ARK Autonomous Tech & RobotARKQETF

13F holders, Q1 2024 (March 31)
169holders
2famous investors
$54.90avg. 13F price*

At the end of Q1 2024, 169 institutions reported holding ARK Autonomous Tech & Robot (ARKQ) in their 13F filings. The largest holders were Bank of America Corp. ($39.6M), Morgan Stanley ($22.3M) and LPL Financial LLC ($12.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
ARK Autonomous Tech & Robot
Filed as
ARK ETF TR (Q1 2024)
CUSIP
00214Q203
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 169Q1 2024Q2 2024: 168Q2 2024Q3 2024: 153Q3 2024Q4 2024: 173Q4 2024Q1 2025: 157Q1 2025Q2 2025: 182Q2 2025Q3 2025: 216Q3 2025Q4 2025: 253Q4 2025Q1 2026: 264Q1 2026Q2 2026: 301Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions16$4.5M
Exits32$9.1M

Ownership 169 holders

Bank of America Corp. 0.00% Add +12.3% 723,169 $39.6M
Morgan Stanley 0.00% Add +5.5% 408,310 $22.3M
LPL Financial LLC 0.01% Reduce -64.4% 226,191 $12.4M
Wells Fargo & Company 0.00% Reduce -10.1% 142,276 $7.8M
Hartford Financial Management Inc. 1.36% Reduce -0.1% 117,515 $6.4M
Commonwealth Equity Services, LLC 0.01% Reduce -11.8% 116,465 $6.4M
Osaic Holdings, Inc. 0.01% Add +29.6% 75,641 $4.1M
Brookstone Capital Management 0.07% Reduce -3.8% 74,984 $4.1M
D. E. Shaw & Co. 0.00% New 61,469 $3.4M
Prudential PLC 0.03% Reduce -4.9% 57,150 $3.1M
Royal Bank of Canada 0.00% Reduce -1.3% 44,837 $2.5M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.4% 41,353 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.3% 39,127 $2.1M
Private Advisor Group, LLC 0.02% Reduce -7.3% 39,088 $2.1M
Wealthfront Advisers LLC 0.01% Reduce -11.3% 36,739 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -0.8% 35,824 $2.0M
JPMorgan Chase & Co. 0.00% Add +6.7% 29,703 $1.6M
Mutual Advisors, LLC 0.05% Reduce -0.5% 29,203 $1.6M
Blue Trust, Inc. 0.02% Add +142.3% 25,941 $1.4M
Cetera Investment Advisers 0.00% Add +127.0% 25,094 $1.4M
Wealth Management Partners, LLC 0.70% Reduce -3.7% 25,079 $1.4M
Rooted Wealth Advisors, Inc. 0.58% Add +3.8% 22,241 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +14.7% 21,086 $1.2M
Aviance Capital Partners, LLC 0.16% Reduce -33.3% 20,000 $1.1M
HighTower Advisors, LLC 0.00% Add +22.5% 19,821 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -57.9% 19,604 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -0.0% 17,864 $977K
MML Investors Services, LLC 0.00% Reduce -29.9% 17,821 $975K
Compound Planning, Inc. 0.08% Add +5.4% 15,797 $864K
Cwm, LLC 0.00% Reduce -31.9% 15,556 $851K
Bank of New York Mellon Corp 0.00% Reduce -0.4% 14,973 $819K
Raymond James & Associates 0.00% Reduce -12.7% 14,843 $812K
Stratos Wealth Partners, LTD. 0.01% Reduce -11.0% 14,693 $804K
Crescent Grove Advisors, LLC 0.08% Add +25.9% 14,130 $773K
Mercer Global Advisors Inc. 0.00% Add +0.8% 3,799 $768K
Stevard, LLC 0.69% No change 13,999 $766K
Stifel Financial Corp. 0.00% Reduce -12.0% 13,845 $757K
Truist Financial Corp. 0.00% Reduce -6.3% 12,547 $686K
Mariner, LLC 0.00% Reduce -5.0% 11,183 $612K
DHK Financial Advisors, Inc. 0.40% No change 10,425 $570K
Oppenheimer Asset Management Inc. 0.01% Reduce -3.9% 9,863 $540K
UBS Group AG 0.00% Reduce -8.6% 9,031 $494K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -32.4% 8,872 $485K
Tyler-Stone Wealth Management 0.21% Reduce -4.9% 8,735 $478K
Sweet Financial Partners, LLC 0.11% No change 8,490 $464K
