ARK Innovation ETFARKKETF
13F holders, Q1 2026 (March 31)594holders −43
60new positions
94sold out
7famous investors
$67.66avg. 13F price*
At the end of Q1 2026, 594 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings, down 43 from Q4 2025. 60 opened new positions and 94 sold out. The largest holders were Morgan Stanley ($396.5M), Goldman Sachs Group Inc. ($233.4M) and UBS Group AG ($218.7M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Cathie Wood (0.1% of ARK Investment Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- ARK Innovation ETF
- Filed as
- ARK ETF TR (Q1 2026)
- CUSIP
- 00214Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $65.9M |
| Exits | 94 | $126.0M |
All 13F filers, Q4 2025 → Q1 2026: 6,529,388 shares bought and 9,040,444 shares sold, net −2,511,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 594 holders
| Morgan Stanley | 0.02% | Add +9.0% | 5,866,594 | $396.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +123.2% | 3,452,975 | $233.4M |
| UBS Group AG | 0.04% | Reduce -0.3% | 3,236,389 | $218.7M |
| State of Wisconsin Investment Board | 0.46% | Add +5.3% | 2,953,544 | $199.6M |
| Bank of America Corp. | 0.01% | Reduce -39.1% | 2,248,298 | $152.0M |
| LPL Financial LLC | 0.04% | Reduce -2.3% | 2,103,180 | $142.2M |
| Susquehanna International Group, LLP | 0.16% | Reduce -60.4% | 1,825,737 | $123.4M |
| Wells Fargo & Company | 0.02% | Add +38.0% | 1,816,556 | $122.8M |
| JPMorgan Chase & Co. | 0.01% | Add +236.5% | 1,779,562 | $113.0M |
| Citigroup Inc. | 0.06% | Reduce -38.5% | 1,476,046 | $99.8M |
| D. E. Shaw & Co. | 0.07% | Add +45.4% | 1,168,458 | $79.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.3% | 841,306 | $56.9M |
| BNP Paribas Financial Markets | 0.04% | Add +144.1% | 837,499 | $56.6M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -15.7% | 454,043 | $30.7M |
| Ascension Capital Advisors, Inc. | 8.15% | Add +2.7% | 382,968 | $25.9M |
| Cresset Asset Management, LLC | 0.11% | Add +1.7% | 380,299 | $25.7M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 377,870 | $25.5M |
| Citadel Advisors | 0.02% | Reduce -38.1% | 365,915 | $24.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -5.2% | 330,377 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -9.0% | 323,187 | $21.8M |
| GFS Advisors, LLC | 1.20% | New | 149,042 | $18.5M |
| Venture Visionary Partners LLC | 0.58% | Reduce -8.8% | 258,795 | $17.5M |
| Mission Wealth Management, LP | 0.36% | Reduce -2.3% | 251,467 | $17.0M |
| Private Advisor Group, LLC | 0.08% | Add +4.6% | 247,990 | $16.8M |
| Cetera Investment Advisers | 0.02% | Reduce -8.0% | 241,598 | $16.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -12.1% | 234,539 | $15.9M |
| HighTower Advisors, LLC | 0.01% | Add +0.4% | 199,631 | $13.5M |
| Mariner, LLC | 0.02% | Add +2.9% | 197,099 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 177,228 | $12.0M |
| Gerber, LLC | 6.43% | Reduce -0.4% | 168,280 | $11.4M |
| Wealthfront Advisers LLC | 0.02% | Add +2.1% | 156,385 | $10.6M |
| Cwm, LLC | 0.03% | Reduce -13.5% | 152,546 | $10.3M |
| NewEdge Advisors, LLC | 0.04% | Add +37.0% | 148,191 | $10.0M |
| Titleist Asset Management, LLC | 0.73% | Reduce -2.7% | 143,821 | $9.7M |
| Brookstone Capital Management | 0.09% | Add +1.8% | 119,703 | $8.1M |
| Byrne Financial Freedom, LLC | 3.76% | Reduce -0.7% | 116,377 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +320.6% | 114,330 | $7.7M |
| Jones Financial Companies LLLP | 0.00% | Add +23.4% | 119,185 | $7.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 105,109 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +3.4% | 103,643 | $7.0M |
| Point72 Asset Management | 0.01% | New | 99,798 | $6.7M |
| Caption Management, LLC | 0.33% | New | 98,000 | $6.6M |
| Blue Sky Capital Consultants Group, Inc. | 3.11% | Reduce -3.5% | 96,436 | $6.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +13.7% | 96,333 | $6.5M |
| ARK Investment Management | 0.05% | Add +16.0% | 95,637 | $6.5M |
| SkyOak Wealth, LLC | 1.14% | Add +0.4% | 92,431 | $6.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.58% | Reduce -8.6% | 88,952 | $6.0M |
| BW Gestao de Investimentos Ltda. | 0.26% | No change | 87,577 | $5.9M |
| Renaissance Technologies | 0.01% | New | 86,400 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.3% | 85,100 | $5.8M |
| Arkadios Wealth Advisors | 0.09% | Add +11.4% | 83,113 | $5.6M |
| Axxcess Wealth Management, LLC | 0.17% | Reduce -2.7% | 78,705 | $5.3M |
| MML Investors Services, LLC | 0.01% | Reduce -24.5% | 77,722 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -4.9% | 75,638 | $5.1M |
| NBZ Investment Advisors LLC | 2.17% | Reduce -0.7% | 73,278 | $5.0M |
| One Charles Private Wealth Services, LLC | 1.21% | Reduce -0.2% | 71,088 | $4.8M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +4.3% | 67,531 | $4.6M |
| Bank of Montreal | 0.00% | Reduce -64.8% | 67,387 | $4.6M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -50.5% | 66,232 | $4.5M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -4.3% | 64,815 | $4.4M |
