ARK Space & Defense InnovatiARKXETF

13F holders, Q2 2026 (June 30)
170holders +41
56new positions
15sold out
1famous investor
$34.10avg. 13F price*

At the end of Q2 2026, 170 institutions reported holding ARK Space & Defense Innovati (ARKX) in their 13F filings, up 41 from Q1 2026. 56 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($37.4M), Jain Global LLC ($14.5M) and UBS Group AG ($7.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
ARK Space & Defense Innovati
Filed as
ARK ETF TR (Q2 2026)
CUSIP
00214Q807
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 67Q1 2024Q2 2024: 64Q2 2024Q3 2024: 59Q3 2024Q4 2024: 73Q4 2024Q1 2025: 75Q1 2025Q2 2025: 85Q2 2025Q3 2025: 97Q3 2025Q4 2025: 118Q4 2025Q1 2026: 129Q1 2026Q2 2026: 170Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions56$39.5M
Exits15$22.4M

All 13F filers, Q1 2026 → Q2 2026: 2,219,523 shares bought and 817,845 shares sold, net +1,401,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 170 holders

LPL Financial LLC 0.01% Add +49.0% 1,095,923 $37.4M
Jain Global LLC 0.18% New 425,368 $14.5M
UBS Group AG 0.00% Add +131.7% 223,056 $7.6M
Royal Bank of Canada 0.00% Add +36.0% 207,509 $7.1M
GTS Securities LLC 0.13% Add +120.8% 181,216 $6.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +11.3% 170,063 $5.8M
Raymond James Financial Inc. 0.00% Add +2.6% 144,294 $4.9M
Osaic Holdings, Inc. 0.00% Add +61.6% 121,905 $4.2M
Envestnet Asset Management Inc. 0.00% Add +98.6% 107,694 $3.7M
Sequent Planning LLC 0.71% New 97,359 $3.3M
Quantum Private Wealth, LLC 0.82% New 94,223 $3.2M
Financial Sense Advisors, Inc. 0.66% New 89,108 $3.0M
Park Avenue Securities LLC 0.02% New 74,335 $2.5M
O'Connor Alternative Investments LLC 0.23% New 73,600 $2.5M
WJ Wealth Management, LLC 0.99% Add +37.0% 73,553 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -25.7% 66,956 $2.3M
Morgan Stanley 0.00% Add +841.0% 64,655 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +54.5% 59,835 $2.0M
Brookstone Capital Management 0.02% Add +22.2% 54,649 $1.9M
Grandview Asset Management LLC 0.40% Add +39.3% 46,953 $1.6M
JPMorgan Chase & Co. 0.00% Add +16.1% 46,329 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +831.3% 43,838 $1.5M
NewEdge Advisors, LLC 0.00% Add +92.3% 43,121 $1.5M
Canal Insurance CO 0.30% No change 40,000 $1.4M
Marshall Investment Management, LLC 0.51% Reduce -4.1% 36,265 $1.2M
Renaissance Technologies 0.00% New 36,100 $1.2M
Kingsview Wealth Management, LLC 0.01% Add +1.5% 34,371 $1.2M
Stifel Financial Corp. 0.00% Add +235.1% 29,588 $1.0M
Carlson Financial, Inc. 0.50% Add +62.5% 28,721 $980K
Northwestern Mutual Wealth Management Co. 0.00% Add +87.8% 27,842 $950K
Wedbush Securities Inc. 0.02% Add +6.8% 27,810 $949K
Private Advisor Group, LLC 0.00% Add +45.0% 26,950 $920K
CoreCap Advisors, LLC 0.03% Reduce -1.4% 26,091 $890K
SCS Capital Management LLC 0.01% No change 26,081 $890K
Cetera Investment Advisers 0.00% Add +54.7% 24,613 $840K
PFG Investments, LLC 0.03% Add +7.9% 24,209 $826K
McKinley Carter Wealth Services, Inc. 0.04% New 23,866 $814K
Creative Planning 0.00% Add +22.7% 22,024 $751K
Goldman Sachs Group Inc. 0.00% New 20,553 $701K
Beacon Pointe Advisors, LLC 0.00% New 20,146 $687K
Mgo One Seven LLC 0.01% New 19,338 $660K
Kestra Advisory Services, LLC 0.00% Add +83.3% 19,219 $656K
Stratos Wealth Partners, LTD. 0.01% New 18,189 $621K
