13F

Stock

Ark Etf Tr

Ticker not mapped · held by 220 managers

Reported value

$747.2M

Holders

220

+30 new · −39 exited

Holders’ est. mark

−$64.5M

Price effect on 190 books still in the name

Largest holder

$179.5M

JPMORGAN CHASE & CO

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
JPMORGAN CHASE & CO7.23M$179.5M−$21.4MAdded$30.3M
MORGAN STANLEY4.85M$128.3M−$10.3MAdded$11.6M
GOLDMAN SACHS GROUP INC2.86M$75.5M−$5.11MAdded$17.4M
CITIGROUP INC1.9M$50.2M−$4.84MCut−$31.8M
BNP PARIBAS FINANCIAL MARKETS1.49M$39.5M−$3.81MCut−$62.4M
STATE OF WISCONSIN INVESTMENT BOARD994.4K$26.3M−$2.27MAdded$506.2K
WELLS FARGO & COMPANY/MN976.8K$25.8M−$2.49MCut−$11.5M
UBS Group AG907.1K$24M−$2.31MCut−$13.6M
BANK OF AMERICA CORP /DE/873.7K$23.1M−$2.23MCut−$16.1M
LPL Financial LLC840.1K$22.2M−$2.1MCut−$1.7M
Jefferies Financial Group Inc.750.8K$19.8MNew
GFS Advisors, LLC186.8K$12.6MNew
Humankind Investments LLC386K$10.2MNew
Citadel294.2K$7.77M−$92.2KAdded$6.72M
Midwest Financial Partners Investments, Inc.209.4K$5.53M−$523.2KCut−$411.5K
NTV Asset Management LLC188.6K$4.98M−$473.2KCut−$393K
RAYMOND JAMES FINANCIAL INC182.6K$4.82M−$388.8KAdded$406.5K
Cresset Asset Management, LLC152.1K$4.02M−$334.4KAdded$218.8K
MML INVESTORS SERVICES, LLC143.4K$3.79M−$206.6KAdded$1.44M
D. E. Shaw & Co., Inc.134K$3.55M−$333.7KCut−$12M
OSAIC HOLDINGS, INC.130.9K$3.46M−$333.8KCut−$647.7K
Beacon Pointe Advisors, LLC126.5K$3.34M−$316.2KCut−$250.6K
Tower Research Capital LLC (TRC)122.9K$3.25M−$145.3KAdded$1.6M
Cetera Investment Advisers101.9K$2.69M−$259.8KCut−$318.4K
HighTower Advisors, LLC100.8K$2.66M−$251.9KCut−$199.8K
JANE STREET GROUP, LLC96.3K$2.55M−$245.7KCut−$14.3M
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.85.2K$2.25MNew
Federation des caisses Desjardins du Quebec81.6K$2.16M−$206KCut−$187K
Baird Financial Group, Inc.73.5K$1.94M−$187.3KCut−$1.43M
Clearwater Capital Advisors, LLC72.3K$1.91M−$184.3KCut−$201.4K
Walleye Trading LLC71K$1.88M−$181KCut−$698.1K
COMMONWEALTH EQUITY SERVICES, LLC67.7K$1.79M−$172.8KCut−$296.5K
Mariner, LLC59.6K$1.58M−$136.6KAdded$23.3K
GTS SECURITIES LLC55.7K$1.47M−$86.6KAdded$488.8K
Wealthfront Advisers LLC54.4K$1.44M−$132.2KCut−$65K
Sanctuary Advisors, LLC53.1K$1.4M−$131.6KCut−$92.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP52.8K$1.4M−$134.7KCut−$1M
ROYAL BANK OF CANADA51.9K$1.37M−$133.5KCut−$11.5M
Hudson Bay Capital Management LP50K$1.32M−$127.5KCut−$2.73M
Moran Wealth Management, LLC49.2K$1.3M−$69.9KAdded$506.4K
TWO SIGMA INVESTMENTS, LP47.8K$1.26M−$121.9KCut−$5.04M
ENVESTNET ASSET MANAGEMENT INC47.6K$1.26M−$101.6KAdded$104.2K
Equitable Holdings, Inc.42.9K$1.24M−$829Cut−$8.07K
GROUP ONE TRADING LLC45.9K$1.21M−$43.6KAdded$716.4K
STIFEL FINANCIAL CORP44.6K$1.18M−$113.8KCut−$362K
HANOVER ADVISORS INC43K$1.14M−$90.8KAdded$104.1K
PRUDENTIAL PLC42.1K$1.11M−$107.3KCut−$272.4K
IHT Wealth Management, LLC40.6K$1.07M−$64KAdded$347K
