ARK Innovation ETFARKKETF

13F holders, Q1 2025 (March 31)
557holders −53
54new positions
99sold out
6famous investors
$47.62avg. 13F price*

At the end of Q1 2025, 557 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings, down 53 from Q4 2024. 54 opened new positions and 99 sold out. The largest holders were Morgan Stanley ($339.7M), Goldman Sachs Group Inc. ($207.5M) and JPMorgan Chase & Co. ($185.1M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions54$77.9M
Exits99$122.3M

All 13F filers, Q4 2024 → Q1 2025: 7,595,834 shares bought and 6,332,577 shares sold, net +1,263,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 557 holders

Morgan Stanley 0.02% Add +5.7% 7,138,592 $339.7M
Goldman Sachs Group Inc. 0.04% Reduce -6.1% 4,360,945 $207.5M
JPMorgan Chase & Co. 0.01% Add +57.6% 3,890,615 $185.1M
Wells Fargo & Company 0.03% Add +79.1% 2,550,454 $121.4M
Bank of America Corp. 0.01% Reduce -1.7% 2,467,142 $117.4M
State of Wisconsin Investment Board 0.27% Add +18.4% 2,229,174 $106.1M
LPL Financial LLC 0.04% Reduce -4.5% 2,008,797 $95.6M
Citigroup Inc. 0.07% Reduce -0.5% 1,847,706 $87.9M
UBS Group AG 0.02% Reduce -22.6% 1,785,725 $85.0M
Susquehanna International Group, LLP 0.14% Reduce -5.0% 1,768,706 $84.2M
BNP Paribas Financial Markets 0.06% Reduce -11.3% 1,667,076 $79.3M
Raymond James Financial Inc. 0.02% Reduce -2.9% 933,304 $44.4M
Citadel Advisors 0.04% Add +365.0% 798,159 $38.0M
D. E. Shaw & Co. 0.04% Add +1540.9% 596,173 $28.4M
Walleye Trading LLC 0.80% Add +1347.2% 593,272 $28.2M
Osaic Holdings, Inc. 0.05% Add +0.3% 467,021 $22.2M
Cresset Asset Management, LLC 0.10% Reduce -7.3% 430,970 $20.5M
Ascension Capital Advisors, Inc. 8.15% Add +0.3% 375,005 $17.8M
Royal Bank of Canada 0.00% Reduce -40.8% 373,632 $17.8M
Commonwealth Equity Services, LLC 0.02% Reduce -23.2% 350,924 $16.7M
Mission Wealth Management, LP 0.38% New 316,599 $15.1M
Mariner, LLC 0.02% Reduce -21.0% 304,386 $14.5M
Jane Street Group, LLC 0.03% Reduce -17.5% 304,297 $14.5M
Private Advisor Group, LLC 0.08% Reduce -4.8% 294,460 $14.0M
Cetera Investment Advisers 0.03% Reduce -26.8% 281,120 $13.4M
Venture Visionary Partners LLC 0.55% Add +0.0% 277,402 $13.2M
Ardmore Road Asset Management LP 1.32% New 270,000 $12.8M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.1% 264,102 $12.6M
Envestnet Asset Management Inc. 0.00% Reduce -52.5% 254,449 $12.1M
Toronto Dominion Bank 0.03% Reduce -45.4% 250,003 $11.9M
Tudor Investment Corporation 0.10% Add +1256.3% 244,043 $11.6M
J. Goldman & Co LP 0.40% New 240,000 $11.4M
Baird Financial Group, Inc. 0.02% Reduce -3.3% 212,537 $10.1M
Gerber, LLC 7.51% Reduce -0.2% 189,250 $9.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -31.4% 184,077 $8.8M
Bank of Montreal 0.00% Reduce -1.7% 180,863 $8.6M
IMC-Chicago, LLC 0.33% New 180,570 $8.6M
Byrne Financial Freedom, LLC 4.40% Reduce -0.9% 162,860 $7.7M
Caption Management, LLC 0.35% New 162,100 $7.7M
Titleist Asset Management, LLC 0.83% Add +17.9% 150,646 $7.2M
Wealthfront Advisers LLC 0.02% Add +8.5% 150,618 $7.2M
HighTower Advisors, LLC 0.01% Reduce -11.3% 141,473 $6.7M
Brookstone Capital Management 0.09% Reduce -11.9% 130,253 $6.2M
Cwm, LLC 0.02% Add +10.7% 128,270 $6.1M
Truist Financial Corp. 0.01% Reduce -10.0% 122,706 $5.8M
Corient Private Wealth LP 0.01% Reduce -15.8% 112,682 $5.4M
Janney Montgomery Scott LLC 0.02% Add +303.1% 112,074 $5.3M
Blue Trust, Inc. 0.07% Reduce -34.1% 108,742 $5.2M
Balyasny Asset Management L.P. 0.01% Reduce -23.5% 108,515 $5.2M
Qube Research & Technologies Ltd 0.01% Reduce -75.1% 104,416 $5.0M
MML Investors Services, LLC 0.02% Reduce -20.4% 103,358 $4.9M
Atria Wealth Solutions, Inc. 0.06% Add +64.4% 98,935 $4.7M
SkyOak Wealth, LLC 1.03% Add +0.5% 98,829 $4.7M
Strategic Family Wealth Counselors, L.L.C. 1.51% Reduce -3.4% 97,327 $4.6M
Renaissance Technologies 0.01% New 94,900 $4.5M
NewEdge Advisors, LLC 0.03% Reduce -9.0% 93,505 $4.4M
Kestra Private Wealth Services, LLC 0.07% Add +10.3% 89,543 $4.3M
Kestra Advisory Services, LLC 0.02% Reduce -15.5% 87,644 $4.2M
