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
Captrust Financial Advisors 0.00% Add +12.3% 2,656 $392K
Creative Planning 0.00% Reduce -9.6% 2,626 $388K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.7% 2,577 $382K
Waldron Private Wealth LLC 0.02% No change 2,540 $375K
PFG Advisors 0.02% Add +5.7% 2,443 $361K
Cornerstone Wealth Management, LLC 0.02% New 2,394 $353K
Two Sigma Securities, LLC 0.04% Reduce -55.6% 2,288 $338K
First Heartland Consultants, Inc. 0.03% New 2,266 $335K
Fairscale Capital, LLC 0.24% No change 2,055 $325K
International Assets Investment Management, LLC 0.03% New 2,168 $320K
Scotia Capital Inc. 0.00% Reduce -3.6% 2,137 $315K
NWF Advisory Services Inc. 0.04% Reduce -88.8% 2,128 $314K
Wealthspire Advisors, LLC 0.00% New 2,090 $308K
Bradley Foster & Sargent Inc. 0.00% New 2,058 $304K
GPS Wealth Strategies Group, LLC 0.03% No change 2,046 $302K
World Investment Advisors 0.01% New 2,009 $297K
Exencial Wealth Advisors, LLC 0.01% Reduce -22.5% 2,006 $296K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 2,001 $295K
Kuhn & Co Investment Counsel 0.22% New 2,000 $295K
Ausdal Financial Partners, Inc. 0.02% Reduce -18.5% 1,977 $292K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% New 1,889 $279K
Eagle Wealth Strategies LLC 0.15% New 1,875 $277K
Diversify Advisory Services, LLC 0.01% New 1,684 $273K
Dynamic Advisor Solutions LLC 0.01% New 1,748 $258K
Thrivent Financial for Lutherans 0.00% New 1,742 $257K
Calton & Associates, Inc. 0.04% New 1,729 $255K
Collaborative Wealth Managment Inc. 0.11% New 1,685 $249K
Strategy Asset Managers LLC 0.05% New 1,680 $248K
Ignite Planners, LLC 0.04% New 1,538 $246K
W Advisors, LLC 0.14% New 1,658 $245K
Focus Partners Wealth 0.00% New 1,653 $244K
Arkadios Wealth Advisors 0.01% New 1,599 $236K
Gladstone Institutional Advisory LLC 0.01% New 1,575 $233K
James J. Burns & Company, LLC 0.04% New 1,559 $230K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -40.0% 1,539 $227K
Brown Financial Advisors 0.09% New 1,514 $223K
Sigma Planning Corp 0.01% New 1,450 $214K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,402 $207K
Sovran Advisors, LLC 0.02% Reduce -72.5% 1,397 $206K
Savvy Advisors, Inc. 0.01% New 1,365 $201K
First Horizon Advisors, Inc. 0.01% Reduce -3.5% 1,339 $198K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.2% 1,259 $186K
JTC Employer Solutions Trustee Ltd 0.02% Reduce -35.3% 1,145 $169K
MAI Capital Management 0.00% No change 1,110 $164K
Financial Perspectives, Inc 0.05% Reduce -43.4% 1,103 $163K
Marshall & Sterling Wealth Advisors Inc. 0.10% Reduce -4.7% 989 $146K
Westside Investment Management, Inc. 0.03% Add +80.6% 975 $144K
UMB Bank, n.a. 0.00% No change 959 $142K
Principal Securities, Inc. 0.00% Reduce -4.2% 916 $135K
Whipplewood Advisors, LLC 0.07% Add +1.9% 875 $129K
AE Wealth Management LLC 0.00% Add +175.2% 864 $128K
Global Retirement Partners, LLC 0.00% — 724 $107K
Global Trust Asset Management, LLC 0.06% New 710 $105K
Opal Wealth Advisors, LLC 0.03% No change 684 $101K
Bank of Montreal 0.00% Add +46.7% 660 $97K
Oxford Financial Group, LTD. LLC 0.01% No change 651 $96K
IFP Advisors, Inc 0.00% No change 586 $87K
IAG Wealth Partners, LLC 0.01% No change 552 $81K
CoreCap Advisors, LLC 0.00% Reduce -10.4% 550 $81K
AllSquare Wealth Management LLC 0.04% No change 468 $69K
