ARK Innovation ETFARKKETF
13F holders, Q3 2025 (September 30)623holders +48
111new positions
49sold out
5famous investors
$86.26avg. 13F price*
At the end of Q3 2025, 623 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings, up 48 from Q2 2025. 111 opened new positions and 49 sold out. The largest holders were Morgan Stanley ($750.5M), Goldman Sachs Group Inc. ($457.5M) and UBS Group AG ($396.0M). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- ARK Innovation ETF
- Filed as
- ARK ETF TR (Q3 2025)
- CUSIP
- 00214Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $127.0M |
| Exits | 49 | $73.8M |
All 13F filers, Q2 2025 → Q3 2025: 9,574,490 shares bought and 6,579,940 shares sold, net +2,994,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| Morgan Stanley | 0.05% | Reduce -1.4% | 8,696,807 | $750.5M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -3.5% | 5,300,928 | $457.5M |
| UBS Group AG | 0.08% | Add +247.5% | 4,588,591 | $396.0M |
| JPMorgan Chase & Co. | 0.02% | Add +51.5% | 3,886,920 | $335.4M |
| Citigroup Inc. | 0.19% | Add +15.1% | 3,243,380 | $279.9M |
| State of Wisconsin Investment Board | 0.56% | Add +4.8% | 2,804,304 | $242.0M |
| Bank of America Corp. | 0.02% | Reduce -41.1% | 2,545,381 | $219.7M |
| LPL Financial LLC | 0.05% | Add +2.5% | 2,175,652 | $187.8M |
| Wells Fargo & Company | 0.03% | Reduce -32.2% | 1,572,756 | $135.7M |
| Susquehanna International Group, LLP | 0.19% | Reduce -17.8% | 1,540,732 | $133.0M |
| Raymond James Financial Inc. | 0.03% | Reduce -19.5% | 906,986 | $78.3M |
| Qube Research & Technologies Ltd | 0.11% | Add +634.7% | 885,121 | $76.4M |
| D. E. Shaw & Co. | 0.06% | Add +175.1% | 782,117 | $67.6M |
| BNP Paribas Financial Markets | 0.05% | Reduce -32.0% | 697,894 | $60.2M |
| Toronto Dominion Bank | 0.08% | Add +151.9% | 476,691 | $41.1M |
| Quadrature Capital Ltd | 0.46% | New | 453,929 | $39.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +17.1% | 413,265 | $35.7M |
| Royal Bank of Canada | 0.01% | Reduce -19.3% | 380,257 | $32.8M |
| Ascension Capital Advisors, Inc. | 12.42% | Reduce -1.6% | 369,725 | $31.9M |
| Cresset Asset Management, LLC | 0.14% | Add +1.0% | 369,634 | $31.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -2.8% | 371,888 | $29.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +34.2% | 321,150 | $27.7M |
| Mission Wealth Management, LP | 0.57% | Reduce -1.8% | 320,673 | $27.7M |
| Maven Securities LTD | 4.85% | Add +252.7% | 293,101 | $25.3M |
| Venture Visionary Partners LLC | 0.85% | Add +0.9% | 287,094 | $24.8M |
| Private Advisor Group, LLC | 0.11% | Reduce -8.8% | 268,851 | $23.2M |
| Cetera Investment Advisers | 0.03% | Add +21.8% | 255,923 | $22.1M |
| Citadel Advisors | 0.02% | Add +594.2% | 248,044 | $21.4M |
| Mariner, LLC | 0.02% | Reduce -15.6% | 209,592 | $18.1M |
| Barclays PLC | 0.01% | Reduce -25.4% | 208,028 | $18.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.9% | 207,184 | $17.9M |
| HighTower Advisors, LLC | 0.02% | Add +4.9% | 206,717 | $17.8M |
| Gerber, LLC | 9.24% | Reduce -9.7% | 170,392 | $14.7M |
| Cwm, LLC | 0.04% | Add +15.5% | 169,427 | $14.6M |
| Wealthfront Advisers LLC | 0.03% | Add +5.9% | 150,859 | $13.0M |
| Titleist Asset Management, LLC | 1.12% | Reduce -1.1% | 147,425 | $12.7M |
| Bank of Montreal | 0.01% | Reduce -21.2% | 145,669 | $12.6M |
| Potomac Fund Management Inc. | 0.53% | New | 144,891 | $12.5M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +10.9% | 125,727 | $10.9M |
| Quantitative Investment Management, LLC | 1.42% | New | 118,425 | $10.2M |
| Brookstone Capital Management | 0.12% | Reduce -1.5% | 115,242 | $9.9M |
| Byrne Financial Freedom, LLC | 4.87% | Reduce -29.6% | 113,463 | $9.8M |
| Truist Financial Corp. | 0.01% | Reduce -8.0% | 109,624 | $9.5M |
| Y-Intercept (Hong Kong) Ltd | 0.22% | Reduce -18.3% | 107,381 | $9.3M |
| Centiva Capital, LP | 0.86% | Add +681.6% | 106,469 | $9.2M |
| NewEdge Advisors, LLC | 0.04% | Add +14.6% | 103,987 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +14.8% | 101,223 | $8.7M |
| SkyOak Wealth, LLC | 1.56% | Reduce -3.1% | 95,588 | $8.2M |
| Blue Sky Capital Consultants Group, Inc. | 3.62% | Add +3.1% | 95,513 | $8.2M |
| Strategic Family Wealth Counselors, L.L.C. | 2.10% | Reduce -1.8% | 94,571 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -47.6% | 90,335 | $7.8M |
| Advisory Services Network, LLC | 0.11% | Add +28.4% | 89,675 | $7.7M |
| MML Investors Services, LLC | 0.02% | Reduce -18.4% | 85,190 | $7.4M |
| Variant Private Wealth, LLC | 6.42% | Reduce -1.6% | 80,539 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +9.4% | 80,077 | $6.9M |
| Verition Fund Management LLC | 0.04% | No change | 78,443 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.9% | 75,624 | $6.7M |
| Hudson Bay Capital Management LP | 0.05% | New | 76,366 | $6.6M |
| Blue Trust, Inc. | 0.07% | Reduce -14.8% | 76,041 | $6.6M |
| NBZ Investment Advisors LLC | 3.37% | Reduce -5.8% | 74,566 | $6.4M |
| EWG Elevate Inc. | 1.99% | Add +348.5% | 73,695 | $6.4M |
| One Charles Private Wealth Services, LLC | 1.65% | Reduce -1.4% | 72,575 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +34.6% | 74,055 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +342.3% | 68,696 | $5.9M |
