ARK Next Generation TechnoloARKWETF
13F holders, Q4 2024 (December 31)214holders +18
28new positions
21sold out
1famous investor
$105.02avg. 13F price*
At the end of Q4 2024, 214 institutions reported holding ARK Next Generation Technolo (ARKW) in their 13F filings, up 18 from Q3 2024. 28 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($88.6M), Bank of America Corp. ($27.3M) and LPL Financial LLC ($26.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- ARK Next Generation Technolo
- Filed as
- ARK ETF TR (Q4 2024)
- CUSIP
- 00214Q401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $7.6M |
| Exits | 21 | $7.8M |
All 13F filers, Q3 2024 → Q4 2024: 491,581 shares bought and 293,783 shares sold, net +197,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Morgan Stanley | 0.01% | Add +14.0% | 820,417 | $88.6M |
| Bank of America Corp. | 0.00% | Add +0.7% | 253,192 | $27.3M |
| LPL Financial LLC | 0.01% | Reduce -9.5% | 247,618 | $26.7M |
| Susquehanna International Group, LLP | 0.02% | Add +263.0% | 153,612 | $16.6M |
| Gradient Investments LLC | 0.32% | Add +22.3% | 144,433 | $15.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.2% | 137,102 | $14.8M |
| Priebe Wealth Holdings LLC | 9.89% | Reduce -9.9% | 135,074 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.2% | 132,203 | $14.3M |
| Prudential PLC | 0.06% | Add +16.2% | 109,650 | $11.8M |
| Raymond James Financial Inc. | 0.00% | — | 67,258 | $7.3M |
| Relyea Zuckerberg Hanson LLC | 0.86% | Reduce -9.9% | 59,564 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +25.9% | 57,194 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +4.1% | 53,919 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -10.1% | 50,554 | $5.5M |
| Marshall Wace, LLP | 0.01% | Add +173.7% | 50,383 | $5.4M |
| Cwm, LLC | 0.02% | Add +6.9% | 44,098 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.1% | 40,542 | $4.4M |
| Crescent Grove Advisors, LLC | 0.42% | Reduce -6.1% | 39,442 | $4.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +64.3% | 34,662 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.6% | 33,727 | $3.6M |
| Brookstone Capital Management | 0.05% | Reduce -16.7% | 32,543 | $3.5M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -6.9% | 32,178 | $3.5M |
| Financial Guidance Group, Inc. | 1.87% | Reduce -8.5% | 31,629 | $3.4M |
| Mutual Advisors, LLC | 0.09% | Reduce -14.7% | 26,941 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +3.8% | 28,177 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -63.7% | 26,836 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -19.3% | 25,237 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | No change | 24,297 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -1.1% | 22,227 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +66933.3% | 22,121 | $2.4M |
| GTS Securities LLC | 0.11% | Reduce -24.1% | 20,613 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -6.5% | 19,910 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.8% | 19,692 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 19,046 | $2.1M |
| Smith Anglin Financial, LLC | 0.19% | Reduce -3.8% | 18,649 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.9% | 18,259 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.4% | 18,029 | $1.9M |
| UBS Group AG | 0.00% | Add +165.8% | 17,952 | $1.9M |
| Mattson Financial Services, LLC | 0.61% | Add +38.7% | 22,617 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.9% | 16,686 | $1.8M |
| NWF Advisory Services Inc. | 0.26% | Reduce -13.6% | 16,626 | $1.8M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -22.0% | 16,430 | $1.8M |
| Sterling Investment Counsel, LLC | 1.16% | Reduce -12.3% | 16,255 | $1.8M |
| Strong Tower Advisory Services | 0.45% | Add +1.0% | 16,012 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +8.1% | 15,936 | $1.7M |
| Wealth Management Partners, LLC | 0.70% | Add +52.2% | 15,052 | $1.6M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +146.1% | 13,789 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 13,436 | $1.5M |
| Purus Wealth Management, LLC | 0.57% | Reduce -59.9% | 13,409 | $1.4M |
| Copia Wealth Management | 1.33% | — | 12,925 | $1.4M |
| Marshall Investment Management, LLC | 0.82% | — | 16,374 | $1.4M |
| White Knight Strategic Wealth Advisors, LLC | 0.56% | Add +72.2% | 12,428 | $1.3M |
| Barclays PLC | 0.00% | New | 12,000 | $1.3M |
| Betterment LLC | 0.00% | Reduce -39.6% | 11,141 | $1.2M |
| Phoenix Wealth Advisors | 0.51% | Reduce -0.1% | 10,939 | $1.2M |
| One Capital Management, LLC | 0.04% | New | 10,608 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -6.1% | 9,744 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -13.0% | 9,426 | $1.0M |
| HRT Financial LP | 0.00% | New | 8,726 | $942K |
| Prosperity Wealth Management, Inc. | 0.38% | Add +60.4% | 8,589 | $927K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.8% | 8,217 | $887K |
