13F

Stock

Ark Etf Tr

Ticker not mapped · held by 263 managers

Reported value

$459.8M

Holders

263

+40 new · −23 exited

Holders’ est. mark

−$4.71M

Price effect on 211 books still in the name

Largest holder

$79.1M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/703.4K$79.1M−$1.43MAdded$4.71M
MORGAN STANLEY542.5K$61M−$963.7KAdded$11M
LPL Financial LLC527.1K$59.3M−$936.2KAdded$10.7M
WELLS FARGO & COMPANY/MN317.2K$35.7M−$675KAdded$647.8K
Hancock Prospecting Pty Ltd252.5K$28.4M−$558KCut−$558K
Cetera Investment Advisers118.3K$13.3M−$219.1KAdded$1.93M
RAYMOND JAMES FINANCIAL INC77.8K$8.75M−$144KAdded$1.28M
Private Advisor Group, LLC70.1K$7.88M−$125.3KAdded$1.38M
JPMORGAN CHASE & CO72.4K$7.71M−$294.6KAdded$3.59M
ENVESTNET ASSET MANAGEMENT INC66.6K$7.49M−$106.7KAdded$1.95M
Wealthfront Advisers LLC61.1K$6.87M−$120.1KAdded$640.6K
COMMONWEALTH EQUITY SERVICES, LLC59.3K$6.66M−$120KAdded$438.3K
UBS Group AG44.8K$5.04M−$99.1KCut−$3.6M
OSAIC HOLDINGS, INC.43.9K$4.94M−$85KAdded$565.2K
Brookstone Capital Management43.5K$4.89M−$96.1KCut−$383.4K
CWM, LLC40.2K$4.52M$2.75MAdded$4.51M
Aspire Capital Advisors LLC37.9K$4.26MNew
MML INVESTORS SERVICES, LLC34.1K$3.83M−$53.5KAdded$1.06M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO33.9K$3.81M−$22.5KAdded$2.65M
Hartford Financial Management Inc.32.8K$3.69M−$72.5KCut−$79.7K
BIP Wealth, LLC30.9K$3.48M−$67.6KCut−$29K
ROYAL BANK OF CANADA30.9K$3.47M−$64.4KAdded$142K
Hutchens & Kramer Investment Management Group, LLC29.5K$3.32M−$10.9KAdded$2.76M
TRUIST FINANCIAL CORP28.1K$3.16M−$61.1KCut−$7.23K
Spire Wealth Management26.4K$2.97M−$34.6KAdded$1.17M
Strategic Wealth Investment Group, LLC20.7K$2.33M−$45.2KCut−$14.5K
Point72 Asset Management, L.P.20.2K$2.28MNew
Quadrature Capital Ltd18.5K$2.08M−$40.8KCut−$15.9M
STIFEL FINANCIAL CORP18.4K$2.07M−$38.1KAdded$96K
PRUDENTIAL PLC18.4K$2.07M−$40.6KCut−$198.8K
HighTower Advisors, LLC18.3K$2.06M−$40.1KCut−$142.1K
Wealth Management Partners, LLC17.4K$1.96M−$35.8KAdded$103.3K
Kestra Advisory Services, LLC17.1K$1.92M−$34.3KAdded$142.2K
GOLDMAN SACHS GROUP INC16.7K$1.88MNew
Mariner, LLC15K$1.69M−$29.3KAdded$165.9K
Bank of New York Mellon Corp15K$1.68M−$33.1KCut−$33.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP14.9K$1.67M−$32.8KCut−$1.65M
Tower Research Capital LLC (TRC)14.7K$1.66M−$11KAdded$1.09M
Atria Investments, Inc13.1K$1.47MNew
Crescent Grove Advisors, LLC12.3K$1.38M−$27.2KCut−$137.2K
U.S. Capital Wealth Advisors, LLC12.3K$1.38M−$24.5KAdded$108.5K
AlTi Global, Inc.12.2K$1.37M−$26.9KCut−$26.9K
MERCER GLOBAL ADVISORS INC /ADV12.2K$1.37M−$26.9KCut−$137.4K
Creative Planning10.8K$1.21M−$20.5KAdded$143.8K
PFG Advisors9.6K$1.08M−$17.4KAdded$176.5K
