ARK Innovation ETFARKKETF
13F holders, Q4 2025 (December 31)637holders +14
53new positions
75sold out
6famous investors
$76.93avg. 13F price*
At the end of Q4 2025, 637 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings, up 14 from Q3 2025. 53 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($414.0M), Susquehanna International Group, LLP ($354.7M) and Bank of America Corp. ($284.0M). 6 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'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 (Q4 2025)
- CUSIP
- 00214Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $45.6M |
| Exits | 75 | $119.4M |
All 13F filers, Q3 2025 → Q4 2025: 6,263,332 shares bought and 16,374,381 shares sold, net −10,111,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| Morgan Stanley | 0.02% | Reduce -38.1% | 5,381,890 | $414.0M |
| Susquehanna International Group, LLP | 0.49% | Add +199.3% | 4,611,890 | $354.7M |
| Bank of America Corp. | 0.02% | Add +45.0% | 3,691,664 | $284.0M |
| UBS Group AG | 0.05% | Reduce -29.2% | 3,246,971 | $249.8M |
| State of Wisconsin Investment Board | 0.48% | Add +0.0% | 2,804,342 | $215.7M |
| Citigroup Inc. | 0.13% | Reduce -26.0% | 2,401,203 | $184.7M |
| LPL Financial LLC | 0.05% | Reduce -1.1% | 2,152,674 | $165.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -70.8% | 1,547,021 | $119.0M |
| Wells Fargo & Company | 0.02% | Reduce -16.3% | 1,315,944 | $101.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -5.0% | 861,411 | $66.3M |
| D. E. Shaw & Co. | 0.05% | Add +2.8% | 803,691 | $61.9M |
| Citadel Advisors | 0.03% | Add +138.2% | 590,925 | $45.5M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -39.1% | 538,844 | $41.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.4% | 528,912 | $40.7M |
| Quadrature Capital Ltd | 0.33% | Reduce -6.9% | 422,604 | $32.5M |
| Parkway Wealth Management Group, LLC | 4.34% | — | 420,130 | $32.3M |
| Cresset Asset Management, LLC | 0.12% | Add +1.1% | 373,866 | $28.8M |
| Ascension Capital Advisors, Inc. | 9.84% | Add +0.9% | 372,983 | $28.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.0% | 372,736 | $28.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -14.0% | 355,226 | $27.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.3% | 348,566 | $26.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -50.8% | 343,084 | $26.4M |
| Venture Visionary Partners LLC | 0.71% | Reduce -1.1% | 283,857 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -16.9% | 266,868 | $20.5M |
| Cetera Investment Advisers | 0.02% | Add +2.6% | 262,659 | $20.2M |
| Mission Wealth Management, LP | 0.40% | Reduce -19.8% | 257,273 | $19.8M |
| Centiva Capital, LP | 1.20% | Add +140.8% | 256,413 | $19.7M |
| Private Advisor Group, LLC | 0.09% | Reduce -11.8% | 237,175 | $18.2M |
| Jain Global LLC | 0.17% | Add +1725.6% | 220,900 | $17.0M |
| L1 Global Manager Pty Ltd | 10.07% | — | 200,000 | $15.4M |
| Walleye Trading LLC | 0.25% | New | 199,732 | $15.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.8% | 198,894 | $15.3M |
| Mariner, LLC | 0.02% | Reduce -8.6% | 191,491 | $14.7M |
| Bank of Montreal | 0.01% | Add +31.2% | 191,148 | $14.7M |
| Two Sigma Investments, LP | 0.02% | Add +1282.5% | 185,100 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.3% | 181,612 | $14.0M |
| Potomac Fund Management Inc. | 0.50% | Add +21.9% | 176,624 | $13.6M |
| Cwm, LLC | 0.04% | Add +4.1% | 176,331 | $13.6M |
| Gerber, LLC | 7.25% | Reduce -0.8% | 168,936 | $13.0M |
| Wealthfront Advisers LLC | 0.03% | Add +1.5% | 153,177 | $11.8M |
| Titleist Asset Management, LLC | 0.92% | Add +0.3% | 147,851 | $11.4M |
| Kingsview Wealth Management, LLC | 0.15% | Add +110.5% | 133,681 | $10.3M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +0.4% | 126,257 | $9.7M |
| Brookstone Capital Management | 0.10% | Add +2.0% | 117,571 | $9.0M |
| Byrne Financial Freedom, LLC | 4.14% | Add +3.3% | 117,241 | $9.0M |
| NewEdge Advisors, LLC | 0.03% | Add +4.0% | 108,188 | $8.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.4% | 104,689 | $8.1M |
| MML Investors Services, LLC | 0.02% | Add +20.8% | 102,943 | $7.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.73% | Add +2.9% | 97,318 | $7.7M |
| Stifel Financial Corp. | 0.01% | Add +54.8% | 100,240 | $7.7M |
| Blue Sky Capital Consultants Group, Inc. | 3.36% | Add +4.7% | 99,969 | $7.7M |
| Jones Financial Companies LLLP | 0.00% | Add +30.4% | 96,570 | $7.4M |
| SkyOak Wealth, LLC | 1.27% | Reduce -3.7% | 92,072 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 90,873 | $7.0M |
| BW Gestao de Investimentos Ltda. | 0.24% | New | 87,577 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.8% | 84,756 | $6.5M |
| ARK Investment Management | 0.04% | Add +400.7% | 82,464 | $6.3M |
| Axxcess Wealth Management, LLC | 0.11% | Add +19.3% | 80,904 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -27.5% | 79,501 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.3% | 70,116 | $5.7M |
| Arkadios Wealth Advisors | 0.11% | Add +75.6% | 74,574 | $5.7M |
| NBZ Investment Advisors LLC | 2.48% | Reduce -1.1% | 73,777 | $5.7M |
| One Charles Private Wealth Services, LLC | 1.42% | Reduce -1.9% | 71,211 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +5.6% | 67,719 | $5.2M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +1.7% | 64,718 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -8.8% | 62,619 | $4.8M |
