partners 0.02% No change 2,889 $164K
Rothschild Investment LLC 0.01% No change 2,840 $161K
Marshall Investment Management, LLC 0.09% — 3,307 $157K
Jefferies Financial Group Inc. 0.00% Reduce -64.1% 2,640 $150K
CIBC Private Wealth Group LLC 0.00% Reduce -16.0% 2,490 $147K
Atlatl Advisers LLC 0.09% — 2,560 $145K
Financial Management Professionals, Inc. 0.02% Add +0.9% 2,466 $140K
Sandy Spring Bank 0.01% Add +19.3% 2,231 $127K
Elevation Wealth Partners, LLC 0.05% New 2,205 $125K
Global Trust Asset Management, LLC 0.04% Add +221.5% 2,090 $119K
2UniFi Bank 0.08% — 2,000 $114K
Activest Wealth Management 0.03% Reduce -35.1% 1,863 $106K
Mainstream Capital Management LLC 0.07% New 1,750 $99K
Marshall & Sterling Wealth Advisors Inc. 0.07% — 1,725 $98K
Continuum Advisory, LLC 0.01% No change 1,675 $95K
Concourse Financial Group Securities, Inc. 0.01% Reduce -11.3% 1,487 $92K
Transce3nd, LLC 0.03% — 1,561 $89K
Salem Investment Counselors Inc. 0.00% No change 1,350 $77K
Copia Wealth Management 0.07% — 1,286 $73K
Wood Tarver Financial Group, LLC 0.02% — 1,280 $72K
Sound Income Strategies, LLC 0.00% No change 1,233 $70K
Barrett & Company, Inc. 0.03% Reduce -9.6% 1,231 $70K
Tanglewood Legacy Advisors, LLC 0.03% No change 1,220 $69K
Kestra Investment Management, LLC 0.00% New 1,197 $68K
CoreCap Advisors, LLC 0.00% Reduce -16.9% 1,106 $63K
Fortitude Family Office, LLC 0.02% No change 1,100 $62K
Bay Harbor Wealth Management, LLC 0.02% No change 1,073 $61K
Hartford Financial Management Inc. 0.01% Add +1.7% 1,068 $61K
Graney & King, LLC 0.05% — 1,068 $61K
Park Square Financial Group, LLC 0.04% — 1,039 $59K
WR Wealth Planners, LLC 0.02% Reduce -21.3% 1,034 $59K
Princeton Global Asset Management LLC 0.01% No change 1,017 $58K
Fifth Third Bancorp 0.00% Reduce -75.5% 990 $56K
Oarsman Capital, Inc. 0.01% Reduce -50.3% 979 $56K
Brown, Lisle/Cummings, Inc. 0.02% No change 970 $55K
PSI Advisors, LLC 0.02% Reduce -7.0% 919 $52K
Consultiva Wealth Management, Corp. 0.24% No change 840 $48K
AlphaMark Advisors, LLC 0.02% No change 825 $47K
Concord Wealth Partners 0.01% Reduce -0.9% 784 $45K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 725 $44K
Winthrop Capital Management, LLC 0.01% No change 762 $44K
Manchester Capital Management LLC 0.01% Reduce -46.6% 752 $43K
GPS Wealth Strategies Group, LLC 0.01% Reduce -4.7% 711 $40K
Creative Financial Designs Inc. 0.00% Reduce -9.1% 703 $40K
Montag A & Associates Inc. 0.00% No change 688 $39K
Murphy & Mullick Capital Management Corp 0.04% — 670 $38K
Mather Group, Llc. 0.00% Add +12.9% 657 $37K
Westside Investment Management, Inc. 0.01% Reduce -13.3% 655 $37K
Plante Moran Financial Advisors, LLC 0.00% No change 653 $37K
IAG Wealth Partners, LLC 0.01% No change 627 $36K
Prestige Wealth Management Group LLC 0.01% No change 625 $35K
Cape Investment Advisory, Inc. 0.01% Add +0.8% 623 $35K
GoalVest Advisory LLC 0.01% Reduce -7.5% 620 $35K
Credit Agricole S A 0.00% Reduce -81.2% 563 $32K
Lindbrook Capital, LLC 0.00% No change 560 $32K
Oliver Lagore Vanvalin Investment Group 0.01% Add +61.0% 554 $31K
Bellwether Advisors, LLC 0.01% New 519 $29K
Van Hulzen Asset Management, LLC 0.00% New 500 $28K
Strategic Investment Solutions, Inc. 0.01% No change 485 $28K
Delta Asset Management LLC 0.00% No change 480 $27K