Stifel Financial Corp. 0.00% Add +29.4% 87,038 $4.1M
Blue Sky Capital Consultants Group, Inc. 2.63% Add +3.7% 84,697 $4.0M
NBZ Investment Advisors LLC 2.29% Reduce -9.5% 83,362 $4.0M
ARK Investment Management 0.04% Add +148.8% 82,932 $3.9M
Variant Private Wealth, LLC 4.16% Reduce -4.9% 81,472 $3.9M
Verition Fund Management LLC 0.02% No change 78,443 $3.7M
One Charles Private Wealth Services, LLC 1.16% Reduce -38.6% 75,398 $3.6M
Jefferies Financial Group Inc. 0.06% Add +2710.6% 74,201 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -10.9% 74,070 $3.5M
Clearwater Capital Advisors, LLC 0.32% Reduce -3.3% 70,511 $3.4M
Quantitative Investment Management, LLC 0.31% Add +570.1% 69,912 $3.3M
Sovereign Investment Advisors, LLC 1.09% New 62,728 $3.1M
Elevation Point Wealth Partners, LLC 0.27% Reduce -4.8% 65,547 $3.1M
TRUE Private Wealth Advisors 0.37% Reduce -5.6% 63,977 $3.0M
Barclays PLC 0.00% Add +25.7% 61,777 $2.9M
Advisory Services Network, LLC 0.06% Add +6.2% 60,677 $2.9M
Kingsview Wealth Management, LLC 0.05% Add +18.9% 60,004 $2.9M
OneDigital Investment Advisors LLC 0.03% Reduce -9.4% 58,288 $2.8M
IHT Wealth Management, LLC 0.08% Add +16.1% 56,553 $2.7M
Yarbrough Capital, LLC 0.11% No change 56,176 $2.7M
Scotia Capital Inc. 0.01% Reduce -6.0% 54,807 $2.6M
Sanctuary Advisors, LLC 0.02% Add +55.8% 54,709 $2.6M
Smith Anglin Financial, LLC 0.27% Reduce -3.5% 53,839 $2.6M
Rockefeller Capital Management L.P. 0.01% Add +26.3% 53,772 $2.6M
Axxcess Wealth Management, LLC 0.07% Reduce -6.9% 53,654 $2.6M
Parkwood LLC 0.25% No change 53,300 $2.5M
DRW Securities, LLC 0.21% Add +90.3% 52,764 $2.5M
Arbor Capital Management Inc. 2.43% Add +7.2% 51,928 $2.5M
Trek Financial, LLC 0.18% Add +14.0% 52,087 $2.5M
PFG Advisors 0.14% Reduce -12.1% 51,136 $2.4M
Medallion Wealth Advisors, LLC 1.09% Add +2.3% 50,383 $2.4M
Madison Park Capital Advisors, LLC 2.11% Add +1.0% 50,489 $2.4M
Creative Planning 0.00% Add +16.3% 47,739 $2.3M
Blair William & Co. 0.01% Reduce -52.5% 45,522 $2.2M
Avantax Advisory Services, Inc. 0.01% Add +8.0% 42,798 $2.0M
National Bank of Canada 0.00% Reduce -65.7% 41,579 $2.0M
Kingswood Wealth Advisors, LLC 0.18% Add +1.2% 41,754 $2.0M
Missouri Trust & Investment Co 0.69% Add +11.5% 41,460 $2.0M
Eisler Capital Management Ltd. 0.06% Reduce -52.8% 39,328 $1.9M
Whipplewood Advisors, LLC 1.10% Reduce -96.5% 1,407 $1.9M
Stevens Capital Management LP 0.46% Add +533.2% 38,700 $1.8M
Merit Financial Group, LLC 0.03% Add +20.4% 38,303 $1.8M
Garda Capital Partners LP 1.01% Add +297.8% 37,885 $1.8M
Lanark Financial, Inc. 0.15% — 37,820 $1.8M
Bleakley Financial Group, LLC 0.06% Reduce -23.6% 37,666 $1.8M
Jones Financial Companies LLLP 0.00% Add +10.9% 36,766 $1.8M
Cary Street Partners Financial LLC 0.06% Reduce -7.0% 37,104 $1.8M
Intrepid Financial Planning Group LLC 0.80% Reduce -2.1% 36,209 $1.7M
Candriam S.C.A. 0.01% No change 35,520 $1.7M
Crescent Grove Advisors, LLC 0.17% Reduce -16.5% 35,197 $1.7M
Apella Capital, LLC 0.05% Reduce -3.4% 33,697 $1.6M
Mutual Advisors, LLC 0.04% Add +18.3% 30,776 $1.6M
JTC Employer Solutions Trustee Ltd 0.13% Reduce -0.2% 32,854 $1.6M
Purus Wealth Management, LLC 0.66% Reduce -2.7% 32,585 $1.6M
Post Resch Tallon Group Inc. 1.59% Add +0.8% 32,648 $1.5M
Legacy Private Trust Co. 0.10% Reduce -4.3% 31,774 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -8.5% 31,243 $1.5M
New World Advisors LLC 0.33% Reduce -5.5% 31,090 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -28.4% 30,272 $1.4M
Centiva Capital, LP 0.08% Reduce -7.9% 30,034 $1.4M
Arkadios Wealth Advisors 0.05% Add +150.7% 29,971 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Add +3.5% 29,669 $1.4M
Allworth Financial LP 0.01% Reduce -1.5% 28,171 $1.4M
J.W. Cole Advisors, Inc. 0.04% Add +39.7% 28,284 $1.3M
Millennium Management 0.00% New 27,878 $1.3M
Captrust Financial Advisors 0.00% Reduce -8.5% 27,620 $1.3M
Commonwealth Financial Services, LLC 0.27% Reduce -45.5% 27,314 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.17% Add +1.1% 27,224 $1.3M