| EFG International AG | 0.09% | Add +3.5% | 64,209 | $4.3M |
| Elevation Point Wealth Partners, LLC | 0.10% | New | 64,159 | $4.3M |
| Maven Securities LTD | 0.25% | No change | 62,077 | $4.2M |
| Variant Private Wealth, LLC | 4.48% | Reduce -0.0% | 54,758 | $3.7M |
| Arbor Capital Management Inc. | 2.98% | Add +8.0% | 51,013 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.2% | 53,088 | $3.6M |
| PEAK6 LLC | 0.10% | Add +82.6% | 52,631 | $3.6M |
| Millennium Management | 0.00% | Add +195.6% | 52,030 | $3.5M |
| Jain Global LLC | 0.05% | Reduce -77.4% | 50,000 | $3.4M |
| Blue Trust, Inc. | 0.04% | Reduce -14.1% | 48,903 | $3.3M |
| National Philanthropic Trust | 0.03% | No change | 48,387 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +99.2% | 44,018 | $3.0M |
| Missouri Trust & Investment Co | 0.87% | Add +6.3% | 43,780 | $3.0M |
| Madison Park Capital Advisors, LLC | 2.28% | Reduce -2.4% | 42,941 | $2.9M |
| IHT Wealth Management, LLC | 0.07% | Reduce -1.6% | 42,697 | $2.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +217.6% | 42,696 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -41.3% | 41,142 | $2.8M |
| Whipplewood Advisors, LLC | 1.46% | Reduce -0.9% | 41,676 | $2.8M |
| Corient Private Wealth LP | 0.00% | Add +5.5% | 42,729 | $2.8M |
| Empowered Funds, LLC | 0.02% | New | 41,140 | $2.8M |
| Tidal Investments LLC | 0.01% | Add +33.3% | 40,000 | $2.7M |
| Creative Planning | 0.00% | Add +5.3% | 39,992 | $2.7M |
| KERR FINANCIAL PLANNING Corp | 1.85% | Add +17.2% | 34,782 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -14.8% | 37,356 | $2.5M |
| Medallion Wealth Advisors, LLC | 0.82% | Reduce -4.6% | 37,226 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.2% | 36,880 | $2.5M |
| SG Americas Securities, LLC | 0.00% | Add +44.7% | 36,702 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +5.3% | 32,018 | $2.5M |
| Stevens Capital Management LP | 0.38% | New | 36,300 | $2.5M |
| Candriam S.C.A. | 0.01% | No change | 35,520 | $2.4M |
| Intrepid Financial Planning Group LLC | 0.96% | Reduce -0.2% | 35,132 | $2.4M |
| Apella Capital, LLC | 0.03% | Add +0.7% | 28,435 | $2.3M |
| Cary Street Partners Financial LLC | 0.06% | Add +15.2% | 33,278 | $2.2M |
| Toronto Dominion Bank | 0.00% | New | 33,054 | $2.2M |
| Flow Traders U.S. LLC | 0.07% | New | 32,660 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +29.1% | 32,376 | $2.2M |
| JTC Employer Solutions Trustee Ltd | 0.18% | No change | 32,152 | $2.2M |
| Crescent Grove Advisors, LLC | 0.21% | Reduce -5.4% | 31,795 | $2.1M |
| Purus Wealth Management, LLC | 0.68% | Add +0.5% | 31,328 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.5% | 31,069 | $2.1M |
| Cibc World Market Inc. | 0.00% | Reduce -2.2% | 30,966 | $2.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.5% | 30,838 | $2.1M |
| Post Resch Tallon Group Inc. | 1.67% | Add +0.6% | 29,788 | $2.1M |
| Cassaday & Co Wealth Management LLC | 0.04% | Add +2.0% | 29,373 | $2.0M |
| Bravera Wealth | 0.89% | Add +22.9% | 29,105 | $2.0M |
| M Holdings Securities, Inc. | 0.13% | Add +0.7% | 25,978 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +3.8% | 28,465 | $1.9M |
| PFG Investments, LLC | 0.09% | Reduce -3.2% | 27,793 | $1.9M |
| Legacy Private Trust Co. | 0.12% | Reduce -0.1% | 27,714 | $1.9M |
| Abound Financial, LLC | 0.80% | New | 27,259 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +3.4% | 27,133 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -4.1% | 26,925 | $1.8M |
| New World Advisors LLC | 0.32% | Add +0.4% | 26,780 | $1.8M |
| Avior Wealth Management, LLC | 0.05% | Add +166.5% | 26,212 | $1.8M |
| Money Concepts Capital Corp. | 0.10% | Reduce -1.2% | 26,175 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -21.1% | 26,021 | $1.8M |
| Milestones Private Investment Advisors LLC | 1.52% | Reduce -0.3% | 25,604 | $1.7M |
| Centiva Capital, LP | 0.08% | Reduce -90.3% | 25,000 | $1.7M |
| Barnes Pettey Financial Advisors, LLC | 0.71% | Add +0.2% | 24,155 | $1.6M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -5.4% | 23,657 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -39.5% | 23,868 | $1.6M |
| Nwam LLC | 0.09% | Reduce -8.1% | 23,847 | $1.6M |
| Strategic Wealth Investment Group, LLC | 0.20% | Reduce -2.7% | 23,120 | $1.6M |
| PFG Advisors | 0.08% | Reduce -30.5% | 23,116 | $1.6M |
| United Advisor Group, LLC | 0.19% | Add +17.3% | 23,100 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.3% | 22,227 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.16% | Reduce -0.1% | 21,963 | $1.5M |
| Integral Investment Advisors, Inc. | 0.37% | Add +0.7% | 21,887 | $1.5M |
| Guggenheim Capital LLC | 0.01% | No change | 21,520 | $1.5M |
| Kraematon Investment Advisors, Inc. | 1.18% | Reduce -0.1% | 21,517 | $1.5M |
| Grant Private Wealth Management Inc | 0.77% | Reduce -6.8% | 21,505 | $1.5M |
| Glassman Wealth Services | 0.20% | No change | 21,301 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.4% | 21,275 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -4.4% | 20,900 | $1.4M |
