ARK Innovation ETFARKKETF
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $77.9M |
| Exits | 99 | $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.