Carnegie Investment Counsel 0.03% Add +51.5% 29,980 $1.3M
Barnes Pettey Financial Advisors, LLC 0.96% Reduce -3.4% 26,016 $1.2M
Greykasell Wealth Strategies, Inc. 0.65% Reduce -36.7% 25,676 $1.2M
PFG Investments, LLC 0.08% Add +5.0% 25,578 $1.2M
Grant Private Wealth Management Inc 1.28% Reduce -4.3% 24,985 $1.2M
Nwam LLC 0.10% Reduce -8.8% 24,976 $1.2M
BW Gestao de Investimentos Ltda. 0.13% New 24,667 $1.2M
KFG Wealth Management, LLC 0.21% New 24,587 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -15.6% 24,290 $1.2M
Great Valley Advisor Group, Inc. 0.02% Reduce -0.3% 23,918 $1.1M
Integral Investment Advisors, Inc. 0.36% Reduce -0.9% 23,732 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -34.3% 23,694 $1.1M
Kraematon Investment Advisors, Inc. 1.14% Reduce -4.8% 23,586 $1.1M
WealthTrak Capital Management LLC 0.96% Reduce -0.5% 23,500 $1.1M
Money Concepts Capital Corp. 0.08% Reduce -2.3% 23,303 $1.1M
Redhawk Wealth Advisors, Inc. 0.14% Reduce -14.0% 22,313 $1.1M
Maven Securities LTD 0.23% No change 22,077 $1.1M
International Assets Investment Management, LLC 0.09% Reduce -15.9% 21,914 $1.0M
Strategic Blueprint, LLC 0.06% Reduce -6.6% 21,827 $1.0M
Guggenheim Capital LLC 0.01% Reduce -5.8% 21,520 $1.0M
Glassman Wealth Services 0.17% Reduce -0.2% 21,244 $1.0M
Valtrion Capital Management, LLC 1.35% Reduce -9.6% 21,074 $1.0M
United Advisor Group, LLC 0.21% Reduce -1.4% 21,086 $1.0M
HRT Financial LP 0.01% Add +52.5% 20,953 $996K
Family Manage LLC 0.16% Reduce -2.4% 20,708 $985K
Moors & Cabot, Inc. 0.05% Reduce -0.1% 20,632 $982K
SteelPeak Wealth, LLC 0.04% Reduce -67.0% 20,441 $973K
Cassaday & Co Wealth Management LLC 0.03% New 20,166 $959K
Sloy Dahl & Holst, LLC 0.17% Reduce -6.6% 20,077 $955K
WCG Wealth Advisors LLC 0.07% Reduce -2.9% 19,750 $940K
CenterStar Asset Management, LLC 1.34% Add +292.0% 19,663 $936K
Independent Financial Group, LLC 0.03% Reduce -27.0% 19,557 $931K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -0.6% 19,437 $925K
Capital Investment Advisors, LLC 0.02% Add +2.3% 19,337 $920K
Orion Porfolio Solutions, LLC 0.01% Reduce -4.3% 19,178 $912K
Orion Portfolio Solutions, LLC 0.01% Reduce -4.3% 19,178 $912K
Steward Partners Investment Advisory, LLC 0.01% Add +5.8% 19,026 $905K
Arete Wealth Advisors, LLC 0.07% Add +10.4% 18,774 $893K
Atria Investments, Inc 0.01% New 18,031 $858K
Koshinski Asset Management, Inc. 0.07% Add +3.6% 18,017 $857K
Belvedere Trading LLC 0.07% New 17,920 $853K
Cibc World Market Inc. 0.00% Reduce -31.1% 17,577 $836K
Integrated Wealth Concepts LLC 0.01% Reduce -5.0% 17,244 $820K
Stratos Wealth Partners, LTD. 0.01% Reduce -29.2% 17,051 $811K
DAVENPORT & Co LLC 0.00% Reduce -9.7% 17,043 $811K
Atlas Private Wealth Advisors 0.11% New 16,974 $808K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -11.3% 16,876 $803K
Ausdal Financial Partners, Inc. 0.06% Add +6.8% 16,634 $791K
Wealthcare Advisory Partners LLC 0.02% Add +21.2% 16,626 $791K
Tidal Investments LLC 0.01% New 16,500 $785K
EWG Elevate Inc. 0.30% Reduce -1.6% 16,465 $783K
Wedbush Securities Inc. 0.03% Add +2.8% 16,415 $781K
Cantor Fitzgerald, L. P. 0.03% Add +57.7% 15,941 $758K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -13.3% 15,855 $753K
White Knight Strategic Wealth Advisors, LLC 0.69% Reduce -60.9% 15,770 $750K
Atlas Legacy Advisors, LLC 0.19% Reduce -25.0% 13,809 $748K
Biltmore Family Office, LLC 0.13% No change 15,500 $737K
New England Private Wealth Advisors LLC 0.11% Reduce -10.3% 15,390 $732K
M Holdings Securities, Inc. 0.12% New 15,354 $731K
HBK Sorce Advisory LLC 0.02% Reduce -1.6% 15,304 $728K
Snowden Capital Advisors LLC 0.02% Add +0.3% 15,180 $722K
Oppenheimer & Co. Inc. 0.01% Reduce -1.8% 15,003 $714K
Farther Finance Advisors, LLC 0.02% Add +10.2% 14,917 $713K
Parallax Volatility Advisers, L.P. 0.03% Reduce -79.3% 14,979 $713K
Aptus Capital Advisors, LLC 0.01% Reduce -2.6% 14,701 $699K
Evolution Wealth Advisors, LLC 0.12% No change 14,596 $694K