| Medallion Wealth Advisors, LLC | 0.42% | — | 8,410 | $848K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -25.5% | 7,438 | $803K |
| Pacific Sun Financial Corp | 0.43% | Reduce -6.5% | 7,323 | $791K |
| Equitable Holdings, Inc. | 0.01% | Add +22.9% | 7,265 | $784K |
| Manske Wealth Management | 0.29% | — | 6,776 | $732K |
| StoneX Group Inc. | 0.04% | Reduce -6.4% | 6,671 | $720K |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 5,840 | $687K |
| Summit Financial, LLC | 0.02% | Add +24.1% | 6,285 | $679K |
| Independent Financial Group, LLC | 0.02% | Reduce -26.4% | 6,147 | $664K |
| Centaurus Financial, Inc. | 0.04% | Add +273.2% | 5,822 | $629K |
| Intrua Financial, LLC | 0.10% | No change | 5,500 | $594K |
| Capital A Wealth Management, LLC | 0.96% | — | 5,347 | $577K |
| Truist Financial Corp. | 0.00% | Reduce -9.5% | 5,167 | $558K |
| EMC Capital Management | 0.30% | Add +1282.3% | 4,935 | $533K |
| 17 Capital Partners, LLC | 0.33% | Add +10.2% | 4,890 | $528K |
| Scientech Research LLC | 0.15% | New | 4,818 | $520K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -37.3% | 4,540 | $490K |
| International Assets Investment Management, LLC | 0.04% | New | 4,348 | $475K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -4.7% | 4,138 | $454K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.5% | 4,177 | $451K |
| Nwam LLC | 0.03% | No change | 4,105 | $443K |
| Clearstead Trust, LLC | 0.09% | No change | 3,998 | $432K |
| Western Wealth Management, LLC | 0.02% | Reduce -8.7% | 3,902 | $421K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,897 | $421K |
| Pathstone Holdings, LLC | 0.00% | Reduce -12.5% | 3,717 | $401K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 3,718 | $401K |
| Per Stirling Capital Management, LLC. | 0.06% | New | 3,671 | $396K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +2.2% | 3,667 | $396K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -19.0% | 3,657 | $395K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +13.9% | 3,248 | $351K |
| EWG Elevate Inc. | 0.10% | New | 3,098 | $335K |
| PFG Investments, LLC | 0.02% | Add +12.2% | 3,066 | $331K |
| Lam Group, Inc. | 0.23% | Add +835.4% | 3,040 | $328K |
| Stephens Inc. | 0.00% | Reduce -30.5% | 3,000 | $324K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 2,845 | $307K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -0.0% | 2,803 | $303K |
| Advisory Services Network, LLC | 0.01% | Reduce -30.5% | 2,761 | $298K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +9.5% | 2,660 | $287K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,586 | $284K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.9% | 2,595 | $280K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,540 | $274K |
| Creative Planning | 0.00% | New | 2,510 | $271K |
| Two Sigma Securities, LLC | 0.05% | New | 2,478 | $268K |
| Ameriflex Group, Inc. | 0.12% | — | 2,203 | $265K |
| NewEdge Advisors, LLC | 0.00% | Add +1700.8% | 2,413 | $261K |
| Stevard, LLC | 0.97% | Add +0.7% | 2,400 | $259K |
| PFG Advisors | 0.02% | Reduce -4.3% | 2,340 | $253K |
| Echo Wealth Management, LLC | 0.17% | Reduce -10.7% | 2,310 | $249K |
| Scotia Capital Inc. | 0.00% | Reduce -46.2% | 2,245 | $242K |
| Sigma Planning Corp | 0.01% | New | 2,231 | $241K |
| Strategic Blueprint, LLC | 0.01% | New | 2,220 | $240K |
| CoreCap Advisors, LLC | 0.01% | Reduce -17.4% | 2,202 | $238K |
| Captrust Financial Advisors | 0.00% | Reduce -8.5% | 2,163 | $234K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,090 | $226K |
| Financial Perspectives, Inc | 0.07% | Reduce -44.7% | 2,066 | $223K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 2,058 | $222K |
| Fairscale Capital, LLC | 0.19% | No change | 2,055 | $222K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -1.3% | 2,046 | $221K |
| Kuhn & Co Investment Counsel | 0.18% | New | 2,000 | $216K |
| Certified Advisory Corp | 0.02% | Reduce -25.3% | 1,915 | $207K |
| Eagle Wealth Strategies LLC | 0.15% | New | 1,875 | $202K |
| Brown Financial Advisors | 0.08% | New | 1,871 | $202K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,769 | $194K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | — | 1,484 | $160K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -5.0% | 1,387 | $150K |
| Comerica Bank | 0.00% | Add +472.9% | 1,266 | $137K |
| Simplex Trading, LLC | 0.00% | Add +93.7% | 1,261 | $136K |
| Whipplewood Advisors, LLC | 0.07% | — | 1,186 | $128K |
| MAI Capital Management | 0.00% | New | 1,110 | $120K |
| BNP Paribas | 0.00% | New | 1,000 | $109K |
| UMB Bank, n.a. | 0.00% | No change | 959 | $104K |
| Principal Securities, Inc. | 0.00% | Add +3.2% | 956 | $103K |
| Global Retirement Partners, LLC | 0.00% | No change | 904 | $98K |
| Serenus Wealth Advisors, LLC | 0.02% | — | 96,392 | $96K |
