ARK Next Generation TechnoloARKWETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $4.3M |
| Exits | 35 | $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 |
| Belpointe Asset Management LLC | 0.02% | Add +3.2% | 2,967 | $438K |
| White Knight Strategic Wealth Advisors, LLC | 0.30% | Add +24.9% | 2,797 | $413K |
| Creative Planning | 0.00% | Reduce -10.9% | 2,707 | $400K |
| PFG Investments, LLC | 0.02% | Reduce -0.1% | 2,700 | $399K |
| Advyzon Investment Management, LLC | 0.05% | Add +85.8% | 2,694 | $398K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +16.8% | 2,692 | $398K |
| Safe Harbor Wealth Advisors, LLC | 0.38% | — | 3,276 | $396K |
| Waldron Private Wealth LLC | 0.02% | Add +1.5% | 2,578 | $381K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -72.8% | 2,533 | $374K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,529 | $374K |
| Advisory Services Network, LLC | 0.01% | Add +3.1% | 2,483 | $367K |
| Paladin Wealth, LLC | 0.25% | Add +91.7% | 2,433 | $359K |
| World Investment Advisors | 0.01% | Add +1.4% | 2,403 | $355K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,315 | $342K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.8% | 2,254 | $333K |
| Scotia Capital Inc. | 0.00% | No change | 2,227 | $329K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -3.0% | 2,185 | $323K |
| Brown Financial Advisors | 0.12% | Add +6.9% | 2,141 | $316K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.8% | 2,077 | $307K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,058 | $304K |
| Fairscale Capital, LLC | 0.20% | No change | 2,055 | $304K |
| NWF Advisory Services Inc. | 0.03% | Reduce -0.6% | 2,052 | $303K |
| Kuhn & Co Investment Counsel | 0.20% | New | 2,000 | $295K |
| Blueshift Asset Management, LLC | 0.08% | New | 1,975 | $292K |
| Cresset Asset Management, LLC | 0.00% | Add +7.4% | 1,968 | $291K |
| Independent Financial Group, LLC | 0.01% | Reduce -11.4% | 1,957 | $289K |
| Eagle Wealth Strategies LLC | 0.13% | Add +1.6% | 1,904 | $281K |
| Diversify Advisory Services, LLC | 0.01% | Add +5.3% | 1,870 | $278K |
| VVR Holdings LLC | 0.14% | — | 1,871 | $276K |
| Focus Partners Wealth | 0.00% | New | 1,862 | $275K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -34.6% | 1,842 | $272K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -12.3% | 1,810 | $267K |
| Collaborative Wealth Managment Inc. | 0.09% | Add +1.4% | 1,742 | $257K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 1,730 | $256K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.3% | 1,720 | $254K |
| PFG Advisors | 0.01% | Reduce -28.3% | 1,702 | $251K |
| Calton & Associates, Inc. | 0.04% | Reduce -7.5% | 1,701 | $251K |
| W Advisors, LLC | 0.12% | No change | 1,658 | $245K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.12% | — | 1,597 | $236K |
| Savvy Advisors, Inc. | 0.01% | Add +8.0% | 1,557 | $230K |
| Lido Advisors, LLC | 0.00% | New | 1,297 | $211K |
| Ignite Planners, LLC | 0.03% | Reduce -1.4% | 1,516 | $208K |
| Capital Investment Advisors, LLC | 0.00% | Add +4.3% | 1,359 | $201K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,145 | $169K |
| Wealth Watch Advisors, INC | 0.06% | Add +302.2% | 1,106 | $163K |
| SageView Advisory Group, LLC | 0.01% | New | 1,076 | $159K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,086 | $158K |
| Financial Perspectives, Inc | 0.04% | Reduce -5.0% | 1,048 | $155K |
| Westside Investment Management, Inc. | 0.02% | No change | 975 | $144K |
| MAI Capital Management | 0.00% | Reduce -18.3% | 973 | $144K |
| Whipplewood Advisors, LLC | 0.08% | No change | 875 | $129K |
| Centaurus Financial, Inc. | 0.01% | Reduce -84.1% | 872 | $129K |
| Golden State Wealth Management, LLC | 0.01% | Add +247.2% | 868 | $128K |
| Marshall & Sterling Wealth Advisors Inc. | 0.08% | Reduce -0.1% | 832 | $123K |
| Estate Planners Group, LLC | 0.05% | — | 801 | $118K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 759 | $112K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 657 | $97K |
| Serenus Wealth Advisors, LLC | 0.02% | No change | 96,392 | $96K |
| Wells Fargo & Company | 0.00% | Add +28.9% | 620 | $92K |
| Simplex Trading, LLC | 0.00% | New | 619 | $91K |
| UMB Bank, n.a. | 0.00% | No change | 593 | $88K |
| Bank of Montreal | 0.00% | Reduce -35.5% | 562 | $83K |
| AE Wealth Management LLC | 0.00% | Reduce -9.3% | 543 | $80K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.2% | 514 | $76K |
