13F

Stock

Ark Etf Tr

Ticker not mapped · held by 227 managers

Reported value

$459M

Holders

227

+20 new · −31 exited

Holders’ est. mark

−$77.1M

Price effect on 206 books still in the name

Largest holder

$72.3M

FOUNDATIONS INVESTMENT ADVISORS, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
FOUNDATIONS INVESTMENT ADVISORS, LLC599.7K$72.3M−$14.6MCut−$7.09M
MORGAN STANLEY444.9K$53.7M−$12.1MCut−$61.6M
BANK OF AMERICA CORP /DE/307.4K$37.1M−$8.34MCut−$15.4M
LPL Financial LLC237.7K$28.7M−$6.45MCut−$15M
Gradient Investments LLC204.8K$24.7M−$5.16MCut−$3.41M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO155.5K$18.8M−$4.18MCut−$4.01M
CWM, LLC126.8K$15.3M$15.3MAdded$15.3M
Kestra Advisory Services, LLC126K$15.2M−$3.25MCut−$2.49M
Anfield Capital Management, LLC103.4K$12.5M−$2.58MCut−$1.59M
SUSQUEHANNA INTERNATIONAL GROUP, LLP99.2K$12M−$697.8KAdded$8.17M
RAYMOND JAMES FINANCIAL INC91.7K$11.1M−$2.14MCut−$575.5K
COMMONWEALTH EQUITY SERVICES, LLC66.9K$8.07M−$1.81MCut−$2.72M
OSAIC HOLDINGS, INC.66.6K$8.04M−$1.81MCut−$3.71M
Relyea Zuckerberg Hanson LLC55.5K$6.69M−$1.5MCut−$1.59M
Cetera Investment Advisers50.4K$6.08M−$1.37MCut−$2.49M
TWO SIGMA INVESTMENTS, LP49.9K$6.02M−$1.35MCut−$15.1M
PRUDENTIAL PLC43.6K$5.26M−$1.18MCut−$1.18M
AdvisorNet Financial, Inc36.7K$4.42M−$951KCut−$755.6K
Wealth Management Partners, LLC34.1K$4.12M−$885.3KCut−$704.7K
Crescent Grove Advisors, LLC33.9K$4.09M−$899.2KCut−$808.8K
HighTower Advisors, LLC31.3K$3.77M−$848.7KCut−$1.01M
Mattson Financial Services, LLC31.2K$3.77M−$797.4KCut−$577.8K
ENVESTNET ASSET MANAGEMENT INC30.4K$3.67M−$752.2KCut−$427.3K
Private Advisor Group, LLC29.1K$3.51M−$788.4KCut−$822.8K
D. E. Shaw & Co., Inc.27.2K$3.28M−$738.9KCut−$993.3K
Mariner, LLC26.9K$3.25M−$580.1KAdded$88.9K
Qube Research & Technologies Ltd26.6K$3.21M−$612.2KCut−$123.3K
ROYAL BANK OF CANADA23.3K$2.81M−$631.4KCut−$690K
Mutual Advisors, LLC23.1K$2.79M−$626.8KCut−$684.5K
VICTORY FINANCIAL GROUP, LLC22.8K$2.75M−$515KCut−$53.4K
Brookstone Capital Management22.7K$2.74M−$615.3KCut−$1.22M
Aptus Capital Advisors, LLC21.5K$2.6M−$584.1KCut−$988.7K
Financial Guidance Group, Inc.21.4K$2.58M−$580KCut−$992.7K
Wealthfront Advisers LLC21.1K$2.55M−$502.2KCut−$187.2K
Steward Partners Investment Advisory, LLC20.5K$2.47M−$550.1KCut−$527.8K
Vienna Asset Management LLC19K$2.29MNew
JANE STREET GROUP, LLC16.3K$1.96M−$255KAdded$574.9K
MML INVESTORS SERVICES, LLC16.2K$1.96M−$440.4KCut−$913.6K
Geneos Wealth Management Inc.15.7K$1.9M−$426.8KCut−$426.8K
MARSHALL INVESTMENT MANAGEMENT, LLC13K$1.57M−$353.9KCut−$1.25M
VestGen Advisors, LLC10.5K$1.54M−$20.8KAdded$53.1K
Purus Wealth Management, LLC12.5K$1.51M−$339.9KCut−$355.1K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11K$1.34M−$338.1KCut−$643.4K
Atria Investments, Inc10.9K$1.31M−$239.7KAdded$3.83K
Sterling Investment Counsel, LLC10.8K$1.3M−$267.2KCut−$156.7K
Phoenix Wealth Advisors10.7K$1.29M−$289.6KCut−$332.9K
Copia Wealth Management10.6K$1.28M−$288.5KCut−$642K
Keating Financial Advisory Services, Inc.10.5K$1.27M−$274.5KCut−$223.9K
UBS Group AG10.4K$1.25M−$281.2KCut−$376.4K
GFS Advisors, LLC9.56K$1.13MNew
Mosley Wealth Management6.46K$1.13M−$49KCut−$49K