| Axxcess Wealth Management, LLC | 0.12% | Add +11.7% | 67,826 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -4.6% | 64,758 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.9% | 64,140 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.27% | Add +184.2% | 63,658 | $5.5M |
| Kingsview Wealth Management, LLC | 0.08% | Add +6.2% | 63,504 | $5.5M |
| FSC Wealth Advisors, LLC | 3.14% | Reduce -1.4% | 63,033 | $5.4M |
| Elevation Point Wealth Partners, LLC | 0.35% | Reduce -27.1% | 58,940 | $5.1M |
| Yarbrough Capital, LLC | 0.15% | No change | 56,176 | $4.8M |
| Arete Wealth Advisors, LLC | 0.30% | Add +110.5% | 56,080 | $4.8M |
| Parkwood LLC | 0.45% | No change | 53,300 | $4.6M |
| Arbor Capital Management Inc. | 3.67% | Reduce -10.8% | 52,009 | $4.6M |
| Reyes Financial Architecture, Inc. | 3.04% | New | 51,809 | $4.5M |
| Scotia Capital Inc. | 0.02% | Add +3.8% | 50,812 | $4.4M |
| National Philanthropic Trust | 0.05% | No change | 48,387 | $4.2M |
| PFG Advisors | 0.17% | Reduce -1.0% | 48,352 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -20.8% | 48,319 | $4.2M |
| Tudor Investment Corporation | 0.03% | Add +142.4% | 47,509 | $4.1M |
| IHT Wealth Management, LLC | 0.10% | Reduce -4.8% | 46,493 | $4.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +2.6% | 46,279 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.2% | 44,399 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 44,351 | $3.8M |
| Madison Park Capital Advisors, LLC | 3.13% | Reduce -4.8% | 44,202 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +131.5% | 44,126 | $3.8M |
| Tower Research Capital LLC (TRC) | 0.10% | Reduce -23.3% | 42,661 | $3.7M |
| Arkadios Wealth Advisors | 0.09% | Add +18.9% | 42,468 | $3.7M |
| Whipplewood Advisors, LLC | 2.37% | Reduce -2.6% | 41,794 | $3.6M |
| Arax Advisory Partners | 0.05% | Add +247.4% | 53,714 | $3.6M |
| Medallion Wealth Advisors, LLC | 1.28% | Reduce -8.6% | 41,613 | $3.6M |
| TRUE Private Wealth Advisors | 0.37% | Reduce -27.5% | 41,521 | $3.6M |
| Integrated Advisors Network LLC | 0.15% | Reduce -9.2% | 40,325 | $3.5M |
| Creative Planning | 0.00% | Add +7.7% | 39,105 | $3.4M |
| Merit Financial Group, LLC | 0.03% | Add +11.0% | 39,026 | $3.4M |
| Walleye Capital LLC | 0.03% | Reduce -90.4% | 38,896 | $3.4M |
| Missouri Trust & Investment Co | 0.96% | Reduce -6.2% | 37,725 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +7.8% | 36,253 | $3.1M |
| Intrepid Financial Planning Group LLC | 1.17% | Add +0.4% | 35,628 | $3.1M |
| Candriam S.C.A. | 0.02% | No change | 35,520 | $3.1M |
| Strategic Wealth Investment Group, LLC | 0.26% | Add +1236.0% | 35,432 | $3.1M |
| Jump Financial, LLC | 0.04% | New | 35,166 | $3.0M |
| Clearwater Capital Advisors, LLC | 0.26% | Reduce -45.4% | 35,114 | $3.0M |
| Crescent Grove Advisors, LLC | 0.28% | Add +0.1% | 33,909 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +0.2% | 33,895 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +5.6% | 33,641 | $2.9M |
| J. Goldman & Co LP | 0.11% | New | 33,507 | $2.9M |
| Stevens Capital Management LP | 0.37% | Add +28.4% | 32,700 | $2.8M |
| Cibc World Market Inc. | 0.01% | Add +14.6% | 32,602 | $2.8M |
| JTC Employer Solutions Trustee Ltd | 0.24% | No change | 32,152 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.5% | 31,924 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -18.1% | 31,773 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Add +5.9% | 30,795 | $2.7M |
| Purus Wealth Management, LLC | 0.85% | Reduce -2.6% | 30,989 | $2.7M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -17.0% | 30,710 | $2.7M |
| Post Resch Tallon Group Inc. | 2.33% | Reduce -4.5% | 30,418 | $2.6M |
| Cassaday & Co Wealth Management LLC | 0.06% | Add +3.5% | 29,249 | $2.5M |
| PFG Investments, LLC | 0.13% | Add +6.8% | 29,206 | $2.5M |
| Milestones Private Investment Advisors LLC | 1.71% | Add +0.4% | 29,057 | $2.5M |
| Apella Capital, LLC | 0.06% | Reduce -14.2% | 28,891 | $2.5M |
| Legacy Private Trust Co. | 0.15% | Reduce -0.0% | 28,410 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -1.9% | 28,239 | $2.4M |
| Empowered Funds, LLC | 0.02% | New | 28,052 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +29.6% | 27,265 | $2.4M |
| Renaissance Technologies | 0.00% | New | 26,500 | $2.3M |
| New World Advisors LLC | 0.42% | Reduce -7.9% | 26,454 | $2.3M |
| Brevan Howard Capital Management LP | 0.03% | New | 26,104 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.3% | 26,000 | $2.2M |
| Lokken Investment Group LLC | 0.76% | New | 25,717 | $2.2M |
| Money Concepts Capital Corp. | 0.14% | Add +0.7% | 25,496 | $2.2M |
| International Assets Investment Management, LLC | 0.18% | No change | 31,667 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -3.0% | 25,236 | $2.2M |
| Nwam LLC | 0.12% | Reduce -7.7% | 24,715 | $2.1M |
| Barnes Pettey Financial Advisors, LLC | 1.15% | Reduce -6.6% | 24,311 | $2.1M |
| KERR FINANCIAL PLANNING Corp | 2.93% | — | 27,158 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +41.0% | 23,744 | $2.0M |
| Grant Private Wealth Management Inc | 1.24% | New | 23,303 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -2.5% | 23,298 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Add +343.0% | 22,417 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -12.3% | 22,200 | $1.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +73.1% | 22,134 | $1.9M |
