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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions20$6.2M
Exits33$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
Nations Financial Group Inc, /Ia/ 0.02% Reduce -59.0% 2,455 $296K
World Investment Advisors 0.00% Add +0.8% 2,422 $292K
Sovran Advisors, LLC 0.02% Reduce -36.3% 2,096 $287K
Gladstone Institutional Advisory LLC 0.01% Reduce -13.5% 2,329 $281K
Rockefeller Capital Management L.P. 0.00% Add +11.7% 2,320 $280K
HRT Financial LP 0.00% Reduce -63.5% 2,317 $279K
Blueshift Asset Management, LLC 0.08% Add +13.1% 2,234 $269K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -2.1% 2,207 $266K
Brown Financial Advisors 0.10% Add +3.0% 2,206 $266K
Prospera Financial Services Inc 0.00% Reduce -84.0% 2,185 $264K
Wealth Watch Advisors, INC 0.11% Add +95.6% 2,163 $261K
PFG Advisors 0.01% Add +22.6% 2,087 $252K
Scotia Capital Inc. 0.00% Reduce -7.4% 2,062 $249K
Bradley Foster & Sargent Inc. 0.00% No change 2,058 $248K
Fairscale Capital, LLC 0.17% No change 2,055 $248K
Kuhn & Co Investment Counsel 0.16% No change 2,000 $241K
Independent Financial Group, LLC 0.01% No change 1,957 $236K
Two Sigma Securities, LLC 0.03% Reduce -58.7% 1,943 $234K
Eagle Wealth Strategies LLC 0.10% No change 1,904 $230K
Cresset Asset Management, LLC 0.00% Reduce -4.0% 1,889 $228K
Ausdal Financial Partners, Inc. 0.01% Add +3.1% 1,867 $225K
White Knight Strategic Wealth Advisors, LLC 0.19% Reduce -33.3% 1,865 $225K
Focus Partners Wealth 0.00% Reduce -6.7% 1,737 $210K
Savvy Advisors, Inc. 0.01% Add +10.8% 1,726 $208K
Wealthspire Advisors, LLC 0.00% No change 1,720 $207K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.7% 1,701 $205K
Sequoia Financial Advisors, LLC 0.00% New 1,682 $203K
Certified Advisory Corp 0.02% New 1,676 $202K
JPMorgan Chase & Co. 0.00% Reduce -71.0% 1,564 $179K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,145 $138K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,086 $134K
Financial Perspectives, Inc 0.04% No change 1,048 $126K
Westside Investment Management, Inc. 0.02% No change 975 $118K
MAI Capital Management 0.00% No change 973 $117K
SG Americas Securities, LLC 0.00% Reduce -74.0% 893 $108K
Whipplewood Advisors, LLC 0.05% No change 875 $106K
Golden State Wealth Management, LLC 0.01% No change 868 $105K
Centaurus Financial, Inc. 0.00% Reduce -4.0% 837 $101K
Marshall & Sterling Wealth Advisors Inc. 0.07% No change 832 $100K
Serenus Wealth Advisors, LLC 0.02% No change 96,392 $96K
CoreCap Advisors, LLC 0.00% Reduce -95.0% 717 $86K
Bank of Montreal 0.00% Add +23.5% 694 $84K
Opal Wealth Advisors, LLC 0.02% New 684 $82K
Federation des caisses Desjardins du Quebec 0.00% Reduce -10.8% 677 $82K
Oxford Financial Group, LTD. LLC 0.00% No change 657 $79K
Harbour Investments, Inc. 0.00% Add +179.6% 643 $78K
Farther Finance Advisors, LLC 0.00% Add +188.5% 603 $73K
UMB Bank, n.a. 0.00% No change 593 $72K
Cassaday & Co Wealth Management LLC 0.00% New 509 $61K
AE Wealth Management LLC 0.00% Reduce -11.6% 480 $58K
Financial Consulate, Inc. 0.01% No change 466 $56K
IAG Wealth Partners, LLC 0.01% No change 445 $54K
Financial Management Professionals, Inc. 0.01% Reduce -96.3% 430 $52K
BlackRock, Inc. 0.00% Add +83.6% 426 $51K
Crews Bank & Trust 0.01% No change 400 $48K
Bokf, NA 0.00% No change 341 $41K
BNP Paribas Financial Markets 0.00% Reduce -98.4% 336 $41K