Richards, Merrill & Peterson, Inc. 0.01% — 450 $26K
Western Pacific Wealth Management, LP 0.02% No change 447 $25K
Richard W. Paul & Associates, LLC 0.01% No change 428 $24K
Creekmur Asset Management LLC 0.01% Reduce -13.2% 426 $24K
Smithfield Trust Co 0.00% No change 424 $24K
Winch Advisory Services, LLC 0.01% No change 420 $24K
Glen Eagle Advisors, LLC 0.00% Reduce -0.2% 415 $24K
Breakwater Investment Management 0.01% No change 400 $23K
New Wave Wealth Advisors LLC 0.01% New 400 $23K
Parkside Financial Bank & Trust 0.00% Reduce -11.1% 400 $23K
American National Bank & Trust 0.00% New 400 $23K
HM Payson & Co. 0.00% Add +14.3% 400 $23K
Russell Investments Group, Ltd. 0.00% Add +287.0% 387 $22K
Beacon Capital Management, LLC 0.00% No change 383 $22K
Abound Wealth Management 0.01% No change 379 $22K
Avondale Wealth Management 0.01% Reduce -44.4% 376 $21K
TrinityBridge Ltd 0.00% No change 365 $21K
Trust Co. of Vermont 0.00% No change 345 $20K
Caitlin John, LLC 0.01% Reduce -3.1% 317 $18K
Nemes Rush Group LLC 0.00% Reduce -1.6% 312 $18K
JNBA Financial Advisors 0.00% No change 300 $17K
Harbor Investment Advisory, LLC 0.00% No change 300 $17K
Main Management LLC 0.00% Reduce -76.9% 300 $17K
Tidemark, LLC 0.01% No change 298 $17K
Capital Analysts, LLC 0.00% Reduce -79.5% 285 $16K
Fairscale Capital, LLC 0.01% No change 277 $16K
Tsfg, LLC 0.00% Add +10.6% 261 $15K
C M Bidwell & Associates Ltd. 0.01% No change 259 $15K
Aventura Private Wealth, LLC 0.01% — 251 $14K
Anchor Investment Management, LLC 0.00% No change 250 $14K
Financial Freedom, LLC 0.01% No change 248 $14K
Horizon Bancorp Inc. 0.01% No change 240 $14K
Banque Transatlantique SA 0.00% — 246 $14K
Foster Dykema Cabot & Partners, LLC 0.00% No change 244 $14K
Key Financial Inc 0.00% No change 236 $13K
Quent Capital, LLC 0.00% No change 224 $13K
Kings Path Partners LLC 0.01% Reduce -54.1% 216 $12K
IFS Advisors, LLC 0.01% No change 213 $12K
Byrne Asset Management LLC 0.01% No change 210 $12K
Stonebridge Financial Group, LLC 0.00% — 210 $12K
Coppell Advisory Solutions LLC 0.00% Add +70.6% 203 $12K
WealthCollab, LLC 0.01% No change 200 $11K
Independence Bank of Kentucky 0.00% No change 200 $11K
HHM Wealth Advisors, LLC 0.00% Reduce -35.1% 200 $11K
Tortoise Investment Management, LLC 0.00% No change 200 $11K
Hexagon Capital Partners LLC 0.00% No change 197 $11K
Bogart Wealth, LLC 0.00% Reduce -26.4% 195 $11K
Legend Financial Advisors, Inc. 0.01% New 193 $11K
Sugarloaf Wealth Management, LLC 0.00% New 172 $10K
POM Investment Strategies, LLC 0.01% Reduce -2.4% 164 $9K
Caldwell Trust Co 0.00% No change 156 $9K
Evelyn Partners Investment Management (Europe) Ltd 0.00% — 155 $9K
Physician Wealth Advisors, Inc. 0.00% New 154 $9K
Fairman Group, LLC 0.01% Reduce -95.6% 151 $9K
Milestone Investment Advisors LLC 0.00% No change 150 $9K
Sunbelt Securities, Inc. 0.00% Reduce -23.5% 143 $8K
Bank of New Hampshire 0.00% No change 140 $8K
Tucker Asset Management LLC 0.00% Reduce -46.7% 138 $8K
Flagship Wealth Advisors, LLC 0.00% — 133 $8K
Financial Gravity Companies, Inc. 0.00% New 125 $7K
Stephens Consulting, LLC 0.00% Reduce -80.5% 121 $7K
Horizon Investments, LLC 0.00% New 121 $7K
Accredited Wealth Management, LLC 0.01% — 120 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +20.0% 120 $7K
