ARK Innovation ETFARKKETF
13F holders, Q2 2026 (June 30)638holders +44
97new positions
58sold out
4famous investors
$80.78avg. 13F price*
At the end of Q2 2026, 638 institutions reported holding ARK Innovation ETF (ARKK) in their 13F filings, up 44 from Q1 2026. 97 opened new positions and 58 sold out. The largest holders were Morgan Stanley ($508.1M), JPMorgan Chase & Co. ($380.8M) and Goldman Sachs Group Inc. ($359.3M). 4 famous investors held it, including Cathie Wood (0.0% of ARK Investment Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- ARK Innovation ETF
- Filed as
- ARK ETF TR (Q2 2026)
- CUSIP
- 00214Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $81.9M |
| Exits | 58 | $122.7M |
All 13F filers, Q1 2026 → Q2 2026: 9,666,873 shares bought and 6,452,047 shares sold, net +3,214,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 638 holders
| Morgan Stanley | 0.03% | Add +7.2% | 6,287,216 | $508.1M |
| JPMorgan Chase & Co. | 0.02% | Add +165.4% | 4,722,697 | $380.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +28.8% | 4,445,622 | $359.3M |
| Bank of America Corp. | 0.02% | Add +77.6% | 3,992,341 | $322.7M |
| Susquehanna International Group, LLP | 0.16% | Add +24.4% | 2,270,999 | $183.5M |
| Wells Fargo & Company | 0.03% | Add +17.2% | 2,128,930 | $172.1M |
| Citigroup Inc. | 0.08% | Add +43.2% | 2,113,863 | $170.8M |
| LPL Financial LLC | 0.04% | Reduce -0.8% | 2,087,363 | $168.7M |
| State of Wisconsin Investment Board | 0.30% | Reduce -37.4% | 1,849,057 | $149.4M |
| UBS Group AG | 0.02% | Reduce -61.6% | 1,243,860 | $100.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.7% | 835,430 | $67.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -7.4% | 775,517 | $62.7M |
| Jain Global LLC | 0.55% | Add +968.6% | 534,312 | $43.2M |
| D. E. Shaw & Co. | 0.03% | Reduce -54.6% | 530,732 | $42.9M |
| Ascension Capital Advisors, Inc. | 8.56% | Reduce -1.5% | 377,222 | $30.5M |
| Cresset Asset Management, LLC | 0.11% | Reduce -3.5% | 366,817 | $29.6M |
| Osaic Holdings, Inc. | 0.03% | Add +4.5% | 345,283 | $27.9M |
| Royal Bank of Canada | 0.00% | Reduce -14.6% | 322,865 | $26.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.6% | 304,988 | $24.6M |
| HRT Financial LP | 0.04% | New | 270,378 | $21.9M |
| Venture Visionary Partners LLC | 0.59% | Add +1.3% | 262,269 | $21.2M |
| Private Advisor Group, LLC | 0.10% | Add +5.2% | 260,877 | $21.1M |
| Mission Wealth Management, LP | 0.25% | Reduce -0.3% | 250,838 | $20.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.1% | 225,231 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -6.0% | 220,422 | $17.8M |
| Cetera Investment Advisers | 0.02% | Reduce -10.6% | 216,017 | $17.5M |
| HighTower Advisors, LLC | 0.02% | Add +2.5% | 204,666 | $16.5M |
| Gerber, LLC | 6.43% | Add +0.6% | 169,246 | $13.7M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.7% | 147,211 | $11.9M |
| Wealthfront Advisers LLC | 0.02% | Reduce -7.3% | 144,913 | $11.7M |
| Titleist Asset Management, LLC | 0.78% | Reduce -0.0% | 143,803 | $11.6M |
| Schonfeld Strategic Advisors LLC | 0.06% | New | 139,032 | $11.2M |
| Jones Financial Companies LLLP | 0.00% | Add +8.9% | 129,772 | $10.1M |
| Byrne Financial Freedom, LLC | 3.83% | Add +4.2% | 121,220 | $9.8M |
| Group One Trading LLC | 0.27% | Add +800.5% | 116,664 | $9.4M |
| Brookstone Capital Management | 0.09% | Reduce -8.2% | 109,901 | $8.9M |
| Toronto Dominion Bank | 0.01% | Add +231.5% | 109,568 | $8.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.7% | 104,424 | $8.4M |
| Blue Sky Capital Consultants Group, Inc. | 3.59% | Add +7.8% | 103,922 | $8.4M |
| Balyasny Asset Management L.P. | 0.02% | New | 102,541 | $8.3M |
| MML Investors Services, LLC | 0.02% | Add +31.1% | 101,919 | $8.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.80% | Add +7.5% | 95,605 | $7.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.3% | 91,239 | $7.4M |
| ARK Investment Management | 0.05% | Reduce -4.7% | 91,105 | $7.4M |
| Luken Investment Analytics, LLC | 2.53% | New | 89,592 | $7.2M |
| SkyOak Wealth, LLC | 1.18% | Reduce -3.3% | 89,400 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.8% | 80,144 | $6.5M |
| Bank of Montreal | 0.00% | Add +13.7% | 76,632 | $6.2M |
| Abound Financial, LLC | 2.45% | Add +178.8% | 76,011 | $6.1M |
| Arkadios Wealth Advisors | 0.09% | Reduce -9.0% | 75,598 | $6.1M |
| National Bank of Canada | 0.01% | Add +14591.3% | 72,722 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -4.8% | 72,024 | $5.8M |
| NBZ Investment Advisors LLC | 2.26% | Reduce -2.2% | 71,696 | $5.8M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +5.2% | 71,061 | $5.7M |
| One Charles Private Wealth Services, LLC | 1.29% | Reduce -2.5% | 69,288 | $5.6M |
| Stifel Financial Corp. | 0.00% | Reduce -35.7% | 66,605 | $5.4M |
| LMR Partners LLP | 0.05% | Add +6564200.0% | 65,643 | $5.3M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +0.9% | 64,746 | $5.2M |
| EFG International AG | 0.10% | Add +0.3% | 64,394 | $5.2M |
| Quantitative Investment Management, LLC | 0.56% | New | 63,839 | $5.2M |
| Maven Securities LTD | 0.35% | No change | 62,077 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -6.1% | 60,859 | $4.9M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -23.3% | 60,346 | $4.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.6% | 53,423 | $4.3M |