| Maven Securities LTD | 0.61% | Reduce -78.8% | 62,077 | $4.8M |
| EFG International AG | 0.09% | — | 62,009 | $4.8M |
| Arete Wealth Advisors, LLC | 0.33% | Add +9.5% | 61,411 | $4.7M |
| Advisory Services Network, LLC | 0.06% | Reduce -34.2% | 58,976 | $4.5M |
| Blue Trust, Inc. | 0.05% | Reduce -25.1% | 56,923 | $4.4M |
| Yarbrough Capital, LLC | 0.13% | No change | 56,176 | $4.3M |
| Variant Private Wealth, LLC | 4.38% | Reduce -32.0% | 54,774 | $4.2M |
| Parkwood LLC | 0.35% | No change | 53,300 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +19.9% | 53,216 | $4.1M |
| Arbor Capital Management Inc. | 3.15% | Reduce -9.2% | 47,220 | $3.8M |
| National Philanthropic Trust | 0.04% | No change | 48,387 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.2% | 44,656 | $3.4M |
| Madison Park Capital Advisors, LLC | 2.75% | Reduce -0.5% | 43,980 | $3.4M |
| Scotia Capital Inc. | 0.01% | Reduce -13.7% | 43,860 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -6.6% | 43,414 | $3.3M |
| Whipplewood Advisors, LLC | 2.08% | Add +0.6% | 42,052 | $3.2M |
| Integrated Advisors Network LLC | 0.14% | Add +2.4% | 41,273 | $3.2M |
| Missouri Trust & Investment Co | 0.93% | Add +9.2% | 41,190 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -16.1% | 40,519 | $3.1M |
| TRUE Private Wealth Advisors | 0.30% | Reduce -4.7% | 39,581 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Add +8.9% | 39,480 | $3.0M |
| Medallion Wealth Advisors, LLC | 1.01% | Reduce -6.3% | 39,008 | $3.0M |
| Creative Planning | 0.00% | Reduce -2.8% | 37,998 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -5.3% | 36,949 | $2.8M |
| Candriam S.C.A. | 0.01% | No change | 35,520 | $2.7M |
| Intrepid Financial Planning Group LLC | 1.03% | Reduce -1.2% | 35,210 | $2.7M |
| Crescent Grove Advisors, LLC | 0.25% | Reduce -0.9% | 33,599 | $2.6M |
| PFG Advisors | 0.12% | Reduce -31.2% | 33,272 | $2.6M |
| Clearwater Capital Advisors, LLC | 0.21% | Reduce -6.1% | 32,976 | $2.5M |
| JTC Employer Solutions Trustee Ltd | 0.17% | No change | 32,152 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.2% | 31,861 | $2.5M |
| Cibc World Market Inc. | 0.00% | Reduce -2.9% | 31,649 | $2.4M |
| Purus Wealth Management, LLC | 0.75% | Add +0.6% | 31,161 | $2.4M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -0.1% | 30,692 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +11.6% | 30,413 | $2.3M |
| Tidal Investments LLC | 0.01% | New | 30,000 | $2.3M |
| Post Resch Tallon Group Inc. | 1.92% | Reduce -2.7% | 29,598 | $2.3M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -9.1% | 28,882 | $2.2M |
| PEAK6 LLC | 0.06% | New | 28,817 | $2.2M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -1.5% | 28,804 | $2.2M |
| PFG Investments, LLC | 0.10% | Reduce -1.7% | 28,719 | $2.2M |
| Apella Capital, LLC | 0.04% | Reduce -2.2% | 28,252 | $2.2M |
| Legacy Private Trust Co. | 0.13% | Reduce -2.4% | 27,727 | $2.1M |
| Barclays PLC | 0.00% | Reduce -86.7% | 27,659 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -0.6% | 28,080 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -19.1% | 27,423 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 27,186 | $2.1M |
| New World Advisors LLC | 0.35% | Add +0.8% | 26,679 | $2.1M |
| Money Concepts Capital Corp. | 0.11% | Add +3.9% | 26,484 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Add +25.8% | 26,238 | $2.0M |
| Nwam LLC | 0.11% | Add +5.0% | 25,953 | $2.0M |
| Dakota Wealth Management | 0.04% | New | 26,008 | $2.0M |
| M Holdings Securities, Inc. | 0.14% | New | 25,800 | $2.0M |
| Milestones Private Investment Advisors LLC | 1.36% | Reduce -11.6% | 25,694 | $2.0M |
| KERR FINANCIAL PLANNING Corp | 2.68% | Add +9.3% | 29,679 | $2.0M |
| SG Americas Securities, LLC | 0.00% | Add +64.1% | 25,371 | $2.0M |
| International Assets Investment Management, LLC | 0.13% | Reduce -20.2% | 25,270 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -45.8% | 25,075 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -18.8% | 25,018 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.5% | 24,571 | $1.9M |
| Barnes Pettey Financial Advisors, LLC | 0.92% | Reduce -0.8% | 24,108 | $1.9M |
| Prosperity Wealth Management, Inc. | 0.62% | New | 24,090 | $1.9M |
| Strategic Wealth Investment Group, LLC | 0.22% | Reduce -32.9% | 23,771 | $1.8M |
| Bravera Wealth | 0.91% | — | 23,684 | $1.8M |
| Grant Private Wealth Management Inc | 1.07% | Reduce -1.0% | 23,069 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.2% | 22,990 | $1.8M |
| WCG Wealth Advisors LLC | 0.05% | Add +47.2% | 22,366 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -48.0% | 22,187 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Reduce -12.4% | 22,101 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Reduce -0.3% | 21,993 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -6.2% | 21,857 | $1.7M |
| Integral Investment Advisors, Inc. | 0.41% | Reduce -0.5% | 21,737 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +22.7% | 21,653 | $1.7M |
| Kraematon Investment Advisors, Inc. | 1.32% | Reduce -1.1% | 21,529 | $1.7M |
| Guggenheim Capital LLC | 0.01% | No change | 21,520 | $1.7M |
| Glassman Wealth Services | 0.22% | Reduce -3.0% | 21,301 | $1.6M |
| Fortem Financial Group, LLC | 0.44% | Add +6.6% | 21,243 | $1.6M |