Sigma Planning Corp 0.02% Reduce -4.4% 14,550 $692K
Concurrent Investment Advisors, LLC 0.02% Add +17.9% 14,280 $679K
IFP Advisors, Inc 0.02% Add +2.4% 14,192 $675K
Arax Advisory Partners 0.04% New 14,147 $673K
EverSource Wealth Advisors, LLC 0.04% Add +73.7% 14,144 $673K
Sanders Morris Harris LLC 0.10% No change 14,025 $667K
HBW Advisory Services LLC 0.09% Add +2.2% 13,569 $646K
Clear Harbor Asset Management, LLC 0.05% Reduce -1.5% 13,451 $640K
Thrivent Financial for Lutherans 0.00% Reduce -83.2% 13,450 $640K
Banco Santander, S.A. 0.01% Reduce -17.9% 13,440 $639K
Cornerstone Wealth Management, LLC 0.04% Reduce -2.0% 13,376 $636K
Guyasuta Investment Advisors Inc. 0.04% Reduce -0.2% 13,320 $634K
Global Assets Advisory, LLC 0.12% Add +182.2% 13,952 $630K
Modern Wealth Management, LLC 0.02% Reduce -17.8% 12,381 $589K
Insigneo Advisory Services, LLC 0.06% Reduce -23.8% 12,354 $588K
Zuckerman Investment Group, LLC 0.06% No change 12,250 $583K
Straight Path Wealth Management 0.23% Reduce -2.7% 12,204 $581K
American Financial Advisors, LLC 0.08% Reduce -69.7% 12,157 $578K
Three Magnolias Financial Advisors, LLC 0.49% Reduce -0.8% 12,130 $577K
Kickstand Ventures, Llc. 0.15% Add +15.2% 12,085 $575K
Summit Investment Advisory Services, LLC 0.28% Add +12.3% 12,048 $573K
D.A. Davidson & Co. 0.00% Reduce -0.5% 12,043 $573K
Interactive Financial Advisors, Inc. 0.30% Reduce -3.7% 11,940 $568K
StoneX Group Inc. 0.03% Reduce -3.3% 11,885 $566K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -63.5% 11,868 $565K
Prospera Financial Services Inc 0.01% Reduce -8.7% 11,616 $553K
NavPoint Financial, Inc. 0.39% Add +21.2% 11,610 $552K
First Heartland Consultants, Inc. 0.06% Add +35.3% 11,498 $547K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -12.6% 11,463 $545K
Bison Wealth, LLC 0.05% New 10,696 $544K
PNC Financial Services Group, Inc. 0.00% Reduce -4.8% 11,426 $544K
Perigon Wealth Management, LLC 0.01% Reduce -4.7% 11,420 $543K
Intellus Advisors LLC 0.09% No change 11,247 $535K
Gladstone Institutional Advisory LLC 0.02% Reduce -21.2% 11,229 $534K
Main Street Financial Solutions, LLC 0.05% Reduce -5.1% 11,208 $533K
Total Investment Management Inc. 0.07% Reduce -5.1% 11,117 $529K
Rainey & Randall Wealth Advisors Inc. 0.10% No change 11,065 $526K
Principle Wealth Partners LLC 0.04% Reduce -6.9% 10,965 $522K
Stephens Inc. 0.01% Reduce -5.8% 10,713 $510K
Harbour Investments, Inc. 0.01% Reduce -13.8% 10,709 $510K
Lebenthal Global Advisors, LLC 0.09% No change 10,598 $504K
CreativeOne Wealth, LLC 0.01% New 10,546 $502K
Verus Capital Partners, LLC 0.05% Reduce -10.5% 10,520 $501K
Granite Bay Wealth Management, LLC 0.17% Reduce -7.9% 10,444 $497K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +121.9% 10,189 $496K
Hanover Advisors Inc. 0.21% Reduce -1.4% 10,399 $495K
Focus Financial Network, Inc. 0.02% Reduce -20.8% 10,315 $491K
Significant Wealth Partners LLC 0.25% Add +33.3% 10,185 $485K
Clear Creek Financial Management, LLC 0.05% Reduce -5.5% 10,013 $476K
Western Wealth Management, LLC 0.03% Reduce -11.2% 9,518 $453K
Advyzon Investment Management, LLC 0.16% Reduce -5.2% 9,482 $451K
Beacon Financial Advisory LLC 0.14% Add +15.9% 9,455 $450K
Sierra Capital LLC 0.05% Reduce -31.9% 9,437 $449K
Stablepoint Partners, LLC 0.08% Reduce -57.8% 9,257 $440K
Pathstone Holdings, LLC 0.00% Reduce -18.3% 9,289 $436K
HB Wealth Management, LLC 0.00% Add +4.2% 9,107 $433K
Safeguard Investment Advisory Group, LLC 0.12% Reduce -10.6% 9,065 $431K
Ballew Advisors, Inc 0.28% Add +0.8% 9,134 $419K
WealthCare Investment Partners, LLC 0.17% Reduce -50.5% 9,227 $410K
St. Louis Trust Co 0.06% No change 8,615 $410K
Good Life Advisors, LLC 0.03% New 8,505 $405K
First Horizon Advisors, Inc. 0.01% Reduce -5.3% 8,500 $404K
L.M. Kohn & Company 0.11% Add +7.6% 8,488 $404K
Vienna Asset Management LLC 0.32% Reduce -2.5% 8,472 $403K
Legacy Financial Group, Inc. 0.13% No change 8,421 $401K
Arkos Global Advisors 0.06% No change 8,394 $399K
Geneos Wealth Management Inc. 0.01% Reduce -4.1% 8,333 $397K