Sanctuary Advisors, LLC8.92K$1M−$19.7KCut−$102.6K
Kingsview Wealth Management, LLC8.91K$1M−$4.43KAdded$769.3K
Worthington Financial Partners, LLC8.77K$985.8K−$19.4KCut−$232.2K
JANE STREET GROUP, LLC8.69K$977.2K−$14.3KAdded$232.7K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8.49K$975.1K−$87.7KCut−$9.66K
MGO ONE SEVEN LLC8.63K$970.1K−$18.4KAdded$14.1K
Envestnet Portfolio Solutions, Inc.8.06K$906.8K−$16.1KAdded$71.7K
Rockefeller Capital Management L.P.7.99K$898.4K−$13KAdded$222K
Compound Planning, Inc.7.87K$884.5K−$17.4KCut−$83.4K
StoneX Group Inc.7.74K$870.4K−$7.11KAdded$501.6K
LEVEL FOUR ADVISORY SERVICES, LLC7.32K$822.6KNew
Parisi Gray Wealth Management7.22K$811.7KNew
EFG International AG6.97K$780.9K−$17.8KCut−$3.99K
Purus Wealth Management, LLC6.78K$762K−$15KCut−$20.7K
MATHER GROUP, LLC.6.43K$722.9K−$14.2KCut−$14.2K
Farther Finance Advisors, LLC6.29K$719.8K−$888Added$39.1K
CoreCap Advisors, LLC6.39K$719K−$31Added$717.4K
VestGen Advisors, LLC5.21K$706.4K$99.9KAdded$156.9K
Global View Capital Management LLC5.91K$664.8KNew
Jaffetilchin Investment Partners, LLC5.91K$664.1K−$13.1KCut−$136.9K
Western Wealth Management, LLC5.81K$652.9K−$6.42KAdded$321.5K
SAXON INTERESTS, INC.5.78K$649.8K−$12.8KCut−$13K
Arax Advisory Partners5.57K$626.6K−$12.3KCut−$78.7K
Antonelli Financial Advisors, LLC5.51K$620KNew
CAPTRUST FINANCIAL ADVISORS5.44K$611.5K−$10.6KAdded$60.2K
Navis Wealth Advisors, LLC5.43K$610.8K−$12KCut−$12K
OPPENHEIMER ASSET MANAGEMENT INC.5.29K$595.1K−$11.7KCut−$118.9K
COMPASS CAPITAL CORP /MA/ /ADV4.4K$573.4K$25.4KCut−$32.9K
Clearstead Trust, LLC5.08K$571.7K−$11.2KCut−$11.2K
Steward Partners Investment Advisory, LLC5.01K$562.9K−$11.1KCut−$57.8K
Ausdal Financial Partners, Inc.4.94K$555.4K−$5.7KAdded$260.6K
Cornerstone Wealth Management, LLC4.91K$552.4K−$7.05KAdded$186.4K
Tacita Capital Inc4.75K$534.1K−$10.5KCut−$73.6K
One Capital Management, LLC4.68K$526.8K−$10.4KCut−$178.3K
Cresset Asset Management, LLC4.37K$491.5K−$6.15KAdded$172.2K
Sigma Planning Corp4.37K$490.8K−$9.48KAdded$77
Equitable Holdings, Inc.4.16K$477.4K−$25Added$212.8K
Belpointe Asset Management LLC4.22K$474.7K−$9.31KCut−$281.6K
Focus Partners Wealth4.13K$464.8K−$8.31KAdded$37K
Stratos Wealth Partners, LTD.3.98K$447.5K−$8.79KCut−$44.5K
Gladstone Institutional Advisory LLC3.96K$445.8K−$4.45KAdded$215.1K
Dynamic Advisor Solutions LLC3.92K$440.6K−$8.26KAdded$12K
Snowden Capital Advisors LLC3.92K$440.3K−$8.27KAdded$17.1K
HBW ADVISORY SERVICES LLC3.87K$435K−$5.48KAdded$150.4K
J.W. COLE ADVISORS, INC.3.82K$429.6K$62.3KAdded$88.5K
Wealthcare Advisory Partners LLC3.82K$429.2K−$5.76KAdded$130.6K
AMERIPRISE FINANCIAL INC3.79K$425.6K−$8.36KCut−$244.6K