| FSC Wealth Advisors, LLC | 2.63% | Reduce -66.6% | 21,065 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +18.4% | 20,012 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -6.3% | 20,806 | $1.6M |
| Family Manage LLC | 0.20% | No change | 20,708 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Reduce -0.4% | 20,301 | $1.6M |
| WealthTrak Capital Management LLC | 1.11% | Reduce -4.8% | 20,161 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -57.7% | 20,098 | $1.5M |
| NavPoint Financial, Inc. | 0.66% | Add +72.6% | 20,040 | $1.5M |
| United Advisor Group, LLC | 0.19% | Add +0.9% | 19,691 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.3% | 19,498 | $1.5M |
| Valtrion Capital Management, LLC | 1.49% | Reduce -11.8% | 19,494 | $1.5M |
| Atlas Private Wealth Advisors | 0.35% | Add +6.3% | 19,240 | $1.5M |
| Intesa Sanpaolo Wealth Management | 0.30% | — | 19,000 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +1.5% | 18,837 | $1.4M |
| Blair William & Co. | 0.00% | Add +11.3% | 18,614 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +20.0% | 18,214 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.17% | Reduce -9.7% | 18,124 | $1.4M |
| Millennium Management | 0.00% | New | 17,603 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -5.8% | 17,491 | $1.3M |
| Cadence Bank | 0.08% | No change | 17,000 | $1.3M |
| Osbon Capital Management LLC | 1.21% | — | 16,765 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.6% | 16,573 | $1.3M |
| Greykasell Wealth Strategies, Inc. | 0.50% | Reduce -3.0% | 16,574 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -25.4% | 16,511 | $1.3M |
| Windsor Advisory Group, LLC | 1.12% | No change | 16,255 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -13.8% | 15,728 | $1.2M |
| Worthington Financial Partners, LLC | 1.07% | — | 15,728 | $1.2M |
| Biltmore Family Office, LLC | 0.16% | No change | 15,500 | $1.2M |
| SIH Partners, LLLP | 0.07% | Add +4.2% | 15,396 | $1.2M |
| New England Private Wealth Advisors LLC | 0.14% | No change | 15,136 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -27.6% | 14,987 | $1.2M |
| BIP Wealth, LLC | 0.04% | Add +243.7% | 14,704 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +6.1% | 14,072 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.47% | New | 13,824 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -17.4% | 13,757 | $1.1M |
| Arax Advisory Partners | 0.03% | Reduce -74.6% | 13,643 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.3% | 13,512 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -5.6% | 13,497 | $1.0M |
| Evolution Wealth Advisors, LLC | 0.10% | Reduce -8.6% | 13,472 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -24.8% | 13,445 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +10.2% | 13,431 | $1.0M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.1% | 14,510 | $1.0M |
| Kickstand Ventures, Llc. | 0.21% | Add +15.9% | 12,965 | $997K |
| Regal Investment Advisors LLC | 0.06% | Add +2.3% | 12,673 | $975K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -5.2% | 12,667 | $974K |
| Vontobel Holding Ltd. | 0.00% | Reduce -16.4% | 12,634 | $972K |
| Carnegie Investment Counsel | 0.02% | Reduce -22.7% | 12,605 | $970K |
| Edgestream Partners, L.P. | 0.03% | Add +67.9% | 12,278 | $944K |
| Zuckerman Investment Group, LLC | 0.08% | No change | 12,250 | $942K |
| Jefferies Financial Group Inc. | 0.01% | New | 12,245 | $942K |
| Walleye Capital LLC | 0.01% | Reduce -68.5% | 12,231 | $941K |
| Three Magnolias Financial Advisors, LLC | 0.57% | Add +0.7% | 12,018 | $924K |
| StoneX Group Inc. | 0.04% | Add +2.4% | 11,912 | $917K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.8% | 11,833 | $910K |
| Atlas Legacy Advisors, LLC | 0.16% | Add +0.1% | 11,689 | $899K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -22.6% | 11,647 | $896K |
| Calton & Associates, Inc. | 0.13% | Reduce -6.8% | 11,526 | $887K |
| Kovack Advisors, Inc. | 0.04% | Add +36.3% | 11,462 | $882K |
| Clear Harbor Asset Management, LLC | 0.06% | Reduce -13.3% | 11,436 | $880K |
| D.A. Davidson & Co. | 0.01% | Add +1.2% | 11,315 | $870K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -18.0% | 11,284 | $869K |
| Summit Investment Advisory Services, LLC | 0.33% | Add +0.5% | 11,282 | $868K |
| Relyea Zuckerberg Hanson LLC | 0.09% | No change | 11,270 | $867K |
| Colonial River Investments, LLC | 0.31% | Add +13.0% | 11,241 | $865K |
| Summit Financial, LLC | 0.01% | Add +64.7% | 10,985 | $845K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -15.9% | 10,790 | $830K |
| Intellus Advisors LLC | 0.11% | Reduce -4.4% | 10,752 | $827K |
| Geneos Wealth Management Inc. | 0.02% | Add +31.4% | 10,731 | $825K |
| Pathstone Holdings, LLC | 0.00% | Add +2.9% | 10,719 | $825K |
| Stephens Inc. | 0.01% | No change | 10,713 | $824K |
| HBW Advisory Services LLC | 0.09% | Reduce -14.5% | 10,507 | $808K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -69.0% | 10,428 | $802K |
| Savvy Advisors, Inc. | 0.03% | Add +127.0% | 10,404 | $800K |
| Straight Path Wealth Management | 0.22% | Reduce -9.2% | 10,399 | $800K |
| Belpointe Asset Management LLC | 0.03% | Reduce -53.6% | 10,392 | $799K |
| Lebenthal Global Advisors, LLC | 0.12% | No change | 10,298 | $792K |