| Financial Consulate, Inc. | 0.01% | Add +0.7% | 466 | $69K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -19.4% | 445 | $66K |
| Crews Bank & Trust | 0.01% | No change | 400 | $59K |
| Abound Wealth Management | 0.01% | Add +603.8% | 373 | $55K |
| Avion Wealth | 0.01% | Reduce -4.1% | 347 | $51K |
| Bokf, NA | 0.00% | No change | 341 | $50K |
| MGB Wealth Management, LLC | 0.01% | Add +1.7% | 305 | $45K |
| 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 |
| US Bancorp \de | 0.00% | Add +24.2% | 262 | $39K |
| BlackRock, Inc. | 0.00% | No change | 232 | $34K |
| Harbour Investments, Inc. | 0.00% | Add +29.2% | 230 | $34K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -16.1% | 219 | $32K |
| Farther Finance Advisors, LLC | 0.00% | No change | 209 | $31K |
| IFP Advisors, Inc | 0.00% | Reduce -62.8% | 207 | $31K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Add +1.2% | 250 | $30K |
| Root Financial Partners, LLC | 0.00% | Reduce -34.3% | 195 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 189 | $28K |
| Spire Wealth Management | 0.00% | No change | 180 | $27K |
| Sound Income Strategies, LLC | 0.00% | Add +41.6% | 177 | $26K |
| Vision Retirement, LLC | 0.01% | — | 166 | $25K |
| Arax Advisory Partners | 0.00% | Add +0.6% | 162 | $24K |
| Rossby Financial, LCC | 0.01% | No change | 142 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 140 | $21K |
| HM Payson & Co. | 0.00% | No change | 135 | $20K |
| Tucker Asset Management LLC | 0.01% | New | 134 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 129 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 125 | $18K |
| EFG International AG | 0.00% | — | 125 | $18K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -86.1% | 120 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 113 | $17K |
| Assetmark, Inc. | 0.00% | No change | 106 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 101 | $15K |
| Nemes Rush Group LLC | 0.00% | No change | 100 | $15K |
| Private Trust Co. NA | 0.00% | No change | 100 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 95 | $14K |
| Sachetta, LLC | 0.01% | No change | 85 | $13K |
| Comerica Bank | 0.00% | Reduce -53.5% | 85 | $13K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 81 | $12K |
| HighMark Wealth Management LLC | 0.00% | Add +1.3% | 78 | $12K |
| Activest Wealth Management | 0.00% | Add +1.4% | 74 | $11K |
| Citigroup Inc. | 0.00% | Reduce -11.1% | 72 | $11K |
| Lanark Financial, Inc. | 0.00% | Add +129.0% | 71 | $10K |
| Innovative Advisory Group, LLC | 0.01% | No change | 68 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 62 | $9K |
| Albion Financial Group | 0.00% | Add +1.8% | 58 | $9K |
| Group One Trading LLC | 0.00% | New | 54 | $8K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 50 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | — | 49 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -74.3% | 47 | $7K |
| Hartford Financial Management Inc. | 0.00% | Add +2.2% | 47 | $7K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 46 | $7K |
| Evolution Wealth Management Inc. | 0.00% | No change | 40 | $6K |
| Signaturefd, LLC | 0.00% | No change | 37 | $5K |
| FMR LLC | 0.00% | New | 36 | $5K |
| SHP Wealth Management | 0.00% | — | 35 | $5K |
| Deutsche Bank AG | 0.00% | New | 35 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 31 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 29 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $4K |
| Triumph Capital Management | 0.00% | New | 25 | $4K |
| Sankala Group LLC | 0.00% | — | 29 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 24 | $4K |
| Concord Wealth Partners | 0.00% | No change | 21 | $3K |
| Optima Capital LLC | 0.00% | New | 20 | $3K |
| DecisionPoint Financial, LLC | 0.00% | New | 20 | $3K |
| CDKV Holdings LLC | 0.00% | — | 16 | $2K |
| Bullock Wealth Management Group | 0.00% | — | 14 | $2K |
| Birchwood Financial Partners, Inc. | 0.00% | — | 14 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 13 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | Add +8.3% | 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 |
| Kelleher Financial Advisors | 0.00% | No change | 7 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 10 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 7 | $1K |
| Jones Financial Companies LLLP | 0.00% | Reduce -98.9% | 6 | $886 |
| Go Invest LLC | 0.00% | — | 2 | $319 |
| 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.