Brookstone Capital Management39.4K$1.04M−$100.3KCut−$226.6K
Perigon Wealth Management, LLC37K$976.3K−$88.7KCut−$31.5K
CWM, LLC35.1K$926.3K$925.2KAdded$925.2K
Crescent Grove Advisors, LLC34.5K$911.7K−$88KCut−$217.8K
Rockefeller Capital Management L.P.31.8K$839.3K−$61.8KAdded$137K
Prospera Financial Services Inc31.1K$822.6K−$77.4KCut−$57.3K
EFG International AG27.7K$731.8K−$69.9KCut−$61.9K
TWO SIGMA SECURITIES, LLC27.3K$720.9K−$37KAdded$300.5K
Lauer Wealth, LLC22.6K$629.7K−$70.2KCut−$70.2K
Post Resch Tallon Group Inc.22.1K$603.9K−$34.5KAdded$1.24K
Clientfirst Wealth Management, LLC22.8K$602.4K−$58.1KCut−$58.1K
Parallax Volatility Advisers, L.P.19.1K$585.7K$33.2KCut−$24.7K
Kestra Advisory Services, LLC21.4K$564.6K−$21.8KAdded$317.1K
Private Advisor Group, LLC21.1K$558.6K−$52.4KCut−$36.4K
McGuire Investment Group, LLC20.5K$541.4K−$51.8KCut−$46.7K
NWAM LLC20.4K$539.2K−$38.7KAdded$99.9K
DAVENPORT & Co LLC20.1K$530.8K−$50.4KCut−$41.9K
Purus Wealth Management, LLC18.7K$493.6K−$47.6KCut−$52.8K
JBF Capital, Inc.18K$475.6K−$45.9KCut−$45.9K
Wealthcare Advisory Partners LLC17.1K$452.8K−$43.7KCut−$121K
DDD Partners, LLC16.9K$445.8K−$43KCut−$79.6K
Prospect Financial Services LLC16.6K$437.4K−$42.2KCut−$42.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15.6K$426.7K−$64.6KCut−$866.6K
COMPASS CAPITAL CORP /MA/ /ADV12.9K$388.9KNew
ROTHSCHILD INVESTMENT LLC14.4K$381.8K−$36.8KCut−$36.8K
Arax Advisory Partners14.3K$377K−$35.4KCut−$25.1K
OPPENHEIMER & CO INC13.8K$363.8K−$31.7KAdded$3.85K
Keating Financial Advisory Services, Inc.13.6K$358.8K−$34.6KCut−$103.1K
Gateway Wealth Partners, LLC13.2K$349.3KNew
Medallion Wealth Advisors, LLC13.2K$348.1K−$33.6KCut−$34.3K
Next Capital Management LLC13K$344.7K−$33.3KCut−$33.3K
SIG BROKERAGE, LP12.6K$333.8K−$32.2KCut−$923.6K
Geneos Wealth Management Inc.12.5K$330.8K−$31.9KCut−$31.9K
PING CAPITAL MANAGEMENT, INC.12K$317KNew
Csenge Advisory Group11.5K$303.9KNew
Sigma Planning Corp10.9K$286.8K−$27.6KCut−$26.5K
VANCE WEALTH, LLC10.6K$280.7K−$27.1KCut−$27.1K
Dynamic Advisor Solutions LLC10.6K$278.9K−$26.7KCut−$24.4K
Jaffetilchin Investment Partners, LLC9.92K$262.1K−$25.3KCut−$124.7K
Moors & Cabot, Inc.9.64K$254.7KNew
Cambridge Advisors Inc.9.29K$245.5K−$21.1KAdded$6.17K
Summit Investment Advisory Services, LLC9.27K$244.9K−$22.4KCut−$9.3K
NORTHBRIDGE FINANCIAL GROUP, LLC8.46K$235.9K−$8.77KCut−$1.54K
DAYMARK WEALTH PARTNERS, LLC8.8K$232.5K−$22.2KCut−$19.5K
CREDIT AGRICOLE S A8.66K$228.9KNew
Wealth Management Partners, LLC8.57K$226.4KNew
TITLEIST ASSET MANAGEMENT, LLC8.35K$220.6K−$21.3KCut−$21.3K
Steward Partners Investment Advisory, LLC8.2K$216.6K−$20.9KCut−$37.6K
Creative Planning7.76K$204.9K−$19.8KCut−$104.1K
Whipplewood Advisors, LLC7.17K$189.4K−$18.2KCut−$17.9K
ARK Investment Management LLC6.77K$178.9K−$12.8KAdded$33.3K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6.33K$167.2K−$16.1KCut−$59.6K
VUB Generali dochodkova spravcovska spolocnost, a.s.5.4K$142.7K−$13.8KCut−$13.8K
