ARK Next Generation TechnoloARKWETF
13F holders, Q1 2025 (March 31)204holders −10
23new positions
29sold out
3famous investors
$92.65avg. 13F price*
At the end of Q1 2025, 204 institutions reported holding ARK Next Generation Technolo (ARKW) in their 13F filings, down 10 from Q4 2024. 23 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($66.6M), Foundations Investment Advisors, LLC ($36.0M) and Bank of America Corp. ($28.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- ARK Next Generation Technolo
- Filed as
- ARK ETF TR (Q1 2025)
- CUSIP
- 00214Q401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $52.0M |
| Exits | 29 | $7.8M |
All 13F filers, Q4 2024 → Q1 2025: 774,397 shares bought and 522,876 shares sold, net +251,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| Morgan Stanley | 0.00% | Reduce -14.2% | 703,836 | $66.6M |
| Foundations Investment Advisors, LLC | 0.67% | New | 380,699 | $36.0M |
| Bank of America Corp. | 0.00% | Add +17.2% | 296,854 | $28.1M |
| LPL Financial LLC | 0.01% | Add +9.7% | 271,711 | $25.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.4% | 144,482 | $13.7M |
| Priebe Wealth Holdings LLC | 7.64% | Reduce -4.2% | 129,397 | $12.2M |
| Gradient Investments LLC | 0.23% | Reduce -18.0% | 118,424 | $11.2M |
| Prudential PLC | 0.05% | Reduce -2.6% | 106,750 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.3% | 108,051 | $10.2M |
| Anfield Capital Management, LLC | 3.24% | New | 92,814 | $8.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -52.8% | 72,584 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 71,409 | $6.8M |
| Cwm, LLC | 0.02% | Add +32.0% | 58,233 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +4.4% | 56,273 | $5.3M |
| Relyea Zuckerberg Hanson LLC | 0.71% | Reduce -6.7% | 55,588 | $5.3M |
| Citadel Advisors | 0.00% | Add +94.2% | 52,121 | $4.9M |
| Cetera Investment Advisers | 0.01% | Reduce -13.8% | 49,328 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -13.8% | 43,577 | $4.1M |
| Crescent Grove Advisors, LLC | 0.36% | Reduce -6.4% | 36,922 | $3.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +5.2% | 36,472 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +1141.2% | 35,312 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.3% | 31,942 | $3.0M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -6.1% | 30,205 | $2.9M |
| Financial Guidance Group, Inc. | 1.54% | Reduce -4.8% | 30,113 | $2.9M |
| Brookstone Capital Management | 0.04% | Reduce -9.5% | 29,457 | $2.8M |
| Mutual Advisors, LLC | 0.08% | Reduce -1.9% | 26,437 | $2.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.7% | 27,405 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +38.9% | 26,445 | $2.5M |
| UBS Group AG | 0.00% | Add +46.1% | 26,234 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.5% | 25,360 | $2.4M |
| AdvisorNet Financial, Inc | 0.18% | Add +99900.0% | 25,000 | $2.4M |
| Mattson Financial Services, LLC | 0.64% | Reduce -0.9% | 22,422 | $2.1M |
| Mariner, LLC | 0.00% | Add +8.9% | 21,676 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -16.0% | 21,204 | $2.0M |
| Marshall Wace, LLP | 0.00% | Reduce -58.5% | 20,893 | $2.0M |
| Wealth Management Partners, LLC | 0.89% | Add +35.1% | 20,333 | $1.9M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -16.5% | 20,297 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +10.4% | 19,912 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.8% | 19,309 | $1.8M |
| NWF Advisory Services Inc. | 0.25% | Add +14.4% | 19,023 | $1.8M |
| Sterling Investment Counsel, LLC | 0.61% | Add +16.1% | 18,875 | $1.8M |
| Smith Anglin Financial, LLC | 0.19% | Reduce -0.8% | 18,501 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.3% | 16,731 | $1.6M |
| Marshall Investment Management, LLC | 0.93% | Reduce -3.4% | 15,824 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.6% | 15,645 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -7.5% | 15,190 | $1.4M |