| Valtrion Capital Management, LLC | 2.05% | Reduce -2.3% | 22,109 | $1.9M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Add +0.1% | 22,065 | $1.9M |
| Glassman Wealth Services | 0.27% | No change | 21,970 | $1.9M |
| Integral Investment Advisors, Inc. | 0.51% | No change | 21,837 | $1.9M |
| Kraematon Investment Advisors, Inc. | 1.61% | No change | 21,766 | $1.9M |
| Guggenheim Capital LLC | 0.01% | No change | 21,520 | $1.9M |
| WealthTrak Capital Management LLC | 1.50% | Reduce -6.5% | 21,177 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +37.8% | 20,866 | $1.8M |
| Family Manage LLC | 0.25% | No change | 20,708 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +29.8% | 20,693 | $1.8M |
| Moors & Cabot, Inc. | 0.08% | Reduce -0.1% | 20,381 | $1.8M |
| Sloy Dahl & Holst, LLC | 0.18% | No change | 20,077 | $1.7M |
| Fortem Financial Group, LLC | 0.49% | New | 19,931 | $1.7M |
| United Advisor Group, LLC | 0.23% | Reduce -6.6% | 19,508 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.7% | 19,249 | $1.7M |
| Fortitude Financial, LLC | 1.35% | Add +11.7% | 3,270 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Reduce -2.8% | 18,564 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.4% | 18,563 | $1.6M |
| Strategic Blueprint, LLC | 0.07% | Reduce -3.6% | 18,270 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -3.2% | 18,247 | $1.6M |
| Atlas Private Wealth Advisors | 0.38% | Reduce -37.0% | 18,105 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Reduce -48.5% | 17,645 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.1% | 17,886 | $1.5M |
| Greykasell Wealth Strategies, Inc. | 0.62% | Reduce -20.6% | 17,080 | $1.5M |
| Cadence Bank | 0.09% | Add +88.9% | 17,000 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +53.2% | 16,901 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +10.8% | 16,849 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -36.7% | 16,717 | $1.4M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -5.8% | 16,647 | $1.4M |
| ARK Investment Management | 0.01% | Add +53.3% | 16,471 | $1.4M |
| Carnegie Investment Counsel | 0.03% | Reduce -13.1% | 16,309 | $1.4M |
| Windsor Advisory Group, LLC | 1.24% | New | 16,255 | $1.4M |
| National Bank of Canada | 0.00% | Add +29.3% | 16,476 | $1.4M |
| Biltmore Family Office, LLC | 0.19% | No change | 15,500 | $1.3M |
| SG Americas Securities, LLC | 0.01% | New | 15,463 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -15.4% | 15,195 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +8.5% | 15,179 | $1.3M |
| New England Private Wealth Advisors LLC | 0.17% | No change | 15,136 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | New | 15,120 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -15.9% | 15,044 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -0.2% | 14,522 | $1.3M |
| DRW Securities, LLC | 0.07% | New | 14,831 | $1.3M |
| SIH Partners, LLLP | 0.11% | New | 14,776 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.17% | Add +1.1% | 14,741 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +15.6% | 14,294 | $1.2M |
| Sanders Morris Harris LLC | 0.16% | No change | 14,025 | $1.2M |
| Retirement Guys Formula LLC | 0.43% | Reduce -6.4% | 14,012 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.1% | 13,754 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -6.8% | 13,471 | $1.2M |
| LMR Partners LLP | 0.02% | New | 13,459 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 13,389 | $1.2M |
| First Heartland Consultants, Inc. | 0.09% | Add +2.5% | 13,365 | $1.2M |
| Guyasuta Investment Advisors Inc. | 0.07% | No change | 13,320 | $1.1M |
| Two Sigma Securities, LLC | 0.17% | Add +13.2% | 13,308 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -4.3% | 13,258 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.8% | 13,195 | $1.1M |
| Clear Harbor Asset Management, LLC | 0.08% | Add +1.0% | 13,182 | $1.1M |
| Insigneo Advisory Services, LLC | 0.08% | Add +0.8% | 12,837 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Add +7.3% | 12,815 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Add +79.3% | 12,387 | $1.1M |
| Calton & Associates, Inc. | 0.16% | Add +27.5% | 12,360 | $1.1M |
| HBW Advisory Services LLC | 0.12% | Reduce -0.2% | 12,284 | $1.1M |
| Zuckerman Investment Group, LLC | 0.10% | No change | 12,250 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -0.7% | 12,193 | $1.1M |
| Jain Global LLC | 0.01% | New | 12,100 | $1.0M |
| Three Magnolias Financial Advisors, LLC | 0.64% | Reduce -1.0% | 11,933 | $1.0M |
| Atlas Legacy Advisors, LLC | 0.19% | Add +0.1% | 11,683 | $1.0M |
| StoneX Group Inc. | 0.04% | Reduce -30.9% | 11,629 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +25.9% | 11,623 | $1.0M |
| NavPoint Financial, Inc. | 0.53% | No change | 11,610 | $1.0M |
| Straight Path Wealth Management | 0.28% | Reduce -8.4% | 11,449 | $988K |
| Relyea Zuckerberg Hanson LLC | 0.10% | No change | 11,270 | $973K |
| Intellus Advisors LLC | 0.13% | No change | 11,247 | $971K |
| Summit Investment Advisory Services, LLC | 0.39% | Reduce -0.3% | 11,226 | $969K |
