ARK Next Generation TechnoloARKWETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 226 institutions reported holding ARK Next Generation Technolo (ARKW) in their 13F filings, unchanged from Q1 2026. 27 opened new positions and 30 sold out. The largest holders were Foundations Investment Advisors, LLC ($105.9M), Morgan Stanley ($66.8M) and Bank of America Corp. ($35.6M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- ARK Next Generation Technolo
- Filed as
- ARK ETF TR (Q2 2026)
- CUSIP
- 00214Q401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $65.9M |
| Exits | 30 | $36.8M |
All 13F filers, Q1 2026 → Q2 2026: 719,774 shares bought and 621,623 shares sold, net +98,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| Foundations Investment Advisors, LLC | 1.09% | Add +21.9% | 731,008 | $105.9M |
| Morgan Stanley | 0.00% | Add +3.6% | 461,090 | $66.8M |
| Bank of America Corp. | 0.00% | Reduce -20.1% | 245,701 | $35.6M |
| LPL Financial LLC | 0.01% | Reduce -5.1% | 225,537 | $32.7M |
| Horizon Investments, LLC | 0.32% | New | 200,246 | $29.0M |
| Exchange Traded Concepts, LLC | 0.14% | New | 200,246 | $29.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.9% | 172,435 | $25.0M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -5.5% | 119,091 | $17.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.2% | 86,068 | $12.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.9% | 77,754 | $11.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.1% | 63,931 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.3% | 59,352 | $8.6M |
| Relyea Zuckerberg Hanson LLC | 0.67% | Reduce -0.1% | 55,394 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +4.4% | 52,606 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +55.8% | 47,393 | $6.9M |
| AdvisorNet Financial, Inc | 0.26% | Add +9.0% | 39,979 | $5.8M |
| Prudential PLC | 0.04% | Reduce -10.3% | 39,150 | $5.7M |
| Crescent Grove Advisors, LLC | 0.43% | Add +2.5% | 34,738 | $5.0M |
| Wealth Management Partners, LLC | 1.17% | Add +0.9% | 34,454 | $5.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.5% | 34,274 | $5.0M |
| Private Advisor Group, LLC | 0.02% | Add +17.2% | 34,070 | $4.9M |
| HighTower Advisors, LLC | 0.00% | Add +0.9% | 31,595 | $4.6M |
| Mutual Advisors, LLC | 0.07% | Add +11.8% | 25,835 | $3.7M |
| Citigroup Inc. | 0.00% | Add +28215.8% | 23,219 | $3.4M |
| Brookstone Capital Management | 0.03% | Reduce -0.6% | 22,556 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 22,528 | $3.3M |
| Victory Financial Group, LLC | 0.34% | Reduce -2.8% | 22,188 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.7% | 20,797 | $3.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -5.2% | 20,413 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -4.4% | 20,206 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.5% | 19,961 | $2.9M |
| Financial Guidance Group, Inc. | 1.07% | Reduce -7.4% | 19,812 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +19.4% | 19,377 | $2.8M |
| GTS Securities LLC | 0.06% | New | 18,901 | $2.7M |
| Park Avenue Securities LLC | 0.01% | New | 16,233 | $2.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.8% | 15,857 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +166.0% | 15,836 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -45.9% | 14,563 | $2.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +65.5% | 12,996 | $1.9M |
| Marshall Investment Management, LLC | 0.77% | Reduce -1.8% | 12,808 | $1.9M |
| Purus Wealth Management, LLC | 0.49% | Reduce -2.8% | 12,182 | $1.8M |
| Sterling Investment Counsel, LLC | 0.39% | Add +5.7% | 11,380 | $1.6M |
| Keating Financial Advisory Services, Inc. | 0.21% | Add +6.0% | 11,176 | $1.6M |
| Phoenix Wealth Advisors | 0.52% | Add +0.4% | 10,720 | $1.6M |
| VestGen Advisors, LLC | 0.04% | Reduce -3.4% | 10,187 | $1.5M |
