ARK Innovation ETFARKKETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 575 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings, up 18 from Q1 2025. 92 opened new positions and 69 sold out. The largest holders were Morgan Stanley ($619.7M), Goldman Sachs Group Inc. ($386.2M) and Bank of America Corp. ($303.6M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cathie Wood (0.0% of ARK Investment Management's portfolio).
- Company
- ARK Innovation ETF
- Filed as
- ARK ETF TR (Q2 2025)
- CUSIP
- 00214Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $100.3M |
| Exits | 69 | $86.0M |
All 13F filers, Q1 2025 → Q2 2025: 9,785,949 shares bought and 7,706,835 shares sold, net +2,079,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 575 holders
| Morgan Stanley | 0.04% | Add +23.5% | 8,816,983 | $619.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +26.0% | 5,494,243 | $386.2M |
| Bank of America Corp. | 0.02% | Add +75.0% | 4,318,577 | $303.6M |
| Citigroup Inc. | 0.14% | Add +52.5% | 2,817,800 | $198.1M |
| State of Wisconsin Investment Board | 0.46% | Add +20.0% | 2,674,736 | $188.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -34.0% | 2,566,500 | $180.4M |
| Wells Fargo & Company | 0.04% | Reduce -9.0% | 2,320,974 | $163.1M |
| LPL Financial LLC | 0.05% | Add +5.6% | 2,121,502 | $149.1M |
| Susquehanna International Group, LLP | 0.20% | Add +6.0% | 1,874,705 | $131.8M |
| UBS Group AG | 0.02% | Reduce -26.1% | 1,320,434 | $92.8M |
| Raymond James Financial Inc. | 0.03% | Add +20.7% | 1,126,733 | $79.2M |
| BNP Paribas Financial Markets | 0.06% | Reduce -38.4% | 1,026,946 | $72.2M |
| Parallax Volatility Advisers, L.P. | 1.81% | Add +3405.7% | 525,116 | $36.9M |
| Royal Bank of Canada | 0.01% | Add +26.1% | 471,110 | $33.1M |
| Walleye Capital LLC | 0.29% | Add +5335.1% | 406,436 | $28.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -18.1% | 382,636 | $26.9M |
| Ascension Capital Advisors, Inc. | 11.03% | Add +0.2% | 375,674 | $26.4M |
| Cresset Asset Management, LLC | 0.13% | Reduce -15.1% | 365,971 | $25.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.5% | 352,814 | $24.8M |
| Mission Wealth Management, LP | 0.50% | Add +3.1% | 326,428 | $22.9M |
| Private Advisor Group, LLC | 0.11% | Add +0.1% | 294,662 | $20.7M |
| Venture Visionary Partners LLC | 0.75% | Add +2.6% | 284,547 | $20.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -52.3% | 284,356 | $20.0M |
| Clear Street LLC | 0.12% | New | 280,529 | $19.7M |
| Barclays PLC | 0.01% | Add +351.1% | 278,685 | $19.6M |
| Allianz SE | 0.45% | New | 269,802 | $19.0M |
| Mariner, LLC | 0.03% | Reduce -18.4% | 248,340 | $17.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 240,652 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -9.4% | 239,277 | $16.8M |
| Cetera Investment Advisers | 0.02% | Reduce -25.3% | 210,123 | $14.8M |
| HighTower Advisors, LLC | 0.02% | Add +39.3% | 197,003 | $13.8M |
| Toronto Dominion Bank | 0.03% | Reduce -24.3% | 189,222 | $13.3M |
| Gerber, LLC | 9.32% | Reduce -0.3% | 188,715 | $13.3M |
| Bank of Montreal | 0.01% | Add +2.2% | 184,920 | $13.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.4% | 172,339 | $12.1M |
| Byrne Financial Freedom, LLC | 5.66% | Reduce -1.1% | 161,139 | $11.3M |
| Caption Management, LLC | 1.01% | Reduce -4.6% | 154,700 | $10.9M |
| Titleist Asset Management, LLC | 1.04% | Reduce -1.0% | 149,122 | $10.5M |
| Cwm, LLC | 0.04% | Add +14.4% | 146,719 | $10.3M |
| Wealthfront Advisers LLC | 0.03% | Reduce -5.4% | 142,499 | $10.0M |
| Walleye Trading LLC | 0.23% | Reduce -77.7% | 132,463 | $9.3M |
| Y-Intercept (Hong Kong) Ltd | 0.23% | New | 131,505 | $9.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +15.4% | 120,468 | $8.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.9% | 119,170 | $8.4M |
| Brookstone Capital Management | 0.11% | Reduce -10.1% | 117,043 | $8.2M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +693.8% | 113,347 | $8.0M |
| MML Investors Services, LLC | 0.02% | Add +1.0% | 104,362 | $7.3M |
| SkyOak Wealth, LLC | 1.39% | Reduce -0.1% | 98,689 | $6.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.93% | Reduce -1.0% | 96,329 | $6.8M |
| Blue Sky Capital Consultants Group, Inc. | 3.35% | Add +9.4% | 92,633 | $6.5M |
| Aster Capital Management (DIFC) Ltd | 1.45% | New | 91,210 | $6.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -3.0% | 90,732 | $6.4M |
| Blue Trust, Inc. | 0.07% | Reduce -17.9% | 89,273 | $6.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +64.0% | 88,164 | $6.2M |
| Maven Securities LTD | 1.51% | Add +276.5% | 83,113 | $5.8M |
| Variant Private Wealth, LLC | 5.97% | Add +0.5% | 81,890 | $5.8M |
| Elevation Point Wealth Partners, LLC | 0.44% | Add +23.4% | 80,857 | $5.7M |
| NBZ Investment Advisors LLC | 3.19% | Reduce -5.0% | 79,184 | $5.6M |
| Verition Fund Management LLC | 0.03% | No change | 78,443 | $5.5M |