FWL INVESTMENT MANAGEMENT, LLC4.77K$125.9K−$10.8KAdded$3.26K
NewEdge Advisors, LLC20.2K$122.4K−$272.5KCut−$222.1K
BANK OF MONTREAL /CAN/4.38K$115.6K−$11.2KCut−$334.4K
Aptus Capital Advisors, LLC3.39K$89.5K−$8.64KCut−$10.3K
UMB Bank, n.a.3.24K$85.5K−$8.25KCut−$8.25K
NATIONAL BANK OF CANADA /FI/3.05K$80.6K−$7.78KCut−$9.23K
Allworth Financial LP2.94K$77.6K−$5.25KAdded$17.9K
HARBOUR INVESTMENTS, INC.2.83K$74.9K−$5.34KAdded$14.2K
Advisory Services Network, LLC2.72K$71.9KNew
Manchester Capital Management LLC2.16K$57.1KNew
FIFTH THIRD BANCORP2.1K$55.5KNew
Financial Perspectives, Inc1.86K$49.1K−$4.74KCut−$4.74K
Union Bancaire Privee, UBP SA1.91K$47.4K−$8.09KCut−$8.09K
Clearstead Trust, LLC1.63K$43.1K−$4.16KCut−$139.8K
Hilton Head Capital Partners, LLC1.54K$40.6K−$1.5KAdded$23.6K
MAI Capital Management1.41K$37.3K−$3.6KCut−$6.75K
Western Wealth Management, LLC1.4K$36.9KNew
MARSHALL INVESTMENT MANAGEMENT, LLC1.39K$36.6KNew
Atlantic Union Bankshares Corp1.38K$36.5K−$3.52KCut−$3.52K
Scarborough Advisors, LLC1.18K$31.2K−$3.01KCut−$3.01K
IFP Advisors, Inc1.11K$29.3K−$2.83KCut−$26.1K
Larson Financial Group LLC1.11K$29.3K−$2.71KCut−$1.57K
OXFORD FINANCIAL GROUP, LTD. LLC1.1K$29K−$2.8KCut−$2.8K
Family Manage LLC1.09K$28.9K−$2.79KCut−$2.79K
PNC Financial Services Group, Inc.1.09K$28.7K−$1.81KAdded$8.18K
Golden State Equity Partners1K$26.4KNew
AE Wealth Management LLC979$25.9K−$1.03KAdded$14.2K
Financial Management Professionals, Inc.869$23K−$2.22KCut−$2.22K
Farther Finance Advisors, LLC839$22.7K−$1.58KCut−$4.47K
US BANCORP \DE\843$22.3K−$2.15KCut−$5.05K
Bleichroeder LP825$21.8K−$2.1KCut−$2.1K
AdvisorNet Financial, Inc825$21.8K−$2.1KCut−$2.1K
Parallel Advisors, LLC803$21.2K−$2.05KCut−$6.31K
Osbon Capital Management LLC776$20.5K−$1.98KCut−$1.98K
MATHER GROUP, LLC.770$20.3KNew
Glen Eagle Advisors, LLC768$20.3K−$1.93KCut−$1.67K
Activest Wealth Management759$20.1K−$1.93KCut−$1.94K
INVESTMENT COUNSEL CO OF NEVADA728$19.2K−$1.86KCut−$1.86K
TD Waterhouse Canada Inc.695$18.8K−$1.14KAdded$1.57K
Birchwood Financial Partners, Inc.704$18.6K−$1.79KCut−$2.14K
Crews Bank & Trust700$18.5K−$1.78KCut−$1.78K
Fairscale Capital, LLC642$17K−$1.64KCut−$1.64K
Hyposwiss Advisors SA631$16.7K−$1.61KCut−$1.61K
Horizon Investments, LLC600$15.9K−$765Added$7.16K
Sound Income Strategies, LLC567$15.4K−$2.68KCut−$5.86K
SJS Investment Consulting Inc.538$14.2K−$1.37KCut−$1.37K
Cassaday & Co Wealth Management LLC500$13.2KNew
FRANKLIN RESOURCES INC500$13.2K−$1.27KCut−$1.27K
Merkkuri Wealth Advisors LLC481$12.7KNew
SHP Wealth Management476$12.6K−$788Added$3.67K
Ancora Advisors LLC431$11.4K−$102Added$10.4K
Paladin Advisory Group, LLC400$10.6K−$1.02KCut−$1.02K
BlackRock, Inc.382$10.1K−$975Cut−$17.6K
Dynamic Wealth Strategies, LLC375$9.91K−$956Cut−$956
Caitlin John, LLC370$9.78K−$944Cut−$944
IAG Wealth Partners, LLC351$9.27K−$895Cut−$895
EVOLUTION WEALTH MANAGEMENT INC.338$8.93K−$862Cut−$862
Pacific Center for Financial Services332$8.77K−$448Cut−$448