| Family Manage LLC | 0.17% | No change | 20,708 | $1.4M |
| Atlas Private Wealth Advisors | 0.33% | Add +6.9% | 20,567 | $1.4M |
| WealthTrak Capital Management LLC | 0.99% | Add +1.8% | 20,514 | $1.4M |
| Allworth Financial LP | 0.01% | Reduce -2.5% | 20,275 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +8.8% | 19,812 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -24.0% | 19,776 | $1.3M |
| Quadrature Capital Ltd | 0.02% | Reduce -95.3% | 19,659 | $1.3M |
| NavPoint Financial, Inc. | 0.54% | Reduce -2.0% | 19,629 | $1.3M |
| Valtrion Capital Management, LLC | 1.23% | Reduce -0.9% | 19,312 | $1.3M |
| Intesa Sanpaolo Wealth Management | 0.31% | No change | 19,000 | $1.3M |
| Advisor OS, LLC | 0.09% | New | 18,921 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -68.9% | 18,367 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.17% | No change | 18,124 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Reduce -4.5% | 17,996 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Reduce -11.4% | 17,983 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +1.9% | 17,820 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +9.4% | 17,205 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -61.6% | 17,128 | $1.2M |
| Sanders Morris Harris LLC | 0.19% | New | 17,025 | $1.2M |
| Huntington National Bank | 0.01% | New | 17,000 | $1.1M |
| Worthington Financial Partners, LLC | 0.98% | Add +7.2% | 16,859 | $1.1M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -1.1% | 14,354 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -23.2% | 16,633 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +17.3% | 16,512 | $1.1M |
| AQR Capital Management | 0.00% | Add +62.4% | 16,500 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -11.7% | 16,443 | $1.1M |
| Osbon Capital Management LLC | 0.91% | Reduce -2.1% | 16,416 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +21.4% | 16,381 | $1.1M |
| Atlas Legacy Advisors, LLC | 0.20% | Add +31.9% | 15,416 | $1.1M |
| Kickstand Ventures, Llc. | 0.23% | Add +23.3% | 15,989 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -75.2% | 15,515 | $1.0M |
| Biltmore Family Office, LLC | 0.15% | No change | 15,500 | $1.0M |
| Wexford Capital LP | 0.17% | New | 15,288 | $1.0M |
| New England Private Wealth Advisors LLC | 0.12% | No change | 15,136 | $1.0M |
| Simplex Trading, LLC | 0.03% | New | 14,834 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -11.9% | 14,548 | $995K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -24.6% | 14,709 | $994K |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -34.7% | 14,484 | $979K |
| Greykasell Wealth Strategies, Inc. | 0.39% | Reduce -12.9% | 14,433 | $976K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -88.6% | 14,353 | $970K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +5.0% | 14,100 | $953K |
| Lido Advisors, LLC | 0.00% | Reduce -30.5% | 13,914 | $941K |
| BIP Wealth, LLC | 0.04% | Reduce -6.7% | 13,715 | $927K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -38.9% | 13,677 | $924K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 13,472 | $911K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -3.6% | 13,265 | $897K |
| SteelPeak Wealth, LLC | 0.03% | Add +121.3% | 12,967 | $876K |
| Group One Trading LLC | 0.03% | New | 12,956 | $876K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -14.2% | 12,862 | $869K |
| Harbour Investments, Inc. | 0.01% | Add +93.0% | 12,788 | $864K |
| Carnegie Investment Counsel | 0.02% | Add +0.1% | 12,614 | $853K |
| Zuckerman Investment Group, LLC | 0.08% | No change | 12,250 | $828K |
| Regal Investment Advisors LLC | 0.05% | Reduce -6.9% | 11,801 | $798K |
| Colonial River Investments, LLC | 0.28% | Add +4.6% | 11,758 | $795K |
| Three Magnolias Financial Advisors, LLC | 0.50% | Reduce -3.0% | 11,651 | $787K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +0.6% | 11,506 | $778K |
| Squarepoint Ops LLC | 0.00% | New | 11,501 | $777K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -9.5% | 11,459 | $775K |
| Arax Advisory Partners | 0.02% | Reduce -16.6% | 11,385 | $770K |
| Summit Investment Advisory Services, LLC | 0.28% | No change | 11,282 | $763K |
| International Assets Investment Management, LLC | 0.05% | Reduce -56.2% | 11,071 | $757K |
| Savvy Advisors, Inc. | 0.02% | Add +7.0% | 11,127 | $752K |
| Kovack Advisors, Inc. | 0.04% | Reduce -7.7% | 10,582 | $741K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.9% | 10,872 | $735K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Reduce -3.7% | 10,856 | $734K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -0.3% | 10,762 | $727K |
| Intellus Advisors LLC | 0.10% | No change | 10,752 | $727K |
| Stephens Inc. | 0.01% | Reduce -0.1% | 10,699 | $723K |
| Fortem Financial Group, LLC | 0.18% | Reduce -49.7% | 10,688 | $722K |
| Prospera Financial Services Inc | 0.01% | Reduce -36.1% | 10,595 | $717K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.7% | 10,536 | $712K |