| AQR Capital Management | 0.00% | New | 10,159 | $781K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -23.1% | 10,150 | $781K |
| Wedbush Securities Inc. | 0.02% | Add +58.0% | 10,082 | $776K |
| Indivisible Partners | 0.08% | — | 9,913 | $762K |
| Beacon Financial Advisory LLC | 0.18% | Reduce -4.8% | 9,911 | $762K |
| Avior Wealth Management, LLC | 0.02% | Add +19.6% | 9,836 | $757K |
| Lanark Financial, Inc. | 0.06% | Reduce -1.6% | 9,784 | $753K |
| Ameriprise Financial Inc. | 0.00% | Add +1001.4% | 9,725 | $748K |
| White Knight Strategic Wealth Advisors, LLC | 0.54% | Reduce -1.9% | 9,555 | $735K |
| Sierra Capital LLC | 0.08% | No change | 9,437 | $726K |
| CreativeOne Wealth, LLC | 0.02% | Add +0.1% | 9,422 | $725K |
| Hanover Advisors Inc. | 0.27% | Add +0.7% | 9,150 | $704K |
| Ballew Advisors, Inc | 0.39% | No change | 8,289 | $690K |
| HB Wealth Management, LLC | 0.00% | No change | 8,917 | $686K |
| Estate Planners Group, LLC | 0.29% | — | 8,817 | $678K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.1% | 8,707 | $670K |
| Western Wealth Management, LLC | 0.03% | Reduce -4.8% | 8,660 | $666K |
| Sig Brokerage, LP | 0.22% | New | 8,647 | $665K |
| St. Louis Trust Co | 0.08% | No change | 8,615 | $663K |
| Guyasuta Investment Advisors Inc. | 0.04% | Reduce -35.4% | 8,610 | $662K |
| &partners | 0.00% | Add +10.2% | 8,999 | $657K |
| Cerity Partners LLC | 0.00% | Add +20.1% | 8,533 | $656K |
| AE Wealth Management LLC | 0.00% | Add +66.5% | 8,273 | $636K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.9% | 8,264 | $636K |
| BridgePort Financial Solutions, LLC | 0.17% | Add +1.9% | 8,255 | $635K |
| Global Retirement Partners, LLC | 0.01% | Add +5.7% | 8,219 | $632K |
| Two Sigma Securities, LLC | 0.09% | Reduce -38.8% | 8,145 | $627K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,090 | $622K |
| National Bank of Canada | 0.00% | Reduce -50.8% | 8,107 | $622K |
| Interactive Financial Advisors, Inc. | 0.40% | Reduce -5.5% | 8,007 | $616K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -17.0% | 7,996 | $615K |
| Milestone Asset Management, LLC | 0.12% | Reduce -4.5% | 7,990 | $615K |
| Saxon Interests, Inc. | 0.21% | Add +13.1% | 7,905 | $608K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.7% | 7,889 | $607K |
| Bison Wealth, LLC | 0.07% | Reduce -3.3% | 8,717 | $603K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -4.4% | 7,826 | $602K |
| Sovran Advisors, LLC | 0.05% | Add +0.8% | 7,216 | $591K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -83.2% | 7,475 | $575K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 7,308 | $562K |
| Horizon Wealth Management, LLC | 0.09% | No change | 7,175 | $552K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -9.7% | 7,162 | $551K |
| Fiduciary Alliance LLC | 0.04% | Add +12.2% | 7,150 | $550K |
| IFP Advisors, Inc | 0.01% | Reduce -17.8% | 7,144 | $550K |
| RFG Advisory, LLC | 0.01% | Add +6.7% | 7,137 | $549K |
| Csenge Advisory Group | 0.02% | Reduce -0.5% | 7,120 | $548K |
| WealthCare Investment Partners, LLC | 0.16% | Reduce -11.3% | 6,991 | $547K |
| Trust Co | 0.05% | Add +0.6% | 7,086 | $545K |
| Keating Financial Advisory Services, Inc. | 0.07% | — | 7,052 | $542K |
| Clearstead Trust, LLC | 0.09% | Add +3.6% | 7,023 | $540K |
| Prospect Financial Services LLC | 0.31% | Reduce -0.8% | 6,954 | $535K |
| Caprock Group, LLC | 0.01% | Add +45.9% | 6,909 | $531K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.2% | 6,860 | $528K |
| American Financial Advisors, LLC | 0.07% | Reduce -19.3% | 6,859 | $528K |
| Rossmore Private Capital | 0.05% | Add +9.3% | 6,790 | $522K |
| XML Financial, LLC | 0.04% | Add +0.7% | 6,769 | $521K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.9% | 6,736 | $518K |
| Focus Financial Network, Inc. | 0.02% | Reduce -18.3% | 6,714 | $516K |
| Total Investment Management Inc. | 0.07% | No change | 6,683 | $514K |
| Signaturefd, LLC | 0.01% | Add +1.0% | 6,652 | $512K |
| Commonwealth Financial Services, LLC | 0.08% | New | 6,638 | $511K |
| Harbour Investments, Inc. | 0.01% | Add +27.7% | 6,625 | $510K |
| Larson Financial Group LLC | 0.02% | Add +1.9% | 6,539 | $503K |
| IFG Advisory, LLC | 0.02% | Add +6.5% | 6,525 | $502K |
| Phillips Wealth Planners LLC | 0.40% | Reduce -0.3% | 6,164 | $495K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Reduce -12.8% | 6,292 | $484K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -4.8% | 6,268 | $482K |
| Principle Wealth Partners LLC | 0.03% | No change | 6,173 | $475K |
| Range Advisory, LLC | 0.12% | — | 6,163 | $474K |
| KFG Wealth Management, LLC | 0.06% | New | 6,089 | $468K |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 6,083 | $468K |
| Blue Capital, Inc. | 0.33% | Reduce -2.2% | 6,077 | $467K |
| CPA Asset Management Group, LLC | 0.16% | No change | 5,986 | $460K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -33.5% | 5,859 | $451K |
| Mgo One Seven LLC | 0.01% | Reduce -7.2% | 5,751 | $442K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -0.8% | 5,683 | $437K |
| Chicago Partners Investment Group LLC | 0.01% | Add +15.3% | 5,362 | $433K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +14.9% | 5,593 | $430K |
| Focus Partners Wealth | 0.00% | Reduce -28.1% | 5,556 | $428K |
| Modern Wealth Management, LLC | 0.01% | Reduce -15.9% | 5,559 | $428K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -1.4% | 5,536 | $426K |