| Kickstand Ventures, Llc. | 0.21% | No change | 11,189 | $966K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.7% | 11,182 | $965K |
| Rainey & Randall Wealth Advisors Inc. | 0.16% | No change | 11,065 | $955K |
| Stephens Inc. | 0.01% | No change | 10,713 | $925K |
| Pathstone Holdings, LLC | 0.00% | Reduce -44.2% | 10,419 | $899K |
| Beacon Financial Advisory LLC | 0.21% | Add +1.0% | 10,411 | $898K |
| Lebenthal Global Advisors, LLC | 0.16% | No change | 10,298 | $889K |
| Marex Group Ltd | 0.01% | New | 10,221 | $882K |
| Southland Equity Partners LLC | 0.18% | New | 10,132 | $874K |
| Colonial River Investments, LLC | 0.32% | Add +249.2% | 9,948 | $859K |
| Lanark Financial, Inc. | 0.07% | Add +255.4% | 9,943 | $858K |
| White Knight Strategic Wealth Advisors, LLC | 0.66% | Reduce -32.1% | 9,737 | $840K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -3.3% | 9,630 | $831K |
| Significant Wealth Partners LLC | 0.40% | Reduce -5.9% | 9,469 | $817K |
| Sierra Capital LLC | 0.09% | No change | 9,437 | $814K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -17.4% | 9,413 | $812K |
| Bison Wealth, LLC | 0.07% | Reduce -10.1% | 9,014 | $795K |
| Western Wealth Management, LLC | 0.04% | Add +0.9% | 9,092 | $785K |
| Hanover Advisors Inc. | 0.30% | Add +9.1% | 9,090 | $784K |
| HB Wealth Management, LLC | 0.01% | Add +9.0% | 8,917 | $770K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -27.3% | 8,809 | $760K |
| Foundations Investment Advisors, LLC | 0.01% | Add +19.4% | 8,802 | $760K |
| IFP Advisors, Inc | 0.02% | Add +16.3% | 8,687 | $750K |
| St. Louis Trust Co | 0.09% | No change | 8,615 | $743K |
| American Financial Advisors, LLC | 0.09% | Reduce -16.3% | 8,498 | $733K |
| Interactive Financial Advisors, Inc. | 0.40% | Reduce -26.5% | 8,472 | $731K |
| Kovack Advisors, Inc. | 0.07% | Add +37.1% | 8,410 | $726K |
| Milestone Asset Management, LLC | 0.14% | Add +84.6% | 8,364 | $722K |
| Ballew Advisors, Inc | 0.40% | Reduce -6.4% | 8,289 | $720K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.2% | 8,224 | $710K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.4% | 8,220 | $709K |
| Advyzon Investment Management, LLC | 0.12% | Reduce -8.7% | 8,189 | $707K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 8,186 | $706K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -8.9% | 8,170 | $705K |
| &partners | 0.00% | Add +14.3% | 8,167 | $705K |
| BridgePort Financial Solutions, LLC | 0.19% | New | 8,102 | $699K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -29.1% | 7,947 | $686K |
| WealthCare Investment Partners, LLC | 0.22% | Reduce -6.6% | 7,885 | $685K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.4% | 7,928 | $683K |
| Capula Management Ltd | 0.01% | New | 7,872 | $679K |
| Lion Street Advisors, LLC | 0.23% | New | 5,557 | $674K |
| Global Retirement Partners, LLC | 0.01% | Add +11.6% | 7,775 | $671K |
| Focus Partners Wealth | 0.00% | Add +36.2% | 7,727 | $667K |
| Edgestream Partners, L.P. | 0.02% | Reduce -53.0% | 7,311 | $631K |
| Gilbert & Cook, Inc. | 0.08% | Add +5.1% | 7,229 | $624K |
| Safeguard Investment Advisory Group, LLC | 0.15% | Reduce -6.8% | 7,213 | $623K |
| Horizon Wealth Management, LLC | 0.09% | Reduce -3.3% | 7,175 | $619K |
| Csenge Advisory Group | 0.03% | Add +6.1% | 7,158 | $618K |
| Sovran Advisors, LLC | 0.05% | Add +33.5% | 7,162 | $614K |
| Cerity Partners LLC | 0.00% | New | 7,103 | $613K |
| Trust Co | 0.06% | Add +0.3% | 7,041 | $608K |
| Choreo, LLC | 0.01% | Add +0.6% | 7,010 | $605K |
| Prospect Financial Services LLC | 0.35% | No change | 7,009 | $605K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.3% | 6,872 | $593K |
| Clearstead Trust, LLC | 0.10% | No change | 6,776 | $585K |
| XML Financial, LLC | 0.05% | Add +4.6% | 6,719 | $580K |
| RFG Advisory, LLC | 0.01% | Reduce -3.8% | 6,687 | $577K |
| Total Investment Management Inc. | 0.07% | No change | 6,683 | $577K |
| Summit Financial, LLC | 0.01% | New | 6,671 | $576K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.8% | 6,609 | $570K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +12.8% | 6,587 | $568K |
| Signaturefd, LLC | 0.01% | Add +0.3% | 6,584 | $568K |
| Phillips Wealth Planners LLC | 0.47% | No change | 6,183 | $566K |
| Larson Financial Group LLC | 0.02% | Reduce -3.9% | 6,415 | $554K |
| Sassicaia Capital Advisers LLC | 0.25% | New | 6,390 | $551K |
| Wedbush Securities Inc. | 0.02% | Add +8.8% | 6,379 | $551K |
| Fiduciary Alliance LLC | 0.04% | Reduce -1.3% | 6,375 | $550K |
| Blue Capital, Inc. | 0.40% | New | 6,212 | $536K |
| Rossmore Private Capital | 0.06% | Add +13.5% | 6,210 | $536K |
| Mgo One Seven LLC | 0.01% | Add +23.2% | 6,196 | $535K |
| Principle Wealth Partners LLC | 0.03% | No change | 6,173 | $533K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.9% | 6,130 | $529K |
| IFG Advisory, LLC | 0.02% | Add +20.5% | 6,127 | $529K |
| Saxon Interests, Inc. | 0.20% | Add +16.8% | 6,987 | $524K |
| CPA Asset Management Group, LLC | 0.20% | New | 5,986 | $517K |
| IPG Investment Advisors LLC | 0.09% | Add +31.3% | 5,976 | $516K |
| Heritage Wealth Management, Inc. | 0.15% | Reduce -1.0% | 5,903 | $509K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -12.8% | 5,838 | $504K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -0.5% | 5,726 | $494K |