| CreativeOne Wealth, LLC | 0.02% | Add +11.7% | 10,525 | $711K |
| NFSG Corp | 0.12% | Add +199.7% | 10,505 | $710K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -5.8% | 10,974 | $697K |
| Lebenthal Global Advisors, LLC | 0.10% | No change | 10,298 | $696K |
| Independent Advisor Alliance | 0.01% | New | 10,013 | $677K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.4% | 10,009 | $677K |
| Straight Path Wealth Management | 0.18% | Reduce -4.0% | 9,985 | $675K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -0.9% | 9,820 | $664K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.7% | 9,716 | $657K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -14.7% | 9,621 | $650K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -8.5% | 9,540 | $645K |
| Indivisible Partners | 0.06% | Reduce -4.5% | 9,467 | $640K |
| Sierra Capital LLC | 0.07% | No change | 9,437 | $638K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -76.2% | 9,407 | $636K |
| BridgePort Financial Solutions, LLC | 0.18% | Add +14.0% | 9,407 | $636K |
| Saxon Interests, Inc. | 0.21% | Add +16.5% | 9,206 | $622K |
| Blue Jean Financial LLC | 0.51% | New | 9,181 | $621K |
| Hanover Advisors Inc. | 0.25% | No change | 9,150 | $618K |
| Banco BTG Pactual S.A. | 0.12% | New | 9,001 | $608K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -16.2% | 8,997 | $608K |
| Estate Planners Group, LLC | 0.29% | Add +1.1% | 8,917 | $603K |
| Ballew Advisors, Inc | 0.34% | Add +4.4% | 8,654 | $596K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.2% | 8,673 | $586K |
| St. Louis Trust Co | 0.07% | No change | 8,615 | $582K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 8,610 | $582K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.6% | 8,525 | $576K |
| White Knight Strategic Wealth Advisors, LLC | 0.48% | Reduce -12.6% | 8,352 | $565K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.2% | 8,245 | $557K |
| Citizens Financial Group Inc. | 0.01% | Add +153.5% | 8,168 | $552K |
| Interactive Financial Advisors, Inc. | 0.36% | Add +0.4% | 8,042 | $544K |
| Sovran Advisors, LLC | 0.04% | Reduce -1.8% | 7,085 | $537K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.4% | 7,923 | $536K |
| StoneX Group Inc. | 0.03% | Reduce -34.0% | 7,863 | $530K |
| Bison Wealth, LLC | 0.05% | Reduce -22.1% | 6,786 | $530K |
| Fiduciary Alliance LLC | 0.03% | Reduce -5.4% | 6,766 | $524K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -1.9% | 7,680 | $519K |
| Horizon Wealth Management, LLC | 0.08% | Add +5.8% | 7,595 | $513K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -15.2% | 7,381 | $499K |
| Prospect Financial Services LLC | 0.30% | Add +5.6% | 7,344 | $496K |
| WealthCare Investment Partners, LLC | 0.14% | Add +1.0% | 7,060 | $493K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +31.7% | 7,289 | $493K |
| Csenge Advisory Group | 0.02% | Add +1.1% | 7,198 | $486K |
| Calton & Associates, Inc. | 0.07% | Reduce -37.6% | 7,195 | $486K |
| MCF Advisors LLC | 0.02% | Add +5800.0% | 7,139 | $483K |
| Principal Securities, Inc. | 0.01% | Add +46.8% | 7,123 | $481K |
| Trust Co | 0.04% | Reduce -0.4% | 7,055 | $477K |
| Phillips Wealth Planners LLC | 0.36% | Reduce -3.7% | 5,934 | $475K |
| Clearstead Trust, LLC | 0.08% | No change | 7,023 | $475K |
| &partners | 0.00% | Reduce -22.5% | 6,978 | $472K |
| HB Wealth Management, LLC | 0.00% | Reduce -21.8% | 6,971 | $471K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -13.0% | 6,956 | $470K |
| Focus Partners Wealth | 0.00% | Add +24.6% | 6,920 | $468K |
| Clearstead Advisors, LLC | 0.00% | Add +41.3% | 6,899 | $466K |
| XML Financial, LLC | 0.04% | No change | 6,769 | $458K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 6,716 | $454K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -50.4% | 6,707 | $453K |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.2% | 6,695 | $453K |
| Total Investment Management Inc. | 0.05% | No change | 6,683 | $452K |
| RFG Advisory, LLC | 0.01% | Reduce -6.6% | 6,665 | $450K |
| American Financial Advisors, LLC | 0.06% | Reduce -3.3% | 6,631 | $448K |
| Pennington Partners & Co., LLC | 0.15% | New | 6,589 | $445K |
| Signaturefd, LLC | 0.01% | Reduce -1.0% | 6,584 | $445K |
| Caprock Group, LLC | 0.01% | Reduce -5.0% | 6,565 | $444K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -8.5% | 6,553 | $443K |
| Bank of New York Mellon Corp | 0.00% | Add +7.7% | 6,551 | $443K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.1% | 6,511 | $440K |
| Larson Financial Group LLC | 0.01% | Reduce -0.5% | 6,509 | $440K |
| Park Avenue Securities LLC | 0.00% | Add +27.4% | 6,425 | $434K |
| IFP Advisors, Inc | 0.01% | Reduce -10.4% | 6,401 | $433K |
| Gateway Wealth Partners, LLC | 0.02% | Add +82.2% | 6,372 | $431K |
| Milestone Asset Management, LLC | 0.08% | Reduce -20.9% | 6,316 | $427K |
| Keating Financial Advisory Services, Inc. | 0.07% | Reduce -10.9% | 6,286 | $425K |
| Wedbush Securities Inc. | 0.01% | Reduce -37.8% | 6,274 | $424K |
| Edgestream Partners, L.P. | 0.01% | Reduce -49.6% | 6,193 | $419K |