| IPG Investment Advisors LLC | 0.07% | Reduce -8.4% | 5,476 | $421K |
| Betterment LLC | 0.00% | Reduce -3.5% | 5,459 | $420K |
| Heritage Wealth Management, Inc. | 0.12% | Reduce -8.8% | 5,385 | $414K |
| Stablepoint Partners, LLC | 0.06% | Reduce -1.9% | 5,379 | $414K |
| DLD Asset Management, LP | 0.14% | New | 5,378 | $414K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -8.8% | 5,325 | $410K |
| WealthShield Partners, LLC | 0.05% | Add +0.3% | 5,320 | $409K |
| World Investment Advisors | 0.01% | Add +33.4% | 5,277 | $406K |
| Debussy Capital Management LP | 0.05% | No change | 5,210 | $401K |
| Carlson Financial, Inc. | 0.23% | — | 5,202 | $400K |
| Compass Capital Corp. /Ma/ | 0.15% | Add +9.5% | 5,526 | $400K |
| Global Assets Advisory, LLC | 0.11% | Reduce -4.6% | 5,136 | $395K |
| Triumph Capital Management | 0.08% | Add +52.4% | 5,101 | $392K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +0.0% | 5,103 | $392K |
| Park Avenue Securities LLC | 0.00% | Add +18.1% | 5,045 | $388K |
| LuminArx Capital Management LP | 0.56% | — | 5,000 | $385K |
| Independent Wealth Network Inc. | 0.12% | Reduce -5.8% | 4,908 | $378K |
| Perryman Financial Advisory Inc. | 0.06% | — | 4,886 | $376K |
| Clearstead Advisors, LLC | 0.00% | Add +1.2% | 4,884 | $376K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 4,874 | $375K |
| Principal Securities, Inc. | 0.01% | Add +1.6% | 4,851 | $373K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,841 | $372K |
| Heritage Wealth Management, Inc. | 0.24% | Reduce -2.1% | 4,778 | $368K |
| VestGen Advisors, LLC | 0.02% | New | 4,762 | $366K |
| GTS Securities LLC | 0.01% | New | 4,747 | $365K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.5% | 4,746 | $365K |
| Archford Capital Strategies, LLC | 0.04% | Add +0.5% | 4,737 | $364K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -4.3% | 4,731 | $364K |
| Navis Wealth Advisors, LLC | 0.15% | Reduce -13.1% | 4,664 | $359K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +6.2% | 4,657 | $358K |
| Doliver Advisors, LP | 0.09% | Reduce -1.4% | 4,593 | $353K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.0% | 4,572 | $352K |
| Centaurus Financial, Inc. | 0.02% | Reduce -64.5% | 4,550 | $350K |
| Collar Capital Management, LLC | 0.23% | Reduce -8.7% | 4,539 | $349K |
| Rathbones Group PLC | 0.00% | Add +72.8% | 4,520 | $348K |
| Oxler Private Wealth LLC | 0.10% | No change | 4,477 | $344K |
| One Capital Management, LLC | 0.01% | Reduce -3.5% | 4,475 | $344K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -1.2% | 4,462 | $343K |
| Choreo, LLC | 0.00% | Reduce -37.1% | 4,407 | $343K |
| Adams Wealth Management | 0.07% | No change | 4,433 | $341K |
| CacheTech Inc. | 0.06% | No change | 4,433 | $341K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -11.2% | 4,418 | $340K |
| CarsonAllaria Wealth Management, Ltd. | 0.17% | Reduce -0.3% | 4,380 | $337K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.2% | 4,380 | $337K |
| Milestone Asset Management Group, LLC | 0.19% | Reduce -0.1% | 4,351 | $335K |
| Houlihan Financial Resource Group, Ltd. | 0.13% | New | 4,376 | $334K |
| Seven Mile Advisory | 0.06% | No change | 4,338 | $334K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -21.2% | 4,331 | $333K |
| Optivise Advisory Services LLC | 0.19% | Reduce -5.9% | 4,257 | $327K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.8% | 4,256 | $327K |
| Legacy Wealth Advisors, LLC | 0.22% | — | 4,250 | $327K |
| Waverly Advisors, LLC | 0.00% | Add +11.1% | 4,168 | $321K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,159 | $320K |
| CX Institutional | 0.01% | Add +7.1% | 4,140 | $318K |
| Sowell Financial Services LLC | 0.01% | Add +51.4% | 4,106 | $316K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 4,081 | $314K |
| Interchange Capital Partners, LLC | 0.06% | Reduce -4.3% | 4,052 | $312K |
| Krilogy Financial LLC | 0.01% | Add +0.6% | 3,852 | $308K |
| Kuhn & Co Investment Counsel | 0.20% | New | 4,000 | $308K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,940 | $303K |
| Integrity Alliance, Llc. | 0.01% | Add +21.1% | 3,928 | $302K |
| Retirement Planning Group, LLC / NY | 0.21% | Add +8.2% | 3,912 | $301K |
| Thayer Partners, LLC / MA | 0.15% | — | 3,900 | $300K |
| PDS Planning, Inc | 0.02% | Reduce -10.3% | 3,849 | $296K |
| OneAscent Financial Services LLC | 0.03% | Add +7.4% | 3,814 | $293K |
| Compound Planning, Inc. | 0.01% | Add +4.9% | 3,809 | $293K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -10.9% | 3,807 | $293K |
| Covenant Asset Management, LLC | 0.06% | Reduce -0.6% | 3,787 | $291K |
| Fiduciary Family Office, LLC | 0.08% | No change | 3,745 | $288K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.6% | 3,679 | $283K |
| Forge Financial Services LLC | 0.12% | New | 3,665 | $282K |
| Certuity, LLC | 0.02% | Reduce -0.0% | 3,664 | $282K |
| Certior Financial Group, LLC | 0.19% | No change | 3,646 | $280K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,644 | $280K |
| Advisors Management Group Inc. | 0.05% | Reduce -2.3% | 3,611 | $278K |
| Compass Financial Group, INC | 0.04% | No change | 3,611 | $278K |
| Convergence Financial, LLC | 0.04% | No change | 3,584 | $276K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 3,562 | $274K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.7% | 3,548 | $273K |