| Clear Street Group Inc. | 0.01% | New | 51,993 | $4.2M |
| Variant Private Wealth, LLC | 4.57% | Reduce -8.1% | 50,319 | $4.1M |
| National Philanthropic Trust | 0.06% | No change | 48,387 | $3.9M |
| Madison Park Capital Advisors, LLC | 2.51% | Add +1.4% | 43,544 | $3.5M |
| Blue Trust, Inc. | 0.04% | Reduce -14.1% | 42,030 | $3.4M |
| Arbor Capital Management Inc. | 3.31% | Reduce -12.1% | 44,841 | $3.4M |
| Corient Private Wealth LP | 0.00% | Reduce -5.3% | 40,468 | $3.3M |
| Missouri Trust & Investment Co | 0.88% | Add +4.1% | 45,585 | $3.2M |
| Rose Capital Advisors LLC | 1.73% | — | 39,945 | $3.2M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -39.7% | 39,931 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.2% | 39,843 | $3.2M |
| Tidal Investments LLC | 0.01% | Reduce -2.5% | 39,000 | $3.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +159.7% | 37,787 | $3.1M |
| Creative Planning | 0.00% | Reduce -7.7% | 36,930 | $3.0M |
| Candriam S.C.A. | 0.01% | No change | 35,520 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -4.8% | 35,112 | $2.8M |
| Intrepid Financial Planning Group LLC | 0.96% | Reduce -0.7% | 34,879 | $2.8M |
| Millennium Management | 0.00% | Reduce -33.2% | 34,769 | $2.8M |
| Scotia Capital Inc. | 0.01% | Reduce -7.2% | 34,684 | $2.8M |
| KERR FINANCIAL PLANNING Corp | 3.11% | Reduce -0.7% | 34,529 | $2.8M |
| Bravera Wealth | 1.06% | Add +17.4% | 34,170 | $2.8M |
| IHT Wealth Management, LLC | 0.06% | Reduce -21.8% | 33,387 | $2.7M |
| Bleakley Financial Group, LLC | 0.03% | Add +4.8% | 32,330 | $2.6M |
| JTC Employer Solutions Trustee Ltd | 0.21% | No change | 32,152 | $2.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.8% | 32,101 | $2.6M |
| O'Connor Alternative Investments LLC | 0.24% | New | 31,600 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.2% | 31,125 | $2.5M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -6.7% | 31,045 | $2.5M |
| Purus Wealth Management, LLC | 0.69% | Reduce -1.2% | 30,938 | $2.5M |
| Post Resch Tallon Group Inc. | 1.70% | Add +1.8% | 30,333 | $2.5M |
| Cibc World Market Inc. | 0.00% | Reduce -3.1% | 30,009 | $2.4M |
| Crescent Grove Advisors, LLC | 0.20% | Reduce -6.8% | 29,648 | $2.4M |
| Cassaday & Co Wealth Management LLC | 0.04% | Reduce -1.5% | 28,932 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 28,451 | $2.3M |
| Apella Capital, LLC | 0.03% | Reduce -0.6% | 28,279 | $2.3M |
| PFG Investments, LLC | 0.09% | Add +2.1% | 28,376 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -13.5% | 27,696 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -86.0% | 27,608 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.2% | 26,975 | $2.2M |
| New World Advisors LLC | 0.37% | Add +0.5% | 26,913 | $2.2M |
| Legacy Private Trust Co. | 0.12% | Reduce -6.2% | 26,009 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.65% | Reduce -31.5% | 25,504 | $2.1M |
| M Holdings Securities, Inc. | 0.28% | Add +1.0% | 26,227 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +13.2% | 25,167 | $2.0M |
| Money Concepts Capital Corp. | 0.09% | Reduce -6.4% | 24,504 | $2.0M |
| Barnes Pettey Financial Advisors, LLC | 0.62% | Add +1.2% | 24,441 | $2.0M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -6.3% | 24,393 | $2.0M |
| Turner Financial Group, Inc. | 1.90% | — | 23,521 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +18.2% | 23,422 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Reduce -46.9% | 23,384 | $1.9M |
| Nwam LLC | 0.09% | Reduce -2.5% | 23,244 | $1.9M |
| Avior Wealth Management, LLC | 0.05% | Reduce -12.0% | 23,058 | $1.9M |
| Atlas Legacy Advisors, LLC | 0.27% | Add +46.5% | 22,590 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +57.0% | 22,542 | $1.8M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.3% | 22,169 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.6% | 22,300 | $1.8M |
| Moors & Cabot, Inc. | 0.07% | Add +22.8% | 22,089 | $1.8M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Reduce -0.4% | 21,868 | $1.8M |
| Integral Investment Advisors, Inc. | 0.39% | Reduce -0.1% | 21,862 | $1.8M |
| PFG Advisors | 0.09% | Reduce -6.0% | 21,725 | $1.8M |
| Guggenheim Capital LLC | 0.01% | No change | 21,520 | $1.7M |
| Kraematon Investment Advisors, Inc. | 1.29% | Reduce -0.6% | 21,392 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 21,346 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +14.8% | 21,078 | $1.7M |
| WealthTrak Capital Management LLC | 1.10% | Add +1.0% | 20,715 | $1.7M |
| Family Manage LLC | 0.18% | No change | 20,708 | $1.7M |
| United Advisor Group, LLC | 0.18% | Reduce -10.6% | 20,645 | $1.7M |
| Atlas Private Wealth Advisors | 0.36% | Reduce -0.4% | 20,485 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -24.9% | 20,389 | $1.6M |
| Grant Private Wealth Management Inc | 0.69% | Reduce -5.5% | 20,318 | $1.6M |
| PEAK6 LLC | 0.04% | Reduce -61.7% | 20,147 | $1.6M |
| NavPoint Financial, Inc. | 0.59% | No change | 19,629 | $1.6M |
| Valtrion Capital Management, LLC | 1.18% | Add +1.6% | 19,624 | $1.6M |
| GTS Securities LLC | 0.03% | New | 19,581 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -8.3% | 19,164 | $1.5M |
| Intesa Sanpaolo Wealth Management | 0.31% | No change | 19,000 | $1.5M |
| Advisor OS, LLC | 0.10% | No change | 18,921 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -9.4% | 18,359 | $1.5M |