| Diligent Investors, LLC | 0.12% | Reduce -8.1% | 5,689 | $491K |
| Bank of New York Mellon Corp | 0.00% | Add +55.3% | 5,658 | $488K |
| Betterment LLC | 0.00% | Reduce -2.3% | 5,659 | $488K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +1.1% | 5,613 | $484K |
| Mma Asset Management LLC | 0.16% | New | 5,516 | $476K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +31.7% | 5,496 | $474K |
| Comerica Bank | 0.00% | Add +126.7% | 5,487 | $474K |
| Stablepoint Partners, LLC | 0.08% | Reduce -36.9% | 5,484 | $473K |
| Ruggaard & Associates LLC | 0.18% | No change | 5,455 | $471K |
| Global Assets Advisory, LLC | 0.14% | New | 5,382 | $464K |
| Navis Wealth Advisors, LLC | 0.35% | Add +3.9% | 5,369 | $463K |
| WealthShield Partners, LLC | 0.05% | Add +5.3% | 5,304 | $458K |
| Debussy Capital Management LP | 0.06% | No change | 5,210 | $450K |
| Independent Wealth Network Inc. | 0.14% | Reduce -11.4% | 5,209 | $450K |
| Gateway Wealth Partners, LLC | 0.06% | Add +80.2% | 5,198 | $449K |
| Harbour Investments, Inc. | 0.01% | Add +23.5% | 5,189 | $448K |
| Elequin Capital, LP | 0.04% | New | 5,184 | $447K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -20.0% | 5,101 | $440K |
| SimpliFi, Inc. | 0.19% | Reduce -27.6% | 5,020 | $433K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -1.4% | 4,975 | $429K |
| Collar Capital Management, LLC | 0.30% | No change | 4,969 | $429K |
| AE Wealth Management LLC | 0.00% | Add +58.4% | 4,969 | $429K |
| AlphaStar Capital Management, LLC | 0.04% | Add +6.0% | 4,943 | $427K |
| Heritage Wealth Management, Inc. | 0.29% | Reduce -2.6% | 4,879 | $421K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +5.3% | 4,874 | $421K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +10.6% | 4,868 | $420K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,841 | $418K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.3% | 4,828 | $417K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.2% | 4,649 | $415K |
| Principal Securities, Inc. | 0.01% | Add +2.1% | 4,777 | $412K |
| Compass Capital Corp. /Ma/ | 0.18% | Add +42.5% | 5,047 | $412K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.2% | 4,769 | $412K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -2.0% | 4,716 | $407K |
| Visionary Wealth Advisors | 0.02% | Add +30.3% | 4,664 | $402K |
| Doliver Advisors, LP | 0.10% | Reduce -8.5% | 4,656 | $402K |
| One Capital Management, LLC | 0.01% | Reduce -5.7% | 4,638 | $400K |
| Savvy Advisors, Inc. | 0.02% | Add +42.0% | 4,584 | $396K |
| Wealth Effects LLC | 0.13% | Add +5.0% | 4,543 | $392K |
| Optivise Advisory Services LLC | 0.23% | Add +3.5% | 4,523 | $390K |
| Collaborative Wealth Managment Inc. | 0.16% | Reduce -1.7% | 4,516 | $390K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -2.9% | 4,482 | $387K |
| Ieq Capital, LLC | 0.00% | Reduce -4.4% | 4,479 | $387K |
| Oxler Private Wealth LLC | 0.11% | Reduce -0.2% | 4,477 | $386K |
| Adams Wealth Management | 0.08% | New | 4,433 | $383K |
| CacheTech Inc. | 0.08% | New | 4,433 | $383K |
| CarsonAllaria Wealth Management, Ltd. | 0.20% | Reduce -1.2% | 4,392 | $379K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +1.1% | 4,385 | $378K |
| Milestone Asset Management Group, LLC | 0.24% | Add +7.5% | 4,356 | $376K |
| Seven Mile Advisory | 0.06% | No change | 4,338 | $374K |
| Parallel Advisors, LLC | 0.01% | Reduce -9.3% | 4,334 | $374K |
| PDS Planning, Inc | 0.03% | No change | 4,293 | $370K |
| BIP Wealth, LLC | 0.02% | New | 4,278 | $369K |
| Park Avenue Securities LLC | 0.00% | New | 4,272 | $369K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +3.4% | 4,272 | $369K |
| Fortress Private Ledger, LLC | 0.13% | Reduce -20.3% | 4,249 | $367K |
| Interchange Capital Partners, LLC | 0.07% | No change | 4,234 | $365K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.7% | 4,203 | $363K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,159 | $359K |
| Caprock Group, LLC | 0.01% | — | 4,734 | $355K |
| Wealth Alliance Advisory Group, LLC | 0.06% | No change | 4,081 | $352K |
| Obsidian Cio, LLC | 0.05% | Reduce -1.3% | 4,042 | $349K |
| Synovus Financial Corp. | 0.00% | Reduce -1.3% | 3,970 | $343K |
| World Investment Advisors | 0.01% | Add +16.3% | 3,957 | $341K |
| CX Institutional | 0.01% | New | 3,865 | $334K |
| Covenant Asset Management, LLC | 0.06% | No change | 3,809 | $329K |
| Integrity Financial Corp | 0.16% | No change | 3,806 | $328K |
| Krilogy Financial LLC | 0.01% | New | 3,828 | $325K |
| Waverly Advisors, LLC | 0.00% | Add +8.2% | 3,753 | $324K |
| Fiduciary Family Office, LLC | 0.09% | No change | 3,745 | $323K |
| Verus Capital Partners, LLC | 0.03% | Reduce -47.0% | 3,744 | $323K |
| Golden State Wealth Management, LLC | 0.04% | Add +3.2% | 3,701 | $319K |
| Advisors Management Group Inc. | 0.06% | Reduce -5.4% | 3,696 | $319K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,684 | $318K |
| Certuity, LLC | 0.02% | Reduce -5.7% | 3,665 | $316K |
| Certior Financial Group, LLC | 0.21% | Add +5.7% | 3,646 | $315K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,644 | $314K |
| Pacific Sun Financial Corp | 0.15% | Reduce -3.5% | 3,635 | $314K |
| Compound Planning, Inc. | 0.01% | Reduce -54.2% | 3,632 | $313K |