| Principle Wealth Partners LLC | 0.02% | Reduce -0.4% | 6,148 | $416K |
| Rathbones Group PLC | 0.00% | Add +35.6% | 6,130 | $414K |
| Stablepoint Partners, LLC | 0.06% | Add +12.9% | 6,072 | $410K |
| Navis Wealth Advisors, LLC | 0.21% | Add +29.7% | 6,048 | $409K |
| Rossmore Private Capital | 0.04% | Reduce -11.1% | 6,040 | $408K |
| Compass Capital Corp. /Ma/ | 0.15% | Reduce -4.9% | 5,254 | $407K |
| Safeguard Investment Advisory Group, LLC | 0.11% | Reduce -4.6% | 6,002 | $406K |
| CPA Asset Management Group, LLC | 0.14% | No change | 5,986 | $405K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +13.9% | 5,815 | $393K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -50.8% | 5,822 | $393K |
| Range Advisory, LLC | 0.07% | Reduce -6.1% | 5,789 | $391K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +0.5% | 5,710 | $386K |
| Mgo One Seven LLC | 0.01% | Reduce -0.8% | 5,702 | $385K |
| Focus Financial Network, Inc. | 0.01% | Reduce -15.7% | 5,663 | $383K |
| Triumph Capital Management | 0.08% | Add +10.9% | 5,655 | $382K |
| Lam Group, Inc. | 0.21% | New | 5,625 | $380K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -10.3% | 5,619 | $380K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.4% | 5,512 | $373K |
| Richardson Capital Management LLC | 0.18% | Add +209.1% | 5,427 | $367K |
| IPG Investment Advisors LLC | 0.06% | Reduce -2.3% | 5,351 | $362K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 5,325 | $360K |
| Summit Financial, LLC | 0.00% | Reduce -51.8% | 5,290 | $358K |
| WealthShield Partners, LLC | 0.04% | Reduce -0.7% | 5,285 | $357K |
| Betterment LLC | 0.00% | Reduce -3.2% | 5,286 | $357K |
| Forge Financial Services LLC | 0.04% | Add +43.0% | 5,240 | $354K |
| Debussy Capital Management LP | 0.05% | No change | 5,210 | $352K |
| Heritage Wealth Management, Inc. | 0.17% | Reduce -4.1% | 5,162 | $349K |
| Carlson Financial, Inc. | 0.21% | Reduce -1.0% | 5,152 | $348K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -18.2% | 4,385 | $348K |
| Vigil Wealth Management, LLC | 0.28% | Add +63.8% | 5,136 | $347K |
| Global Assets Advisory, LLC | 0.10% | Reduce -0.1% | 5,129 | $347K |
| AE Wealth Management LLC | 0.00% | Reduce -38.9% | 5,059 | $342K |
| AlphaStar Capital Management, LLC | 0.03% | Add +6.6% | 5,043 | $341K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 4,874 | $329K |
| Integrity Alliance, Llc. | 0.01% | Add +23.9% | 4,866 | $329K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,841 | $327K |
| AdvisorNet Financial, Inc | 0.02% | Add +5.5% | 4,825 | $326K |
| HBW Advisory Services LLC | 0.03% | Reduce -54.4% | 4,788 | $324K |
| Heritage Wealth Management, Inc. | 0.18% | Add +0.1% | 4,784 | $323K |
| Archford Capital Strategies, LLC | 0.04% | Add +0.4% | 4,754 | $321K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.4% | 4,726 | $319K |
| Krilogy Financial LLC | 0.01% | Add +7.2% | 4,128 | $319K |
| World Investment Advisors | 0.01% | Reduce -11.5% | 4,671 | $316K |
| Quantinno Capital Management LP | 0.00% | Add +37.0% | 4,632 | $313K |
| One Capital Management, LLC | 0.01% | No change | 4,475 | $302K |
| VestGen Advisors, LLC | 0.01% | Reduce -18.9% | 3,861 | $302K |
| Doliver Advisors, LP | 0.07% | Reduce -2.9% | 4,460 | $301K |
| CarsonAllaria Wealth Management, Ltd. | 0.15% | Add +1.5% | 4,447 | $301K |
| Adams Wealth Management | 0.07% | No change | 4,433 | $300K |
| CacheTech Inc. | 0.06% | No change | 4,433 | $300K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -0.8% | 4,384 | $296K |
| Houlihan Financial Resource Group, Ltd. | 0.12% | No change | 4,376 | $296K |
| Milestone Asset Management Group, LLC | 0.17% | No change | 4,351 | $294K |
| Seven Mile Advisory | 0.21% | No change | 4,338 | $293K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.3% | 4,318 | $292K |
| Waverly Advisors, LLC | 0.00% | Add +2.8% | 4,286 | $290K |
| Cerity Partners LLC | 0.00% | Reduce -50.1% | 4,259 | $288K |
| Legacy Wealth Advisors, LLC | 0.15% | No change | 4,250 | $287K |
| Centaurus Financial, Inc. | 0.01% | Reduce -7.0% | 4,234 | $286K |
| HighPoint Advisor Group LLC | 0.01% | Add +7.3% | 4,226 | $286K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -9.5% | 4,214 | $285K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,159 | $281K |
| Compound Planning, Inc. | 0.01% | Add +8.3% | 4,124 | $279K |
| Optivise Advisory Services LLC | 0.17% | Reduce -3.2% | 4,121 | $279K |
| Brighton Jones LLC | 0.01% | New | 4,108 | $278K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 4,081 | $276K |
| Oxler Private Wealth LLC | 0.09% | Reduce -8.9% | 4,078 | $276K |
| Vontobel Holding Ltd. | 0.00% | Reduce -67.8% | 4,071 | $275K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.9% | 4,006 | $271K |
| Kuhn & Co Investment Counsel | 0.17% | No change | 4,000 | $270K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.0% | 3,998 | $270K |
| DAVENPORT & Co LLC | 0.00% | New | 3,992 | $270K |
| Navigation Group, LLC | 0.06% | — | 3,972 | $268K |
| OneAscent Financial Services LLC | 0.01% | Add +3.4% | 3,942 | $266K |