| NFSG Corp | 0.04% | No change | 3,505 | $270K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -32.7% | 3,497 | $269K |
| Strategic Blueprint, LLC | 0.02% | Reduce -80.9% | 3,496 | $269K |
| Comerica Bank | 0.00% | Reduce -36.6% | 3,478 | $268K |
| Joel Isaacson & Co., LLC | 0.01% | Add +3.0% | 3,471 | $267K |
| Verus Capital Partners, LLC | 0.02% | Reduce -7.7% | 3,457 | $266K |
| MAI Capital Management | 0.00% | Add +32.7% | 3,451 | $265K |
| Regatta Capital Group, LLC | 0.04% | Reduce -0.8% | 3,425 | $263K |
| Quantinno Capital Management LP | 0.00% | Add +21.7% | 3,382 | $260K |
| KPP Advisory Services LLC | 0.04% | Add +3.2% | 3,381 | $260K |
| Granite Bay Wealth Management, LLC | 0.06% | Reduce -0.7% | 3,356 | $258K |
| Inscription Capital, LLC | 0.03% | No change | 3,349 | $258K |
| Visionary Wealth Advisors | 0.01% | Reduce -29.8% | 3,273 | $252K |
| Legacy Solutions, LLC | 0.22% | Add +40.3% | 3,256 | $250K |
| Integrity Financial Corp | 0.13% | Reduce -14.6% | 3,249 | $250K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +11.3% | 3,249 | $250K |
| Fortress Private Ledger, LLC | 0.08% | Reduce -23.6% | 3,248 | $250K |
| Pacific Sun Financial Corp | 0.12% | Reduce -11.0% | 3,235 | $249K |
| Lauer Wealth, LLC | 0.19% | New | 3,087 | $249K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,222 | $248K |
| Soltis Investment Advisors LLC | 0.02% | New | 3,216 | $247K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -2.1% | 3,204 | $246K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -4.5% | 3,154 | $243K |
| Retirement Guys Formula LLC | 0.11% | Reduce -77.6% | 3,143 | $242K |
| Vigil Wealth Management, LLC | 0.20% | — | 3,136 | $241K |
| Family Office Research LLC | 0.10% | No change | 3,031 | $238K |
| Intrua Financial, LLC | 0.03% | Reduce -10.0% | 3,049 | $235K |
| Mma Asset Management LLC | 0.08% | Reduce -45.0% | 3,033 | $233K |
| Transcend Capital Advisors, LLC | 0.02% | Add +5.2% | 3,031 | $233K |
| SFG Wealth Management, LLC. | 0.09% | Reduce -3.5% | 3,010 | $232K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -0.5% | 3,005 | $231K |
| Clientfirst Wealth Management, LLC | 0.19% | No change | 3,000 | $231K |
| Moody National Bank Trust Division | 0.02% | New | 3,000 | $231K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 2,976 | $229K |
| Atlatl Advisers LLC | 0.09% | No change | 2,940 | $226K |
| Diversified Management Inc. | 0.05% | — | 2,932 | $226K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.4% | 2,931 | $225K |
| Winthrop Advisory Group LLC | 0.02% | No change | 2,906 | $224K |
| Wealth Effects LLC | 0.07% | Reduce -36.3% | 2,893 | $223K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +2.5% | 2,892 | $222K |
| Fortis Capital Advisors, LLC | 0.03% | Add +20.2% | 2,890 | $222K |
| J. Derek Lewis & Associates Inc. | 0.05% | — | 2,877 | $221K |
| Rothschild Investment LLC | 0.01% | No change | 2,840 | $218K |
| SageView Advisory Group, LLC | 0.01% | No change | 2,811 | $216K |
| Moneco Advisors, LLC | 0.02% | Reduce -0.1% | 2,807 | $216K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 2,806 | $216K |
| Florida Trust Wealth Management Co | 0.01% | Add +3.2% | 2,805 | $216K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,800 | $215K |
| Coordinated Financial Services, Inc. | 0.13% | New | 2,795 | $215K |
| Cladis Investment Advisory, LLC | 0.12% | No change | 2,775 | $213K |
| SlateStone Wealth, LLC | 0.02% | No change | 2,774 | $213K |
| Maridea Wealth Management LLC | 0.03% | Reduce -0.9% | 2,749 | $211K |
| Marshall Investment Management, LLC | 0.11% | Add +0.4% | 2,744 | $211K |
| Trilogy Capital Inc. | 0.01% | Reduce -10.9% | 2,731 | $210K |
| Savant Capital, LLC | 0.00% | Add +0.8% | 2,730 | $210K |
| Total Wealth Planning & Management, Inc. | 0.17% | — | 2,716 | $209K |
| NWF Advisory Services Inc. | 0.02% | Add +9.5% | 2,668 | $205K |
| South Shore Capital Advisors | 0.15% | — | 2,649 | $204K |
| Stark Wealth Management LLC | 0.76% | Reduce -4.8% | 2,642 | $203K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +57.8% | 2,631 | $202K |
| Aurora Private Wealth, Inc. | 0.13% | — | 2,620 | $202K |
| Wealthspire Retirement, LLC | 0.01% | Reduce -3.3% | 2,610 | $201K |
| Financial Management Professionals, Inc. | 0.02% | No change | 2,425 | $187K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,243 | $179K |
| US Bancorp \de | 0.00% | Reduce -26.6% | 2,278 | $175K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,230 | $172K |
| WPG Advisers, LLC | 0.12% | Reduce -17.6% | 2,147 | $165K |
| N.E.W. Advisory Services LLC | 0.01% | Add +13.5% | 2,145 | $165K |
| Natixis | 0.00% | Add +6.2% | 2,132 | $164K |
| MGB Wealth Management, LLC | 0.04% | No change | 1,993 | $153K |
| Richardson Capital Management LLC | 0.07% | Add +233.8% | 1,756 | $135K |
| Activest Wealth Management | 0.02% | Add +105.4% | 1,684 | $130K |
| AlphaCore Capital LLC | 0.00% | New | 1,616 | $124K |
| Parkside Financial Bank & Trust | 0.01% | Add +300.0% | 1,600 | $123K |
| Franklin Resources Inc. | 0.00% | No change | 1,485 | $114K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,407 | $108K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | No change | 1,395 | $107K |
| CoreCap Advisors, LLC | 0.00% | Add +281.4% | 1,392 | $107K |