KESTRA PRIVATE WEALTH SERVICES, LLC3.64K$409.1K−$7.94KCut−$2.65K
Medallion Wealth Advisors, LLC3.62K$406.6K−$8KCut−$10.7K
First Heartland Consultants, Inc.3.59K$404.1K−$6.84KAdded$49.5K
Copia Wealth Management3.45K$388K−$7.62KCut−$149.3K
PFG Investments, LLC3.31K$372.5K−$6.6KAdded$29.9K
ATX Financial Planning, LLC3.27K$367.4K−$4.21KAdded$148.7K
Wealth Watch Advisors, INC3.26K$366.4K−$3.78KAdded$170.2K
SCOTIA CAPITAL INC.3.15K$354.2K−$6.96KCut−$13.5K
SIGNATUREFD, LLC3.1K$348.9K−$6.46KAdded$8.49K
CreativeOne Wealth, LLC3.09K$347.9KNew
Linscomb Wealth, Inc.3.08K$345.8KNew
Garden State Investment Advisory Services LLC2.99K$337K−$5.55KAdded$54.5K
Kovack Advisors, Inc.2.92K$334K−$490Cut−$34.8K
Concurrent Investment Advisors, LLC2.94K$330K−$6.52KCut−$204.8K
US BANCORP \DE\2.88K$324.3K−$6.31KCut−$2.93K
CIBC WORLD MARKET INC.2.81K$316K−$4.95KAdded$59.3K
Integrated Wealth Concepts LLC2.8K$315KNew
DIVERSIFIED MANAGEMENT INC2.8K$314.9K−$6.19KCut−$6.19K
Essex Financial Services, Inc.2.8K$314.7K−$6.18KCut−$20.5K
CITIGROUP INC2.76K$310.7K−$3.93KAdded$106.8K
Heritage Wealth Management, Inc.2.71K$304.6K−$5.99KCut−$5.99K
Keating Financial Advisory Services, Inc.2.7K$303.9K−$5.97KCut−$5.97K
ARWA LLC2.51K$296.9KNew
Triton Financial Group Inc2.61K$296.6KNew
Savant Capital, LLC2.6K$292.5KNew
FIFTH THIRD BANCORP2.57K$288.7KNew
EAGLE WEALTH STRATEGIES LLC2.56K$287.5K−$5.66KCut−$6.12K
DIVERSIFY WEALTH MANAGEMENT, LLC2.31K$285.1KNew
Geneos Wealth Management Inc.2.53K$284.8K−$1.69KAdded$196.9K
INSIGNEO ADVISORY SERVICES, LLC2.53K$284.4K−$5.59KCut−$255.9K
INDEPENDENT FINANCIAL GROUP, LLC2.52K$284K−$5.58KCut−$8.45K
Pathstone Holdings, LLC2.48K$279.4K−$5.49KCut−$5.49K
Bridgewealth Advisory Group, LLC2.4K$269.8K−$5.05KAdded$7.66K
Advisory Services Network, LLC2.37K$266.7K−$4.68KAdded$21.5K
GERBER, LLC2.34K$262.8K−$5.17KCut−$11.7K
E&G Advisors, LP2.33K$261.7K−$4.29KAdded$39.2K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2.25K$252.5KNew
Chicago Partners Investment Group LLC1.92K$250.9K$1.39KAdded$3.22K
SIMON QUICK ADVISORS, LLC2.23K$250.7KNew
FRANKLIN RESOURCES INC2.2K$247.4K−$3.87KAdded$46.7K
Claro Advisors Inc.2.18K$245K−$4.81KCut−$7.11K
B. Riley Wealth Advisors, Inc.2.3K$244.9K−$18.9KCut−$46.7K
World Investment Advisors2.17K$243.4K−$4.16KAdded$27.3K
Arkadios Wealth Advisors2.16K$242.4K−$4.69KCut−$867
Lauer Wealth, LLC2.02K$242.2K−$14.4KCut−$14.4K
Financial Engines Advisors L.L.C.2.13K$239K−$4.7KCut−$4.7K
NORTHBRIDGE FINANCIAL GROUP, LLC1.9K$231.1K$13.1KAdded$11.9K
Belvedere Trading LLC2.03K$228.6K−$4.49KCut−$93.9K
MAI Capital Management2.02K$227.5K−$4.29KAdded$4.03K
Hobart Private Capital, LLC2.02K$227.5KNew
Trek Financial, LLC2.01K$226.5K−$4.45KCut−$4.45K