| PDS Planning, Inc | 0.02% | Add +2.2% | 3,934 | $266K |
| Thayer Partners, LLC / MA | 0.13% | No change | 3,900 | $264K |
| Modern Wealth Management, LLC | 0.00% | Reduce -30.9% | 3,839 | $263K |
| CX Institutional | 0.01% | Reduce -6.6% | 3,865 | $261K |
| Retirement Planning Group, LLC / NY | 0.17% | Reduce -1.7% | 3,847 | $260K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,794 | $256K |
| Verus Capital Partners, LLC | 0.02% | Add +8.5% | 3,752 | $254K |
| Fiduciary Family Office, LLC | 0.07% | No change | 3,745 | $253K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,644 | $246K |
| Certior Financial Group, LLC | 0.16% | Reduce -0.2% | 3,639 | $246K |
| Convergence Financial, LLC | 0.03% | No change | 3,584 | $242K |
| Interchange Capital Partners, LLC | 0.08% | Add +25.5% | 5,084 | $242K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.4% | 3,577 | $242K |
| Advisors Management Group Inc. | 0.04% | Reduce -1.2% | 3,567 | $241K |
| Insight Advisors, LLC/ PA | 0.05% | Add +18.4% | 3,557 | $240K |
| Collar Capital Management, LLC | 0.15% | Reduce -22.4% | 3,524 | $238K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.6% | 3,491 | $236K |
| Compass Financial Group, INC | 0.03% | Reduce -3.3% | 3,491 | $236K |
| Covenant Asset Management, LLC | 0.05% | Reduce -8.1% | 3,480 | $235K |
| Certuity, LLC | 0.02% | Reduce -5.5% | 3,464 | $234K |
| Visionary Wealth Advisors | 0.01% | Add +5.7% | 3,460 | $234K |
| Legacy Solutions, LLC | 0.21% | Add +4.9% | 3,415 | $231K |
| Perryman Financial Advisory Inc. | 0.03% | Reduce -31.1% | 3,366 | $227K |
| EagleClaw Capital Managment, LLC | 0.03% | New | 3,352 | $227K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +27.3% | 3,350 | $226K |
| KPP Advisory Services LLC | 0.03% | Reduce -1.1% | 3,343 | $226K |
| Strategic Blueprint, LLC | 0.01% | Reduce -5.2% | 3,314 | $224K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,299 | $223K |
| Bank of Nova Scotia | 0.00% | New | 3,293 | $223K |
| MAI Capital Management | 0.00% | Reduce -4.9% | 3,282 | $222K |
| Fortress Private Ledger, LLC | 0.07% | No change | 3,248 | $220K |
| Retirement Guys Formula LLC | 0.10% | Add +2.9% | 3,234 | $219K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 3,204 | $217K |
| Lauer Wealth, LLC | 0.17% | Reduce -1.0% | 3,057 | $215K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 3,154 | $213K |
| FSC Wealth Advisors, LLC | 4.07% | Reduce -85.0% | 3,151 | $213K |
| Integrity Financial Corp | 0.11% | Reduce -3.1% | 3,149 | $213K |
| Integrated Advisors Network LLC | 0.01% | Reduce -92.4% | 3,145 | $213K |
| Atlatl Advisers LLC | 0.16% | Add +6.1% | 3,120 | $211K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -3.5% | 3,103 | $210K |
| Mma Asset Management LLC | 0.07% | No change | 3,033 | $205K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 3,031 | $205K |
| Pacific Sun Financial Corp | 0.10% | Reduce -6.8% | 3,015 | $204K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,002 | $203K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.34% | Add +300000.0% | 3,001 | $203K |
| Clientfirst Wealth Management, LLC | 0.17% | No change | 3,000 | $203K |
| Moody National Bank Trust Division | 0.02% | No change | 3,000 | $203K |
| Aurora Private Wealth, Inc. | 0.14% | No change | 2,620 | $202K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -19.3% | 2,969 | $201K |
| Rothschild Investment LLC | 0.01% | No change | 2,840 | $192K |
| Marshall Investment Management, LLC | 0.09% | Add +0.3% | 2,752 | $186K |
| Financial Management Professionals, Inc. | 0.02% | No change | 2,425 | $164K |
| US Bancorp \de | 0.00% | Reduce -3.1% | 2,208 | $149K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -4.6% | 2,140 | $148K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 2,145 | $145K |
| WPG Advisers, LLC | 0.10% | Reduce -8.4% | 1,967 | $133K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 1,797 | $121K |
| AlphaCore Capital LLC | 0.00% | Add +10.9% | 1,793 | $121K |
| Arkos Global Advisors | 0.02% | New | 1,783 | $121K |
| Fifth Third Bancorp | 0.00% | Add +157.5% | 1,777 | $120K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -46.2% | 1,747 | $118K |
| Activest Wealth Management | 0.02% | Add +2.4% | 1,724 | $117K |
| Franklin Resources Inc. | 0.00% | Add +6.4% | 1,580 | $107K |
| Legend Capital Advisors LLC | 0.06% | New | 1,419 | $96K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | No change | 1,395 | $94K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -14.1% | 1,375 | $93K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -2.4% | 1,373 | $93K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,342 | $91K |
| Boreal Capital Management LLC | 0.08% | New | 1,292 | $87K |
| Financial Perspectives, Inc | 0.02% | Add +0.1% | 1,252 | $85K |
| Copia Wealth Management | 0.06% | Add +5.4% | 1,250 | $84K |
| Spire Wealth Management | 0.00% | Reduce -6.9% | 1,247 | $84K |
| Barrett & Company, Inc. | 0.03% | No change | 1,231 | $83K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 1,220 | $82K |