| Advisory Services Network, LLC | 0.08% | Add +15.1% | 69,823 | $5.3M |
| One Charles Private Wealth Services, LLC | 1.45% | Reduce -2.4% | 73,592 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -16.5% | 73,195 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.5% | 70,716 | $5.0M |
| Stifel Financial Corp. | 0.00% | Reduce -22.0% | 67,905 | $4.8M |
| Clearwater Capital Advisors, LLC | 0.41% | Reduce -8.8% | 64,323 | $4.5M |
| FSC Wealth Advisors, LLC | 2.83% | New | 63,913 | $4.5M |
| Arbor Capital Management Inc. | 3.76% | Add +12.2% | 58,278 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -31.7% | 61,129 | $4.3M |
| Corient Private Wealth LP | 0.01% | Reduce -45.9% | 61,006 | $4.3M |
| Axxcess Wealth Management, LLC | 0.10% | Add +13.2% | 60,721 | $4.3M |
| Holocene Advisors, LP | 0.01% | New | 60,000 | $4.2M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -0.3% | 59,816 | $4.2M |
| TRUE Private Wealth Advisors | 0.45% | Reduce -10.5% | 57,252 | $4.0M |
| Yarbrough Capital, LLC | 0.14% | No change | 56,176 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.11% | New | 55,648 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +49.7% | 55,024 | $3.8M |
| Squarepoint Ops LLC | 0.01% | New | 54,137 | $3.8M |
| Parkwood LLC | 0.34% | No change | 53,300 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -50.0% | 49,472 | $3.5M |
| Smith Anglin Financial, LLC | 0.32% | Reduce -8.1% | 49,499 | $3.5M |
| Millennium Management | 0.00% | Add +76.4% | 49,170 | $3.5M |
| Scotia Capital Inc. | 0.02% | Reduce -10.6% | 48,974 | $3.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -13.6% | 48,841 | $3.4M |
| PFG Advisors | 0.16% | Reduce -4.5% | 48,834 | $3.4M |
| National Philanthropic Trust | 0.05% | New | 48,387 | $3.4M |
| Madison Park Capital Advisors, LLC | 2.74% | Reduce -8.1% | 46,409 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -22.6% | 45,090 | $3.2M |
| Medallion Wealth Advisors, LLC | 1.22% | Reduce -9.6% | 45,544 | $3.2M |
| Integrated Advisors Network LLC | 0.14% | Add +531.8% | 44,397 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -20.6% | 43,446 | $3.1M |
| Whipplewood Advisors, LLC | 1.66% | Add +2948.7% | 42,895 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -0.4% | 42,612 | $3.0M |
| Trek Financial, LLC | 0.19% | Reduce -21.6% | 40,832 | $2.9M |
| Missouri Trust & Investment Co | 0.92% | Reduce -3.0% | 40,210 | $2.8M |
| Cary Street Partners Financial LLC | 0.08% | Add +4.6% | 38,799 | $2.7M |
| Flow Traders U.S. LLC | 0.10% | New | 37,769 | $2.7M |
| Mutual Advisors, LLC | 0.07% | Add +11.3% | 34,252 | $2.6M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -1.7% | 37,014 | $2.6M |
| Creative Planning | 0.00% | Reduce -23.9% | 36,317 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -95.5% | 35,731 | $2.5M |
| Arkadios Wealth Advisors | 0.08% | Add +19.2% | 35,729 | $2.5M |
| Candriam S.C.A. | 0.01% | No change | 35,520 | $2.5M |
| Intrepid Financial Planning Group LLC | 1.05% | Reduce -2.0% | 35,500 | $2.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -8.2% | 35,163 | $2.5M |
| Crescent Grove Advisors, LLC | 0.23% | Reduce -3.8% | 33,859 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.19% | Reduce -19.0% | 33,821 | $2.4M |
| Apella Capital, LLC | 0.06% | Reduce -0.1% | 33,681 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -84.2% | 33,621 | $2.4M |
| JTC Employer Solutions Trustee Ltd | 0.22% | Reduce -2.1% | 32,152 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +8.1% | 32,071 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +1.9% | 31,852 | $2.2M |
| Post Resch Tallon Group Inc. | 2.17% | Reduce -2.5% | 31,848 | $2.2M |
| Purus Wealth Management, LLC | 0.78% | Reduce -2.4% | 31,806 | $2.2M |
| International Assets Investment Management, LLC | 0.18% | Add +44.5% | 31,667 | $2.2M |
| Milestones Private Investment Advisors LLC | 1.51% | — | 28,950 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +1.8% | 28,795 | $2.0M |
| Atlas Private Wealth Advisors | 0.26% | Add +69.4% | 28,760 | $2.0M |
| New World Advisors LLC | 0.43% | Reduce -7.6% | 28,719 | $2.0M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -4.0% | 29,070 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +61.9% | 28,461 | $2.0M |
| Legacy Private Trust Co. | 0.13% | Reduce -10.6% | 28,415 | $2.0M |
| Cassaday & Co Wealth Management LLC | 0.05% | Add +40.1% | 28,257 | $2.0M |
| PFG Investments, LLC | 0.11% | Add +6.9% | 27,333 | $1.9M |
| Nwam LLC | 0.11% | Add +7.2% | 26,773 | $1.9M |
| Arete Wealth Advisors, LLC | 0.13% | Add +41.9% | 26,646 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -42.0% | 26,421 | $1.9M |
| Barnes Pettey Financial Advisors, LLC | 1.22% | Add +0.0% | 26,017 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Reduce -4.5% | 26,006 | $1.8M |