Abound Wealth Management 0.01% Reduce -14.2% 320 $39K
Breakwater Investment Management 0.01% No change 300 $36K
Brown, Lisle/Cummings, Inc. 0.01% No change 300 $36K
Bleichroeder LP 0.01% No change 300 $36K
Hilton Head Capital Partners, LLC 0.02% Add +213.7% 298 $36K
KERR FINANCIAL PLANNING Corp 0.02% Add +0.4% 251 $34K
US Bancorp \de 0.00% Reduce -4.2% 251 $30K
Wells Fargo & Company 0.00% Reduce -60.8% 243 $29K
TD Waterhouse Canada Inc. 0.00% Add +10.1% 241 $29K
IFP Advisors, Inc 0.00% No change 207 $25K
Montag A & Associates Inc. 0.00% No change 189 $23K
Spire Wealth Management 0.00% No change 180 $22K
Root Financial Partners, LLC 0.00% Reduce -7.7% 180 $22K
Sound Income Strategies, LLC 0.00% No change 177 $21K
Vision Retirement, LLC 0.01% No change 166 $20K
Glen Eagle Advisors, LLC 0.00% Add +7.1% 150 $18K
Arax Advisory Partners 0.00% Reduce -10.5% 145 $17K
Rossby Financial, LCC 0.00% No change 142 $17K
HM Payson & Co. 0.00% No change 135 $16K
Physician Wealth Advisors, Inc. 0.00% No change 129 $16K
Brown Brothers Harriman & Co. 0.00% No change 125 $15K
Colonial Trust Advisors 0.00% No change 113 $14K
Assetmark, Inc. 0.00% Add +2.8% 109 $13K
Simplex Trading, LLC 0.00% Reduce -82.9% 106 $13K
Versant Capital Management, Inc 0.00% No change 101 $12K
Activest Wealth Management 0.00% Add +35.1% 100 $12K
Private Trust Co. NA 0.00% No change 100 $12K
Nemes Rush Group LLC 0.00% No change 100 $12K
Sachetta, LLC 0.01% No change 85 $10K
Fifth Third Bancorp 0.00% New 85 $10K
Citigroup Inc. 0.00% Add +13.9% 82 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 81 $10K
HighMark Wealth Management LLC 0.00% No change 78 $9K
Lanark Financial, Inc. 0.00% No change 71 $9K
Community Financial Services Group, LLC 0.00% New 70 $8K
Larson Financial Group LLC 0.00% Add +106.5% 64 $8K
Sunbelt Securities, Inc. 0.00% No change 62 $7K
Albion Financial Group 0.00% No change 58 $7K
Global Trust Asset Management, LLC 0.00% Reduce -58.3% 50 $6K
Wilmington Savings Fund Society, FSB 0.00% New 50 $6K
McGuire Capital Advisors Inc. 0.00% No change 49 $6K
PNC Financial Services Group, Inc. 0.00% No change 47 $6K
Hartford Financial Management Inc. 0.00% No change 47 $6K
Evolution Wealth Management Inc. 0.00% No change 40 $5K
Jones Financial Companies LLLP 0.00% Add +566.7% 40 $5K
Ancora Advisors LLC 0.00% New 38 $5K
Signaturefd, LLC 0.00% No change 37 $4K
SHP Wealth Management 0.00% No change 35 $4K
Sankala Group LLC 0.00% No change 29 $3K
Smartleaf Asset Management LLC 0.00% No change 29 $3K
Triumph Capital Management 0.00% No change 25 $3K
Strategic Investment Solutions, Inc. 0.00% No change 24 $3K
CDKV Holdings LLC 0.00% No change 16 $2K
Ballast Advisors LLC 0.00% New 15 $2K
Bullock Wealth Management Group 0.00% No change 14 $2K
Front Row Advisors LLC 0.00% No change 12 $1K
JPL Wealth Management, LLC 0.00% New 10 $1K
Murphy & Mullick Capital Management Corp 0.00% No change 10 $1K
Decker Retirement Planning Inc. 0.00% New 10 $1K
City State Bank 0.00% No change 10 $1K
Russell Investments Group, Ltd. 0.00% New 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
Birchwood Financial Partners, Inc. 0.00% Reduce -50.0% 7 $844
Waverly Advisors, LLC 0.00% New 6 $724
Go Invest LLC 0.00% Add +50.0% 3 $422
Vanguard Advisers Inc. 0.00% — 3 $362
Biltmore Family Office, LLC 0.00% No change 2 $241

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