Avior Wealth Management, LLC 0.01% Add +2.0% 8,222 $391K
BluePointe Capital Management, LLC 0.15% Add +32.7% 8,221 $391K
Avidian Wealth Enterprises, LLC 0.02% No change 8,186 $389K
Tyler-Stone Wealth Management 0.07% No change 8,166 $389K
Richardson Capital Management LLC 0.24% Add +0.9% 8,160 $388K
&partners 0.00% New 7,890 $384K
Foundations Investment Advisors, LLC 0.01% Reduce -5.1% 8,024 $382K
Ameriprise Financial Inc. 0.00% Reduce -3.4% 8,010 $381K
Townsquare Capital LLC 0.00% New 7,998 $381K
Principal Securities, Inc. 0.01% Add +3.9% 6,629 $376K
Compound Planning, Inc. 0.02% Reduce -4.9% 7,895 $376K
Houlihan Financial Resource Group, Ltd. 0.17% Reduce -10.3% 7,829 $373K
Focus Partners Advisor Solutions, LLC 0.01% Add +9.2% 7,815 $372K
IFG Advisory, LLC 0.02% Reduce -11.4% 7,744 $368K
Advisor Resource Council 0.03% New 7,972 $368K
Carolinas Wealth Consulting LLC 0.08% Reduce -6.2% 7,734 $368K
Hilltop Holdings Inc. 0.02% Add +2.6% 7,655 $364K
Parallel Advisors, LLC 0.01% Reduce -48.0% 7,488 $356K
Walleye Capital LLC 0.00% Reduce -63.1% 7,478 $356K
Horizon Wealth Management, LLC 0.06% Add +3.4% 7,426 $353K
Financial Advocates Investment Management 0.02% Add +29.1% 7,372 $351K
Trust Co 0.04% Reduce -1.1% 7,344 $349K
Focus Partners Wealth 0.00% Add +13.1% 7,095 $338K
Integrated Advisors Network LLC 0.02% Reduce -16.8% 7,027 $334K
SimpliFi, Inc. 0.15% Add +27.6% 7,022 $334K
Choreo, LLC 0.01% Reduce -1.1% 6,945 $330K
Independent Wealth Network Inc. 0.13% Add +5.6% 6,937 $330K
Larson Financial Group LLC 0.02% Reduce -0.3% 6,896 $328K
Integrity Alliance, Llc. 0.01% New 6,864 $327K
Edgestream Partners, L.P. 0.01% New 6,827 $325K
Prospect Financial Services LLC 0.18% Reduce -10.5% 6,809 $324K
Sovereign Financial Group, Inc. 0.07% No change 6,801 $324K
Clearstead Trust, LLC 0.07% No change 6,776 $322K
XML Financial, LLC 0.03% Add +8.2% 6,686 $318K
Apollon Wealth Management, LLC 0.01% Reduce -0.8% 6,651 $316K
Prime Capital Investment Advisors, LLC 0.00% Add +25.1% 6,638 $316K
Signaturefd, LLC 0.01% No change 6,579 $313K
RFG Advisory, LLC 0.01% Add +61.2% 6,555 $312K
Fortress Private Ledger, LLC 0.17% New 6,552 $312K
Gilbert & Cook, Inc. 0.04% Add +34.9% 6,394 $304K
Csenge Advisory Group 0.02% Reduce -23.6% 6,672 $301K
Ieq Capital, LLC 0.00% Add +40.2% 6,310 $300K
Archford Capital Strategies, LLC 0.04% Reduce -4.7% 6,298 $300K
Fiduciary Alliance LLC 0.03% Add +57.6% 6,279 $299K
Marex Group Ltd 0.01% New 6,274 $299K
Diligent Investors, LLC 0.07% Reduce -0.1% 6,189 $294K
Capital Market Strategies LLC 0.20% Reduce -15.1% 6,182 $294K
Betterment LLC 0.00% Reduce -6.8% 6,181 $294K
Wolverine Trading, LLC 0.01% Reduce -95.5% 5,973 $291K
Chicago Partners Investment Group LLC 0.01% New 5,784 $287K
Saxon Interests, Inc. 0.13% Add +11.5% 5,980 $285K
Phillips Wealth Planners LLC 0.30% Reduce -1.1% 6,183 $284K
Heritage Wealth Management, Inc. 0.10% Reduce -3.7% 5,961 $284K
Ameritas Advisory Services, LLC 0.01% Reduce -6.9% 5,213 $284K
Signature Estate & Investment Advisors LLC 0.01% Reduce -17.9% 5,870 $279K
Acorn Financial Advisory Services Inc. 0.05% Reduce -20.7% 5,818 $277K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -77.5% 5,800 $276K
Old Mission Capital LLC 0.01% New 5,799 $276K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.9% 5,777 $275K
Collaborative Wealth Managment Inc. 0.13% Reduce -26.2% 5,719 $272K
Trilogy Capital Inc. 0.01% Reduce -9.1% 5,588 $266K
Sovran Advisors, LLC 0.03% Reduce -50.0% 5,848 $264K
Chiron Capital Management, LLC 0.24% Reduce -22.5% 5,515 $262K
Centaurus Financial, Inc. 0.02% Reduce -38.2% 5,482 $261K
Rossmore Private Capital 0.03% No change 5,472 $260K
Ruggaard & Associates LLC 0.11% No change 5,455 $260K
Wealth Effects LLC 0.11% Reduce -6.9% 5,400 $257K
Heritage Wealth Management, Inc. 0.21% Reduce -12.8% 5,285 $251K
Quadcap Wealth Management, LLC 0.04% Reduce -5.6% 5,279 $251K
LaSalle St. Investment Advisors, LLC 0.06% Reduce -21.1% 5,285 $251K
Insight Advisors, LLC/ PA 0.04% Reduce -17.3% 5,230 $249K