Morton Brown Family Wealth, LLC 0.00% No change 120 $7K
Ancora Advisors LLC 0.00% Reduce -6.3% 120 $7K
Pittenger & Anderson Inc. 0.00% No change 119 $7K
Graypoint LLC 0.00% No change 118 $7K
Nvwm, LLC 0.00% Reduce -25.5% 117 $7K
Evermay Wealth Management LLC 0.00% Reduce -18.5% 110 $6K
City Holding Co. 0.00% No change 105 $6K
Decker Retirement Planning Inc. 0.00% — 101 $6K
Riverview Trust Co 0.01% No change 100 $6K
Islay Capital Management, LLC 0.00% No change 100 $6K
Noble Wealth Management PBC 0.00% — 100 $6K
Ridgewood Investments LLC 0.00% No change 100 $6K
Ameriflex Group, Inc. 0.00% — 87 $5K
Pension & Wealth Management Advisors, Inc. 0.00% No change 93 $5K
Pacific Center for Financial Services 0.00% No change 91 $5K
Whittier Trust Co. 0.00% No change 90 $5K
North Ridge Wealth Advisors, Inc. 0.00% New 86 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -47.2% 84 $5K
Albion Financial Group 0.00% Add +44.6% 81 $5K
Equitec Proprietary Markets, LLC 0.03% Reduce -62.5% 75 $4K
Innovative Advisory Group, LLC 0.00% — 75 $4K
Iron Horse Wealth Management, LLC 0.00% No change 73 $4K
ORG Partners LLC 0.00% Reduce -98.3% 71 $4K
Global Wealth Strategies & Associates 0.00% No change 70 $4K
Gen-Wealth Partners Inc 0.00% No change 68 $4K
Edmond DE Rothschild Holding S.A. 0.00% No change 55 $3K
Wolff Wiese Magana LLC 0.00% Reduce -15.6% 54 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 45 $3K
American Capital Advisory, LLC 0.00% Reduce -50.0% 50 $3K
Mechanics Financial Corp 0.00% No change 50 $3K
Nordwand Advisors, LLC 0.00% No change 50 $3K
Duncker Streett & Co. Inc. 0.00% No change 32 $2K
CVA Family Office, LLC 0.00% Add +18.5% 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% No change 27 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 26 $1K
Kohmann Bosshard Financial Services, LLC 0.00% New 23 $1K
Anfield Capital Management, LLC 0.00% New 22 $1K
Oakworth Capital, Inc. 0.00% No change 19 $1K
Roble, Belko & Company, Inc 0.00% No change 15 $1K
Bessemer Group Inc. 0.00% No change 9 $1K
Centricity Wealth Management, LLC 0.00% — 17 $965
Compass Wealth Management LLC 0.00% No change 16 $916
HighMark Wealth Management LLC 0.00% No change 16 $911
Main Street Group, LTD 0.00% Reduce -38.5% 16 $909
Putney Financial Group LLC 0.00% — 16 $908
Wilmington Savings Fund Society, FSB 0.00% No change 15 $852
Friedenthal Financial 0.00% No change 13 $739
Lummis Asset Management, LP 0.00% New 13 $738
CGC Financial Services, LLC 0.00% No change 10 $568
Tradewinds Capital Management, LLC 0.00% No change 10 $568
Morse Asset Management, Inc 0.00% No change 10 $568
SJS Investment Consulting Inc. 0.00% No change 10 $568
North Star Investment Management Corp. 0.00% No change 8 $458
Lanark Financial, Inc. 0.04% — 7 $406
FMR LLC 0.00% Reduce -85.0% 6 $341
Vermillion Wealth Management, Inc. 0.00% — 3 $174
Spectrum Wealth Counsel, LLC 0.00% No change 3 $171
Financial Life Planners 0.00% — 2 $116
Sachetta, LLC 0.00% No change 2 $114
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $58
Assetmark, Inc. 0.00% No change 1 $57
MCF Advisors LLC 0.00% No change 1 $57
DHJJ Financial Advisors, Ltd. 0.00% Reduce -66.7% 1 $57
New Millennium Group LLC 0.00% No change 1 $57
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.