Fairscale Capital, LLC2K$224.8K−$4.42KCut−$4.42K
FOUNDERS FINANCIAL SECURITIES LLC1.89K$223.3KNew
GLENMEDE TRUST CO NA1.95K$219.3K−$4.31KCut−$4.31K
PGIM Custom Harvest LLC1.94K$218.6K−$4.3KCut−$114.3K
OPPENHEIMER & CO INC1.92K$216.4K−$4.25KCut−$4.02K
Southeast Asset Advisors, LLC1.92K$215.3KNew
Allworth Financial LP1.89K$212.1K−$4.17KCut−$33.3K
Wealthspire Advisors, LLC1.88K$211.7KNew
Cambridge Advisors Inc.1.78K$200.6KNew
Triumph Capital Management1.72K$193.3K−$3.71KAdded$903
OXFORD FINANCIAL GROUP, LTD. LLC1.7K$191.1K−$3.76KCut−$3.76K
PNC Financial Services Group, Inc.1.55K$174.3K−$2.14KAdded$63.4K
GROUP ONE TRADING LLC1.41K$158.1K−$100Added$152.9K
AE Wealth Management LLC1.3K$146.2K−$2.77KCut−$7.92K
Federation des caisses Desjardins du Quebec1.15K$129.4K−$2.41KAdded$3.55K
NATIONAL BANK OF CANADA /FI/1.13K$127.4K−$2.43KAdded$1.17K
Blue Trust, Inc.1.07K$119.9K−$1.53KAdded$39.4K
Signature Equity Partners, LLC990$111.3K−$2.23KCut−$30.7K
HARBOUR INVESTMENTS, INC.975$109.7K−$1.1KAdded$49.9K
MARSHALL INVESTMENT MANAGEMENT, LLC971$109.2KNew
BANK OF MONTREAL /CAN/942$105.9K−$1.28KAdded$39.7K
IAG Wealth Partners, LLC797$89.6K−$1.76KCut−$1.76K
IFP Advisors, Inc768$86.4K−$88Added$81.8K
Russell Investments Group, Ltd.670$75.3K−$1.48KCut−$1.59K
Portus Wealth Advisors, LLC612$68.8KNew
FWL INVESTMENT MANAGEMENT, LLC558$62.7K−$1.09KAdded$6.11K
CREATIVE FINANCIAL DESIGNS INC /ADV518$58.2K−$40Added$56.2K
MONTAG A & ASSOCIATES INC487$54.8K−$1.08KCut−$1.08K
BOKF, NA450$50.6KNew
Scarborough Advisors, LLC449$50.5K−$940Added$1.76K
Lloyd Advisory Services, LLC.445$50.1KNew
Kingdom Financial Group LLC.445$50.1K−$984Cut−$984
BEACON INVESTMENT ADVISORY SERVICES, INC.427$48KNew
Financial Perspectives, Inc426$48K−$942Cut−$942
Smartleaf Asset Management LLC437$46.5K−$3.95KCut−$3.95K
Kilter Group LLC397$44.6K−$878Cut−$878
FINANCIAL CONSULATE, INC395$44.4K−$873Cut−$873
KERR FINANCIAL PLANNING Corp346$43.7K$3.55KAdded$3.68K
Financial Management Professionals, Inc.352$39.6K−$779Cut−$779
AlphaCore Capital LLC350$39.4K−$773Cut−$773
Key Financial Inc350$39.4K−$773Cut−$773
Capital Investment Advisory Services, LLC336$37.8K−$743Cut−$743
BARCLAYS PLC319$35.9K−$197Added$25.7K
Strategic Advocates LLC302$34K−$921Cut−$2.27M
AdvisorNet Financial, Inc280$31.5K−$620Cut−$620
SOA Wealth Advisors, LLC.276$31K−$610Cut−$610
CGC Financial Services, LLC274$30.8K−$606Cut−$606
Physician Wealth Advisors, Inc.251$28.2K−$555Cut−$555
Hamrick Investment Counsel, llc250$28.2KNew
Rossmore Private Capital250$28.1K−$552Cut−$552
BARRETT & COMPANY, INC.247$27.8K−$546Cut−$546
HUNTINGTON NATIONAL BANK237$26.7K−$523Cut−$523
ARMSTRONG ADVISORY GROUP, INC228$25.7K−$510Cut−$3.95K