| Sound Income Strategies, LLC | 0.01% | Reduce -0.9% | 1,293 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,342 | $103K |
| Spire Wealth Management | 0.00% | Add +7.4% | 1,339 | $103K |
| Wealth Watch Advisors, INC | 0.04% | Add +247.8% | 1,287 | $99K |
| Financial Perspectives, Inc | 0.03% | Reduce -29.1% | 1,251 | $96K |
| Barrett & Company, Inc. | 0.03% | No change | 1,231 | $95K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 1,220 | $94K |
| Private Trust Co. NA | 0.01% | Reduce -63.3% | 1,194 | $92K |
| Copia Wealth Management | 0.07% | No change | 1,186 | $91K |
| Consultiva Wealth Management, Corp. | 0.25% | No change | 1,140 | $88K |
| Hartford Financial Management Inc. | 0.02% | No change | 1,068 | $82K |
| Graney & King, LLC | 0.04% | No change | 998 | $77K |
| GoalVest Advisory LLC | 0.01% | No change | 986 | $76K |
| Montag A & Associates Inc. | 0.00% | Add +68.6% | 983 | $76K |
| Kilter Group LLC | 0.03% | Reduce -12.1% | 936 | $72K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 925 | $71K |
| Fortitude Family Office, LLC | 0.02% | No change | 903 | $69K |
| Abound Wealth Management | 0.02% | Add +122.7% | 844 | $65K |
| Winthrop Capital Management, LLC | 0.01% | No change | 762 | $59K |
| Signature Equity Partners, LLC | 0.03% | — | 749 | $58K |
| Fifth Third Bancorp | 0.00% | Reduce -30.3% | 690 | $53K |
| Creative Financial Designs Inc. | 0.00% | No change | 682 | $52K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 635 | $49K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 629 | $48K |
| IAG Wealth Partners, LLC | 0.01% | No change | 627 | $48K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 625 | $48K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +47.6% | 620 | $48K |
| Purpose Unlimited Inc. | 0.00% | — | 611 | $47K |
| Banque Transatlantique SA | 0.00% | Add +138.2% | 586 | $45K |
| Valley Wealth Managers, Inc. | 0.00% | New | 579 | $45K |
| Cape Investment Advisory, Inc. | 0.01% | Add +22.4% | 574 | $44K |
| Wellington-Altus USA Inc. | 0.03% | — | 550 | $42K |
| Bullock Wealth Management Group | 0.02% | — | 517 | $40K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 513 | $39K |
| Navalign, LLC | 0.01% | New | 502 | $39K |
| Capital Analysts, LLC | 0.00% | Add +2.9% | 502 | $38K |
| SJS Investment Consulting Inc. | 0.00% | No change | 488 | $38K |
| Delta Asset Management LLC | 0.00% | No change | 480 | $37K |
| Horizon Investments, LLC | 0.00% | Reduce -36.0% | 467 | $36K |
| Princeton Global Asset Management LLC | 0.01% | No change | 445 | $34K |
| Smithfield Trust Co | 0.00% | No change | 424 | $33K |
| 2UniFi Bank | 0.02% | No change | 423 | $33K |
| Winch Advisory Services, LLC | 0.01% | No change | 420 | $32K |
| Breakwater Investment Management | 0.01% | No change | 400 | $31K |
| TD Capital Management LLC | 0.00% | New | 391 | $30K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 385 | $30K |
| Trust Co. of Vermont | 0.00% | No change | 345 | $27K |
| Westside Investment Management, Inc. | 0.00% | Reduce -1.4% | 343 | $27K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 339 | $26K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.6% | 336 | $26K |
| Quent Capital, LLC | 0.00% | Add +44.6% | 324 | $25K |
| Addison Advisors LLC | 0.01% | No change | 320 | $25K |
| Caitlin John, LLC | 0.02% | No change | 315 | $24K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | New | 288 | $22K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -71.6% | 288 | $22K |
| Fairscale Capital, LLC | 0.01% | No change | 277 | $21K |
| TrinityBridge Ltd | 0.00% | No change | 275 | $21K |
| Tidemark, LLC | 0.01% | No change | 261 | $20K |
| Aventura Private Wealth, LLC | 0.01% | No change | 251 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 250 | $19K |
| Byrne Asset Management LLC | 0.01% | Add +17.0% | 248 | $19K |
| CrossGen Wealth, LLC | 0.02% | — | 245 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 244 | $19K |
| Root Financial Partners, LLC | 0.00% | Add +53.5% | 238 | $18K |
| Horizon Bancorp Inc. | 0.01% | No change | 240 | $18K |
| Tsfg, LLC | 0.00% | No change | 236 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +4.7% | 225 | $17K |
| Kings Path Partners LLC | 0.01% | No change | 216 | $17K |
| IFS Advisors, LLC | 0.01% | No change | 213 | $16K |
| Key Financial Inc | 0.00% | No change | 206 | $16K |
| Bell Investment Advisors, Inc | 0.00% | No change | 203 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 202 | $16K |
| WealthCollab, LLC | 0.01% | No change | 200 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 200 | $15K |
| Dagco, Inc. | 0.00% | No change | 200 | $15K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 200 | $15K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 195 | $15K |
| Modus Advisors, LLC | 0.00% | New | 185 | $14K |
| Nemes Rush Group LLC | 0.00% | No change | 185 | $14K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $13K |
| Motiv8 Investments LLC | 0.01% | New | 171 | $13K |
| Bessemer Group Inc. | 0.00% | Reduce -62.9% | 169 | $13K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 165 | $13K |
| McGuire Capital Advisors Inc. | 0.01% | — | 157 | $12K |
| Caldwell Trust Co | 0.00% | No change | 156 | $12K |
| Ancora Advisors LLC | 0.00% | Add +27.9% | 156 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 154 | $12K |