| Consultiva Wealth Management, Corp. | 0.23% | Add +4.4% | 1,190 | $80K |
| Merkkuri Wealth Advisors LLC | 0.05% | New | 1,116 | $75K |
| Barclays PLC | 0.00% | Reduce -96.1% | 1,073 | $73K |
| GoalVest Advisory LLC | 0.01% | Add +8.6% | 1,071 | $72K |
| Hartford Financial Management Inc. | 0.02% | No change | 1,068 | $72K |
| CoreCap Advisors, LLC | 0.00% | Reduce -26.6% | 1,022 | $69K |
| Graney & King, LLC | 0.04% | No change | 998 | $67K |
| Private Trust Co. NA | 0.01% | Reduce -16.8% | 994 | $67K |
| Montag A & Associates Inc. | 0.00% | Reduce -0.2% | 981 | $66K |
| Opal Wealth Advisors, LLC | 0.01% | New | 941 | $64K |
| Kilter Group LLC | 0.03% | No change | 936 | $63K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 925 | $63K |
| FMR LLC | 0.00% | New | 908 | $61K |
| Fortitude Family Office, LLC | 0.01% | No change | 903 | $61K |
| Mather Group, Llc. | 0.00% | New | 884 | $60K |
| Abound Wealth Management | 0.01% | No change | 844 | $57K |
| Natixis | 0.00% | Reduce -60.8% | 836 | $57K |
| TopTier Wealth Management, LLC | 0.03% | New | 815 | $55K |
| Winthrop Capital Management, LLC | 0.01% | No change | 762 | $52K |
| Horizon Investments, LLC | 0.00% | Add +57.2% | 734 | $50K |
| Creative Financial Designs Inc. | 0.00% | Add +3.8% | 708 | $48K |
| Whittier Trust Co. | 0.00% | Add +666.7% | 690 | $47K |
| Salem Investment Counselors Inc. | 0.00% | New | 700 | $47K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 635 | $43K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 634 | $43K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 629 | $43K |
| IAG Wealth Partners, LLC | 0.00% | No change | 627 | $42K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 625 | $42K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 620 | $42K |
| Purpose Unlimited Inc. | 0.00% | No change | 611 | $41K |
| Sound Income Strategies, LLC | 0.00% | Reduce -53.9% | 596 | $41K |
| 2UniFi Bank | 0.02% | Add +32.1% | 559 | $38K |
| Bullock Wealth Management Group | 0.02% | No change | 517 | $35K |
| Westside Investment Management, Inc. | 0.01% | Add +51.0% | 518 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 513 | $35K |
| National Bank of Canada | 0.00% | Reduce -93.9% | 495 | $34K |
| Capital Analysts, LLC | 0.00% | Reduce -2.8% | 488 | $33K |
| Fairscale Capital, LLC | 0.02% | Add +76.2% | 488 | $33K |
| SJS Investment Consulting Inc. | 0.00% | No change | 488 | $33K |
| Delta Asset Management LLC | 0.00% | No change | 480 | $32K |
| Princeton Global Asset Management LLC | 0.00% | No change | 445 | $30K |
| Russell Investments Group, Ltd. | 0.00% | Add +31.3% | 441 | $30K |
| Winch Advisory Services, LLC | 0.01% | No change | 420 | $28K |
| Smithfield Trust Co | 0.00% | No change | 424 | $28K |
| Philadelphia Investment Partners, LLC | 0.02% | — | 409 | $28K |
| Breakwater Investment Management | 0.01% | No change | 400 | $27K |
| Ancora Advisors LLC | 0.00% | Add +153.8% | 396 | $27K |
| TD Capital Management LLC | 0.00% | No change | 391 | $26K |
| PlanVest Financial, Inc | 0.02% | — | 386 | $26K |
| Decker Retirement Planning Inc. | 0.01% | Add +38300.0% | 384 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | Add +75.0% | 350 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 339 | $23K |
| Addison Advisors LLC | 0.00% | No change | 320 | $22K |
| Caitlin John, LLC | 0.01% | No change | 315 | $21K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $20K |
| Byrne Asset Management LLC | 0.01% | Add +20.2% | 298 | $20K |
| TrinityBridge Ltd | 0.00% | No change | 275 | $19K |
| Root Financial Partners, LLC | 0.00% | Add +13.4% | 270 | $18K |
| Gill Capital Partners, LLC | 0.01% | New | 266 | $18K |
| Nemes Rush Group LLC | 0.00% | Add +41.1% | 261 | $18K |
| Aventura Private Wealth, LLC | 0.01% | No change | 251 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +11.1% | 250 | $17K |
| Anchor Investment Management, LLC | 0.00% | No change | 250 | $17K |
| Banque Transatlantique SA | 0.00% | Reduce -58.0% | 246 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 244 | $16K |
| Horizon Bancorp Inc. | 0.01% | No change | 240 | $16K |
| Quent Capital, LLC | 0.00% | Reduce -30.9% | 224 | $15K |
| Kings Path Partners LLC | 0.01% | No change | 216 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -25.0% | 216 | $15K |
| IFS Advisors, LLC | 0.01% | No change | 213 | $14K |
| Key Financial Inc | 0.00% | No change | 206 | $14K |
| Main Street Group, LTD | 0.00% | New | 204 | $14K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 202 | $14K |
| WealthCollab, LLC | 0.01% | No change | 200 | $14K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 200 | $14K |
| Dagco, Inc. | 0.00% | No change | 200 | $14K |
| Signature Equity Partners, LLC | 0.01% | Reduce -75.3% | 185 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -58.4% | 160 | $11K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 157 | $11K |
| Brookwood Investment Group LLC | 0.00% | New | 156 | $11K |