| Stevens Capital Management LP | 0.49% | Reduce -34.2% | 25,473 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -10.1% | 25,316 | $1.8M |
| Money Concepts Capital Corp. | 0.12% | Add +8.6% | 25,311 | $1.8M |
| M Holdings Securities, Inc. | 0.29% | Add +57.7% | 24,214 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.1% | 23,897 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 23,782 | $1.7M |
| WealthTrak Capital Management LLC | 1.33% | Reduce -3.6% | 22,645 | $1.6M |
| Valtrion Capital Management, LLC | 1.91% | Add +7.4% | 22,630 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +34.7% | 22,403 | $1.6M |
| Atom Investors LP | 0.14% | New | 22,106 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Reduce -1.2% | 22,051 | $1.5M |
| Glassman Wealth Services | 0.24% | Add +3.4% | 21,970 | $1.5M |
| Integral Investment Advisors, Inc. | 0.44% | Reduce -8.0% | 21,837 | $1.5M |
| Kraematon Investment Advisors, Inc. | 1.44% | Reduce -7.7% | 21,766 | $1.5M |
| Greykasell Wealth Strategies, Inc. | 0.72% | Reduce -16.2% | 21,519 | $1.5M |
| Guggenheim Capital LLC | 0.01% | No change | 21,520 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.2% | 21,031 | $1.5M |
| United Advisor Group, LLC | 0.25% | Reduce -0.9% | 20,892 | $1.5M |
| Family Manage LLC | 0.22% | No change | 20,708 | $1.5M |
| Moors & Cabot, Inc. | 0.07% | Reduce -1.1% | 20,408 | $1.4M |
| Fortitude Financial, LLC | 1.26% | New | 2,928 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.20% | No change | 20,077 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.1% | 19,777 | $1.4M |
| Tudor Investment Corporation | 0.01% | Reduce -92.0% | 19,600 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.6% | 19,218 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Reduce -2.3% | 19,106 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 19,061 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Reduce -13.1% | 18,960 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -31.8% | 18,846 | $1.3M |
| Carnegie Investment Counsel | 0.03% | Reduce -37.4% | 18,769 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -9.0% | 17,970 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -7.9% | 17,898 | $1.3M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -1.9% | 17,677 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.4% | 17,179 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -85.0% | 16,835 | $1.2M |
| StoneX Group Inc. | 0.06% | Add +41.5% | 16,821 | $1.2M |
| EWG Elevate Inc. | 0.36% | Reduce -0.2% | 16,431 | $1.2M |
| New England Private Wealth Advisors LLC | 0.17% | Reduce -1.6% | 15,136 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -4.1% | 15,942 | $1.1M |
| Edgestream Partners, L.P. | 0.03% | Add +127.8% | 15,552 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.9% | 15,531 | $1.1M |
| Biltmore Family Office, LLC | 0.18% | No change | 15,500 | $1.1M |
| Arax Advisory Partners | 0.05% | Add +9.3% | 15,460 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +30.9% | 15,204 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.3% | 15,142 | $1.1M |
| Retirement Guys Formula LLC | 0.40% | New | 14,969 | $1.1M |
| Wolverine Trading, LLC | 0.03% | Add +150.6% | 14,967 | $1.0M |
| Evolution Wealth Advisors, LLC | 0.15% | Reduce -0.1% | 14,588 | $1.0M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -4.9% | 14,551 | $1.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -8.6% | 14,493 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.6% | 14,458 | $1.0M |
| White Knight Strategic Wealth Advisors, LLC | 0.86% | Reduce -9.1% | 14,333 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +101.0% | 18,675 | $1.0M |
| Sanders Morris Harris LLC | 0.24% | No change | 14,025 | $986K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -1.1% | 13,995 | $984K |
| Sigma Planning Corp | 0.03% | Reduce -4.7% | 13,860 | $974K |
| Centiva Capital, LP | 0.06% | Reduce -54.6% | 13,622 | $957K |
| Guyasuta Investment Advisors Inc. | 0.06% | No change | 13,320 | $936K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.5% | 13,308 | $935K |
| Clear Harbor Asset Management, LLC | 0.07% | Reduce -3.0% | 13,053 | $918K |
| First Heartland Consultants, Inc. | 0.08% | Add +13.4% | 13,036 | $916K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -14.3% | 12,784 | $899K |
| Insigneo Advisory Services, LLC | 0.08% | Add +3.1% | 12,735 | $895K |
| National Bank of Canada | 0.00% | Reduce -69.3% | 12,745 | $895K |
| Straight Path Wealth Management | 0.30% | Add +2.4% | 12,496 | $878K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +10.2% | 12,370 | $869K |
| HBW Advisory Services LLC | 0.11% | Reduce -9.3% | 12,312 | $865K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +3.5% | 12,277 | $863K |
| Zuckerman Investment Group, LLC | 0.08% | No change | 12,250 | $861K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -40.7% | 12,121 | $852K |
