ARK Next Generation TechnoloARKWETF

13F holders, Q1 2024 (March 31)
220holders
2famous investors
$83.40avg. 13F price*

At the end of Q1 2024, 220 institutions reported holding ARK Next Generation Technolo (ARKW) in their 13F filings. The largest holders were Morgan Stanley ($62.7M), LPL Financial LLC ($33.1M) and Bank of America Corp. ($32.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
ARK Next Generation Technolo
Filed as
ARK ETF TR (Q1 2024)
CUSIP
00214Q401
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 220Q1 2024Q2 2024: 219Q2 2024Q3 2024: 196Q3 2024Q4 2024: 214Q4 2024Q1 2025: 204Q1 2025Q2 2025: 226Q2 2025Q3 2025: 246Q3 2025Q4 2025: 245Q4 2025Q1 2026: 226Q1 2026Q2 2026: 226Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions22$16.3M
Exits25$22.5M

Ownership 220 holders

Morgan Stanley 0.01% Add +21.2% 752,602 $62.7M
LPL Financial LLC 0.02% Add +15.2% 397,928 $33.1M
Bank of America Corp. 0.00% Add +38.0% 390,251 $32.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.9% 173,475 $14.5M
Priebe Wealth Holdings LLC 10.02% Add +0.7% 154,267 $12.9M
Commonwealth Equity Services, LLC 0.02% Add +6.2% 148,117 $12.3M
Two Sigma Investments, LP 0.03% Reduce -43.5% 139,300 $11.6M
Two Sigma Advisers, LP 0.02% Add +3.3% 109,000 $9.1M
Prudential PLC 0.07% Reduce -65.9% 95,550 $8.0M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -10.7% 81,699 $6.8M
Raymond James & Associates 0.00% Reduce -4.0% 78,066 $6.5M
Osaic Holdings, Inc. 0.01% Reduce -22.8% 76,799 $6.4M
Wexford Capital LP 1.23% New 72,333 $6.0M
Brookstone Capital Management 0.11% Add +3.5% 71,453 $6.0M
Relyea Zuckerberg Hanson LLC 1.01% Reduce -4.3% 69,419 $5.8M
Cetera Investment Advisers 0.01% Add +691.7% 66,001 $5.5M
Gradient Investments LLC 0.11% Add +383.4% 57,368 $4.8M
HRT Financial LP 0.03% Add +480.9% 52,754 $4.4M
Cwm, LLC 0.02% Reduce -9.9% 46,757 $3.9M
Financial Guidance Group, Inc. 2.53% Reduce -1.2% 46,733 $3.9M
Aptus Capital Advisors, LLC 0.08% New 46,733 $3.9M
Envestnet Asset Management Inc. 0.00% Reduce -1.3% 46,289 $3.9M
Crescent Grove Advisors, LLC 0.39% Reduce -4.4% 44,622 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.9% 43,818 $3.6M
Royal Bank of Canada 0.00% Reduce -68.1% 41,053 $3.4M
Susquehanna International Group, LLP 0.01% Add +7.6% 40,472 $3.4M
Mutual Advisors, LLC 0.10% Reduce -26.8% 36,694 $3.1M
Verus Capital Partners, LLC 0.31% Add +2.1% 33,857 $2.8M
MML Investors Services, LLC 0.01% Reduce -8.9% 33,826 $2.8M
Purus Wealth Management, LLC 1.39% Reduce -1.4% 33,751 $2.8M
Jane Street Group, LLC 0.00% Reduce -11.4% 31,978 $2.7M
GTS Securities LLC 0.07% New 31,841 $2.7M
Kestra Advisory Services, LLC 0.02% Add +11.2% 29,177 $2.4M
Mariner, LLC 0.01% Reduce -13.1% 28,745 $2.4M
Private Advisor Group, LLC 0.02% Reduce -3.9% 27,976 $2.3M
Kovack Advisors, Inc. 0.24% Reduce -45.7% 23,638 $2.0M
Ameritas Advisory Services, LLC 0.08% Add +20.4% 23,494 $2.0M
Aviance Capital Partners, LLC 0.25% No change 20,000 $1.7M
Wealthfront Advisers LLC 0.01% Add +14.9% 19,978 $1.7M
NWF Advisory Services Inc. 0.28% Add +12.8% 19,882 $1.7M
Smith Anglin Financial, LLC 0.16% Reduce -2.3% 19,173 $1.6M
Sterling Investment Counsel, LLC 0.73% Reduce -10.0% 18,881 $1.6M
Prosperity Wealth Management, Inc. 0.74% Add +11.8% 18,754 $1.6M
Betterment LLC 0.00% Reduce -4.0% 18,605 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +12.6% 18,329 $1.5M