Doliver Advisors, LP 0.07% Reduce -8.4% 5,228 $249K
Debussy Capital Management LP 0.04% Reduce -30.1% 5,220 $248K
Navis Wealth Advisors, LLC 0.24% Reduce -2.1% 5,169 $246K
CSS LLC 0.05% Reduce -88.2% 5,120 $244K
Interchange Capital Partners, LLC 0.07% Reduce -0.7% 5,084 $242K
Kovack Advisors, Inc. 0.03% Reduce -0.8% 5,076 $242K
Optivise Advisory Services LLC 0.14% Add +31.9% 5,072 $241K
Vident Advisory, LLC 0.00% Reduce -23.1% 5,034 $240K
Bank of New York Mellon Corp 0.00% Add +24.0% 4,910 $234K
Clearstead Advisors, LLC 0.00% Reduce -6.8% 4,845 $231K
Syntegra Private Wealth Group, LLC 0.03% No change 4,841 $230K
Bayesian Capital Management, LP 0.04% New 4,776 $227K
Convergence Financial, LLC 0.04% Reduce -50.0% 4,762 $227K
Marshall Wace, LLP 0.00% Reduce -88.6% 4,720 $225K
IPG Investment Advisors LLC 0.05% Reduce -15.9% 4,716 $224K
Claro Advisors Inc. 0.03% Reduce -19.2% 4,626 $220K
One Capital Management, LLC 0.01% New 4,620 $220K
CarsonAllaria Wealth Management, Ltd. 0.13% Add +1.1% 4,570 $217K
WealthShield Partners, LLC 0.03% Add +27.2% 4,543 $216K
Oxler Private Wealth LLC 0.07% Reduce -3.8% 4,487 $213K
Caprock Group, LLC 0.01% Reduce -14.2% 4,436 $211K
AdvisorNet Financial, Inc 0.02% Add +2.1% 4,431 $211K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -3.4% 4,373 $208K
Seven Mile Advisory 0.14% New 4,316 $205K
Collar Capital Management, LLC 0.19% Add +1.2% 4,314 $205K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.9% 4,293 $204K
Obsidian Cio, LLC 0.03% Reduce -9.1% 4,292 $204K
Essex Financial Services, Inc. 0.01% Add +8.9% 4,222 $201K
Silvercrest Asset Management Group LLC 0.00% No change 4,219 $201K
Milestone Asset Management, LLC 0.04% Reduce -2.8% 4,216 $201K
SOA Wealth Advisors, LLC. 0.04% Reduce -15.8% 3,755 $179K
Golden State Wealth Management, LLC 0.03% Reduce -9.9% 3,655 $174K
Cullen/Frost Bankers, Inc. 0.00% Reduce -7.9% 3,644 $173K
US Bancorp \de 0.00% Reduce -8.4% 3,624 $172K
WPG Advisers, LLC 0.16% Reduce -23.5% 3,592 $171K
Lindbrook Capital, LLC 0.02% Add +535.7% 3,560 $169K
NFSG Corp 0.04% Reduce -0.7% 3,505 $167K
Financial Perspectives, Inc 0.05% Reduce -6.1% 3,347 $159K
Capital Advisors, Ltd. LLC 0.02% Reduce -2.4% 3,272 $156K
Turim 21 Investimentos Ltda. 0.04% No change 3,235 $154K
Global Financial Private Client, LLC 0.06% Add +0.9% 3,174 $151K
AE Wealth Management LLC 0.00% Reduce -1.2% 3,096 $147K
Silicon Valley Capital Partners 0.02% No change 2,889 $141K
Private Trust Co. NA 0.01% Reduce -65.8% 2,942 $140K
Oxford Financial Group, LTD. LLC 0.01% No change 2,919 $139K
Rothschild Investment LLC 0.01% No change 2,840 $135K
Marshall Investment Management, LLC 0.08% Reduce -18.4% 2,700 $128K
MAI Capital Management 0.00% Reduce -14.9% 2,641 $126K
Comerica Bank 0.00% Reduce -41.3% 2,568 $122K
Financial Management Professionals, Inc. 0.01% No change 2,466 $117K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +234.9% 2,428 $116K
Elevation Wealth Partners, LLC 0.05% No change 2,205 $105K
CIBC Private Wealth Group LLC 0.00% No change 2,490 $101K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -67.7% 2,084 $99K
Capital A Wealth Management, LLC 0.09% Reduce -70.3% 1,775 $84K
Marshall & Sterling Wealth Advisors Inc. 0.06% No change 1,725 $82K
Continuum Advisory, LLC 0.01% No change 1,675 $80K
Spire Wealth Management 0.00% Reduce -55.4% 1,460 $69K
MGB Wealth Management, LLC 0.02% New 1,433 $68K
Salem Investment Counselors Inc. 0.00% No change 1,350 $64K
Sandy Spring Bank 0.00% Reduce -41.3% 1,310 $62K
Wood Tarver Financial Group, LLC 0.02% No change 1,280 $61K
Sound Income Strategies, LLC 0.00% No change 1,233 $59K
Barrett & Company, Inc. 0.03% No change 1,231 $59K
Copia Wealth Management 0.05% Reduce -5.1% 1,220 $58K
Tanglewood Legacy Advisors, LLC 0.03% No change 1,220 $58K
Consultiva Wealth Management, Corp. 0.19% Add +35.7% 1,140 $54K
Fortitude Family Office, LLC 0.02% No change 1,100 $52K
Bay Harbor Wealth Management, LLC 0.02% No change 1,073 $51K
Hartford Financial Management Inc. 0.01% No change 1,068 $51K