| GTS Securities LLC | 0.06% | Reduce -27.0% | 15,047 | $1.4M |
| Purus Wealth Management, LLC | 0.54% | Reduce -0.1% | 13,400 | $1.3M |
| Copia Wealth Management | 1.16% | Add +2.4% | 13,235 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.9% | 12,924 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.5% | 12,692 | $1.2M |
| Prelude Capital Management, LLC | 0.12% | New | 12,070 | $1.1M |
| Phoenix Wealth Advisors | 0.46% | Add +1.3% | 11,081 | $1.0M |
| Prosperity Wealth Management, Inc. | 0.49% | Add +26.9% | 10,904 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +8.9% | 10,262 | $972K |
| Betterment LLC | 0.00% | Reduce -8.2% | 10,223 | $968K |
| Integrity Alliance, Llc. | 0.04% | New | 9,668 | $915K |
| Medallion Wealth Advisors, LLC | 0.36% | Reduce -0.9% | 8,338 | $798K |
| HRT Financial LP | 0.01% | Reduce -4.1% | 8,369 | $792K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -21.2% | 7,682 | $727K |
| Quantitative Investment Management, LLC | 0.07% | New | 7,680 | $727K |
| Walleye Capital LLC | 0.01% | New | 7,134 | $675K |
| Pacific Sun Financial Corp | 0.37% | Reduce -5.1% | 6,952 | $658K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.5% | 6,733 | $637K |
| Summit Financial, LLC | 0.02% | Add +6.5% | 6,692 | $634K |
| Manske Wealth Management | 0.23% | Reduce -5.2% | 6,426 | $608K |
| Renaissance Technologies | 0.00% | New | 6,300 | $596K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.7% | 6,269 | $593K |
| StoneX Group Inc. | 0.03% | Reduce -7.8% | 6,150 | $582K |
| Jane Street Group, LLC | 0.00% | Reduce -72.8% | 6,056 | $573K |
| Allworth Financial LP | 0.00% | Reduce -3.4% | 5,639 | $566K |
| Goldman Sachs Group Inc. | 0.00% | Add +51.0% | 5,884 | $557K |
| 17 Capital Partners, LLC | 0.33% | Add +12.6% | 5,506 | $521K |
| Intrua Financial, LLC | 0.08% | Reduce -5.5% | 5,200 | $492K |
| Two Sigma Securities, LLC | 0.07% | Add +108.2% | 5,158 | $488K |
| EMC Capital Management | 0.29% | No change | 4,935 | $478K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -63.6% | 5,023 | $476K |
| Sovran Advisors, LLC | 0.06% | New | 5,072 | $464K |
| EWG Elevate Inc. | 0.17% | Add +55.3% | 4,810 | $455K |
| DHK Financial Advisors, Inc. | 0.24% | New | 4,602 | $436K |
| White Knight Strategic Wealth Advisors, LLC | 0.38% | Reduce -64.7% | 4,391 | $416K |
| Truist Financial Corp. | 0.00% | Reduce -16.2% | 4,328 | $410K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.4% | 4,159 | $394K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +24.9% | 4,058 | $384K |
| Clearstead Trust, LLC | 0.08% | No change | 3,998 | $378K |
| Nwam LLC | 0.03% | Reduce -5.8% | 3,866 | $366K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 3,718 | $352K |
| Western Wealth Management, LLC | 0.02% | Reduce -6.3% | 3,655 | $346K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -4.3% | 3,508 | $332K |
| Vienna Asset Management LLC | 0.26% | New | 3,474 | $329K |
| Independent Financial Group, LLC | 0.01% | Reduce -44.5% | 3,411 | $323K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,382 | $320K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -26.0% | 3,092 | $293K |
| Stifel Financial Corp. | 0.00% | New | 3,064 | $290K |
| Stephens Inc. | 0.00% | No change | 3,000 | $284K |
| Belpointe Asset Management LLC | 0.01% | Reduce -17.9% | 2,944 | $279K |
| Creative Planning | 0.00% | Add +15.7% | 2,904 | $275K |
| PFG Investments, LLC | 0.02% | Reduce -9.0% | 2,790 | $264K |
| Capital A Wealth Management, LLC | 0.28% | Reduce -48.0% | 2,778 | $263K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.1% | 2,758 | $261K |
"% of holder's portfolio" is ARKW's weight in each manager's 13F, not the share of ARK Next Generation Technolo the manager owns.