| Sloy Dahl & Holst, LLC | 0.18% | No change | 18,124 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -57.7% | 18,064 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.4% | 17,577 | $1.4M |
| PCG Wealth Advisors, LLC | 0.32% | New | 17,525 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +1.5% | 17,469 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.4% | 17,439 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +52.1% | 17,314 | $1.4M |
| Stevens Capital Management LP | 0.33% | Reduce -52.9% | 17,100 | $1.4M |
| Huntington National Bank | 0.01% | No change | 17,000 | $1.4M |
| Kickstand Ventures, Llc. | 0.25% | Add +4.9% | 16,776 | $1.4M |
| AQR Capital Management | 0.00% | Add +0.2% | 16,526 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.1% | 16,451 | $1.3M |
| Independent Financial Group, LLC | 0.02% | Reduce -9.7% | 16,257 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.7% | 16,107 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.7% | 15,989 | $1.3M |
| Osbon Capital Management LLC | 0.99% | Reduce -5.2% | 15,556 | $1.3M |
| Biltmore Family Office, LLC | 0.16% | No change | 15,500 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +133.0% | 15,263 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -8.6% | 15,085 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -8.4% | 15,060 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | No change | 14,709 | $1.2M |
| International Assets Investment Management, LLC | 0.07% | Add +27.8% | 14,151 | $1.2M |
| Savvy Advisors, Inc. | 0.02% | Add +27.1% | 14,137 | $1.1M |
| Worthington Financial Partners, LLC | 0.93% | Reduce -17.4% | 13,924 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.28% | Add +45.9% | 13,729 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.40% | Reduce -5.3% | 13,674 | $1.1M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.2% | 14,324 | $1.1M |
| New England Private Wealth Advisors LLC | 0.11% | No change | 15,136 | $1.1M |
| Evolution Wealth Advisors, LLC | 0.12% | Reduce -1.9% | 13,212 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.0% | 13,120 | $1.1M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -2.1% | 12,989 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +204.0% | 12,946 | $1.0M |
| Zuckerman Investment Group, LLC | 0.08% | Add +0.1% | 12,261 | $991K |
| Two Sigma Investments, LP | 0.00% | New | 12,039 | $973K |
| Carnegie Investment Counsel | 0.02% | Reduce -5.3% | 11,944 | $965K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -14.3% | 11,727 | $948K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -11.7% | 11,454 | $926K |
| Clear Harbor Asset Management, LLC | 0.06% | Reduce -0.8% | 11,408 | $922K |
| Retirement Guys Formula LLC | 0.35% | Add +252.2% | 11,389 | $920K |
| BIP Wealth, LLC | 0.03% | Reduce -17.5% | 11,313 | $914K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +12.7% | 11,281 | $912K |
| D.A. Davidson & Co. | 0.01% | Add +3.2% | 11,223 | $907K |
| Summit Investment Advisory Services, LLC | 0.23% | Reduce -0.7% | 11,200 | $905K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.4% | 11,199 | $905K |
| Summit Financial, LLC | 0.01% | Add +107.7% | 10,986 | $888K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.9% | 10,956 | $886K |
| Stephens Inc. | 0.01% | Add +1.8% | 10,896 | $881K |
| Kovack Advisors, Inc. | 0.04% | Add +1.1% | 10,703 | $874K |
| Regal Investment Advisors LLC | 0.05% | Reduce -8.4% | 10,811 | $874K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.2% | 10,785 | $872K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.0% | 10,535 | $851K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -3.9% | 10,547 | $850K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.4% | 10,480 | $847K |
| Lebenthal Global Advisors, LLC | 0.11% | Add +1.4% | 10,438 | $844K |
| Three Magnolias Financial Advisors, LLC | 0.46% | Reduce -11.9% | 10,261 | $829K |
| Intellus Advisors LLC | 0.10% | Reduce -4.7% | 10,248 | $828K |
| Beacon Financial Advisory LLC | 0.16% | Add +4.3% | 10,240 | $828K |
| Straight Path Wealth Management | 0.19% | Add +2.0% | 10,186 | $823K |
| Lido Advisors, LLC | 0.00% | Reduce -26.9% | 10,164 | $822K |
| StoneX Group Inc. | 0.03% | Add +27.2% | 10,000 | $809K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.8% | 9,770 | $791K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.9% | 9,625 | $778K |
| Citizens Financial Group Inc. | 0.01% | Add +17.7% | 9,617 | $777K |
| Sierra Capital LLC | 0.07% | No change | 9,437 | $763K |
| Indivisible Partners | 0.04% | Reduce -1.7% | 9,309 | $752K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -1.1% | 9,308 | $752K |
| White Knight Strategic Wealth Advisors, LLC | 0.52% | Add +10.7% | 9,247 | $747K |
| Hanover Advisors Inc. | 0.27% | No change | 9,150 | $740K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -4.5% | 9,110 | $736K |
| HB Wealth Management, LLC | 0.00% | Add +29.4% | 9,021 | $729K |
| Venturi Wealth Management, LLC | 0.03% | New | 8,800 | $711K |
| Ballew Advisors, Inc | 0.36% | No change | 8,654 | $703K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -9.6% | 8,698 | $702K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 8,610 | $696K |
| Walleye Capital LLC | 0.00% | New | 8,392 | $678K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.7% | 8,379 | $677K |