Strong Tower Advisory Services 0.61% Reduce -1.2% 18,392 $1.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -10.8% 17,644 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -15.9% 16,556 $1.4M
HighTower Advisors, LLC 0.00% Reduce -11.3% 16,294 $1.3M
Millennium Management 0.00% Reduce -33.0% 15,710 $1.3M
Qube Research & Technologies Ltd 0.00% Add +5455.4% 15,555 $1.3M
Citadel Advisors 0.00% Reduce -83.3% 14,919 $1.2M
Truist Financial Corp. 0.00% Reduce -15.4% 13,931 $1.2M
Stephens Inc. 0.02% Add +12.9% 13,530 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -22.4% 12,454 $1.0M
Kestra Private Wealth Services, LLC 0.02% Reduce -58.1% 12,435 $1.0M
Pathstone Holdings, LLC 0.00% No change 12,200 $1.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -8.2% 11,851 $987K
Exencial Wealth Advisors, LLC 0.04% Reduce -2.2% 11,224 $935K
Phoenix Wealth Advisors 0.56% Add +55.3% 10,991 $916K
Independent Financial Group, LLC 0.04% Reduce -2.1% 10,132 $844K
Stevard, LLC 0.70% No change 9,321 $776K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -29.7% 9,002 $750K
JPMorgan Chase & Co. 0.00% Add +149.4% 8,779 $731K
White Knight Strategic Wealth Advisors, LLC 0.75% Reduce -11.7% 8,722 $727K
Pacific Sun Financial Corp 0.41% Reduce -3.4% 8,542 $712K
Mercer Global Advisors Inc. 0.00% New 561 $705K
Cubist Systematic Strategies, LLC 0.01% New 7,684 $640K
NewEdge Advisors, LLC 0.01% Reduce -8.9% 7,535 $628K
StoneX Group Inc. 0.05% Reduce -2.0% 7,273 $606K
Intrua Financial, LLC 0.09% Reduce -6.5% 6,566 $547K
Personal Cfo Solutions, LLC 0.07% Add +0.2% 5,745 $479K
Western Wealth Management, LLC 0.04% Reduce -0.7% 5,514 $459K
Allworth Financial LP 0.00% Add +145.0% 5,015 $418K
Equitable Holdings, Inc. 0.00% Reduce -63.8% 4,836 $403K
EMC Capital Management 0.24% Reduce -2.0% 4,935 $394K
Scotia Capital Inc. 0.00% Add +12.8% 4,662 $388K
DHK Financial Advisors, Inc. 0.27% No change 4,602 $383K
Insight Advisors, LLC/ PA 0.07% Reduce -10.2% 4,547 $379K
CoreCap Advisors, LLC 0.02% Add +16.5% 4,353 $363K
Strategic Blueprint, LLC 0.03% Reduce -35.9% 4,322 $360K
Summit Financial, LLC 0.02% Add +10.3% 4,248 $354K
Nwam LLC 0.03% No change 4,441 $346K
Janney Montgomery Scott LLC 0.00% New 4,005 $334K
Clearstead Trust, LLC 0.09% No change 3,998 $333K
Goldman Sachs Group Inc. 0.00% No change 3,897 $325K
Advisory Services Network, LLC 0.01% Add +85.2% 3,842 $320K
SeaCrest Wealth Management, LLC 0.04% Reduce -1.6% 3,827 $319K
International Assets Investment Management, LLC 0.03% Reduce -27.7% 3,880 $319K
Focus Financial Network, Inc. 0.02% — 4,267 $317K
Financial Perspectives, Inc 0.12% Reduce -1.1% 3,783 $315K
Provenance Wealth Advisors, LLC 0.04% No change 3,718 $310K
Centaurus Financial, Inc. 0.02% Reduce -21.0% 3,596 $300K
Moloney Securities Asset Management, LLC 0.04% No change 3,475 $289K
Clear Harbor Asset Management, LLC 0.03% No change 3,428 $286K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.9% 3,359 $280K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -48.7% 3,256 $271K
Csenge Advisory Group 0.02% Reduce -24.3% 3,231 $269K
PFG Investments, LLC 0.01% New 2,982 $248K
Echo Wealth Management, LLC 0.21% Reduce -3.0% 2,974 $248K

"% of holder's portfolio" is ARKW's weight in each manager's 13F, not the share of ARK Next Generation Technolo the manager owns.

Show all 220 holders