ARK ETF TR
CUSIP 00214Q609
Ark Etf Tr has 51 institutional holders in Filings Flow’s 13F database, together reporting 315.5K shares worth $8M as of Q1 2026. The largest reported holders are Ubs Group AG, Stifel Financial Corp, and Lpl Financial LLC.
Institutional Holders
51
Q1 2026
Reported Value
$8M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ackerman Asset Management, LLC$143M AUM | 0.33% | $466,389 | 17.3K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.07% | $450,910 | 16.8K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.05% | $205,942 | 6.9K | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.04% | $87,733 | 3.3K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.04% | $308,400 | 10.0K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $223,732 | 8.3K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $36,530 | 1.4K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $61,285 | 2.7K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.01% | $29,120 | 1.0K | Q3 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $92,820 | 3.4K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.01% | $200,860 | 6.7K | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $29,816 | 1.1K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $17,202 | 639 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $18,075 | 595 | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $247,368 | 9.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.00% | $5,008 | 186 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 43.1K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $4,281 | 159 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $11,656 | 433 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $13,862 | 476 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $21,536 | 800 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $6,076 | 200 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $44,463 | 1.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $108,332 | 3.6K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,006 | 494 | Q2 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $5,572 | 207 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $19,167 | 712 | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $2,504 | 93 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $36,252 | 1.3K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $1,346 | 50 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $12,922 | 480 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $942,990 | 35.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $162,112 | 6.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $219,990 | 8.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $80,491 | 3.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $853,125 | 31.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 46.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $93,359 | 3.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,346 | 50 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $18,765 | 697 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $12,384 | 460 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $11,097 | 412 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,553 | 132 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $272,787 | 10.1K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $807,510 | 27.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $556,651 | 20.7K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $43,745 | 1.6K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $1,615 | 60 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $246,676 | 8.5K | Q3 2025OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $408 | 15 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $8,211 | 300 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $6,795 | 252 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $311 | 10 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $13,567 | 504 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $35,000 | 1.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,465 | 203 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,884 | 70 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $389 | 13 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $120 | 4 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.