| Colonial River Investments, LLC | 0.19% | Reduce -29.0% | 8,352 | $675K |
| Interactive Financial Advisors, Inc. | 0.41% | Add +4.0% | 8,362 | $668K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 8,245 | $666K |
| Fortem Financial Group, LLC | 0.14% | Reduce -23.2% | 8,208 | $663K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -11.4% | 7,970 | $644K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -45.9% | 7,839 | $634K |
| SG Americas Securities, LLC | 0.00% | Reduce -78.8% | 7,800 | $630K |
| Advyzon Investment Management, LLC | 0.05% | Add +0.3% | 7,699 | $622K |
| Horizon Wealth Management, LLC | 0.08% | Add +0.2% | 7,607 | $615K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.2% | 7,588 | $613K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +37.0% | 7,549 | $610K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.4% | 7,538 | $609K |
| &partners | 0.00% | Add +7.8% | 7,520 | $608K |
| Global Retirement Partners, LLC | 0.01% | — | 7,419 | $600K |
| WealthCare Investment Partners, LLC | 0.14% | Add +4.6% | 7,385 | $597K |
| Rinkey Investments | 0.14% | New | 7,383 | $597K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.8% | 7,349 | $594K |
| Prospect Financial Services LLC | 0.30% | Reduce -0.2% | 7,331 | $592K |
| Park Avenue Securities LLC | 0.00% | Add +13.5% | 7,295 | $590K |
| MCF Advisors LLC | 0.02% | Add +1.0% | 7,213 | $583K |
| Convergence Financial, LLC | 0.05% | Add +100.0% | 7,168 | $579K |
| Bison Wealth, LLC | 0.05% | Add +0.6% | 6,826 | $571K |
| Clearstead Trust, LLC | 0.07% | No change | 7,023 | $568K |
| Coppell Advisory Solutions LLC | 0.05% | New | 236 | $555K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.6% | 6,861 | $555K |
| FMR LLC | 0.00% | Add +653.6% | 6,843 | $553K |
| Csenge Advisory Group | 0.02% | Reduce -5.3% | 6,820 | $551K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -2.5% | 6,782 | $548K |
| XML Financial, LLC | 0.04% | No change | 6,769 | $547K |
| Headlands Technologies LLC | 0.06% | New | 6,759 | $546K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.4% | 6,758 | $546K |
| Trust Co | 0.05% | Reduce -4.5% | 6,741 | $545K |
| Larson Financial Group LLC | 0.01% | Add +3.4% | 6,729 | $544K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +15.3% | 6,704 | $542K |
| IFG Advisory, LLC | 0.02% | New | 6,683 | $540K |
| Glassman Wealth Services | 0.06% | Reduce -68.8% | 6,648 | $537K |
| Pennington Partners & Co., LLC | 0.17% | No change | 6,589 | $533K |
| Signaturefd, LLC | 0.01% | No change | 6,584 | $532K |
| Caprock Group, LLC | 0.01% | No change | 6,565 | $531K |
| Range Advisory, LLC | 0.06% | Add +13.0% | 6,539 | $528K |
| Marathon Trading Investment Management LLC | 0.06% | New | 6,521 | $527K |
| Caption Management, LLC | 0.02% | Reduce -93.4% | 6,500 | $525K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.5% | 6,481 | $524K |
| CIBC Bancorp USA Inc. | 0.00% | Add +70.5% | 6,470 | $523K |
| Calton & Associates, Inc. | 0.08% | Reduce -10.9% | 6,412 | $518K |
| Fiduciary Alliance LLC | 0.03% | Reduce -7.0% | 6,294 | $509K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -7.3% | 6,229 | $503K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -5.4% | 6,202 | $501K |
| Principle Wealth Partners LLC | 0.02% | No change | 6,148 | $497K |
| Stablepoint Partners, LLC | 0.07% | No change | 6,072 | $491K |
| Rossmore Private Capital | 0.04% | Reduce -0.3% | 6,020 | $487K |
| Richardson Capital Management LLC | 0.21% | Add +10.7% | 6,007 | $486K |
| Wealthspire Advisors, LLC | 0.00% | Add +67.4% | 5,987 | $484K |
| CPA Asset Management Group, LLC | 0.14% | No change | 5,986 | $484K |
| Sovran Advisors, LLC | 0.04% | Reduce -3.8% | 6,813 | $481K |
| IFP Advisors, Inc | 0.01% | Reduce -7.6% | 5,915 | $478K |
| Mgo One Seven LLC | 0.01% | Add +3.6% | 5,910 | $478K |
| Phillips Wealth Planners LLC | 0.35% | Reduce -1.2% | 5,865 | $476K |
| Navis Wealth Advisors, LLC | 0.18% | Reduce -4.5% | 5,778 | $467K |
| Milestone Asset Management, LLC | 0.07% | Reduce -9.2% | 5,737 | $464K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +0.4% | 5,731 | $463K |
| Whipplewood Advisors, LLC | 0.31% | Reduce -86.3% | 5,726 | $463K |
| Safeguard Investment Advisory Group, LLC | 0.11% | Reduce -4.9% | 5,706 | $461K |
| Sowell Financial Services LLC | 0.02% | New | 5,702 | $461K |
| NFSG Corp | 0.06% | Reduce -46.0% | 5,671 | $458K |
| Betterment LLC | 0.00% | Add +7.1% | 5,660 | $457K |
| Focus Partners Wealth | 0.00% | Reduce -18.4% | 5,648 | $457K |
| Principal Securities, Inc. | 0.01% | Reduce -20.8% | 5,644 | $456K |
| Marex Group Ltd | 0.00% | New | 5,642 | $456K |
| Total Investment Management Inc. | 0.05% | Reduce -5.2% | 6,333 | $451K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 5,581 | $451K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.5% | 5,580 | $451K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -52.4% | 5,456 | $441K |
| Keating Financial Advisory Services, Inc. | 0.06% | Reduce -13.4% | 5,443 | $440K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.9% | 5,375 | $434K |
| Global Assets Advisory, LLC | 0.09% | Reduce -0.9% | 5,084 | $419K |
| Triumph Capital Management | 0.08% | Reduce -9.1% | 5,143 | $416K |
| Vigil Wealth Management, LLC | 0.30% | No change | 5,136 | $415K |
| RFG Advisory, LLC | 0.01% | Reduce -24.0% | 5,065 | $409K |