Banque Transatlantique SA326$8.63K−$881Cut−$881
BROWN, LISLE/CUMMINGS, INC.325$8.59K−$828Cut−$828
Compagnie Lombard Odier SCmA310$8.19K−$791Cut−$791
DHJJ Financial Advisors, Ltd.304$8.02K−$774Cut−$774
Anfield Capital Management, LLC301$7.95K−$768Cut−$768
Tidemark, LLC277$7.33K−$707Cut−$707
Spire Wealth Management253$6.68K−$645Cut−$645
Clearstead Advisors, LLC191$5.05K−$487Cut−$487
SIGNATUREFD, LLC168$4.44K−$429Cut−$429
Decker Retirement Planning Inc.163$4.31KNew
Trifecta Capital Advisors, LLC155$4.1K−$395Cut−$395
TRUST CO OF TOLEDO NA /OH/150$3.96K−$383Cut−$383
AlphaCore Capital LLC136$3.59K−$347Cut−$35.1K
KERR FINANCIAL PLANNING Corp120$3.56K$225Added$225
Canal Insurance CO120K$3.18K−$298Cut−$298
Frazier Financial Advisors, LLC115$3.04K−$293Cut−$293
Physician Wealth Advisors, Inc.113$2.99K−$288Cut−$288
Main Street Group, LTD106$2.8KNew
Abound Wealth Management104$2.75K−$265Cut−$265
Aventura Private Wealth, LLC100$2.64K−$255Cut−$255
CONSULTIVA WEALTH MANAGEMENT, CORP.100$2.64KNew
Copia Wealth Management89$2.35K−$228Cut−$981
Cambridge Investment Research Advisors, Inc.86.6K$2.29K−$220Cut−$354
WOLFF WIESE MAGANA LLC85$2.25K−$217Cut−$217
Strategic Investment Solutions, Inc. /IL74$1.96K−$188Cut−$188
JONES FINANCIAL COMPANIES LLLP75$1.88K−$79Added$1.3K
ARMSTRONG ADVISORY GROUP, INC70$1.85K−$178Cut−$178
Silicon Valley Capital Partners62$1.64K−$158Cut−$158
ALBION FINANCIAL GROUP /UT58$1.53K−$147Cut−$147
Key Financial Inc55$1.45K−$140Cut−$140
Wilmington Savings Fund Society, FSB50$1.32KNew
HOLLENCREST CAPITAL MANAGEMENT50$1.32K−$128Cut−$128
Asset Dedication, LLC50$1.32K−$128Cut−$128
Elevated Capital Advisors, LLC47$1.24K−$120Cut−$120
Sunbelt Securities, Inc.37$978−$94Cut−$2.9K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC34$902−$87Cut−$87
Richard W. Paul & Associates, LLC28$740−$71Cut−$71
Smartleaf Asset Management LLC27$670−$113Cut−$10.7K
CHESAPEAKE ASSET MANAGEMENT LLC25$664−$64Cut−$64
BARRETT & COMPANY, INC.25$661−$63Cut−$63
HRT FINANCIAL LP24.1K$637New
SWAN Capital LLC20$532−$52Cut−$52
Murphy & Mullick Capital Management Corp20$528−$51Cut−$51
SG Americas Securities, LLC15.8K$417−$40Cut−$2.55K
EVERMAY WEALTH MANAGEMENT LLC15$397−$38Cut−$38
Golden State Wealth Management, LLC15$396−$39Cut−$1.75K
Sierra Capital LLC12.6K$334−$32Cut−$32
Acorns Advisers, LLC12.2K$322−$27Added$13
Quantitative Investment Management, LLC10.4K$273New
Western Pacific Wealth Management, LP10$264−$26Cut−$26
Front Row Advisors LLC5$132−$13Cut−$13
VALLEY NATIONAL ADVISERS INC4.78K$126−$12Cut−$17
BESSEMER GROUP INC1.01K$26−$3Cut−$3
Russell Investments Group, Ltd.1$26New
ASSETMARK, INC1$26−$3Cut−$3
ORG Wealth Partners, LLC1$26New
Capital Advisors, Ltd. LLC1K$26−$3Cut−$3
HUNTINGTON NATIONAL BANK1$26−$3Cut−$3
TWIN PEAKS WEALTH ADVISORS, LLC1$16New
Strategic Wealth Advisors LLC60$1$0Held
BALLAST ADVISORS LLC20$1New

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.