| Retirement Planning Group, LLC / NY | 0.23% | Add +6.1% | 3,617 | $312K |
| Compass Financial Group, INC | 0.05% | Reduce -2.2% | 3,611 | $312K |
| Convergence Financial, LLC | 0.05% | Reduce -6.5% | 3,584 | $309K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.8% | 3,559 | $307K |
| OneAscent Financial Services LLC | 0.02% | New | 3,550 | $306K |
| NFSG Corp | 0.05% | No change | 3,505 | $302K |
| Brighton Jones LLC | 0.01% | Reduce -7.4% | 3,467 | $299K |
| Regatta Capital Group, LLC | 0.05% | New | 3,454 | $298K |
| Intrua Financial, LLC | 0.03% | Reduce -0.4% | 3,387 | $292K |
| Granite Bay Wealth Management, LLC | 0.08% | Reduce -18.9% | 3,381 | $292K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 3,370 | $291K |
| Inscription Capital, LLC | 0.03% | No change | 3,349 | $289K |
| Triumph Capital Management | 0.08% | New | 3,348 | $289K |
| SOA Wealth Advisors, LLC. | 0.05% | Reduce -12.0% | 3,304 | $285K |
| Advisory Alpha, LLC | 0.01% | New | 3,175 | $283K |
| KPP Advisory Services LLC | 0.04% | Reduce -1.6% | 3,276 | $283K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 3,272 | $282K |
| Private Trust Co. NA | 0.02% | Add +19.0% | 3,250 | $280K |
| Integrity Alliance, Llc. | 0.01% | Add +0.3% | 3,245 | $280K |
| JBR Co Financial Management Inc | 0.12% | New | 3,238 | $279K |
| Turim 21 Investimentos Ltda. | 0.09% | No change | 3,235 | $279K |
| Citizens Financial Group Inc. | 0.00% | Add +9.2% | 3,222 | $278K |
| SFG Wealth Management, LLC. | 0.12% | New | 3,120 | $269K |
| US Bancorp \de | 0.00% | Reduce -11.5% | 3,103 | $268K |
| Trilogy Capital Inc. | 0.01% | Reduce -38.5% | 3,064 | $264K |
| Family Office Research LLC | 0.11% | Add +1.1% | 3,031 | $262K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -34.8% | 3,020 | $261K |
| Clientfirst Wealth Management, LLC | 0.21% | No change | 3,000 | $259K |
| Klingenstein Fields & Co. LP | 0.01% | New | 2,976 | $257K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -42.5% | 2,962 | $256K |
| Atlatl Advisers LLC | 0.10% | New | 2,940 | $254K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,919 | $252K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -72.8% | 2,916 | $252K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -2.6% | 2,906 | $251K |
| Maridea Wealth Management LLC | 0.04% | Reduce -3.6% | 2,773 | $250K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.9% | 2,881 | $249K |
| Rothschild Investment LLC | 0.01% | No change | 2,840 | $245K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 2,821 | $243K |
| SageView Advisory Group, LLC | 0.01% | New | 2,811 | $243K |
| Moneco Advisors, LLC | 0.02% | New | 2,810 | $242K |
| Tocqueville Asset Management L.P. | 0.00% | New | 2,800 | $242K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,781 | $240K |
| Quantinno Capital Management LP | 0.00% | Reduce -56.6% | 2,779 | $240K |
| Cladis Investment Advisory, LLC | 0.14% | Reduce -15.3% | 2,775 | $239K |
| Stark Wealth Management LLC | 1.10% | New | 2,774 | $239K |
| SlateStone Wealth, LLC | 0.02% | New | 2,774 | $239K |
| Marshall Investment Management, LLC | 0.12% | New | 2,732 | $236K |
| Florida Trust Wealth Management Co | 0.01% | New | 2,718 | $235K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -92.8% | 2,714 | $234K |
| Sowell Financial Services LLC | 0.01% | Reduce -51.6% | 2,712 | $234K |
| Savant Capital, LLC | 0.00% | New | 2,708 | $234K |
| Wealthspire Retirement, LLC | 0.01% | New | 2,700 | $233K |
| EagleClaw Capital Managment, LLC | 0.03% | New | 2,652 | $229K |
| Garden State Investment Advisory Services LLC | 0.06% | Reduce -12.3% | 2,637 | $228K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -14.4% | 2,621 | $226K |
| Rathbones Group PLC | 0.00% | New | 2,615 | $226K |
| WPG Advisers, LLC | 0.17% | Reduce -1.2% | 2,605 | $225K |
| Gries Financial LLC | 0.04% | New | 2,600 | $224K |
| MAI Capital Management | 0.00% | Add +1.7% | 2,600 | $224K |
| Viewpoint Capital Management LLC | 0.10% | New | 2,582 | $223K |
| Genesis Wealth Advisors, LLC | 0.16% | New | 2,577 | $222K |
| TCP Asset Management, LLC | 0.04% | Reduce -11.0% | 2,568 | $222K |
| Chronos Wealth Management, LLC | 0.11% | New | 2,550 | $220K |
| OxenFree Capital LLC | 0.12% | New | 2,368 | $219K |
| Bright Financial Advisors, Inc. | 0.11% | New | 2,523 | $218K |
| New Century Financial Group, LLC | 0.39% | Reduce -25.3% | 2,519 | $217K |
| Requisite Capital Management, LLC | 0.04% | New | 2,512 | $217K |
| Benjamin Edwards Inc. | 0.00% | New | 2,506 | $216K |
| NewEdge Wealth, LLC | 0.00% | New | 2,507 | $213K |
| Latitude Advisors, LLC | 0.10% | New | 2,450 | $211K |
| Swisher Financial Concepts, Inc. | 0.13% | New | 2,446 | $211K |
| High Net Worth Advisory Group LLC | 0.05% | Reduce -38.1% | 2,441 | $211K |
| NWF Advisory Services Inc. | 0.02% | New | 2,437 | $210K |
| Arkos Global Advisors | 0.03% | New | 2,429 | $210K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Add +2.8% | 2,428 | $210K |
| Summit Place Financial Advisors, LLC | 0.10% | New | 2,428 | $210K |
| Financial Management Professionals, Inc. | 0.02% | No change | 2,425 | $209K |
| Fortis Capital Advisors, LLC | 0.03% | New | 2,405 | $208K |
| Carrera Capital Advisors | 0.04% | New | 2,375 | $205K |