| Carlson Financial, Inc. | 0.21% | Reduce -1.9% | 5,055 | $409K |
| IPG Investment Advisors LLC | 0.06% | Reduce -5.9% | 5,036 | $407K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +2.9% | 5,013 | $405K |
| Forge Financial Services LLC | 0.03% | Reduce -4.3% | 5,013 | $405K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 4,992 | $403K |
| AdvisorNet Financial, Inc | 0.02% | Add +3.4% | 4,988 | $403K |
| Integrity Alliance, Llc. | 0.01% | Add +1.9% | 4,958 | $401K |
| Heritage Wealth Management, Inc. | 0.10% | Reduce -4.7% | 4,920 | $398K |
| Archford Capital Strategies, LLC | 0.04% | Add +0.3% | 4,766 | $385K |
| Heritage Wealth Management, Inc. | 0.19% | Reduce -0.8% | 4,746 | $384K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,726 | $382K |
| American Financial Advisors, LLC | 0.05% | Reduce -29.5% | 4,674 | $378K |
| Rathbones Group PLC | 0.00% | Reduce -24.1% | 4,655 | $376K |
| Waverly Advisors, LLC | 0.00% | Add +8.5% | 4,649 | $376K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -9.5% | 4,565 | $369K |
| Fiduciary Financial Advisors | 0.04% | New | 4,559 | $369K |
| Compass Capital Corp. /Ma/ | 0.12% | Reduce -13.4% | 4,548 | $368K |
| Maridea Wealth Management LLC | 0.04% | New | 4,555 | $368K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -18.9% | 4,555 | $368K |
| Hopwood Nicholas Hunter | 0.10% | New | 4,485 | $362K |
| AE Wealth Management LLC | 0.00% | Reduce -11.6% | 4,472 | $361K |
| Adams Wealth Management | 0.07% | No change | 4,433 | $358K |
| CacheTech Inc. | 0.06% | No change | 4,433 | $358K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -24.6% | 4,391 | $355K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.3% | 4,384 | $354K |
| PDS Planning, Inc | 0.02% | Add +11.2% | 4,376 | $354K |
| Houlihan Financial Resource Group, Ltd. | 0.13% | No change | 4,376 | $354K |
| Milestone Asset Management Group, LLC | 0.18% | No change | 4,351 | $352K |
| Seven Mile Advisory | 0.23% | Reduce -0.5% | 4,316 | $349K |
| Legacy Wealth Advisors, LLC | 0.15% | No change | 4,250 | $343K |
| Brighton Jones LLC | 0.01% | Add +2.7% | 4,218 | $341K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 4,214 | $341K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -13.1% | 4,209 | $340K |
| J. Safra Sarasin Holding AG | 0.00% | New | 4,203 | $340K |
| MAI Capital Management | 0.00% | Add +27.4% | 4,180 | $338K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -3.4% | 4,172 | $337K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -5.0% | 4,164 | $336K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,159 | $336K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.1% | 4,144 | $335K |
| Modern Wealth Management, LLC | 0.00% | Add +7.7% | 4,134 | $334K |
| Krilogy Financial LLC | 0.01% | No change | 4,128 | $334K |
| Wedbush Securities Inc. | 0.01% | Reduce -34.4% | 4,118 | $333K |
| Optivise Advisory Services LLC | 0.17% | Reduce -1.0% | 4,081 | $330K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 4,081 | $330K |
| OneAscent Financial Services LLC | 0.02% | Add +3.1% | 4,066 | $329K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -4.4% | 4,039 | $326K |
| Parallel Advisors, LLC | 0.01% | Add +0.3% | 4,017 | $325K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 4,011 | $324K |
| Kuhn & Co Investment Counsel | 0.19% | No change | 4,000 | $323K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.8% | 3,996 | $323K |
| Strategic Wealth Investment Group, LLC | 0.04% | Reduce -82.7% | 3,995 | $323K |
| HBW Advisory Services LLC | 0.03% | Reduce -17.1% | 3,967 | $321K |
| Oxler Private Wealth LLC | 0.09% | Reduce -3.0% | 3,954 | $320K |
| World Investment Advisors | 0.01% | Reduce -5.3% | 4,426 | $317K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +17.0% | 3,920 | $317K |
| Thayer Partners, LLC / MA | 0.13% | No change | 3,900 | $315K |
| CarsonAllaria Wealth Management, Ltd. | 0.14% | Reduce -12.5% | 3,893 | $315K |
| Atria Investments, Inc | 0.00% | New | 3,865 | $312K |
| CX Institutional | 0.01% | No change | 3,865 | $312K |
| Visionary Wealth Advisors | 0.01% | Add +11.4% | 3,854 | $311K |
| Nuveen, LLC | 0.00% | New | 3,853 | $311K |
| Retirement Planning Group, LLC / NY | 0.17% | Reduce -0.6% | 3,823 | $309K |
| Doliver Advisors, LP | 0.07% | Reduce -14.3% | 3,820 | $309K |
| Verus Capital Partners, LLC | 0.02% | Add +1.0% | 3,788 | $306K |
| VestGen Advisors, LLC | 0.01% | Reduce -2.2% | 3,775 | $305K |
| Fiduciary Family Office, LLC | 0.08% | No change | 3,745 | $303K |
| One Capital Management, LLC | 0.01% | No change | 4,475 | $302K |
| EP Wealth Advisors, LLC | 0.00% | Add +24.0% | 3,722 | $301K |
| Interchange Capital Partners, LLC | 0.06% | Reduce -27.0% | 3,713 | $300K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,644 | $295K |
| Atlantic Union Bankshares Corp | 0.00% | Add +163.9% | 3,623 | $293K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.7% | 3,604 | $291K |
| J Hagan Capital, Inc. | 0.13% | New | 3,602 | $291K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -0.1% | 3,555 | $287K |
| Legacy Solutions, LLC | 0.23% | Add +4.0% | 3,552 | $287K |
| Advisors Management Group Inc. | 0.05% | Reduce -1.1% | 3,527 | $285K |
| Navigation Group, LLC | 0.05% | Reduce -12.0% | 3,495 | $282K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 3,491 | $282K |