Wealth Preservation Advisors, LLC 0.04% — 1,030 $49K
Transce3nd, LLC 0.02% Reduce -35.7% 1,004 $48K
Safe Harbor Fiduciary, LLC 0.05% New 1,000 $48K
Fifth Third Bancorp 0.00% No change 990 $47K
Park Square Financial Group, LLC 0.04% Reduce -9.6% 939 $45K
Activest Wealth Management 0.01% Reduce -49.7% 937 $45K
Opal Wealth Advisors, LLC 0.01% New 933 $44K
GoalVest Advisory LLC 0.01% Add +48.4% 920 $44K
Princeton Global Asset Management LLC 0.01% Reduce -10.0% 915 $44K
Graney & King, LLC 0.03% Reduce -19.9% 856 $41K
Winthrop Capital Management, LLC 0.01% No change 762 $36K
Manchester Capital Management LLC 0.00% No change 752 $36K
CoreCap Advisors, LLC 0.00% Reduce -35.2% 717 $34K
Creative Financial Designs Inc. 0.00% Add +1.9% 716 $34K
GPS Wealth Strategies Group, LLC 0.00% No change 711 $34K
Montag A & Associates Inc. 0.00% No change 688 $33K
Murphy & Mullick Capital Management Corp 0.03% No change 670 $32K
Mather Group, Llc. 0.00% No change 657 $31K
Plante Moran Financial Advisors, LLC 0.00% Reduce -3.7% 629 $30K
IAG Wealth Partners, LLC 0.00% No change 627 $30K
Prestige Wealth Management Group LLC 0.01% No change 625 $30K
Cape Investment Advisory, Inc. 0.01% Reduce -3.9% 599 $29K
SVB Wealth LLC 0.00% New 596 $28K
Bellwether Advisors, LLC 0.01% No change 519 $25K
Delta Asset Management LLC 0.00% No change 480 $23K
Westside Investment Management, Inc. 0.00% Reduce -30.5% 455 $22K
Richards, Merrill & Peterson, Inc. 0.01% No change 450 $21K
Smithfield Trust Co 0.00% No change 424 $21K
Creekmur Asset Management LLC 0.00% No change 426 $20K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -56.7% 420 $20K
Winch Advisory Services, LLC 0.01% No change 420 $20K
Pine Valley Investments Ltd Liability Co 0.00% New 418 $20K
Glen Eagle Advisors, LLC 0.00% No change 415 $20K
Breakwater Investment Management 0.01% No change 400 $19K
Parkside Financial Bank & Trust 0.00% No change 400 $19K
Strategic Investment Solutions, Inc. 0.01% Reduce -20.6% 385 $18K
Abound Wealth Management 0.01% No change 379 $18K
Avondale Wealth Management 0.01% No change 376 $18K
Beacon Capital Management, LLC 0.00% Reduce -3.1% 371 $18K
TrinityBridge Ltd 0.00% No change 365 $17K
2UniFi Bank 0.01% Reduce -85.0% 300 $17K
Trust Co. of Vermont 0.00% No change 345 $16K
Northwest Capital Management Inc 0.01% Reduce -89.8% 318 $15K
Nemes Rush Group LLC 0.00% No change 312 $15K
Harbor Investment Advisory, LLC 0.00% Add +3.0% 309 $15K
JNBA Financial Advisors 0.00% No change 300 $14K
N.E.W. Advisory Services LLC 0.00% New 300 $14K
Tidemark, LLC 0.01% No change 298 $14K
Russell Investments Group, Ltd. 0.00% Reduce -26.9% 283 $13K
Sunbelt Securities, Inc. 0.00% Add +95.8% 280 $13K
Fairscale Capital, LLC 0.01% No change 277 $13K
Capital Analysts, LLC 0.00% Reduce -2.5% 278 $13K
Aventura Private Wealth, LLC 0.01% Add +1.6% 255 $12K
Tsfg, LLC 0.00% No change 261 $12K
Anchor Investment Management, LLC 0.00% No change 250 $12K
HM Payson & Co. 0.00% Reduce -37.5% 250 $12K
Financial Freedom, LLC 0.01% No change 248 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 244 $12K
Bogart Wealth, LLC 0.00% Add +24.1% 242 $12K
Horizon Bancorp Inc. 0.01% No change 240 $11K
Quent Capital, LLC 0.00% No change 224 $11K
Kings Path Partners LLC 0.01% No change 216 $10K
IFS Advisors, LLC 0.01% No change 213 $10K
Byrne Asset Management LLC 0.01% No change 210 $10K
Private Wealth Asset Management, LLC 0.00% — 210 $10K
Stonebridge Financial Group, LLC 0.00% No change 210 $10K
Key Financial Inc 0.00% Reduce -12.7% 206 $10K
WealthCollab, LLC 0.01% No change 200 $10K
Dagco, Inc. 0.00% New 200 $10K
Independence Bank of Kentucky 0.00% No change 200 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +66.7% 200 $10K
HHM Wealth Advisors, LLC 0.00% No change 200 $10K
Hexagon Capital Partners LLC 0.00% No change 197 $9K
Fairman Group, LLC 0.01% No change 151 $9K
Provenance Wealth Advisors, LLC 0.00% Reduce -95.5% 173 $8K
Caldwell Trust Co 0.00% No change 156 $7K