| Three Magnolias Financial Advisors, LLC | 0.59% | Reduce -0.7% | 12,051 | $847K |
| Centaurus Financial, Inc. | 0.05% | Add +118.0% | 11,949 | $840K |
| Two Sigma Securities, LLC | 0.10% | New | 11,752 | $826K |
| Atlas Legacy Advisors, LLC | 0.18% | Reduce -15.5% | 11,669 | $820K |
| NavPoint Financial, Inc. | 0.49% | No change | 11,610 | $816K |
| Interactive Financial Advisors, Inc. | 0.40% | Reduce -3.5% | 11,527 | $810K |
| CreativeOne Wealth, LLC | 0.02% | Add +8.1% | 11,402 | $801K |
| D.A. Davidson & Co. | 0.01% | Reduce -5.5% | 11,379 | $800K |
| Relyea Zuckerberg Hanson LLC | 0.09% | Reduce -1.7% | 11,270 | $792K |
| Summit Investment Advisory Services, LLC | 0.34% | Reduce -6.6% | 11,258 | $791K |
| Intellus Advisors LLC | 0.12% | No change | 11,247 | $791K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.9% | 11,208 | $788K |
| Kickstand Ventures, Llc. | 0.18% | Reduce -7.4% | 11,189 | $786K |
| Rainey & Randall Wealth Advisors Inc. | 0.14% | No change | 11,065 | $778K |
| Lido Advisors, LLC | 0.00% | New | 11,029 | $775K |
| ARK Investment Management | 0.01% | Reduce -87.0% | 10,748 | $755K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -4.4% | 10,714 | $753K |
| Stephens Inc. | 0.01% | No change | 10,713 | $753K |
| Bison Wealth, LLC | 0.06% | Reduce -6.2% | 10,029 | $739K |
| Beacon Financial Advisory LLC | 0.19% | Add +9.0% | 10,308 | $725K |
| Banco Santander, S.A. | 0.01% | Reduce -23.4% | 10,300 | $724K |
| Lebenthal Global Advisors, LLC | 0.14% | Reduce -2.8% | 10,298 | $724K |
| American Financial Advisors, LLC | 0.10% | Reduce -16.5% | 10,147 | $713K |
| Significant Wealth Partners LLC | 0.35% | Reduce -1.2% | 10,063 | $707K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -0.6% | 9,953 | $700K |
| Calton & Associates, Inc. | 0.12% | New | 9,691 | $681K |
| Sierra Capital LLC | 0.08% | No change | 9,437 | $663K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -31.4% | 9,234 | $649K |
| Western Wealth Management, LLC | 0.04% | Reduce -5.3% | 9,012 | $633K |
| Cadence Bank | 0.04% | New | 9,000 | $633K |
| Advyzon Investment Management, LLC | 0.14% | Reduce -5.4% | 8,970 | $631K |
| Geneos Wealth Management Inc. | 0.02% | Add +7.6% | 8,964 | $630K |
| Ballew Advisors, Inc | 0.37% | Reduce -3.1% | 8,853 | $629K |
| Good Life Advisors, LLC | 0.04% | Add +3.4% | 8,792 | $618K |
| Stablepoint Partners, LLC | 0.10% | Reduce -6.1% | 8,695 | $611K |
| St. Louis Trust Co | 0.08% | No change | 8,615 | $606K |
| Focus Financial Network, Inc. | 0.02% | Reduce -16.6% | 8,600 | $605K |
| WealthCare Investment Partners, LLC | 0.22% | Reduce -8.5% | 8,442 | $600K |
| L.M. Kohn & Company | 0.16% | Reduce -0.2% | 8,469 | $595K |
| Hanover Advisors Inc. | 0.24% | Reduce -19.9% | 8,331 | $586K |
| Avior Wealth Management, LLC | 0.02% | Add +0.2% | 8,238 | $579K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 8,186 | $575K |
| HB Wealth Management, LLC | 0.00% | Reduce -10.2% | 8,180 | $575K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -4.2% | 8,146 | $573K |
| Richardson Capital Management LLC | 0.30% | Reduce -0.9% | 8,090 | $569K |
| Hilltop Holdings Inc. | 0.04% | Add +4.9% | 8,029 | $564K |
| Compound Planning, Inc. | 0.02% | Add +0.4% | 7,928 | $557K |
| Financial Advocates Investment Management | 0.04% | Add +5.1% | 7,751 | $545K |
| Safeguard Investment Advisory Group, LLC | 0.14% | Reduce -14.7% | 7,736 | $544K |
| BlackRock, Inc. | 0.00% | New | 7,722 | $543K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.8% | 7,671 | $539K |
| Vigilare Wealth Management | 0.20% | New | 7,500 | $527K |
| IFP Advisors, Inc | 0.01% | Reduce -47.4% | 7,470 | $525K |
| Horizon Wealth Management, LLC | 0.09% | Reduce -0.1% | 7,418 | $521K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.1% | 7,373 | $518K |
| PVG Asset Management Corp. | 1.75% | New | 7,323 | $515K |
| Apollon Wealth Management, LLC | 0.01% | Add +9.2% | 7,260 | $510K |
| Tyler-Stone Wealth Management | 0.08% | Reduce -11.3% | 7,246 | $509K |
| &partners | 0.00% | Reduce -9.5% | 7,143 | $502K |
| Verus Capital Partners, LLC | 0.04% | Reduce -32.8% | 7,065 | $497K |
| Trust Co | 0.06% | Reduce -4.4% | 7,019 | $493K |
| Prospect Financial Services LLC | 0.31% | Add +2.9% | 7,009 | $493K |
| Choreo, LLC | 0.01% | Add +0.4% | 6,971 | $490K |
| Global Retirement Partners, LLC | 0.01% | — | 6,968 | $490K |
| RFG Advisory, LLC | 0.01% | Add +6.0% | 6,949 | $488K |
| SimpliFi, Inc. | 0.21% | Reduce -1.3% | 6,931 | $487K |
| Regal Investment Advisors LLC | 0.04% | New | 6,909 | $486K |
| Gilbert & Cook, Inc. | 0.07% | Add +7.6% | 6,881 | $484K |
| Clearstead Trust, LLC | 0.09% | No change | 6,776 | $476K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -1.6% | 6,695 | $471K |
| Total Investment Management Inc. | 0.07% | Reduce -39.9% | 6,683 | $470K |
| Larson Financial Group LLC | 0.02% | Reduce -3.2% | 6,676 | $469K |
