ARK Next Generation TechnoloARKWETF

13F holders, Q4 2025 (December 31)
245holders −1
21new positions
35sold out
3famous investors
$144.66avg. 13F price*

At the end of Q4 2025, 245 institutions reported holding ARK Next Generation Technolo (ARKW) in their 13F filings, down 1 from Q3 2025. 21 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($115.2M), Foundations Investment Advisors, LLC ($79.4M) and Bank of America Corp. ($52.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
ARK Next Generation Technolo
Filed as
ARK ETF TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions21$4.3M
Exits35$42.4M

All 13F filers, Q3 2025 → Q4 2025: 764,808 shares bought and 538,463 shares sold, net +226,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 245 holders

Morgan Stanley 0.01% Reduce -0.4% 780,087 $115.2M
Foundations Investment Advisors, LLC 1.04% Add +200.9% 537,572 $79.4M
Bank of America Corp. 0.00% Add +10.6% 355,365 $52.5M
LPL Financial LLC 0.01% Reduce -8.5% 295,571 $43.7M
Gradient Investments LLC 0.45% Add +14.9% 190,317 $28.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.6% 154,089 $22.8M
Two Sigma Investments, LP 0.03% Add +480.4% 142,927 $21.1M
Cwm, LLC 0.06% Add +20.1% 140,200 $20.7M
Kestra Advisory Services, LLC 0.07% Add +1.4% 119,754 $17.7M
Anfield Capital Management, LLC 4.43% Add +124.1% 95,116 $14.1M
Osaic Holdings, Inc. 0.02% Reduce -11.8% 79,509 $11.8M
Raymond James Financial Inc. 0.00% Add +7.7% 78,772 $11.6M
Commonwealth Equity Services, LLC 0.01% Add +0.7% 72,996 $10.8M
Janney Montgomery Scott LLC 0.02% Add +2.9% 70,014 $10.3M
Cetera Investment Advisers 0.01% Reduce -11.3% 57,965 $8.6M
Relyea Zuckerberg Hanson LLC 0.84% Reduce -0.1% 56,039 $8.3M
Prudential PLC 0.05% Reduce -24.4% 43,650 $6.4M
Citadel Advisors 0.00% Add +129.1% 43,557 $6.4M
AdvisorNet Financial, Inc 0.28% Add +34.1% 35,067 $5.2M
Crescent Grove Advisors, LLC 0.47% Reduce -10.2% 33,158 $4.9M
Wealth Management Partners, LLC 1.38% Add +37.2% 32,645 $4.8M
HighTower Advisors, LLC 0.01% Reduce -3.9% 32,402 $4.8M
Mattson Financial Services, LLC 1.01% Add +7.9% 29,401 $4.3M
Private Advisor Group, LLC 0.02% Reduce -6.9% 29,300 $4.3M
D. E. Shaw & Co. 0.00% Reduce -2.8% 28,940 $4.3M
Envestnet Asset Management Inc. 0.00% Reduce -6.3% 27,735 $4.1M
Brookstone Capital Management 0.05% Add +0.4% 26,760 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -52.2% 25,730 $3.8M
Aptus Capital Advisors, LLC 0.03% Reduce -8.0% 24,275 $3.6M
Financial Guidance Group, Inc. 1.46% Reduce -8.1% 24,179 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.8% 23,782 $3.5M
Royal Bank of Canada 0.00% Add +0.7% 23,674 $3.5M
Mutual Advisors, LLC 0.07% Add +0.8% 23,500 $3.5M
GTS Securities LLC 0.12% Add +9.5% 23,067 $3.4M
Qube Research & Technologies Ltd 0.00% Reduce -43.4% 22,575 $3.3M
Mariner, LLC 0.00% Add +5.2% 21,394 $3.2M
Stratos Wealth Partners, LTD. 0.04% Reduce -16.9% 20,794 $3.1M
BNP Paribas Financial Markets 0.00% Add +72.9% 20,750 $3.1M
Steward Partners Investment Advisory, LLC 0.02% Add +4.5% 20,284 $3.0M
MML Investors Services, LLC 0.01% Add +7.2% 19,439 $2.9M
Marshall Investment Management, LLC 1.42% Reduce -5.1% 19,091 $2.8M
Victory Financial Group, LLC 0.35% Add +14.3% 18,988 $2.8M
Wealthfront Advisers LLC 0.01% Add +5.9% 18,519 $2.7M