Prospera Financial Services Inc 0.01% Add +18.5% 17,046 $582K
StoneX Group Inc. 0.02% New 16,327 $569K
Sanctuary Advisors, LLC 0.00% Add +49.0% 16,582 $566K
Capital Advisors, Ltd. LLC 0.06% Add +72.8% 16,382 $559K
Turner Financial Group, Inc. 0.54% — 15,958 $544K
Kestra Private Wealth Services, LLC 0.01% Add +0.5% 15,274 $521K
Equitable Holdings, Inc. 0.00% New 15,133 $516K
Oppenheimer & Co. Inc. 0.00% Reduce -19.4% 12,719 $434K
Advyzon Investment Management, LLC 0.03% Add +17.1% 11,552 $394K
MML Investors Services, LLC 0.00% Add +55.5% 10,959 $374K
Moneco Advisors, LLC 0.02% New 10,940 $373K
WCG Wealth Advisors LLC 0.01% New 10,389 $354K
Gradient Investments LLC 0.00% No change 10,172 $347K
Janney Montgomery Scott LLC 0.00% Add +3.8% 10,104 $345K
Brown, Lisle/Cummings, Inc. 0.07% Add +10.2% 9,750 $333K
Bank of America Corp. 0.00% New 9,729 $332K
Elm3 Financial Group, LLC 0.22% New 9,223 $315K
Stirlingshire Investments, Inc. 0.23% Reduce -28.8% 9,206 $314K
Fifth Third Securities, Inc. 0.02% Reduce -2.4% 8,737 $298K
Mariner, LLC 0.00% New 8,685 $296K
Northern Trust Corp. 0.00% New 8,571 $292K
World Investment Advisors 0.00% Add +1.1% 9,606 $282K
Harvest Fund Management Co., Ltd 0.01% No change 8,000 $273K
HighTower Advisors, LLC 0.00% New 7,494 $256K
Captrust Financial Advisors 0.00% Reduce -12.0% 7,396 $252K
Wiser Advisor Group LLC 0.25% No change 6,691 $228K
Certior Financial Group, LLC 0.12% New 6,528 $223K
Silver Grove Financial Group, Inc. 0.12% New 6,521 $222K
Arkadios Wealth Advisors 0.00% New 6,298 $215K
Visionary Wealth Advisors 0.01% New 6,272 $214K
Focus Partners Wealth 0.00% New 6,171 $211K
Inscription Capital, LLC 0.02% New 6,075 $207K
TD Waterhouse Canada Inc. 0.00% Add +3.8% 5,404 $183K
Rockefeller Capital Management L.P. 0.00% Reduce -79.4% 5,174 $177K
Family Manage LLC 0.02% No change 5,000 $171K
Global Retirement Partners, LLC 0.00% — 4,242 $145K
Advisory Services Network, LLC 0.00% Add +233.4% 4,114 $140K
First PREMIER Bank 0.02% New 4,100 $140K
Wells Fargo & Company 0.00% Add +1868.6% 3,445 $118K
Ankerstar Wealth, LLC 0.08% New 2,847 $97K
Advantage Trust Co 0.03% New 2,800 $96K
Allied Private Wealth LLC 0.06% — 2,921 $94K
Powell Investment Advisors, LLC 0.03% New 2,640 $90K
IFG Advisory, LLC 0.00% New 2,521 $86K
Financial Management Professionals, Inc. 0.01% No change 2,500 $85K
Hilton Head Capital Partners, LLC 0.04% New 2,494 $85K
Quent Capital, LLC 0.01% No change 2,475 $84K
AE Wealth Management LLC 0.00% Add +74.5% 2,418 $83K
Franklin Resources Inc. 0.00% New 2,000 $68K
Union Bancaire Privee, UBP SA 0.00% New 2,500 $67K
Louisbourg Investments Inc. 0.01% New 1,950 $66K
Ashton Thomas Private Wealth, LLC 0.00% Add +19.6% 1,813 $62K
Consultiva Wealth Management, Corp. 0.14% Add +20.0% 1,800 $61K
National Bank of Canada 0.00% Reduce -20.0% 1,756 $60K
Buck Wealth Strategies, LLC 0.01% New 1,581 $54K
Toth Financial Advisory Corp. 0.01% Add +5.2% 1,517 $52K
BlackRock, Inc. 0.00% No change 1,500 $51K
McGuire Capital Advisors Inc. 0.03% Add +1.8% 1,495 $51K
NBZ Investment Advisors LLC 0.02% No change 1,416 $48K
Bank of Montreal 0.00% Add +1.5% 1,375 $47K
Signaturefd, LLC 0.00% Add +14.9% 1,350 $46K
Hantz Financial Services, Inc. 0.00% New 1,313 $45K
Parallel Advisors, LLC 0.00% New 1,223 $42K
Allworth Financial LP 0.00% No change 1,100 $38K
