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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $16.3M |
| Exits | 25 | $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 |
| PFG Advisors | 0.02% | Reduce -11.8% | 2,938 | $245K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -21.0% | 2,829 | $236K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -24.7% | 2,828 | $235K |
| Sigma Planning Corp | 0.01% | New | 2,709 | $226K |
| Cerity Partners LLC | 0.00% | New | 2,709 | $226K |
| Leo Wealth, LLC | 0.02% | No change | 2,706 | $225K |
| 17 Capital Partners, LLC | 0.17% | New | 2,696 | $225K |
| Belpointe Asset Management LLC | 0.02% | New | 2,647 | $220K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -40.4% | 2,639 | $220K |
| Certified Advisory Corp | 0.03% | New | 2,591 | $216K |
| Captrust Financial Advisors | 0.00% | Reduce -14.5% | 2,577 | $215K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.6% | 2,574 | $214K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,543 | $212K |
| Waldron Private Wealth LLC | 0.01% | New | 2,540 | $212K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -13.7% | 3,814 | $207K |
| Bank of Montreal | 0.00% | Reduce -41.6% | 2,023 | $171K |
| IFP Advisors, Inc | 0.01% | Reduce -37.0% | 1,947 | $162K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.5% | 1,810 | $153K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.0% | 1,790 | $149K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,769 | $147K |
| Activest Wealth Management | 0.06% | New | 1,386 | $115K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -27.1% | 1,367 | $114K |
| Glassman Wealth Services | 0.02% | No change | 1,239 | $103K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.7% | 1,136 | $95K |
| UBS Group AG | 0.00% | Reduce -59.5% | 1,112 | $93K |
| Principal Securities, Inc. | 0.00% | Reduce -2.4% | 1,036 | $86K |
| Realta Investment Advisors | 0.02% | New | 968 | $81K |
| UMB Bank, n.a. | 0.00% | No change | 959 | $80K |
| Global Retirement Partners, LLC | 0.00% | Reduce -15.8% | 904 | $75K |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 835 | $70K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 817 | $68K |
| Continuum Advisory, LLC | 0.01% | New | 862 | $65K |
| Jamison Private Wealth Management, Inc. | 0.01% | No change | 765 | $64K |
| Northwest Capital Management Inc | 0.02% | No change | 751 | $63K |
| Sandy Spring Bank | 0.00% | No change | 735 | $61K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 729 | $61K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 651 | $54K |
| US Bancorp \de | 0.00% | Add +333.3% | 650 | $54K |
| Farther Finance Advisors, LLC | 0.00% | No change | 644 | $53K |
| Manchester Capital Management LLC | 0.01% | Add +49.6% | 621 | $52K |
| Westside Investment Management, Inc. | 0.01% | Reduce -4.2% | 570 | $47K |
| IAG Wealth Partners, LLC | 0.01% | No change | 552 | $46K |
| AdvisorNet Financial, Inc | 0.00% | No change | 525 | $44K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.7% | 512 | $43K |
| Naples Money Management LLC | 0.04% | No change | 498 | $41K |
| AllSquare Wealth Management LLC | 0.02% | No change | 468 | $39K |
| NFSG Corp | 0.02% | No change | 443 | $37K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -31.9% | 426 | $35K |
| WASHINGTON TRUST Co | 0.00% | No change | 403 | $34K |
| Lanark Financial, Inc. | 0.00% | Reduce -38.1% | 406 | $33K |
| Wetzel Investment Advisors, Inc. | 0.02% | Reduce -18.0% | 410 | $31K |
| Natixis | 0.00% | Reduce -48.8% | 340 | $28K |
| Lam Group, Inc. | 0.02% | No change | 325 | $27K |
| Breakwater Investment Management | 0.01% | — | 300 | $25K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 300 | $25K |
| Bleichroeder LP | 0.01% | No change | 300 | $25K |
| National Bank of Canada | 0.00% | Reduce -7.5% | 334 | $25K |
| Avondale Wealth Management | 0.02% | No change | 286 | $24K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 270 | $22K |
| Wells Fargo & Company | 0.00% | Reduce -75.3% | 260 | $22K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 242 | $20K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -48.1% | 242 | $20K |
| Private Trust Co. NA | 0.00% | Reduce -86.4% | 200 | $17K |
| Comerica Bank | 0.00% | Reduce -28.2% | 196 | $16K |
| Cutler Group LLC / CA | 0.01% | Reduce -80.7% | 200 | $16K |
| Montag A & Associates Inc. | 0.00% | No change | 189 | $16K |
| Hartford Financial Management Inc. | 0.00% | No change | 186 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 183 | $15K |
| Clear Point Advisors Inc. | 0.01% | Reduce -10.8% | 181 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 180 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.5% | 173 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 171 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 154 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Add +27.3% | 140 | $12K |
| HM Payson & Co. | 0.00% | No change | 135 | $11K |
| Tidemark, LLC | 0.01% | Reduce -13.7% | 126 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 125 | $10K |
| Nemes Rush Group LLC | 0.00% | Add +625.0% | 116 | $10K |
| Barclays PLC | 0.00% | Add +49.3% | 100 | $8K |
| Hanson & Doremus Investment Management | 0.00% | No change | 98 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 96 | $8K |
| Spire Wealth Management | 0.00% | No change | 90 | $7K |
| Mma Asset Management LLC | 0.00% | New | 85 | $7K |
| Sachetta, LLC | 0.00% | No change | 85 | $6K |
| HighMark Wealth Management LLC | 0.00% | No change | 77 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 76 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +11.5% | 68 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 68 | $6K |
| Albion Financial Group | 0.00% | No change | 56 | $5K |
| Register Financial Advisors LLC | 0.00% | New | 55 | $5K |
| West Branch Capital LLC | 0.00% | No change | 51 | $4K |
| Creative Financial Designs Inc. | 0.00% | Reduce -44.4% | 50 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 40 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 31 | $3K |
| Smithfield Trust Co | 0.00% | No change | 41 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 31 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | — | 30 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 26 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 25 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -43.2% | 25 | $2K |
| VitalStone Financial, LLC | 0.00% | No change | 30 | $2K |
| Biltmore Family Office, LLC | 0.00% | No change | 22 | $2K |
| Concord Wealth Partners | 0.00% | No change | 21 | $2K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 20 | $2K |
| Signaturefd, LLC | 0.00% | No change | 19 | $2K |
| Syntrinsic LLC | 0.00% | No change | 17 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 20 | $1K |
| Optimum Investment Advisors | 0.00% | Add +114.3% | 15 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 12 | $1K |
| City State Bank | 0.00% | No change | 10 | $1K |
| Tsfg, LLC | 0.00% | Reduce -96.6% | 15 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 10 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 7 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 10 | $833 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 10 | $833 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 8 | $685 |
| Brown Brothers Harriman & Co. | 0.00% | New | 8 | $666 |
| FMR LLC | 0.00% | Reduce -98.8% | 4 | $333 |
| Assetmark, Inc. | 0.00% | No change | 2 | $167 |
"% of holder's portfolio" is ARKW's weight in each manager's 13F, not the share of ARK Next Generation Technolo the manager owns.