| Citigroup Inc. | 0.00% | Add +3.6% | 865 | $93K |
| Continuum Advisory, LLC | 0.01% | No change | 857 | $93K |
| IFP Advisors, Inc | 0.00% | Reduce -43.5% | 826 | $89K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 729 | $79K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 651 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Add +37.4% | 603 | $65K |
| Bank of Montreal | 0.00% | No change | 554 | $60K |
| IAG Wealth Partners, LLC | 0.01% | No change | 552 | $60K |
| Westside Investment Management, Inc. | 0.01% | No change | 540 | $58K |
| Sandy Spring Bank | 0.00% | No change | 490 | $53K |
| AllSquare Wealth Management LLC | 0.03% | No change | 468 | $51K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 436 | $47K |
| Financial Management Professionals, Inc. | 0.01% | No change | 426 | $46K |
| Crews Bank & Trust | 0.01% | — | 400 | $43K |
| Manchester Capital Management LLC | 0.00% | Reduce -42.7% | 393 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1454.2% | 373 | $40K |
| Bokf, NA | 0.00% | New | 341 | $37K |
| Breakwater Investment Management | 0.01% | No change | 300 | $32K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 300 | $32K |
| Bleichroeder LP | 0.01% | No change | 300 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +39.3% | 298 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +15.9% | 269 | $32K |
| Avondale Wealth Management | 0.02% | No change | 286 | $31K |
| National Bank of Canada | 0.00% | New | 279 | $30K |
| Golden State Wealth Management, LLC | 0.00% | — | 272 | $29K |
| AE Wealth Management LLC | 0.00% | New | 257 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.6% | 256 | $28K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 242 | $26K |
| Sugar Maple Asset Management, LLC | 0.02% | New | 209 | $23K |
| Private Trust Co. NA | 0.00% | No change | 200 | $22K |
| Montag A & Associates Inc. | 0.00% | No change | 189 | $20K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 193 | $20K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 184 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 183 | $20K |
| Beacon Capital Management, LLC | 0.00% | No change | 180 | $19K |
| Activest Wealth Management | 0.00% | No change | 151 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 140 | $15K |
| HM Payson & Co. | 0.00% | No change | 135 | $15K |
| Kennebec Savings Bank | 0.01% | No change | 131 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 129 | $14K |
| Transce3nd, LLC | 0.00% | — | 129 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 125 | $13K |
| Nemes Rush Group LLC | 0.00% | No change | 116 | $13K |
| Kestra Investment Management, LLC | 0.00% | New | 116 | $13K |
| Northwest Capital Management Inc | 0.00% | Reduce -44.9% | 103 | $11K |
| US Bancorp \de | 0.00% | Reduce -50.0% | 100 | $11K |
| BlackRock, Inc. | 0.00% | New | 100 | $11K |
| Ridgewood Investments LLC | 0.01% | No change | 97 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 96 | $10K |
| Assetmark, Inc. | 0.00% | No change | 88 | $10K |
| Sachetta, LLC | 0.00% | No change | 85 | $9K |
| Spire Wealth Management | 0.00% | No change | 80 | $9K |
| Innovative Advisory Group, LLC | 0.01% | — | 68 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +17.9% | 66 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 62 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 58 | $6K |
| Albion Financial Group | 0.00% | No change | 56 | $6K |
| West Branch Capital LLC | 0.00% | No change | 51 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +35.1% | 50 | $5K |
| Hartford Financial Management Inc. | 0.00% | No change | 46 | $5K |
| Natixis | 0.00% | No change | 40 | $4K |
| Oarsman Capital, Inc. | 0.00% | No change | 35 | $4K |
| Mainstream Capital Management LLC | 0.00% | New | 33 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 31 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 25 | $3K |
| Concord Wealth Partners | 0.00% | No change | 21 | $2K |
| Signaturefd, LLC | 0.00% | No change | 19 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 15 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 15 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 12 | $1K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 10 | $1K |
| City State Bank | 0.00% | No change | 10 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 10 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 7 | $1K |
| Legend Financial Advisors, Inc. | 0.00% | New | 9 | $972 |
| Coppell Advisory Solutions LLC | 0.00% | New | 6 | $658 |
| Biltmore Family Office, LLC | 0.00% | Reduce -90.9% | 2 | $216 |
| Decker Retirement Planning Inc. | 0.00% | — | 1 | $108 |
| FMR LLC | 0.00% | No change | 1 | $108 |
"% of holder's portfolio" is ARKW's weight in each manager's 13F, not the share of ARK Next Generation Technolo the manager owns.