| Caldwell Trust Co | 0.00% | No change | 156 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 154 | $10K |
| Independence Bank of Kentucky | 0.00% | Reduce -25.0% | 150 | $10K |
| HM Payson & Co. | 0.00% | No change | 150 | $10K |
| Union Savings Bank | 0.00% | No change | 144 | $10K |
| Ascentis Independent Advisors | 0.00% | New | 143 | $10K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 143 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 140 | $9K |
| Bank of New Hampshire | 0.00% | No change | 140 | $9K |
| SHP Wealth Management | 0.00% | No change | 139 | $9K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 133 | $9K |
| Tidemark, LLC | 0.00% | Reduce -47.1% | 138 | $9K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 127 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 125 | $8K |
| Tsfg, LLC | 0.00% | Reduce -47.5% | 124 | $8K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 114 | $8K |
| Birchwood Financial Partners, Inc. | 0.01% | Reduce -6.8% | 110 | $7K |
| Evergreen Advisors, LLC | 0.00% | New | 107 | $7K |
| Hanson & Doremus Investment Management | 0.00% | New | 100 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 103 | $7K |
| Community Financial Services Group, LLC | 0.00% | New | 100 | $7K |
| Noble Wealth Management PBC | 0.00% | No change | 100 | $7K |
| Islay Capital Management, LLC | 0.00% | No change | 100 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 100 | $7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +100.0% | 92 | $6K |
| Pacific Center for Financial Services | 0.00% | No change | 91 | $6K |
| MTM Investment Management, LLC | 0.00% | Add +411.8% | 87 | $6K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 86 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 86 | $6K |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 86 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 83 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 68 | $5K |
| Albion Financial Group | 0.00% | No change | 63 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 63 | $4K |
| Crews Bank & Trust | 0.00% | No change | 60 | $4K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 55 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 54 | $4K |
| Vanguard National Trust Co | 0.00% | — | 53 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 52 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Mechanics Financial Corp | 0.00% | No change | 50 | $3K |
| Ballast Advisors LLC | 0.00% | New | 50 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 50 | $3K |
| CrossGen Wealth, LLC | 0.00% | Reduce -80.0% | 49 | $3K |
| Miller Wealth Advisors, LLC | 0.00% | Add +4400.0% | 45 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 45 | $3K |
| Assetmark, Inc. | 0.00% | Add +164.7% | 45 | $3K |
| Strive Financial Group ,LLC | 0.00% | Add +2.2% | 46 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 40 | $3K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 37 | $3K |
| Stone House Investment Management, LLC | 0.00% | New | 35 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 30 | $2K |
| Ankerstar Wealth, LLC | 0.00% | Reduce -36.7% | 31 | $2K |
| Obsidian Cio, LLC | 0.00% | Reduce -8.8% | 31 | $2K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 44 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | Reduce -50.9% | 29 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 25 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | New | 25 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 24 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 22 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 20 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $1K |
| Nvwm, LLC | 0.00% | No change | 17 | $1K |
| Essential Partners LLC | 0.00% | Reduce -16.7% | 15 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 20 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 14 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -94.7% | 9 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 10 | $682 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 10 | $676 |
| Go Invest LLC | 0.00% | Add +66.7% | 10 | $674 |
| Kelleher Financial Advisors | 0.00% | No change | 9 | $633 |
| Morse Asset Management, Inc | 0.00% | Reduce -10.0% | 9 | $608 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 9 | $608 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $473 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $338 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $338 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 4 | $270 |
| Rossby Financial, LCC | 0.00% | New | 3 | $205 |
| Vanguard Advisers Inc. | 0.00% | — | 3 | $203 |
| Truvestments Capital LLC | 0.00% | No change | 3 | $203 |
| Financial Life Planners | 0.00% | New | 2 | $139 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $76 |
| LMR Partners LLP | 0.00% | New | 1 | $68 |
| Ascentis Wealth Management, LLC | 0.00% | New | 1 | $67 |
"% of holder's portfolio" is ARKK's weight in each manager's 13F, not the share of ARK Innovation ETF the manager owns.