Purus Wealth Management, LLC 0.22% Reduce -6.5% 8,142 $445K
PFG Advisors 0.03% Reduce -0.8% 8,109 $444K
Jane Street Group, LLC 0.00% Reduce -75.3% 7,843 $429K
First Horizon Advisors, Inc. 0.01% Add +29.6% 7,659 $419K
Steward Partners Investment Advisory, LLC 0.00% Reduce -22.9% 7,517 $411K
Highline Wealth Partners LLC 0.15% Add +32.6% 6,905 $378K
Insight Advisors, LLC/ PA 0.07% Reduce -27.6% 6,876 $376K
Sigma Planning Corp 0.01% New 6,737 $369K
Mather Group, Llc. 0.01% No change 6,379 $368K
Eagle Wealth Strategies LLC 0.30% Add +8.5% 6,748 $368K
Navis Wealth Advisors, LLC 0.42% No change 6,465 $354K
Lanark Financial, Inc. 0.03% Reduce -26.1% 6,273 $343K
Granite Bay Wealth Management, LLC 0.19% Reduce -99.0% 6,018 $329K
Flow Traders U.S. LLC 0.02% Add +35.6% 5,821 $318K
Atria Wealth Solutions, Inc. 0.00% Reduce -58.2% 5,602 $306K
GTS Securities LLC 0.01% Reduce -80.8% 5,431 $297K
Creative Planning 0.00% Reduce -25.5% 5,274 $289K
Csenge Advisory Group 0.02% Reduce -1.9% 5,268 $288K
Clearstead Trust, LLC 0.07% No change 5,080 $278K
HRT Financial LP 0.00% New 4,893 $267K
Saxon Interests, Inc. 0.12% No change 4,702 $257K
NewEdge Advisors, LLC 0.00% Reduce -9.3% 4,653 $255K
United Asset Strategies, Inc. 0.02% Reduce -0.8% 4,444 $243K
Tacita Capital Inc 0.17% No change 4,400 $241K
Kestra Private Wealth Services, LLC 0.00% Reduce -4.5% 3,816 $209K
Prairie Wealth Advisors, Inc. 0.10% — 3,770 $206K
Essex Financial Services, Inc. 0.02% Add +2.1% 3,757 $206K
Two Sigma Securities, LLC 0.01% Reduce -1.9% 3,756 $205K
Janney Montgomery Scott LLC 0.00% New 3,748 $205K
Scotia Capital Inc. 0.00% New 3,657 $200K
US Bancorp \de 0.00% Add +36.5% 2,991 $164K
Financial Perspectives, Inc 0.06% No change 2,875 $157K
Avior Wealth Management, LLC 0.01% Add +2411.5% 2,185 $120K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.6% 2,178 $119K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,165 $118K
Signaturefd, LLC 0.00% No change 2,015 $110K
Glassman Wealth Services 0.02% No change 1,797 $98K
Avondale Wealth Management 0.06% No change 1,537 $84K
PNC Financial Services Group, Inc. 0.00% Reduce -19.9% 1,465 $80K
Oxford Financial Group, LTD. LLC 0.01% No change 1,436 $79K
Allworth Financial LP 0.00% Add +1.4% 1,283 $70K
Citigroup Inc. 0.00% No change 1,244 $68K
IFP Advisors, Inc 0.00% Reduce -5.4% 1,090 $60K
Federation des caisses Desjardins du Quebec 0.00% No change 1,038 $57K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.2% 844 $46K
IAG Wealth Partners, LLC 0.01% No change 797 $44K
National Bank of Canada 0.00% No change 781 $42K
Qube Research & Technologies Ltd 0.00% Add +1070.9% 644 $35K
WASHINGTON TRUST Co 0.00% No change 637 $35K
Harbour Investments, Inc. 0.00% Add +7.6% 582 $32K
Citadel Advisors 0.00% Reduce -95.6% 533 $29K
Principal Securities, Inc. 0.00% Reduce -93.6% 509 $28K
Concourse Financial Group Securities, Inc. 0.00% Add +2.9% 459 $25K
AdvisorNet Financial, Inc 0.00% Reduce -70.7% 380 $21K
West Paces Advisors Inc. 0.01% No change 365 $20K
Financial Management Professionals, Inc. 0.00% No change 352 $19K
Benjamin F. Edwards & Company, Inc. 0.00% No change 342 $19K
Naples Money Management LLC 0.02% No change 345 $19K
Beacon Capital Management, LLC 0.00% Add +80.2% 337 $18K
Transcendent Capital Group LLC 0.01% New 325 $18K
Global Retirement Partners, LLC 0.00% Reduce -65.1% 315 $17K