Physician Wealth Advisors, Inc. 0.00% No change 154 $7K
Milestone Investment Advisors LLC 0.00% No change 150 $7K
Bank of New Hampshire 0.00% No change 140 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +61.9% 136 $6K
Flagship Wealth Advisors, LLC 0.00% No change 133 $6K
Financial Gravity Asset Management, Inc. 0.00% — 125 $6K
Flaharty Asset Management, LLC 0.00% New 125 $6K
Accredited Wealth Management, LLC 0.00% No change 120 $6K
Morton Brown Family Wealth, LLC 0.00% No change 120 $6K
Ancora Advisors LLC 0.00% No change 120 $6K
Pittenger & Anderson Inc. 0.00% No change 119 $6K
Graypoint LLC 0.00% No change 118 $6K
Nvwm, LLC 0.00% No change 117 $6K
C M Bidwell & Associates Ltd. 0.00% Reduce -56.0% 114 $5K
City Holding Co. 0.00% No change 105 $5K
Nalls Sherbakoff Group, LLC 0.00% — 102 $5K
Vision Financial Markets LLC 0.01% New 100 $5K
Riverview Trust Co 0.00% No change 100 $5K
Noble Wealth Management PBC 0.00% No change 100 $5K
Islay Capital Management, LLC 0.00% No change 100 $5K
Ridgewood Investments LLC 0.00% No change 100 $5K
North Ridge Wealth Advisors, Inc. 0.00% Add +5.8% 91 $4K
Pacific Center for Financial Services 0.00% No change 91 $4K
Whittier Trust Co. 0.00% No change 90 $4K
Ameriflex Group, Inc. 0.00% No change 87 $4K
ORG Partners LLC 0.00% Add +9.9% 78 $4K
Innovative Advisory Group, LLC 0.00% No change 75 $4K
Concord Wealth Partners 0.00% Reduce -90.6% 74 $4K
Iron Horse Wealth Management, LLC 0.00% No change 73 $3K
Gen-Wealth Partners Inc 0.00% No change 68 $3K
Albion Financial Group 0.00% Reduce -29.6% 57 $3K
Edmond DE Rothschild Holding S.A. 0.00% No change 55 $3K
Wolff Wiese Magana LLC 0.00% No change 54 $3K
Painted Porch Advisors LLC 0.00% Add +0.0% 50 $2K
American Capital Advisory, LLC 0.00% No change 50 $2K
Mechanics Financial Corp 0.00% No change 50 $2K
Nordwand Advisors, LLC 0.00% No change 50 $2K
Arlington Trust Co LLC 0.00% New 50 $2K
PSI Advisors, LLC 0.00% Reduce -94.7% 49 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 45 $2K
Stephens Consulting, LLC 0.00% Reduce -66.9% 40 $2K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -65.6% 32 $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
Riggs Asset Managment Co. Inc. 0.00% New 28 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 26 $1K
SouthState Bank Corp 0.00% New 26 $1K
1620 Investment Advisors, Inc. 0.00% New 25 $1K
Garde Capital, Inc. 0.00% New 22 $1K
Anfield Capital Management, LLC 0.00% No change 22 $1K
Roble, Belko & Company, Inc 0.00% No change 15 $1K
Coldstream Capital Management Inc. 0.00% New 20 $952
Oakworth Capital, Inc. 0.00% No change 19 $904
Centricity Wealth Management, LLC 0.00% No change 17 $809
Compass Wealth Management LLC 0.00% No change 16 $768
HighMark Wealth Management LLC 0.00% No change 16 $763
Main Street Group, LTD 0.00% No change 16 $762
Putney Financial Group LLC 0.00% No change 16 $761
Parkworth Wealth Management, Inc. 0.00% New 15 $714
Wilmington Savings Fund Society, FSB 0.00% No change 15 $714
Credit Agricole S A 0.00% Reduce -97.9% 12 $571
Evermay Wealth Management LLC 0.00% Reduce -90.9% 10 $480
CGC Financial Services, LLC 0.00% No change 10 $476
Morse Asset Management, Inc 0.00% No change 10 $476
SJS Investment Consulting Inc. 0.00% No change 10 $476
Kiker Wealth Management, LLC 0.00% New 9 $428
North Star Investment Management Corp. 0.00% No change 8 $384
Strengthening Families & Communities, LLC 0.00% No change 7 $333
CVA Family Office, LLC 0.00% Reduce -84.4% 5 $238
Truvestments Capital LLC 0.00% New 4 $190
Spectrum Wealth Counsel, LLC 0.00% No change 3 $143
Sachetta, LLC 0.00% No change 2 $96
Assetmark, Inc. 0.00% No change 1 $49
MCF Advisors LLC 0.00% No change 1 $48
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $48
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $48
Miller Wealth Advisors, LLC 0.00% New 1 $48
Bessemer Group Inc. 0.00% No change 9 $0
McClarren Financial Advisors, Inc. 0.00% New 6 $0
Ulland Investment Advisors, LLC 0.00% New 9 $0

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