| Octavia Wealth Advisors, LLC | 0.02% | New | 2,370 | $205K |
| Hilltop Holdings Inc. | 0.01% | Reduce -70.6% | 2,364 | $204K |
| First Financial Group Corp | 0.18% | New | 2,351 | $203K |
| FSM Wealth Advisors, LLC | 0.03% | New | 2,348 | $203K |
| Greenfield Savings Bank | 0.08% | New | 2,330 | $201K |
| Legacy Solutions, LLC | 0.18% | New | 2,320 | $200K |
| Register Financial Advisors LLC | 0.08% | New | 2,304 | $199K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -7.6% | 2,243 | $197K |
| Natixis | 0.00% | New | 2,008 | $173K |
| MGB Wealth Management, LLC | 0.05% | New | 1,993 | $172K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -49.4% | 1,890 | $163K |
| Financial Perspectives, Inc | 0.04% | No change | 1,765 | $152K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 1,667 | $144K |
| Franklin Resources Inc. | 0.00% | Reduce -10.9% | 1,485 | $128K |
| Atlantic Union Bankshares Corp | 0.00% | Add +7.4% | 1,407 | $121K |
| Marshall & Sterling Wealth Advisors Inc. | 0.08% | Reduce -19.1% | 1,395 | $120K |
| Sound Income Strategies, LLC | 0.01% | Add +5.8% | 1,305 | $120K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.3% | 1,342 | $116K |
| Spire Wealth Management | 0.00% | Reduce -48.3% | 1,247 | $108K |
| Barrett & Company, Inc. | 0.04% | No change | 1,231 | $106K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 1,220 | $105K |
| Copia Wealth Management | 0.08% | No change | 1,186 | $102K |
| Consultiva Wealth Management, Corp. | 0.28% | No change | 1,140 | $98K |
| Hartford Financial Management Inc. | 0.02% | No change | 1,068 | $92K |
| Kilter Group LLC | 0.04% | No change | 1,065 | $92K |
| Sunbelt Securities, Inc. | 0.01% | Add +609.1% | 1,014 | $88K |
| Summit Securities Group LLC | 0.03% | New | 1,000 | $86K |
| Graney & King, LLC | 0.06% | Add +16.6% | 998 | $86K |
| Fifth Third Bancorp | 0.00% | No change | 990 | $85K |
| GoalVest Advisory LLC | 0.02% | Add +7.2% | 986 | $85K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 925 | $80K |
| Fortitude Family Office, LLC | 0.02% | No change | 903 | $78K |
| Ameriprise Financial Inc. | 0.00% | New | 883 | $76K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -22.7% | 850 | $73K |
| Activest Wealth Management | 0.01% | No change | 820 | $71K |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -99.8% | 817 | $71K |
| Winthrop Capital Management, LLC | 0.02% | No change | 762 | $66K |
| Horizon Investments, LLC | 0.00% | Add +942.9% | 730 | $63K |
| Mather Group, Llc. | 0.00% | New | 723 | $62K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -13.8% | 699 | $60K |
| Creative Financial Designs Inc. | 0.00% | No change | 682 | $59K |
| Murphy & Mullick Capital Management Corp | 0.04% | Reduce -5.2% | 635 | $54K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 629 | $54K |
| IAG Wealth Partners, LLC | 0.01% | No change | 627 | $54K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 625 | $54K |
| Montag A & Associates Inc. | 0.00% | No change | 583 | $50K |
| Richardson Capital Management LLC | 0.02% | Reduce -93.5% | 526 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 513 | $44K |
| SJS Investment Consulting Inc. | 0.01% | Add +8.2% | 488 | $42K |
| Capital Analysts, LLC | 0.00% | Add +85.5% | 488 | $42K |
| Delta Asset Management LLC | 0.00% | No change | 480 | $41K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -21.7% | 469 | $40K |
| Bessemer Group Inc. | 0.00% | Add +4955.6% | 455 | $39K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -55.3% | 445 | $38K |
| Smithfield Trust Co | 0.00% | No change | 424 | $37K |
| 2UniFi Bank | 0.02% | No change | 423 | $37K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 420 | $36K |
| Winch Advisory Services, LLC | 0.01% | No change | 420 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Add +85.0% | 418 | $36K |
| Breakwater Investment Management | 0.01% | No change | 400 | $35K |
| Parkside Financial Bank & Trust | 0.00% | No change | 400 | $35K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 385 | $33K |
| Abound Wealth Management | 0.01% | No change | 379 | $33K |
| Wealth Watch Advisors, INC | 0.01% | New | 370 | $32K |
| CoreCap Advisors, LLC | 0.00% | Add +37.7% | 365 | $32K |
| New Millennium Group LLC | 0.01% | New | 356 | $31K |
| Westside Investment Management, Inc. | 0.00% | Reduce -1.1% | 348 | $30K |
| Trust Co. of Vermont | 0.00% | No change | 345 | $30K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -5.6% | 339 | $29K |
| Addison Advisors LLC | 0.01% | New | 320 | $28K |
| Caitlin John, LLC | 0.02% | New | 315 | $27K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $26K |
| TrinityBridge Ltd | 0.00% | Reduce -24.7% | 275 | $24K |
| Fairscale Capital, LLC | 0.02% | No change | 277 | $24K |
| Tidemark, LLC | 0.01% | No change | 261 | $23K |
| Aventura Private Wealth, LLC | 0.01% | No change | 251 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 250 | $22K |
| HM Payson & Co. | 0.00% | No change | 250 | $22K |
| Banque Transatlantique SA | 0.00% | No change | 246 | $21K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 244 | $21K |
| Horizon Bancorp Inc. | 0.01% | No change | 240 | $21K |
| Tsfg, LLC | 0.00% | Reduce -9.6% | 236 | $20K |
| Quent Capital, LLC | 0.00% | New | 224 | $19K |