| Modern Wealth Management, LLC | 0.01% | Reduce -46.2% | 6,661 | $468K |
| Signaturefd, LLC | 0.01% | Reduce -0.2% | 6,564 | $461K |
| Fiduciary Alliance LLC | 0.03% | Add +2.9% | 6,459 | $454K |
| XML Financial, LLC | 0.04% | Reduce -3.9% | 6,426 | $452K |
| Quantinno Capital Management LP | 0.00% | New | 6,397 | $450K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +20.6% | 6,374 | $448K |
| Phillips Wealth Planners LLC | 0.40% | No change | 6,183 | $438K |
| Diligent Investors, LLC | 0.10% | No change | 6,189 | $435K |
| Principle Wealth Partners LLC | 0.03% | Reduce -43.7% | 6,173 | $434K |
| Kovack Advisors, Inc. | 0.04% | Add +20.8% | 6,132 | $431K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | Reduce -24.6% | 5,899 | $425K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -59.9% | 6,018 | $423K |
| Heritage Wealth Management, Inc. | 0.14% | Add +0.0% | 5,963 | $419K |
| Independent Wealth Network Inc. | 0.15% | Reduce -15.2% | 5,882 | $413K |
| Wedbush Securities Inc. | 0.01% | Reduce -64.3% | 5,866 | $412K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.6% | 5,837 | $410K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 5,800 | $408K |
| Betterment LLC | 0.00% | Reduce -6.3% | 5,793 | $407K |
| Capital Market Strategies LLC | 0.28% | Reduce -6.4% | 5,787 | $407K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -1.1% | 5,755 | $405K |
| Marathon Trading Investment Management LLC | 0.24% | New | 5,674 | $399K |
| Focus Partners Wealth | 0.00% | Reduce -20.0% | 5,673 | $399K |
| Sowell Financial Services LLC | 0.02% | New | 5,600 | $394K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -3.9% | 5,550 | $390K |
| Rossmore Private Capital | 0.04% | No change | 5,472 | $385K |
| Ruggaard & Associates LLC | 0.15% | No change | 5,455 | $383K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -14.3% | 4,956 | $383K |
| Sovran Advisors, LLC | 0.04% | Reduce -8.2% | 5,367 | $381K |
| Csenge Advisory Group | 0.02% | Add +1.1% | 6,744 | $380K |
| Fortress Private Ledger, LLC | 0.17% | Reduce -18.7% | 5,329 | $375K |
| Chiron Capital Management, LLC | 0.33% | Reduce -3.6% | 5,315 | $374K |
| Debussy Capital Management LP | 0.06% | Reduce -0.2% | 5,210 | $366K |
| Navis Wealth Advisors, LLC | 0.31% | No change | 5,169 | $363K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.1% | 5,156 | $362K |
| Doliver Advisors, LP | 0.10% | Reduce -2.7% | 5,089 | $358K |
| IFG Advisory, LLC | 0.02% | Reduce -34.4% | 5,083 | $357K |
| Belpointe Asset Management LLC | 0.01% | New | 5,060 | $356K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -4.4% | 5,046 | $355K |
| WealthShield Partners, LLC | 0.04% | Add +10.9% | 5,038 | $354K |
| Mgo One Seven LLC | 0.01% | New | 5,031 | $354K |
| Heritage Wealth Management, Inc. | 0.27% | Reduce -5.2% | 5,011 | $352K |
| Trilogy Capital Inc. | 0.02% | Reduce -10.8% | 4,985 | $350K |
| Collar Capital Management, LLC | 0.29% | Add +15.2% | 4,969 | $349K |
| One Capital Management, LLC | 0.01% | Add +6.5% | 4,920 | $346K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,845 | $341K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,841 | $340K |
| Essex Financial Services, Inc. | 0.02% | Add +14.3% | 4,826 | $339K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -23.6% | 4,814 | $338K |
| Parallel Advisors, LLC | 0.01% | Reduce -36.2% | 4,778 | $336K |
| Ieq Capital, LLC | 0.00% | Reduce -25.8% | 4,685 | $329K |
| Principal Securities, Inc. | 0.01% | Reduce -29.4% | 4,677 | $329K |
| AlphaStar Capital Management, LLC | 0.02% | New | 4,662 | $328K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -11.4% | 4,635 | $326K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -54.5% | 4,631 | $326K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.2% | 4,618 | $325K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -19.7% | 4,593 | $323K |
| IPG Investment Advisors LLC | 0.06% | Reduce -3.5% | 4,551 | $320K |
| Milestone Asset Management, LLC | 0.07% | Add +7.5% | 4,530 | $318K |
| Oxler Private Wealth LLC | 0.10% | No change | 4,487 | $315K |
| CarsonAllaria Wealth Management, Ltd. | 0.17% | Reduce -2.7% | 4,445 | $312K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.5% | 4,401 | $309K |
| Optivise Advisory Services LLC | 0.16% | Reduce -13.9% | 4,368 | $307K |
| Seven Mile Advisory | 0.18% | Add +0.5% | 4,338 | $305K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -0.8% | 4,338 | $305K |
| Wealth Effects LLC | 0.11% | Reduce -19.9% | 4,325 | $304K |
| PDS Planning, Inc | 0.02% | New | 4,293 | $302K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -16.7% | 4,234 | $298K |
| CIBC Private Wealth Group LLC | 0.00% | Add +70.0% | 4,232 | $297K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -94.3% | 4,213 | $296K |
| Harbour Investments, Inc. | 0.01% | Reduce -60.8% | 4,202 | $295K |
| Powell Investment Advisors, LLC | 0.11% | New | 4,200 | $295K |