Geneos Wealth Management Inc. 0.06% No change 15,737 $2.3M
CoreCap Advisors, LLC 0.07% Reduce -34.6% 14,399 $2.1M
Prospera Financial Services Inc 0.03% Reduce -2.0% 13,700 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +17.0% 13,048 $2.0M
Copia Wealth Management 1.38% Reduce -3.0% 13,032 $1.9M
Purus Wealth Management, LLC 0.58% Reduce -3.6% 12,637 $1.9M
Financial Management Professionals, Inc. 0.18% Reduce -0.2% 11,648 $1.7M
UBS Group AG 0.00% Reduce -89.8% 11,014 $1.6M
Phoenix Wealth Advisors 0.62% Reduce -0.3% 10,973 $1.6M
One Capital Management, LLC 0.05% Reduce -13.0% 10,838 $1.6M
Keating Financial Advisory Services, Inc. 0.20% — 10,123 $1.5M
VestGen Advisors, LLC 0.06% New 10,033 $1.5M
Sterling Investment Counsel, LLC 0.42% Add +8.5% 9,853 $1.5M
Jane Street Group, LLC 0.00% Reduce -50.2% 9,402 $1.4M
Renaissance Technologies 0.00% Reduce -66.0% 9,100 $1.3M
Atria Investments, Inc 0.01% Add +10.8% 8,838 $1.3M
Mercer Global Advisors Inc. 0.00% Add +30.7% 8,393 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Add +225.1% 8,029 $1.2M
Mosley Wealth Management 0.54% — 6,462 $1.2M
Kestra Private Wealth Services, LLC 0.01% Add +113.5% 7,480 $1.1M
Ameritas Advisory Services, LLC 0.04% Add +2196.6% 7,464 $1.1M
NewEdge Advisors, LLC 0.00% Add +26.5% 7,107 $1.0M
Goldman Sachs Group Inc. 0.00% Add +19.2% 7,013 $1.0M
17 Capital Partners, LLC 0.53% Reduce -7.8% 6,923 $1.0M
Betterment LLC 0.00% Reduce -14.2% 6,695 $989K
Western Wealth Management, LLC 0.05% Add +0.0% 6,671 $986K
Pacific Sun Financial Corp 0.47% Reduce -5.3% 6,582 $972K
Medallion Wealth Advisors, LLC 0.33% Reduce -3.9% 6,556 $969K
HRT Financial LP 0.00% Add +94.5% 6,344 $937K
StoneX Group Inc. 0.04% Add +8.3% 6,182 $913K
Osbon Capital Management LLC 0.84% — 6,081 $898K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -10.1% 5,986 $884K
Manske Wealth Management 0.25% Reduce -5.0% 5,692 $841K
JPMorgan Chase & Co. 0.00% Reduce -62.7% 5,401 $798K
Stifel Financial Corp. 0.00% Add +1.6% 5,097 $753K
Integrity Alliance, Llc. 0.03% Add +2.4% 5,078 $750K
EMC Capital Management 0.32% Reduce -1.1% 4,880 $728K
Intrua Financial, LLC 0.08% Reduce -3.0% 4,850 $716K
Two Sigma Securities, LLC 0.10% Add +179.1% 4,702 $695K
Truist Financial Corp. 0.00% Add +30.4% 4,681 $692K
Allworth Financial LP 0.00% Reduce -4.8% 4,266 $630K
Ameriprise Financial Inc. 0.00% New 4,101 $606K
Nwam LLC 0.03% No change 4,105 $597K
J.W. Cole Advisors, Inc. 0.01% Add +0.8% 4,041 $597K
Clearstead Trust, LLC 0.09% Add +0.5% 4,016 $593K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Add +106.5% 3,901 $576K
Cornerstone Wealth Management, LLC 0.03% Add +31.8% 3,899 $576K
Orion Porfolio Solutions, LLC 0.00% Add +160.0% 3,757 $555K
Provenance Wealth Advisors, LLC 0.06% No change 3,718 $549K
Pathstone Holdings, LLC 0.00% No change 3,717 $549K
Sigma Planning Corp 0.01% Add +54.8% 3,555 $525K
SG Americas Securities, LLC 0.00% New 3,441 $508K
Clear Harbor Asset Management, LLC 0.03% No change 3,345 $494K
Sovran Advisors, LLC 0.04% Reduce -32.4% 3,289 $491K
Lam Group, Inc. 0.26% Add +13.1% 3,100 $458K
Stephens Inc. 0.01% No change 3,000 $443K
Captrust Financial Advisors 0.00% Add +1.5% 2,988 $441K

"% 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 245 holders