ARK Next Generation TechnoloARKWETF
13F holders, Q1 2026 (March 31)226holders −19
20new positions
33sold out
4famous investors
$117.90avg. 13F price*
At the end of Q1 2026, 226 institutions reported holding ARK Next Generation Technolo (ARKW) in their 13F filings, down 19 from Q4 2025. 20 opened new positions and 33 sold out. The largest holders were Foundations Investment Advisors, LLC ($72.3M), Morgan Stanley ($53.7M) and Bank of America Corp. ($37.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- ARK Next Generation Technolo
- Filed as
- ARK ETF TR (Q1 2026)
- CUSIP
- 00214Q401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.2M |
| Exits | 33 | $8.2M |
All 13F filers, Q4 2025 → Q1 2026: 283,955 shares bought and 808,215 shares sold, net −524,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| Foundations Investment Advisors, LLC | 0.90% | Add +11.6% | 599,691 | $72.3M |
| Morgan Stanley | 0.00% | Reduce -43.0% | 444,865 | $53.7M |
| Bank of America Corp. | 0.00% | Reduce -13.5% | 307,402 | $37.1M |
| LPL Financial LLC | 0.01% | Reduce -19.6% | 237,686 | $28.7M |
| Gradient Investments LLC | 0.38% | Add +7.6% | 204,809 | $24.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.9% | 155,496 | $18.8M |
| Cwm, LLC | 0.04% | Reduce -9.6% | 126,791 | $15.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +5.2% | 126,005 | $15.2M |
| Anfield Capital Management, LLC | 3.43% | Add +8.7% | 103,351 | $12.5M |
| Susquehanna International Group, LLP | 0.02% | Add +285.6% | 99,227 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Add +16.4% | 91,712 | $11.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.0% | 75,584 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.4% | 66,892 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.2% | 66,639 | $8.0M |
| Relyea Zuckerberg Hanson LLC | 0.67% | Reduce -1.0% | 55,476 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -13.1% | 50,376 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -65.1% | 49,927 | $6.0M |
| Prudential PLC | 0.04% | No change | 43,650 | $5.3M |
| AdvisorNet Financial, Inc | 0.23% | Add +4.6% | 36,687 | $4.4M |
| Wealth Management Partners, LLC | 1.18% | Add +4.6% | 34,143 | $4.1M |
| Crescent Grove Advisors, LLC | 0.41% | Add +2.3% | 33,908 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.4% | 31,297 | $3.8M |
| Mattson Financial Services, LLC | 0.90% | Add +6.2% | 31,221 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.7% | 30,429 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.8% | 29,067 | $3.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -6.0% | 27,216 | $3.3M |
| Mariner, LLC | 0.00% | Add +25.9% | 26,941 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +18.0% | 26,629 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 23,277 | $2.8M |
| Mutual Advisors, LLC | 0.06% | Reduce -1.7% | 23,109 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.2% | 23,022 | $2.8M |
| Victory Financial Group, LLC | 0.34% | Add +20.2% | 22,816 | $2.8M |
| Brookstone Capital Management | 0.03% | Reduce -15.2% | 22,686 | $2.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -11.3% | 21,536 | $2.6M |
| Financial Guidance Group, Inc. | 1.04% | Reduce -11.6% | 21,385 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +14.1% | 21,131 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 20,469 | $2.5M |
| Vienna Asset Management LLC | 1.81% | New | 18,956 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +73.2% | 16,283 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -16.5% | 16,236 | $2.0M |
| Geneos Wealth Management Inc. | 0.04% | No change | 15,737 | $1.9M |
| Marshall Investment Management, LLC | 0.75% | Reduce -31.6% | 13,048 | $1.6M |
| VestGen Advisors, LLC | 0.04% | Add +5.0% | 10,540 | $1.5M |