| CW Advisors, LLC | 0.00% | New | 4,195 | $295K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 4,174 | $293K |
| Granite Bay Wealth Management, LLC | 0.09% | Reduce -60.1% | 4,167 | $293K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -1.4% | 4,159 | $292K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -37.7% | 4,133 | $290K |
| Obsidian Cio, LLC | 0.04% | Reduce -4.5% | 4,097 | $288K |
| Wealth Alliance Advisory Group, LLC | 0.05% | New | 4,081 | $287K |
| Milestone Asset Management Group, LLC | 0.21% | New | 4,051 | $285K |
| Saxon Interests, Inc. | 0.13% | No change | 5,980 | $285K |
| Synovus Financial Corp. | 0.00% | New | 4,021 | $283K |
| Kuhn & Co Investment Counsel | 0.21% | New | 4,000 | $281K |
| High Net Worth Advisory Group LLC | 0.07% | New | 3,941 | $277K |
| Advisors Management Group Inc. | 0.05% | New | 3,908 | $275K |
| Certuity, LLC | 0.03% | New | 3,888 | $273K |
| Compass Capital Corp. /Ma/ | 0.13% | New | 3,541 | $271K |
| Convergence Financial, LLC | 0.05% | Reduce -19.6% | 3,831 | $269K |
| Covenant Asset Management, LLC | 0.06% | New | 3,809 | $268K |
| Integrity Financial Corp | 0.14% | New | 3,806 | $268K |
| Pacific Sun Financial Corp | 0.14% | New | 3,765 | $265K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 3,755 | $264K |
| Fiduciary Family Office, LLC | 0.09% | New | 3,745 | $263K |
| Brighton Jones LLC | 0.01% | New | 3,743 | $263K |
| N.E.W. Advisory Services LLC | 0.03% | Add +1145.7% | 3,737 | $263K |
| Compass Financial Group, INC | 0.04% | New | 3,691 | $259K |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.8% | 3,644 | $256K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,644 | $256K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,589 | $252K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -1.9% | 3,585 | $252K |
| Visionary Wealth Advisors | 0.01% | New | 3,580 | $252K |
| US Bancorp \de | 0.00% | Reduce -3.2% | 3,507 | $247K |
| NFSG Corp | 0.04% | No change | 3,505 | $246K |
| Waverly Advisors, LLC | 0.00% | New | 3,470 | $244K |
| Certior Financial Group, LLC | 0.19% | New | 3,451 | $243K |
| Retirement Planning Group, LLC / NY | 0.21% | New | 3,409 | $240K |
| World Investment Advisors | 0.01% | New | 3,402 | $239K |
| Intrua Financial, LLC | 0.03% | New | 3,402 | $239K |
| New Century Financial Group, LLC | 0.28% | New | 3,372 | $237K |
| Joel Isaacson & Co., LLC | 0.01% | New | 3,370 | $237K |
| Inscription Capital, LLC | 0.03% | New | 3,349 | $235K |
| KPP Advisory Services LLC | 0.04% | New | 3,328 | $234K |
| Cladis Investment Advisory, LLC | 0.14% | New | 3,275 | $230K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 3,272 | $230K |
| Integrity Alliance, Llc. | 0.01% | Reduce -52.9% | 3,235 | $227K |
| Turim 21 Investimentos Ltda. | 0.04% | No change | 3,235 | $227K |
| Savvy Advisors, Inc. | 0.02% | New | 3,227 | $227K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,208 | $226K |
| AE Wealth Management LLC | 0.00% | Add +1.3% | 3,137 | $221K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 3,062 | $215K |
| Garden State Investment Advisory Services LLC | 0.06% | New | 3,006 | $211K |
| Clientfirst Wealth Management, LLC | 0.22% | New | 3,000 | $211K |
| Family Office Research LLC | 0.10% | New | 2,998 | $211K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,984 | $210K |
| Colonial River Investments, LLC | 0.09% | New | 2,849 | $210K |
| Cantor Fitzgerald, L. P. | 0.01% | Reduce -81.3% | 2,975 | $209K |
| Citizens Financial Group Inc. | 0.00% | New | 2,951 | $207K |
| Meitav Investment House Ltd. | 0.00% | New | 2,940 | $206K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,919 | $205K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,908 | $204K |
| Gateway Wealth Partners, LLC | 0.04% | New | 2,885 | $203K |
| TCP Asset Management, LLC | 0.04% | New | 2,885 | $203K |
| Maridea Wealth Management LLC | 0.05% | New | 2,876 | $202K |
| Rothschild Investment LLC | 0.01% | No change | 2,840 | $200K |
| Lanark Financial, Inc. | 0.02% | Reduce -92.6% | 2,798 | $196K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,773 | $195K |
| Valeo Financial Advisors, LLC | 0.00% | New | 37,452 | $194K |
| Private Trust Co. NA | 0.02% | Reduce -7.2% | 2,731 | $192K |
| Strategic Wealth Investment Group, LLC | 0.27% | New | 2,652 | $186K |
| WPG Advisers, LLC | 0.16% | Reduce -26.6% | 2,636 | $185K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | New | 2,363 | $181K |
| MAI Capital Management | 0.00% | Reduce -3.2% | 2,556 | $180K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,428 | $171K |
| Financial Management Professionals, Inc. | 0.02% | Reduce -1.7% | 2,425 | $170K |
| Comerica Bank | 0.00% | Reduce -5.8% | 2,420 | $170K |
| Spire Wealth Management | 0.01% | Add +65.3% | 2,414 | $170K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.21% | Add +200000.0% | 2,001 | $141K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -15.3% | 1,867 | $131K |