| HM Payson & Co. | 0.00% | Reduce -40.0% | 150 | $12K |
| Union Savings Bank | 0.00% | — | 144 | $11K |
| Adkins Seale Capital Management LLC | 0.01% | — | 143 | $11K |
| Luken Investment Analytics, LLC | 0.00% | New | 141 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 140 | $11K |
| Bank of New Hampshire | 0.00% | No change | 140 | $11K |
| SHP Wealth Management | 0.00% | — | 139 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 133 | $10K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 127 | $10K |
| City Holding Co. | 0.00% | Reduce -10.7% | 125 | $10K |
| MCF Advisors LLC | 0.00% | Add +12000.0% | 121 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 118 | $9K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 114 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +267.9% | 103 | $8K |
| Pacific Center for Financial Services | 0.00% | No change | 91 | $8K |
| Riverview Trust Co | 0.01% | No change | 100 | $8K |
| Islay Capital Management, LLC | 0.00% | No change | 100 | $8K |
| Noble Wealth Management PBC | 0.00% | No change | 100 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 100 | $8K |
| Your Advocates Ltd., LLP | 0.00% | New | 100 | $8K |
| Whittier Trust Co. | 0.00% | No change | 90 | $7K |
| McIlrath & Eck, LLC | 0.00% | New | 88 | $7K |
| BlackRock, Inc. | 0.00% | Add +2.4% | 87 | $7K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 86 | $7K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 86 | $7K |
| Vision Retirement, LLC | 0.00% | — | 83 | $6K |
| ORG Partners LLC | 0.00% | No change | 78 | $6K |
| Innovative Advisory Group, LLC | 0.00% | No change | 75 | $6K |
| Planning Project LLC | 0.00% | — | 75 | $6K |
| Concord Wealth Partners | 0.00% | No change | 73 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.4% | 70 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 68 | $5K |
| Albion Financial Group | 0.00% | No change | 63 | $5K |
| Crews Bank & Trust | 0.00% | New | 60 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 59 | $5K |
| Paladin Advisory Group, LLC | 0.00% | No change | 55 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 55 | $4K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 55 | $4K |
| Merited Wealth, LLC | 0.00% | — | 54 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 54 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | — | 50 | $4K |
| Mechanics Financial Corp | 0.00% | No change | 50 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 50 | $4K |
| Ankerstar Wealth, LLC | 0.00% | — | 49 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 46 | $4K |
| Strive Financial Group ,LLC | 0.00% | — | 45 | $3K |
| Heritage Wealth Advisors | 0.00% | Add +104.5% | 45 | $3K |
| Stephens Consulting, LLC | 0.00% | Reduce -53.5% | 40 | $3K |
| Scarborough Advisors, LLC | 0.00% | Reduce -2.4% | 40 | $3K |
| Strategic Wealth Advisors LLC | 0.00% | — | 44 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 37 | $3K |
| Obsidian Cio, LLC | 0.00% | Reduce -99.2% | 34 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -95.4% | 32 | $2K |
| Optima Capital LLC | 0.00% | New | 30 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 30 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 30 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 30 | $2K |
| Greenline Wealth Management LLC | 0.00% | — | 25 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 25 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 24 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 23 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 22 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 20 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $1K |
| Essential Partners LLC | 0.00% | No change | 18 | $1K |
| Cresta Advisors, Ltd. | 0.00% | New | 17 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 17 | $1K |
| Nvwm, LLC | 0.00% | No change | 17 | $1K |
| Assetmark, Inc. | 0.00% | Add +6.3% | 17 | $1K |
| Strategic Advocates LLC | 0.00% | No change | 15 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -6.7% | 14 | $1K |
| Camelot Portfolios, LLC | 0.00% | New | 11 | $846 |
| Evermay Wealth Management LLC | 0.00% | No change | 10 | $776 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 10 | $769 |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $769 |
| Kelleher Financial Advisors | 0.00% | No change | 9 | $692 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 9 | $692 |
| Acumen Wealth Advisors, LLC | 0.00% | — | 7 | $539 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $538 |
| Go Invest LLC | 0.00% | — | 6 | $495 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $385 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $385 |
| New Millennium Group LLC | 0.00% | Reduce -98.9% | 4 | $308 |
| Truvestments Capital LLC | 0.00% | Reduce -25.0% | 3 | $231 |
| ExodusPoint Capital Management, LP | 0.00% | New | 2 | $154 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $87 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $77 |
| Summit Securities Group LLC | 0.00% | Reduce -99.9% | 1 | $77 |
| DV Trading LLC | 0.00% | — | 1 | $77 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 1 | $77 |
| Decker Retirement Planning Inc. | 0.00% | New | 1 | $77 |
"% of holder's portfolio" is ARKK's weight in each manager's 13F, not the share of ARK Innovation ETF the manager owns.