ARK Next Generation TechnoloARKWETF

13F holders, Q2 2025 (June 30)
226holders +22
44new positions
22sold out
3famous investors
$147.71avg. 13F price*

At the end of Q2 2025, 226 institutions reported holding ARK Next Generation Technolo (ARKW) in their 13F filings, up 22 from Q1 2025. 44 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($110.3M), Foundations Investment Advisors, LLC ($56.3M) and Bank of America Corp. ($53.6M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions44$20.6M
Exits22$9.6M

All 13F filers, Q1 2025 → Q2 2025: 499,231 shares bought and 526,079 shares sold, net −26,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 226 holders

Morgan Stanley 0.01% Add +6.1% 747,006 $110.3M
Foundations Investment Advisors, LLC 0.89% Add +0.1% 381,103 $56.3M
Bank of America Corp. 0.00% Add +22.2% 362,793 $53.6M
LPL Financial LLC 0.02% Add +12.4% 305,407 $45.1M
Northwestern Mutual Wealth Management Co. 0.02% Add +3.9% 150,051 $22.2M
Gradient Investments LLC 0.37% Add +16.2% 137,624 $20.3M
Kestra Advisory Services, LLC 0.07% Add +132.3% 101,206 $14.9M
Commonwealth Equity Services, LLC 0.02% Reduce -13.1% 93,865 $13.9M
Anfield Capital Management, LLC 4.48% Reduce -1.3% 91,626 $13.5M
Janney Montgomery Scott LLC 0.03% Add +137.0% 83,701 $12.4M
Raymond James Financial Inc. 0.00% Add +1.9% 72,775 $10.7M
Osaic Holdings, Inc. 0.02% Add +13.4% 63,826 $9.4M
Cwm, LLC 0.03% Add +6.0% 61,756 $9.1M
Relyea Zuckerberg Hanson LLC 0.96% Reduce -0.4% 55,345 $8.2M
Susquehanna International Group, LLP 0.01% Reduce -28.3% 52,034 $7.7M
Cetera Investment Advisers 0.01% Add +3.4% 51,016 $7.5M
Kingsview Wealth Management, LLC 0.11% New 45,747 $6.8M
UBS Group AG 0.00% Add +52.9% 40,121 $5.9M
Priebe Wealth Holdings LLC 5.09% Reduce -69.2% 39,852 $5.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +20.4% 38,459 $5.7M
Prudential PLC 0.03% Reduce -65.3% 37,050 $5.5M
Crescent Grove Advisors, LLC 0.53% Reduce -0.0% 36,906 $5.4M
Citadel Advisors 0.00% Reduce -36.2% 33,265 $4.9M
Mutual Advisors, LLC 0.10% Add +0.7% 26,610 $4.2M
Aptus Capital Advisors, LLC 0.04% Reduce -6.2% 28,320 $4.2M
Private Advisor Group, LLC 0.02% Add +3.3% 28,296 $4.2M
Brookstone Capital Management 0.05% Reduce -4.2% 28,228 $4.2M
Financial Guidance Group, Inc. 2.02% Reduce -6.3% 28,228 $4.2M
HighTower Advisors, LLC 0.01% Add +113.9% 27,152 $4.0M
AdvisorNet Financial, Inc 0.24% Add +0.0% 25,005 $3.7M
Mattson Financial Services, LLC 0.98% Add +9.7% 24,594 $3.6M
Envestnet Asset Management Inc. 0.00% Reduce -5.0% 24,091 $3.6M
MML Investors Services, LLC 0.01% Reduce -1.8% 20,822 $3.1M
Royal Bank of Canada 0.00% Reduce -21.6% 20,733 $3.1M
Wealth Management Partners, LLC 1.07% Reduce -0.1% 20,319 $3.0M
Mariner, LLC 0.00% Reduce -10.2% 19,459 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Reduce -0.7% 19,176 $2.8M
Smith Anglin Financial, LLC 0.25% Add +3.0% 19,058 $2.8M
Avantax Advisory Services, Inc. 0.01% Add +6.9% 17,889 $2.6M
Wealthfront Advisers LLC 0.01% Reduce -16.4% 16,652 $2.5M
Qube Research & Technologies Ltd 0.00% Reduce -54.8% 16,496 $2.4M
Geneos Wealth Management Inc. 0.06% Reduce -22.5% 15,737 $2.3M
Sterling Investment Counsel, LLC 1.35% Reduce -17.6% 15,556 $2.3M
JPMorgan Chase & Co. 0.00% Reduce -10.6% 13,987 $2.1M