| Christopher J. Hasenberg, Inc | 0.05% | New | 1,816 | $128K |
| Financial Perspectives, Inc | 0.04% | Reduce -47.3% | 1,765 | $124K |
| Marshall & Sterling Wealth Advisors Inc. | 0.08% | No change | 1,725 | $121K |
| Franklin Resources Inc. | 0.00% | New | 1,667 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -86.6% | 1,530 | $108K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,459 | $103K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,310 | $92K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,233 | $87K |
| Barrett & Company, Inc. | 0.03% | No change | 1,231 | $87K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 1,220 | $86K |
| Copia Wealth Management | 0.07% | Reduce -2.8% | 1,186 | $83K |
| Consultiva Wealth Management, Corp. | 0.25% | No change | 1,140 | $80K |
| Wood Tarver Financial Group, LLC | 0.02% | Reduce -10.2% | 1,150 | $80K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -18.5% | 1,100 | $77K |
| Hartford Financial Management Inc. | 0.02% | No change | 1,068 | $75K |
| Kilter Group LLC | 0.04% | New | 1,065 | $75K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 1,030 | $72K |
| Safe Harbor Fiduciary, LLC | 0.07% | No change | 1,000 | $70K |
| Transce3nd, LLC | 0.03% | Reduce -0.8% | 996 | $70K |
| Princeton Global Asset Management LLC | 0.01% | Add +8.7% | 995 | $70K |
| Fifth Third Bancorp | 0.00% | No change | 990 | $70K |
| Opal Wealth Advisors, LLC | 0.02% | Add +1.1% | 943 | $66K |
| Park Square Financial Group, LLC | 0.05% | No change | 939 | $66K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -13.8% | 925 | $65K |
| GoalVest Advisory LLC | 0.02% | No change | 920 | $65K |
| Private Wealth Asset Management, LLC | 0.01% | Add +330.9% | 905 | $64K |
| Fortitude Family Office, LLC | 0.02% | Reduce -17.9% | 903 | $63K |
| Graney & King, LLC | 0.04% | No change | 856 | $60K |
| Activest Wealth Management | 0.01% | Reduce -12.5% | 820 | $58K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +14.1% | 811 | $57K |
| Winthrop Capital Management, LLC | 0.01% | No change | 762 | $54K |
| Creative Financial Designs Inc. | 0.00% | Reduce -4.8% | 682 | $48K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 670 | $47K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 629 | $44K |
| IAG Wealth Partners, LLC | 0.01% | No change | 627 | $44K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 625 | $44K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 599 | $42K |
| Montag A & Associates Inc. | 0.00% | Reduce -15.3% | 583 | $41K |
| Bellwether Advisors, LLC | 0.01% | No change | 519 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +51200.0% | 513 | $36K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +1635.7% | 486 | $34K |
| Delta Asset Management LLC | 0.00% | No change | 480 | $34K |
| SJS Investment Consulting Inc. | 0.01% | Add +4410.0% | 451 | $32K |
| Smithfield Trust Co | 0.00% | No change | 424 | $30K |
| 2UniFi Bank | 0.02% | Add +41.0% | 423 | $30K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 420 | $30K |
| Winch Advisory Services, LLC | 0.01% | No change | 420 | $30K |
| Breakwater Investment Management | 0.01% | No change | 400 | $28K |
| Parkside Financial Bank & Trust | 0.00% | No change | 400 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 385 | $27K |
| Abound Wealth Management | 0.01% | No change | 379 | $27K |
| Avondale Wealth Management | 0.01% | No change | 376 | $26K |
| Beacon Capital Management, LLC | 0.00% | No change | 371 | $26K |
| TrinityBridge Ltd | 0.00% | No change | 365 | $26K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -13.5% | 359 | $25K |
| Capital A Wealth Management, LLC | 0.28% | Reduce -73.1% | 478 | $25K |
| Westside Investment Management, Inc. | 0.00% | Reduce -22.6% | 352 | $25K |
| Trust Co. of Vermont | 0.00% | No change | 345 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 309 | $22K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $21K |
| Fairscale Capital, LLC | 0.02% | No change | 277 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 287 | $20K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 395 | $19K |
| CoreCap Advisors, LLC | 0.00% | Reduce -63.0% | 265 | $19K |
| Tidemark, LLC | 0.01% | Reduce -12.4% | 261 | $18K |
| Tsfg, LLC | 0.00% | No change | 261 | $18K |
| Capital Analysts, LLC | 0.00% | Reduce -5.4% | 263 | $18K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -1.6% | 251 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 250 | $18K |
| HM Payson & Co. | 0.00% | No change | 250 | $18K |
| Banque Transatlantique SA | 0.00% | New | 246 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 244 | $17K |
| Horizon Bancorp Inc. | 0.01% | No change | 240 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 242 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.1% | 226 | $16K |