| Creekmur Asset Management LLC | 0.00% | No change | 219 | $19K |
| Kings Path Partners LLC | 0.01% | No change | 216 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +7.5% | 215 | $19K |
| IFS Advisors, LLC | 0.01% | No change | 213 | $18K |
| Byrne Asset Management LLC | 0.01% | Add +0.9% | 212 | $18K |
| Key Financial Inc | 0.00% | No change | 206 | $18K |
| Bell Investment Advisors, Inc | 0.00% | New | 203 | $18K |
| Northwest Capital Management Inc | 0.02% | No change | 200 | $17K |
| WealthCollab, LLC | 0.01% | No change | 200 | $17K |
| Dagco, Inc. | 0.00% | No change | 200 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 200 | $17K |
| Nemes Rush Group LLC | 0.00% | Reduce -14.8% | 185 | $16K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $15K |
| Ameriflex Group, Inc. | 0.01% | Add +97.7% | 172 | $15K |
| Caldwell Trust Co | 0.00% | No change | 156 | $13K |
| Root Financial Partners, LLC | 0.00% | New | 155 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 154 | $13K |
| Fairman Group, LLC | 0.01% | No change | 151 | $13K |
| Bogart Wealth, LLC | 0.00% | Reduce -42.1% | 140 | $12K |
| Bank of New Hampshire | 0.00% | No change | 140 | $12K |
| City Holding Co. | 0.00% | Add +33.3% | 140 | $12K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 133 | $11K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 127 | $11K |
| Ancora Advisors LLC | 0.00% | Reduce -19.2% | 122 | $11K |
| Accredited Wealth Management, LLC | 0.01% | Add +1206.7% | 1,568 | $10K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 114 | $10K |
| Riverview Trust Co | 0.01% | No change | 100 | $9K |
| Islay Capital Management, LLC | 0.01% | No change | 100 | $9K |
| Noble Wealth Management PBC | 0.00% | — | 100 | $9K |
| Whittier Trust Co. | 0.00% | No change | 90 | $8K |
| Pacific Center for Financial Services | 0.00% | No change | 91 | $8K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 86 | $7K |
| Stephens Consulting, LLC | 0.00% | Add +115.0% | 86 | $7K |
| BlackRock, Inc. | 0.00% | Reduce -98.9% | 85 | $7K |
| ORG Partners LLC | 0.00% | Reduce -1.3% | 78 | $7K |
| Innovative Advisory Group, LLC | 0.00% | No change | 75 | $6K |
| Concord Wealth Partners | 0.00% | Reduce -1.4% | 73 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 68 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | New | 64 | $6K |
| Albion Financial Group | 0.00% | Add +10.5% | 63 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 59 | $5K |
| Paladin Advisory Group, LLC | 0.00% | No change | 55 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 55 | $5K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 55 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 54 | $5K |
| Mechanics Financial Corp | 0.00% | No change | 50 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 50 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 50 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 45 | $4K |
| Scarborough Advisors, LLC | 0.00% | No change | 41 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 37 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 32 | $3K |
| Atwood & Palmer Inc. | 0.00% | No change | 30 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 30 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 30 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -87.0% | 28 | $2K |
| American Capital Advisory, LLC | 0.00% | Reduce -50.0% | 25 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 25 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 22 | $2K |
| Asset Dedication, LLC | 0.00% | New | 22 | $2K |
| Heritage Wealth Advisors | 0.00% | New | 22 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $2K |
| Essential Partners LLC | 0.00% | No change | 18 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 17 | $1K |
| Nvwm, LLC | 0.00% | No change | 17 | $1K |
| Main Street Group, LTD | 0.00% | No change | 16 | $1K |
| Assetmark, Inc. | 0.00% | Add +300.0% | 16 | $1K |
| Strategic Advocates LLC | 0.00% | New | 15 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 12 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 15 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 10 | $871 |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $863 |
| Kelleher Financial Advisors | 0.00% | New | 9 | $777 |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -97.1% | 9 | $777 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $604 |
| Abich Financial Wealth Management LLC | 0.00% | — | 6 | $518 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $432 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $432 |
| Truvestments Capital LLC | 0.00% | No change | 4 | $345 |
| Global Wealth Strategies & Associates | 0.00% | New | 4 | $345 |
| Financial Life Planners | 0.00% | New | 2 | $177 |
| Sachetta, LLC | 0.00% | No change | 2 | $173 |
| Guerra Advisors Inc | 0.00% | New | 1 | $113 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $98 |
| MCF Advisors LLC | 0.00% | No change | 1 | $87 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | Reduce -100.0% | 1 | $86 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 1 | $86 |
"% of holder's portfolio" is ARKK's weight in each manager's 13F, not the share of ARK Innovation ETF the manager owns.