Marshall Investment Management, LLC 9.42% Reduce -15.2% 13,427 $2.0M
Purus Wealth Management, LLC 0.68% Reduce -1.6% 13,191 $1.9M
Copia Wealth Management 1.64% Reduce -0.5% 13,174 $1.9M
Prospera Financial Services Inc 0.04% Add +436.6% 12,766 $1.9M
Wexford Capital LP 0.52% New 12,716 $1.9M
Prosperity Wealth Management, Inc. 0.66% Add +10.4% 12,034 $1.8M
Phoenix Wealth Advisors 0.68% Reduce -1.0% 10,969 $1.6M
BNP Paribas Financial Markets 0.00% Reduce -26.9% 9,451 $1.4M
Atria Investments, Inc 0.02% Reduce -9.8% 9,253 $1.4M
Walleye Capital LLC 0.01% Add +23.9% 8,841 $1.3M
Ameritas Advisory Services, LLC 0.07% Reduce -42.5% 8,736 $1.3M
Jaffetilchin Investment Partners, LLC 0.08% New 8,313 $1.2M
Betterment LLC 0.00% Reduce -20.9% 8,082 $1.2M
Summit Financial, LLC 0.03% Add +15.6% 7,734 $1.1M
Medallion Wealth Advisors, LLC 0.40% Reduce -15.5% 7,048 $1.0M
Pacific Sun Financial Corp 0.54% No change 6,952 $1.0M
17 Capital Partners, LLC 0.57% Add +21.2% 6,672 $985K
Manske Wealth Management 0.31% Reduce -1.1% 6,357 $938K
Mercer Global Advisors Inc. 0.00% Reduce -0.2% 6,256 $923K
Global View Capital Management LLC 0.29% New 6,157 $909K
Stratos Wealth Partners, LTD. 0.01% Reduce -8.9% 6,131 $905K
Goldman Sachs Group Inc. 0.00% No change 5,884 $869K
StoneX Group Inc. 0.04% Reduce -5.5% 5,812 $858K
Nations Financial Group Inc, /Ia/ 0.06% Add +35.7% 5,506 $813K
Intrua Financial, LLC 0.11% Reduce -1.0% 5,150 $760K
EMC Capital Management 0.39% No change 4,935 $729K
Stifel Financial Corp. 0.00% Add +59.7% 4,894 $722K
Centaurus Financial, Inc. 0.04% Add +290.0% 4,863 $718K
Tudor Investment Corporation 0.01% New 4,803 $709K
Integrity Alliance, Llc. 0.04% Reduce -50.5% 4,782 $706K
DHK Financial Advisors, Inc. 0.39% No change 4,602 $679K
Allworth Financial LP 0.00% Reduce -20.3% 4,493 $663K
Nwam LLC 0.04% Add +6.2% 4,105 $646K
Realta Investment Advisors 0.25% New 4,318 $637K
NewEdge Advisors, LLC 0.00% Add +11452.8% 4,159 $614K
Western Wealth Management, LLC 0.04% Add +10.1% 4,025 $594K
Clearstead Trust, LLC 0.11% No change 3,998 $590K
One Capital Management, LLC 0.02% Add +56.7% 3,777 $558K
Provenance Wealth Advisors, LLC 0.08% No change 3,718 $549K
Pathstone Holdings, LLC 0.00% New 3,717 $549K
Atria Wealth Solutions, Inc. 0.01% Reduce -51.7% 3,709 $548K
Kestra Private Wealth Services, LLC 0.01% Reduce -14.7% 3,548 $524K
Clear Harbor Asset Management, LLC 0.04% No change 3,508 $518K
Barometer Capital Management Inc. 0.14% New 3,500 $517K
White Knight Strategic Wealth Advisors, LLC 0.44% Reduce -20.5% 3,490 $515K
Truist Financial Corp. 0.00% Reduce -20.6% 3,438 $508K
D. E. Shaw & Co. 0.00% Add +55.0% 3,381 $499K
J.W. Cole Advisors, Inc. 0.01% Reduce -1.5% 3,332 $492K
Equitable Holdings, Inc. 0.00% New 3,078 $454K
Stephens Inc. 0.01% No change 3,000 $443K
Independent Financial Group, LLC 0.01% Reduce -12.8% 2,973 $439K
Belpointe Asset Management LLC 0.02% Reduce -0.3% 2,936 $433K
Quadcap Wealth Management, LLC 0.05% Add +12.6% 2,817 $416K
PFG Investments, LLC 0.02% Reduce -3.2% 2,701 $399K
Lam Group, Inc. 0.27% No change 2,690 $397K
Advisory Services Network, LLC 0.01% Reduce -9.0% 2,509 $396K

"% 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 226 holders