| Creekmur Asset Management LLC | 0.00% | Reduce -48.6% | 219 | $15K |
| Nemes Rush Group LLC | 0.00% | Reduce -30.4% | 217 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +58.8% | 216 | $15K |
| Kings Path Partners LLC | 0.01% | No change | 216 | $15K |
| IFS Advisors, LLC | 0.01% | No change | 213 | $15K |
| Byrne Asset Management LLC | 0.01% | No change | 210 | $15K |
| Key Financial Inc | 0.00% | No change | 206 | $14K |
| WealthCollab, LLC | 0.01% | No change | 200 | $14K |
| Northwest Capital Management Inc | 0.01% | Reduce -37.1% | 200 | $14K |
| Dagco, Inc. | 0.00% | No change | 200 | $14K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 200 | $14K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $12K |
| Caldwell Trust Co | 0.00% | No change | 156 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 154 | $11K |
| Fairman Group, LLC | 0.01% | No change | 151 | $11K |
| Ancora Advisors LLC | 0.00% | Add +25.8% | 151 | $11K |
| Bank of New Hampshire | 0.00% | No change | 140 | $10K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 133 | $9K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -93.9% | 127 | $9K |
| Financial Gravity Companies, Inc. | 0.00% | — | 125 | $9K |
| Accredited Wealth Management, LLC | 0.01% | No change | 120 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 120 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -48.9% | 143 | $8K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 114 | $8K |
| City Holding Co. | 0.00% | No change | 105 | $7K |
| Riverview Trust Co | 0.01% | No change | 100 | $7K |
| Putney Financial Group LLC | 0.01% | Add +525.0% | 100 | $7K |
| Islay Capital Management, LLC | 0.00% | No change | 100 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 100 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 91 | $6K |
| Whittier Trust Co. | 0.00% | No change | 90 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 87 | $6K |
| North Ridge Wealth Advisors, Inc. | 0.00% | Reduce -5.5% | 86 | $6K |
| ORG Partners LLC | 0.00% | Add +1.3% | 79 | $5K |
| Innovative Advisory Group, LLC | 0.00% | No change | 75 | $5K |
| Hollencrest Capital Management | 0.00% | New | 75 | $5K |
| Concord Wealth Partners | 0.00% | No change | 74 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 73 | $5K |
| PrairieView Partners, LLC | 0.00% | New | 80 | $5K |
| Horizon Investments, LLC | 0.00% | New | 70 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 68 | $5K |
| Goodman Advisory Group, LLC | 0.00% | New | 62 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | Reduce -42.2% | 59 | $4K |
| Albion Financial Group | 0.00% | No change | 57 | $4K |
| Paladin Advisory Group, LLC | 0.00% | New | 55 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 55 | $4K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 55 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 54 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 50 | $4K |
| Mechanics Financial Corp | 0.00% | No change | 50 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 50 | $4K |
| Scarborough Advisors, LLC | 0.00% | New | 41 | $3K |
| Stephens Consulting, LLC | 0.00% | No change | 40 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 37 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 32 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 32 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 30 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 30 | $2K |
| Garde Capital, Inc. | 0.00% | No change | 22 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 22 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $1K |
| Essential Partners LLC | 0.00% | — | 18 | $1K |
| Centricity Wealth Management, LLC | 0.00% | No change | 17 | $1K |
| MTM Investment Management, LLC | 0.00% | New | 17 | $1K |
| Nvwm, LLC | 0.00% | Reduce -85.5% | 17 | $1K |
| HighMark Wealth Management LLC | 0.00% | No change | 16 | $1K |
| Main Street Group, LTD | 0.00% | No change | 16 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 15 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 15 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 9 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 10 | $709 |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $703 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $492 |
| Quaker Wealth Management, LLC | 0.00% | — | 5 | $352 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $351 |
| Truvestments Capital LLC | 0.00% | No change | 4 | $281 |
| Assetmark, Inc. | 0.00% | Add +300.0% | 4 | $281 |
| Sachetta, LLC | 0.00% | No change | 2 | $141 |
| Beacon Capital Management, Inc. | 0.00% | New | 1 | $80 |
| MCF Advisors LLC | 0.00% | No change | 1 | $71 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 1 | $70 |
"% of holder's portfolio" is ARKK's weight in each manager's 13F, not the share of ARK Innovation ETF the manager owns.