Costello Asset Management, INC 0.01% No change 1,050 $36K
SHP Wealth Management 0.00% No change 1,000 $34K
Bank of New Hampshire 0.01% New 941 $32K
Spire Wealth Management 0.00% No change 917 $31K
Boreal Capital Management LLC 0.03% No change 913 $31K
MassMutual Private Wealth & Trust, FSB 0.00% No change 900 $31K
Intesa Sanpaolo Wealth Management 0.01% New 800 $27K
Lanark Financial, Inc. 0.00% No change 712 $24K
Geneos Wealth Management Inc. 0.00% Add +29.2% 660 $23K
Harbour Investments, Inc. 0.00% Reduce -34.5% 570 $19K
Aptus Capital Advisors, LLC 0.00% New 530 $18K
Medallion Wealth Advisors, LLC 0.01% Reduce -8.7% 528 $18K
Arax Advisory Partners 0.00% Add +41.3% 503 $17K
EverSource Wealth Advisors, LLC 0.00% Add +16566.7% 500 $17K
Private Wealth Asset Management, LLC 0.00% No change 480 $16K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -8.0% 459 $16K
Golden State Wealth Management, LLC 0.00% New 441 $15K
Flagship Wealth Advisors, LLC 0.00% New 400 $14K
Colonial Trust Advisors 0.00% No change 400 $14K
DHJJ Financial Advisors, Ltd. 0.00% No change 380 $13K
Comprehensive Financial Planning, Inc. 0.01% No change 313 $11K
Fifth Third Bancorp 0.00% No change 304 $10K
Fourth Dimension Wealth, LLC 0.00% New 300 $10K
Vision Retirement, LLC 0.00% No change 269 $9K
Hurley Capital, LLC 0.00% New 250 $9K
Continuum Advisory, LLC 0.00% New 223 $8K
Pittenger & Anderson Inc. 0.00% No change 218 $7K
Russell Investments Group, Ltd. 0.00% Add +29.8% 218 $7K
IFP Advisors, Inc 0.00% Add +255.0% 213 $7K
Stone House Investment Management, LLC 0.00% Add +100.0% 200 $7K
KERR FINANCIAL PLANNING Corp 0.01% No change 175 $6K
Brown Brothers Harriman & Co. 0.00% New 150 $5K
1 North Wealth Services LLC 0.00% No change 142 $5K
Tower Research Capital LLC (TRC) 0.00% New 117 $4K
Sachetta, LLC 0.00% New 100 $3K
Cassaday & Co Wealth Management LLC 0.00% No change 100 $3K
Assetmark, Inc. 0.00% Reduce -4.8% 100 $3K
Ancora Advisors LLC 0.00% No change 98 $3K
PNC Financial Services Group, Inc. 0.00% Add +64.4% 97 $3K
St Germain D J Co. Inc. 0.00% No change 93 $3K
Fiduciary Financial Advisors 0.00% New 83 $3K
Strive Financial Group ,LLC 0.00% No change 81 $3K
Capital Investment Advisory Services, LLC 0.00% No change 75 $3K
Archer Investment Corp 0.00% No change 74 $3K
Activest Wealth Management 0.00% No change 64 $2K
Bessemer Group Inc. 0.00% No change 49 $2K
Go Invest LLC 0.00% Add +24.4% 56 $2K
Albion Financial Group 0.00% No change 56 $2K
Blue Bell Private Wealth Management, LLC 0.00% No change 51 $2K
Paladin Partners, LLC 0.00% No change 50 $2K
Fairscale Capital, LLC 0.00% No change 50 $2K
Rossby Financial, LCC 0.00% Add +975.0% 43 $1K
Horrell Capital Management, Inc. 0.00% No change 35 $1K
Farther Finance Advisors, LLC 0.00% Reduce -97.9% 30 $1K
Copia Wealth Management 0.00% No change 20 $682
Federation des caisses Desjardins du Quebec 0.00% Reduce -48.7% 20 $682
Concord Wealth Partners 0.00% New 17 $580
Noble Wealth Management PBC 0.00% No change 12 $409
New England Capital Financial Advisors LLC 0.00% No change 10 $342
Acumen Wealth Advisors, LLC 0.00% New 4 $137
Hoertkorn Richard Charles 0.00% New 2 $68
Central Pacific Bank - Trust Division 0.00% New 1 $34
Roble, Belko & Company, Inc 0.00% New 3 $0

"% of holder's portfolio" is ARKX's weight in each manager's 13F, not the share of ARK Space & Defense Innovati the manager owns.