| Copia Wealth Management | 0.88% | Reduce -4.9% | 10,118 | $1.5M |
| Atria Investments, Inc | 0.01% | Reduce -7.0% | 10,101 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.3% | 9,761 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.9% | 9,474 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +10.2% | 9,397 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -69.9% | 8,188 | $1.2M |
| 17 Capital Partners, LLC | 0.52% | Add +7.2% | 7,910 | $1.1M |
| Vienna Asset Management LLC | 0.81% | Reduce -58.4% | 7,896 | $1.1M |
| One Capital Management, LLC | 0.03% | No change | 9,063 | $1.1M |
| Betterment LLC | 0.00% | Reduce -1.2% | 6,788 | $983K |
| AQR Capital Management | 0.00% | Add +52.7% | 6,572 | $952K |
| Lam Group, Inc. | 0.47% | Add +126.2% | 6,560 | $950K |
| Sigma Planning Corp | 0.02% | Add +54.9% | 6,319 | $915K |
| Pacific Sun Financial Corp | 0.35% | Reduce -7.4% | 5,892 | $854K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,884 | $852K |
| Osbon Capital Management LLC | 0.67% | Reduce -3.4% | 5,877 | $851K |
| Western Wealth Management, LLC | 0.03% | Reduce -25.8% | 5,729 | $830K |
| Two Sigma Investments, LP | 0.00% | Reduce -88.7% | 5,627 | $815K |
| Manske Wealth Management | 0.20% | Reduce -0.4% | 5,549 | $804K |
| Hilton Head Capital Partners, LLC | 0.37% | Add +1610.4% | 5,097 | $738K |
| EMC Capital Management | 0.28% | — | 4,880 | $712K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 4,695 | $680K |
| StoneX Group Inc. | 0.03% | Add +22.2% | 4,663 | $678K |
| Belpointe Asset Management LLC | 0.02% | Add +85.0% | 4,666 | $676K |
| Intrua Financial, LLC | 0.06% | No change | 4,650 | $674K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +5.0% | 4,612 | $668K |
| Integrity Alliance, Llc. | 0.02% | Reduce -5.8% | 4,509 | $653K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -60.7% | 4,342 | $644K |
| Truist Financial Corp. | 0.00% | Reduce -3.7% | 4,323 | $626K |
| Two Sigma Securities, LLC | 0.05% | Add +115.2% | 4,181 | $606K |
| Nwam LLC | 0.03% | Add +1.5% | 4,168 | $604K |
| Clearstead Trust, LLC | 0.08% | No change | 4,016 | $582K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.08% | No change | 3,901 | $565K |
| NewEdge Advisors, LLC | 0.00% | Add +6.8% | 3,872 | $561K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -49.2% | 3,860 | $559K |
| Creative Planning | 0.00% | Add +3.0% | 3,859 | $559K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -1.0% | 3,823 | $554K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 3,718 | $539K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,717 | $538K |
| Allworth Financial LP | 0.00% | Reduce -17.3% | 3,384 | $490K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 3,345 | $485K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 3,306 | $479K |
| Stephens Inc. | 0.00% | No change | 3,000 | $435K |
| Equitable Holdings, Inc. | 0.00% | New | 2,953 | $428K |
| Focus Partners Wealth | 0.00% | Add +64.5% | 2,858 | $414K |
| Captrust Financial Advisors | 0.00% | Reduce -5.2% | 2,812 | $407K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -57.9% | 2,684 | $389K |
| HRT Financial LP | 0.00% | Add +14.3% | 2,649 | $383K |
| PFG Investments, LLC | 0.01% | Reduce -1.9% | 2,603 | $377K |
| Kovack Advisors, Inc. | 0.02% | New | 2,569 | $374K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,578 | $373K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -7.8% | 2,516 | $364K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 2,455 | $356K |
| White Knight Strategic Wealth Advisors, LLC | 0.24% | Add +29.5% | 2,415 | $350K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.0% | 2,414 | $350K |
"% of holder's portfolio" is ARKW's weight in each manager's 13F, not the share of ARK Next Generation Technolo the manager owns.