| Purus Wealth Management, LLC | 0.48% | Reduce -0.8% | 12,534 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.4% | 11,043 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +22.8% | 10,857 | $1.3M |
| Sterling Investment Counsel, LLC | 0.36% | Add +9.3% | 10,769 | $1.3M |
| Phoenix Wealth Advisors | 0.51% | Reduce -2.7% | 10,680 | $1.3M |
| Copia Wealth Management | 0.88% | Reduce -18.4% | 10,639 | $1.3M |
| Keating Financial Advisory Services, Inc. | 0.21% | Add +4.2% | 10,543 | $1.3M |
| UBS Group AG | 0.00% | Reduce -5.8% | 10,370 | $1.3M |
| GFS Advisors, LLC | 0.07% | New | 9,564 | $1.1M |
| Mosley Wealth Management | 0.51% | No change | 6,462 | $1.1M |
| One Capital Management, LLC | 0.03% | Reduce -16.4% | 9,063 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +20.8% | 9,033 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +6.2% | 8,529 | $1.0M |
| Quadrature Capital Ltd | 0.01% | New | 8,130 | $981K |
| Ameritas Advisory Services, LLC | 0.04% | Add +5.2% | 7,853 | $947K |
| Western Wealth Management, LLC | 0.04% | Add +15.7% | 7,720 | $931K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.4% | 7,602 | $917K |
| 17 Capital Partners, LLC | 0.46% | Add +6.5% | 7,376 | $890K |
| Betterment LLC | 0.00% | Add +2.6% | 6,870 | $829K |
| Medallion Wealth Advisors, LLC | 0.25% | Reduce -2.7% | 6,381 | $770K |
| Pacific Sun Financial Corp | 0.37% | Reduce -3.3% | 6,362 | $767K |
| Osbon Capital Management LLC | 0.60% | No change | 6,081 | $733K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -71.4% | 5,953 | $718K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.1% | 5,884 | $710K |
| Quantitative Investment Management, LLC | 0.07% | New | 5,781 | $697K |
| Manske Wealth Management | 0.19% | Reduce -2.2% | 5,569 | $672K |
| Renaissance Technologies | 0.00% | Reduce -41.8% | 5,300 | $639K |
| Citadel Advisors | 0.00% | Reduce -88.8% | 4,867 | $587K |
| Integrity Alliance, Llc. | 0.02% | Reduce -5.8% | 4,784 | $577K |
| Stifel Financial Corp. | 0.00% | Reduce -6.5% | 4,763 | $574K |
| Intrua Financial, LLC | 0.06% | Reduce -4.1% | 4,650 | $561K |
| Truist Financial Corp. | 0.00% | Reduce -4.1% | 4,491 | $542K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +12.7% | 4,394 | $530K |
| AQR Capital Management | 0.00% | New | 4,305 | $519K |
| Nwam LLC | 0.03% | No change | 4,105 | $495K |
| Allworth Financial LP | 0.00% | Reduce -4.0% | 4,094 | $494K |
| Sigma Planning Corp | 0.01% | Add +14.8% | 4,080 | $492K |
| Clearstead Trust, LLC | 0.08% | No change | 4,016 | $484K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.08% | No change | 3,901 | $471K |
| Advyzon Investment Management, LLC | 0.04% | Add +43.4% | 3,863 | $466K |
| StoneX Group Inc. | 0.02% | Reduce -38.3% | 3,815 | $460K |
| Creative Planning | 0.00% | Add +38.4% | 3,747 | $452K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 3,718 | $448K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,717 | $448K |
| NewEdge Advisors, LLC | 0.00% | Reduce -49.0% | 3,626 | $437K |
| Paladin Wealth, LLC | 0.28% | Add +40.5% | 3,418 | $412K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 3,345 | $403K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -18.2% | 3,306 | $399K |
| Stephens Inc. | 0.00% | No change | 3,000 | $362K |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 2,966 | $357K |
| Lam Group, Inc. | 0.19% | Reduce -6.5% | 2,900 | $350K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +17.8% | 2,728 | $329K |
| PFG Investments, LLC | 0.01% | Reduce -1.7% | 2,653 | $320K |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.8% | 2,590 | $312K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,578 | $311K |
| Belpointe Asset Management LLC | 0.01% | Reduce -15.0% | 2,522 | $304K |
| Advisory Services Network, LLC | 0.00% | Add +1.4% | 2,519 | $304K |
"% of holder's portfolio" is ARKW's weight in each manager's 13F, not the share of ARK Next Generation Technolo the manager owns.