Bessemer Group Inc. 0.00% No change 297 $17K
Global Trust Asset Management, LLC 0.01% No change 300 $16K
Montag A & Associates Inc. 0.00% No change 298 $16K
WR Wealth Planners, LLC 0.00% New 290 $16K
NFSG Corp 0.01% No change 276 $15K
Creative Financial Designs Inc. 0.00% Reduce -70.3% 258 $14K
Barrett & Company, Inc. 0.01% No change 247 $14K
TD Waterhouse Canada Inc. 0.00% Add +226.7% 245 $13K
Capital Investment Advisory Services, LLC 0.00% No change 235 $13K
SOA Wealth Advisors, LLC. 0.00% No change 201 $11K
Scarborough Advisors, LLC 0.01% Add +30.3% 198 $11K
NCP Inc. 0.01% — 190 $10K
NBT Bank, N.A. 0.00% No change 151 $8K
Sunbelt Securities, Inc. 0.00% No change 146 $8K
Harvest Fund Management Co., Ltd 0.00% No change 131 $7K
Geneos Wealth Management Inc. 0.00% Add +4.2% 125 $7K
Comerica Bank 0.00% Reduce -49.0% 124 $7K
Continuum Advisory, LLC 0.00% New 120 $7K
Mascoma Wealth Management LLC 0.00% No change 112 $6K
Vima LLC 0.01% No change 100 $5K
Register Financial Advisors LLC 0.00% New 100 $5K
Palisade Asset Management, LLC 0.00% New 100 $5K
Farther Finance Advisors, LLC 0.00% No change 95 $5K
Archer Investment Corp 0.00% Add +24.0% 93 $5K
Cutler Group LLC / CA 0.00% Reduce -87.5% 100 $5K
Bank of Montreal 0.00% Reduce -84.6% 91 $5K
Glen Eagle Advisors, LLC 0.00% No change 90 $5K
CIBC Private Wealth Group LLC 0.00% New 86 $5K
Realta Investment Advisors 0.00% New 75 $4K
VitalStone Financial, LLC 0.00% No change 74 $4K
Pension & Wealth Management Advisors, Inc. 0.00% No change 73 $4K
Planning Capital Management Corp 0.00% No change 71 $4K
CoreCap Advisors, LLC 0.00% New 70 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -25.3% 65 $4K
Voisard Asset Management Group, Inc. 0.00% No change 63 $3K
Tortoise Investment Management, LLC 0.00% No change 60 $3K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -8.1% 57 $3K
Albion Financial Group 0.00% No change 55 $3K
Creekmur Asset Management LLC 0.00% Reduce -1.9% 52 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 50 $3K
Sandy Spring Bank 0.00% Add +6.7% 48 $3K
Princeton Global Asset Management LLC 0.00% No change 40 $2K
Coston, McIsaac & Partners 0.00% No change 50 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 36 $2K
Annapolis Financial Services, LLC 0.00% No change 30 $2K
MCF Advisors LLC 0.00% New 30 $2K
Adirondack Trust Co. 0.00% No change 28 $2K
Tucker Asset Management LLC 0.00% No change 25 $1K
New England Capital Financial Advisors LLC 0.00% No change 23 $1K
Barclays PLC 0.00% Reduce -95.1% 22 $1K
Venturi Wealth Management, LLC 0.00% Reduce -69.7% 20 $1K
EverSource Wealth Advisors, LLC 0.00% New 20 $1K
Wetzel Investment Advisors, Inc. 0.00% Reduce -90.7% 20 $1K
Baldwin Wealth Partners LLC 0.00% No change 18 $985
Larson Financial Group LLC 0.00% No change 16 $875
Brown Brothers Harriman & Co. 0.00% New 16 $875
Global Financial Private Client, LLC 0.00% Reduce -48.0% 13 $709
Blue Bell Private Wealth Management, LLC 0.00% No change 12 $657
Janiczek Wealth Management, LLC 0.00% No change 11 $607
Rothschild Investment LLC 0.00% No change 10 $547
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $219
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% — 3 $164
Hexagon Capital Partners LLC 0.00% Reduce -33.3% 2 $110

"% of holder's portfolio" is ARKQ's weight in each manager's 13F, not the share of ARK Autonomous Tech & Robot the manager owns.