| Covenant Asset Management, LLC | 0.05% | No change | 3,480 | $281K |
| KPP Advisory Services LLC | 0.03% | Add +1.9% | 3,408 | $275K |
| EagleClaw Capital Managment, LLC | 0.04% | No change | 3,352 | $271K |
| Legacy Wealth Partners, LLC | 0.06% | New | 3,344 | $270K |
| Atlatl Advisers LLC | 0.06% | Add +5.9% | 3,305 | $267K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.1% | 3,297 | $266K |
| Strategic Blueprint, LLC | 0.01% | Reduce -0.7% | 3,290 | $266K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,264 | $264K |
| Perryman Financial Advisory Inc. | 0.04% | Reduce -3.1% | 3,261 | $264K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,257 | $263K |
| Fortress Private Ledger, LLC | 0.07% | No change | 3,248 | $263K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -0.2% | 3,197 | $258K |
| Cloud Capital Management, LLC | 0.09% | New | 3,190 | $257K |
| Mma Asset Management LLC | 0.08% | Add +3.8% | 3,148 | $254K |
| Integrity Financial Corp | 0.12% | Reduce -0.6% | 3,129 | $253K |
| Savant Capital, LLC | 0.00% | New | 3,146 | $253K |
| Compass Financial Group, INC | 0.03% | Reduce -10.7% | 3,116 | $252K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.2% | 3,026 | $245K |
| Certuity, LLC | 0.01% | Reduce -13.2% | 3,008 | $243K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -4.7% | 3,005 | $243K |
| Compass Financial Management LLC | 0.03% | — | 3,161 | $243K |
| Clientfirst Wealth Management, LLC | 0.20% | No change | 3,000 | $242K |
| Moody National Bank Trust Division | 0.02% | No change | 3,000 | $242K |
| Diversified Management Inc. | 0.05% | New | 2,997 | $242K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -0.1% | 2,965 | $240K |
| Pacific Sun Financial Corp | 0.10% | Reduce -2.0% | 2,955 | $239K |
| Family Office Research LLC | 0.09% | New | 2,946 | $238K |
| Fortis Capital Advisors, LLC | 0.03% | New | 2,914 | $236K |
| Belpointe Asset Management LLC | 0.01% | New | 2,914 | $236K |
| Edgestream Partners, L.P. | 0.01% | Reduce -53.1% | 2,903 | $235K |
| Meadowbrook Wealth Management, LLC | 0.25% | New | 2,865 | $235K |
| Pinnacle Family Advisors, LLC | 0.10% | New | 2,897 | $234K |
| J. Derek Lewis & Associates Inc. | 0.04% | New | 2,877 | $233K |
| Regatta Capital Group, LLC | 0.03% | New | 2,875 | $232K |
| Rothschild Investment LLC | 0.01% | No change | 2,840 | $230K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 2,818 | $228K |
| Lauer Wealth, LLC | 0.15% | Reduce -6.5% | 2,857 | $227K |
| Collar Capital Management, LLC | 0.13% | Reduce -20.3% | 2,809 | $227K |
| Tocqueville Asset Management L.P. | 0.00% | New | 2,800 | $226K |
| Moneco Advisors, LLC | 0.01% | New | 2,799 | $226K |
| PNC Financial Services Group, Inc. | 0.00% | Add +108.0% | 2,792 | $226K |
| Summit Place Financial Advisors, LLC | 0.10% | New | 2,773 | $224K |
| Garden State Investment Advisory Services LLC | 0.04% | New | 2,756 | $223K |
| Marshall Investment Management, LLC | 0.09% | No change | 2,752 | $222K |
| Procyon Advisors, LLC | 0.01% | New | 2,749 | $222K |
| Wealth Effects LLC | 0.06% | New | 2,673 | $216K |
| Granite Bay Wealth Management, LLC | 0.02% | New | 2,671 | $216K |
| Vident Advisory, LLC | 0.00% | New | 2,653 | $214K |
| South Shore Capital Advisors | 0.14% | New | 2,649 | $214K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 2,646 | $214K |
| Ieq Capital, LLC | 0.00% | New | 2,643 | $214K |
| Aurora Private Wealth, Inc. | 0.13% | Reduce -0.5% | 2,608 | $211K |
| Compound Planning, Inc. | 0.01% | Reduce -36.8% | 2,607 | $211K |
| AlphaGrep UK Ltd | 0.06% | New | 2,590 | $209K |
| Viewpoint Capital Management LLC | 0.11% | New | 2,582 | $209K |
| SFG Wealth Management, LLC. | 0.07% | New | 2,573 | $208K |
| Wealthspire Retirement, LLC | 0.01% | New | 2,551 | $206K |
| NewEdge Wealth, LLC | 0.00% | New | 2,529 | $204K |
| Roundview Capital LLC | 0.01% | New | 2,527 | $204K |
| Cladis Investment Advisory, LLC | 0.10% | New | 2,525 | $204K |
| Bright Financial Advisors, Inc. | 0.09% | New | 2,523 | $204K |
| Requisite Capital Management, LLC | 0.03% | New | 2,512 | $203K |
| Bayesian Capital Management, LP | 0.13% | New | 2,500 | $202K |
| Certior Financial Group, LLC | 0.11% | Reduce -31.4% | 2,496 | $202K |
| TCP Asset Management, LLC | 0.02% | New | 2,496 | $202K |
| Winthrop Advisory Group LLC | 0.01% | New | 2,491 | $201K |
| Choreo, LLC | 0.00% | New | 2,491 | $201K |
| NWF Advisory Services Inc. | 0.02% | New | 2,483 | $201K |
| Financial Management Professionals, Inc. | 0.02% | No change | 2,425 | $196K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 2,145 | $173K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,140 | $173K |
| WPG Advisers, LLC | 0.09% | No change | 1,967 | $159K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +194.8% | 1,854 | $150K |
| AlphaCore Capital LLC | 0.00% | Reduce -6.8% | 1,672 | $135K |
| Franklin Resources Inc. | 0.00% | No change | 1,580 | $128K |
| Whittier Trust Co. | 0.00% | Add +109.7% | 1,447 | $121K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -18.9% | 1,417 | $115K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | No change | 1,395 | $113K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,395 | $113K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,375 | $111K |
| Fifth Third Bancorp | 0.00% | Reduce -26.4% | 1,307 | $106K |
| Boreal Capital Management LLC | 0.09% | No change | 1,292 | $104K |