Ameriflex Group, Inc. 0.03% Reduce -79.7% 440 $65K
Financial Management Professionals, Inc. 0.01% No change 426 $63K
Crews Bank & Trust 0.01% No change 400 $59K
Lanark Financial, Inc. 0.00% No change 406 $59K
Avion Wealth 0.01% New 362 $53K
PNC Financial Services Group, Inc. 0.00% Add +90.2% 348 $51K
Bokf, NA 0.00% No change 341 $50K
US Bancorp \de 0.00% Add +50.5% 331 $49K
Headlands Technologies LLC 0.01% New 309 $46K
Breakwater Investment Management 0.02% No change 300 $44K
Brown, Lisle/Cummings, Inc. 0.01% No change 300 $44K
Bleichroeder LP 0.01% No change 300 $44K
Avondale Wealth Management 0.02% No change 286 $42K
Larson Financial Group LLC 0.00% Add +822.6% 286 $42K
TD Waterhouse Canada Inc. 0.00% Reduce -40.1% 261 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -88.9% 250 $37K
Capital A Wealth Management, LLC 0.36% Reduce -84.8% 423 $32K
Montag A & Associates Inc. 0.00% No change 189 $28K
Strategic Investment Solutions, Inc. 0.01% No change 184 $27K
Comerica Bank 0.00% Reduce -14.1% 183 $27K
Beacon Capital Management, LLC 0.00% No change 180 $27K
Spire Wealth Management 0.00% No change 180 $27K
Golden State Wealth Management, LLC 0.00% Reduce -10.7% 150 $22K
Farther Finance Advisors, LLC 0.00% No change 150 $22K
Arax Advisory Partners 0.00% New 145 $21K
Glen Eagle Advisors, LLC 0.00% No change 140 $21K
Wood Tarver Financial Group, LLC 0.01% Reduce -29.5% 136 $20K
HM Payson & Co. 0.00% No change 135 $20K
Kennebec Savings Bank 0.02% No change 131 $19K
Physician Wealth Advisors, Inc. 0.00% No change 129 $19K
Sound Income Strategies, LLC 0.00% No change 125 $18K
Brown Brothers Harriman & Co. 0.00% No change 125 $18K
Colonial Trust Advisors 0.00% New 113 $17K
Assetmark, Inc. 0.00% Add +22.7% 108 $16K
Nemes Rush Group LLC 0.00% Reduce -13.8% 100 $15K
Private Trust Co. NA 0.00% Reduce -50.0% 100 $15K
BlackRock, Inc. 0.00% No change 100 $15K
Ridgewood Investments LLC 0.01% No change 97 $14K
Atlantic Union Bankshares Corp 0.00% New 95 $14K
Sachetta, LLC 0.01% No change 85 $13K
Transce3nd, LLC 0.01% Reduce -34.4% 82 $12K
HighMark Wealth Management LLC 0.01% New 77 $11K
Activest Wealth Management 0.00% Reduce -51.7% 73 $11K
Wells Fargo & Company 0.00% Reduce -93.9% 72 $11K
Citigroup Inc. 0.00% Reduce -38.6% 70 $10K
Innovative Advisory Group, LLC 0.01% No change 68 $10K
Albion Financial Group 0.00% No change 57 $8K
Hartford Financial Management Inc. 0.00% No change 46 $7K
Sunbelt Securities, Inc. 0.00% No change 62 $7K
Harbour Investments, Inc. 0.00% New 42 $6K
West Branch Capital LLC 0.00% No change 51 $6K
Evolution Wealth Management Inc. 0.01% — 40 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.4% 38 $6K
CIBC Private Wealth Group LLC 0.00% Reduce -36.2% 37 $5K
Oliver Lagore Vanvalin Investment Group 0.00% — 50 $5K
PrairieView Partners, LLC 0.00% New 31 $4K
Concord Wealth Partners 0.00% No change 21 $3K
Signaturefd, LLC 0.00% No change 19 $3K
Optimum Investment Advisors 0.00% No change 15 $2K
Tradewinds Capital Management, LLC 0.00% No change 13 $2K
Front Row Advisors LLC 0.00% No change 12 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 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
Biltmore Family Office, LLC 0.00% No change 2 $295

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