Cranbrook Wealth Management, LLC225$25.3K−$497Cut−$497
Crews Bank & Trust210$23.6K−$464Cut−$464
TD Waterhouse Canada Inc.202$23.1K−$30Cut−$6.91K
Glassman Wealth Services200$22.5K−$442Cut−$442
Costello Asset Management, INC200$22.5KNew
Activest Wealth Management190$21.4K−$419Cut−$419
BankPlus Trust Department182$20.5K−$208Added$9.69K
Sunbelt Securities, Inc.180$20.2K−$322Added$3.5K
Marshall & Sterling Wealth Advisors Inc.171$19.3K−$379Cut−$379
Ancora Advisors LLC166$18.7K−$140Added$11.4K
Atlantic Union Bankshares Corp148$16.7K−$329Cut−$329
BNP PARIBAS FINANCIAL MARKETS145$16.3K−$321Cut−$11.5M
NBT BANK N A /NY126$14.2K−$1.51KCut−$278
Darwin Wealth Management, LLC114$12.8K−$252Cut−$252
Abound Wealth Management112$12.6K−$235Cut−$8.73K
Gen-Wealth Partners Inc106$11.9K−$234Cut−$234
Archer Investment Corp105$11.8K−$232Cut−$232
Birchwood Financial Partners, Inc.102$11.4K−$229Cut−$1.72K
Main Street Group, LTD101$11.4KNew
NBC SECURITIES, INC.100$11.2KNew
Glen Eagle Advisors, LLC90$10.1K−$198Cut−$198
Golden State Wealth Management, LLC84$9.45K−$187Cut−$187
Family Manage LLC77$8.66KNew
AMERIFLEX GROUP, INC.75$8.43K−$166Cut−$166
Elevated Capital Advisors, LLC68$7.65K−$150Cut−$150
Wealth Enhancement Trust Services, Inc.68$7.65KNew
Rossby Financial, LCC61$6.99K−$9Cut−$9
Murphy & Mullick Capital Management Corp61$6.82K−$134Cut−$134
Larson Financial Group LLC60$6.78K−$28Added$4.94K
MPWM ADVISORY SOLUTIONS, LLC60$6.75K−$133Cut−$133
ALBION FINANCIAL GROUP /UT55$6.2K−$122Cut−$122
PRIVATE TRUST CO NA50$5.62K−$110Cut−$110
JFS WEALTH ADVISORS, LLC49$5.51K−$108Cut−$108
HIGHLINE WEALTH PARTNERS LLC47$5.33K−$67Cut−$18K
Advocate Investing Services LLC45$5.06K−$100Cut−$100
Delos Wealth Advisors, LLC38$4.27KNew
Aptus Capital Advisors, LLC36$4.05K−$17Added$3.13K
Princeton Global Asset Management LLC35$3.94K−$77Cut−$77
WOLFF WIESE MAGANA LLC35$3.94K−$78Cut−$78
Cambridge Investment Research Advisors, Inc.33.6K$3.78K−$70Added$204
Investment Research & Advisory Group, Inc.32$3.6K−$71Cut−$71
ADIRONDACK TRUST CO28$3.15K−$62Cut−$62
Atlantic Edge Private Wealth Management, LLC25$2.81K−$55Cut−$55
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC22$2.47KNew
Vision Retirement, LLC20$2.25K−$44Cut−$44
JONES FINANCIAL COMPANIES LLLP20$2.2K−$89Cut−$433
First Command Advisory Services, Inc.19$2.14KNew
Wilkerson Advisory Group LLC17$1.91KNew
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12$1.35K−$27Cut−$27
Strategic Wealth Partners, Ltd.12$1.35K−$27Cut−$6.91K
Steigerwald, Gordon & Koch Inc.12$1.35K−$27Cut−$27
Decker Retirement Planning Inc.11$1.24KNew
ROTHSCHILD INVESTMENT LLC10$1.13K−$22Cut−$22
ASSETMARK, INC9$1.01K−$3Added$897

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.