| Barrett & Company, Inc. | 0.03% | Add +4.1% | 1,282 | $104K |
| Financial Perspectives, Inc | 0.02% | No change | 1,252 | $101K |
| Spire Wealth Management | 0.00% | Reduce -0.2% | 1,245 | $101K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 1,220 | $99K |
| US Bancorp \de | 0.00% | Reduce -46.6% | 1,178 | $95K |
| Consultiva Wealth Management, Corp. | 0.20% | Reduce -8.3% | 1,091 | $88K |
| Private Trust Co. NA | 0.01% | Add +9.4% | 1,087 | $88K |
| Hartford Financial Management Inc. | 0.02% | No change | 1,068 | $86K |
| Russell Investments Group, Ltd. | 0.00% | Add +139.5% | 1,056 | $85K |
| CoreCap Advisors, LLC | 0.00% | Add +1.9% | 1,041 | $84K |
| XP Advisory US, Inc. | 0.04% | — | 1,006 | $81K |
| Graney & King, LLC | 0.03% | No change | 998 | $81K |
| Montag A & Associates Inc. | 0.00% | No change | 981 | $79K |
| Kilter Group LLC | 0.03% | No change | 936 | $76K |
| Fortitude Family Office, LLC | 0.01% | No change | 903 | $73K |
| Copia Wealth Management | 0.04% | Reduce -28.1% | 899 | $73K |
| Winthrop Capital Management, LLC | 0.02% | Add +13.1% | 862 | $70K |
| Oakmont Advisory Group, LLC | 0.06% | New | 814 | $66K |
| Barclays PLC | 0.00% | Reduce -25.7% | 797 | $64K |
| Assetmark, Inc. | 0.00% | Add +1662.2% | 793 | $64K |
| Mather Group, Llc. | 0.00% | Reduce -17.1% | 733 | $59K |
| Salem Investment Counselors Inc. | 0.00% | No change | 700 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +11.3% | 690 | $56K |
| IAG Wealth Partners, LLC | 0.01% | No change | 627 | $51K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 625 | $51K |
| Purpose Unlimited Inc. | 0.00% | No change | 611 | $50K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 616 | $50K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -3.1% | 614 | $50K |
| Banque Transatlantique SA | 0.00% | Add +138.2% | 586 | $45K |
| Murphy & Mullick Capital Management Corp | 0.03% | Reduce -11.8% | 560 | $45K |
| NBH Bank | 0.02% | — | 559 | $45K |
| Westside Investment Management, Inc. | 0.01% | Add +7.7% | 558 | $45K |
| Bullock Wealth Management Group | 0.02% | No change | 517 | $42K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 513 | $41K |
| SJS Investment Consulting Inc. | 0.00% | No change | 488 | $39K |
| Fairscale Capital, LLC | 0.02% | No change | 488 | $39K |
| Capital Analysts, LLC | 0.00% | No change | 488 | $39K |
| Delta Asset Management LLC | 0.00% | No change | 480 | $39K |
| Cape Investment Advisory, Inc. | 0.01% | New | 474 | $38K |
| Institute for Wealth Management, LLC. | 0.00% | New | 460 | $37K |
| McDonald Partners LLC | 0.01% | New | 450 | $36K |
| Smithfield Trust Co | 0.00% | No change | 424 | $34K |
| Winch Advisory Services, LLC | 0.01% | No change | 420 | $34K |
| Philadelphia Investment Partners, LLC | 0.02% | No change | 409 | $33K |
| Creative Financial Designs Inc. | 0.00% | Reduce -42.8% | 405 | $33K |
| Breakwater Investment Management | 0.01% | No change | 400 | $32K |
| Activest Wealth Management | 0.01% | Reduce -76.8% | 400 | $32K |
| Nemes Rush Group LLC | 0.00% | Add +53.3% | 400 | $32K |
| Ancora Advisors LLC | 0.00% | No change | 396 | $32K |
| TD Capital Management LLC | 0.00% | No change | 391 | $32K |
| PlanVest Financial, Inc | 0.02% | No change | 386 | $31K |
| Abound Wealth Management | 0.01% | Reduce -55.1% | 379 | $31K |
| Glen Eagle Advisors, LLC | 0.00% | Add +10.3% | 374 | $30K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -18.0% | 365 | $29K |
| GHP Investment Advisors, Inc. | 0.00% | New | 364 | $29K |
| Horizon Investments, LLC | 0.00% | Reduce -50.5% | 363 | $29K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -12.5% | 336 | $27K |
| Addison Advisors LLC | 0.01% | No change | 320 | $26K |
| Markowski Investments | 0.01% | — | 320 | $26K |
| Caitlin John, LLC | 0.01% | No change | 315 | $25K |
| Lam Group, Inc. | 0.01% | Reduce -94.6% | 305 | $25K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -14.3% | 300 | $24K |
| Byrne Asset Management LLC | 0.01% | No change | 298 | $24K |
| Allied Private Wealth LLC | 0.02% | — | 300 | $24K |
| Trust Co. of Vermont | 0.00% | — | 295 | $24K |
| TrinityBridge Ltd | 0.00% | No change | 275 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +8.0% | 270 | $22K |
| JNBA Financial Advisors | 0.00% | Reduce -10.7% | 268 | $22K |
| Gill Capital Partners, LLC | 0.01% | Reduce -1.5% | 262 | $21K |
| Aventura Private Wealth, LLC | 0.01% | No change | 251 | $20K |
| Anchor Investment Management, LLC | 0.00% | No change | 250 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 244 | $20K |
| Horizon Bancorp Inc. | 0.01% | No change | 240 | $19K |
| Quent Capital, LLC | 0.00% | No change | 224 | $18K |
| Oakworth Capital, Inc. | 0.00% | Add +1052.6% | 219 | $18K |
| Kings Path Partners LLC | 0.00% | No change | 216 | $17K |
| IFS Advisors, LLC | 0.01% | No change | 213 | $17K |
| Wellington-Altus USA Inc. | 0.01% | New | 250 | $17K |
| Key Financial Inc | 0.00% | No change | 206 | $17K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 202 | $16K |
| WealthCollab, LLC | 0.01% | No change | 200 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 200 | $16K |
| Harborfront Financial Group LLC | 0.06% | — | 196 | $16K |
| Signature Equity Partners, LLC | 0.01% | No change | 185 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $14K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 160 | $13K |
| North Star Investment Management Corp. | 0.00% | New | 158 | $13K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 157 | $13K |
| Caldwell Trust Co | 0.00% | No change | 156 | $13K |
| Aberdeen Wealth Management LLC | 0.01% | New | 155 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 154 | $12K |
| GoalVest Advisory LLC | 0.00% | Reduce -85.9% | 151 | $12K |
| Independence Bank of Kentucky | 0.00% | No change | 150 | $12K |
| HM Payson & Co. | 0.00% | No change | 150 | $12K |
| Union Savings Bank | 0.00% | No change | 144 | $12K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 143 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 140 | $11K |
| SHP Wealth Management | 0.00% | No change | 139 | $11K |
| Tidemark, LLC | 0.00% | No change | 138 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 133 | $11K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 127 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | — | 125 | $10K |
| Tsfg, LLC | 0.00% | No change | 124 | $10K |
| Continuum Advisory, LLC | 0.00% | New | 115 | $9K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 114 | $9K |
| Vanguard Advisers Inc. | 0.00% | Add +3566.7% | 110 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 110 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 103 | $8K |
| Community Financial Services Group, LLC | 0.00% | 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% | No change | 100 | $8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 92 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 91 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 86 | $7K |
| BlackRock, Inc. | 0.00% | No change | 86 | $7K |
| RMG Wealth Management LLC | 0.00% | New | 85 | $7K |
| Vision Retirement, LLC | 0.00% | No change | 83 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 74 | $6K |
| Concord Wealth Partners | 0.00% | New | 73 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 70 | $6K |
| Darwin Wealth Management, LLC | 0.00% | New | 68 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 68 | $5K |
| Albion Financial Group | 0.00% | No change | 63 | $5K |
| Mosley Wealth Management | 0.00% | New | 60 | $5K |
| Crews Bank & Trust | 0.00% | No change | 60 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | New | 59 | $5K |
| 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% | No change | 53 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 52 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Mechanics Financial Corp | 0.00% | No change | 50 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -94.6% | 50 | $4K |
| CrossGen Wealth, LLC | 0.00% | No change | 49 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 46 | $4K |
| Miller Wealth Advisors, LLC | 0.00% | No change | 45 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 45 | $4K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 44 | $3K |
| Planning Strategies Inc. | 0.00% | — | 36 | $3K |
| SWAN Capital LLC | 0.00% | New | 35 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 35 | $3K |
| Ankerstar Wealth, LLC | 0.00% | Reduce -3.2% | 30 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 30 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 29 | $2K |
| Obsidian Cio, LLC | 0.00% | Reduce -9.7% | 28 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 25 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 25 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 20 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 24 | $2K |
| Imprint Wealth LLC | 0.01% | New | 21 | $2K |
| Nvwm, LLC | 0.00% | No change | 17 | $1K |
| Essential Partners LLC | 0.00% | No change | 15 | $1K |
| Highland Investment Advisors LLC | 0.00% | — | 15 | $1K |
| Country Trust Bank | 0.00% | New | 13 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -50.0% | 7 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 9 | $1K |
| Go Invest LLC | 0.00% | Add +20.0% | 12 | $998 |
| Signature Resources Capital Management, LLC | 0.00% | New | 12 | $970 |
| Aspect Partners, LLC | 0.00% | New | 11 | $889 |
| Evermay Wealth Management LLC | 0.00% | No change | 10 | $815 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 10 | $808 |
| Kelleher Financial Advisors | 0.00% | No change | 9 | $728 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 9 | $727 |
| Morse Asset Management, Inc | 0.00% | No change | 9 | $727 |
| Miller Global Investments, LLC | 0.00% | New | 7 | $566 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $566 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $404 |
| Valley National Advisers Inc. | 0.00% | New | 4 | $324 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 4 | $323 |
| Truvestments Capital LLC | 0.00% | No change | 3 | $242 |
| Rossby Financial, LCC | 0.00% | No change | 3 | $242 |
| Financial Life Planners | 0.00% | No change | 2 | $166 |
| Acumen Wealth Advisors, LLC | 0.00% | New | 2 | $162 |
| Central Pacific Bank - Trust Division | 0.00% | New | 2 | $162 |
| Hoertkorn Richard Charles | 0.00% | New | 1 | $81 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | Reduce -100.0% | 1 | $81 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1 | $80 |
"% of holder's portfolio" is ARKK's weight in each manager's 13F, not the share of ARK Innovation ETF the manager owns.