One Capital Management, LLC9.06K$1.09M−$245.8KCut−$508K
KESTRA PRIVATE WEALTH SERVICES, LLC9.03K$1.09M−$202.8KCut−$15.5K
Ashton Thomas Private Wealth, LLC8.53K$1.03M−$217.7KCut−$157.4K
Quadrature Capital Ltd8.13K$980.6KNew
Ameritas Advisory Services, LLC7.85K$947.1K−$202.4KCut−$155.5K
Western Wealth Management, LLC7.72K$931.1K−$180.9KCut−$54.4K
MERCER GLOBAL ADVISORS INC /ADV7.6K$916.9K−$206.1KCut−$323K
17 CAPITAL PARTNERS, LLC7.38K$889.6K−$187.8KCut−$133.1K
Medallion Wealth Advisors, LLC6.38K$769.6K−$173.1KCut−$198.9K
PACIFIC SUN FINANCIAL CORP6.36K$767.3K−$172.5KCut−$205K
Osbon Capital Management LLC6.08K$733.4K−$164.9KCut−$164.9K
Stratos Wealth Partners, LTD.5.95K$718.1K−$161.4KCut−$2.35M
GOLDMAN SACHS GROUP INC5.88K$709.7K−$159.6KCut−$326.4K
Manske Wealth Management5.57K$671.7K−$151KCut−$169.2K
Renaissance Technologies5.3K$639.2K−$143.7KCut−$705.1K
Citadel4.87K$587K−$132KCut−$5.85M
INTEGRITY ALLIANCE, LLC.4.78K$577.1K−$129.8KCut−$173.2K
STIFEL FINANCIAL CORP4.76K$574.5K−$129.2KCut−$178.5K
Intrua Financial, LLC4.65K$560.8K−$126.1KCut−$155.7K
TRUIST FINANCIAL CORP4.49K$541.7K−$121.8KCut−$149.8K
Cornerstone Wealth Management, LLC4.39K$530K−$105.7KCut−$46K
Icahn Capital4.3K$519.2KNew
NWAM LLC4.11K$495.1K−$102KCut−$102K
Allworth Financial LP4.09K$493.7K−$111KCut−$136.4K
Sigma Planning Corp4.08K$492K−$96.5KCut−$33.2K
Clearstead Trust, LLC4.02K$484.4K−$108.9KCut−$108.9K
Elwood & Goetz Wealth Advisory Group, LLC3.9K$470.5K−$105.8KCut−$105.8K
Advyzon Investment Management, LLC3.86K$465.9K−$73.1KAdded$67.9K
StoneX Group Inc.3.81K$460.2K−$103.4KCut−$453.1K
Creative Planning3.75K$451.9K−$73.4KAdded$52.1K
Provenance Wealth Advisors, LLC3.72K$448.4K−$100.8KCut−$100.8K
Pathstone Holdings, LLC3.72K$448.3K−$100.8KCut−$100.8K
Paladin Wealth, LLC3.42K$412.2K−$66KAdded$52.8K
Clear Harbor Asset Management, LLC3.35K$403.4K−$90.7KCut−$90.7K
J.W. COLE ADVISORS, INC.3.31K$398.7K−$89.7KCut−$198.3K
STEPHENS INC /AR/3K$361.8K−$81.4KCut−$81.4K
CAPTRUST FINANCIAL ADVISORS2.97K$356.7K−$81.5KCut−$84.8K
LAM GROUP, INC.2.9K$349.8K−$78.6KCut−$108.2K
Concurrent Investment Advisors, LLC2.73K$329K−$62.8KCut−$13K
PFG Investments, LLC2.65K$320K−$71.9KCut−$78.9K
AMERIPRISE FINANCIAL INC2.59K$312.4K−$70.3KCut−$293.5K
Waldron Private Wealth LLC2.58K$310.9K−$69.9KCut−$69.9K
Belpointe Asset Management LLC2.52K$304.3K−$68.4KCut−$134.2K
Advisory Services Network, LLC2.52K$303.8K−$67.3KCut−$63K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2.46K$296.1K−$66.6KCut−$588.2K
World Investment Advisors2.42K$292.1K−$65.2KCut−$62.9K
Sovran Advisors, LLC2.1K$287.2K−$25.8KCut−$203.9K
Gladstone Institutional Advisory LLC2.33K$281K−$63.2KCut−$116.8K
Rockefeller Capital Management L.P.2.32K$279.9K−$56.3KCut−$27K
Blueshift Asset Management, LLC2.23K$269.4K−$53.6KCut−$22.3K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2.21K$266.2K−$59.9KCut−$66.8K
Brown Financial Advisors2.21K$266.1K−$58.1KCut−$50.2K
Prospera Financial Services Inc2.19K$263.7K−$59.4KCut−$1.76M
Wealth Watch Advisors, INC2.16K$260.9K−$30KAdded$97.5K
PFG Advisors2.09K$251.7K−$46.2KAdded$273
SCOTIA CAPITAL INC.2.06K$248.7K−$55.9KCut−$80.3K
BRADLEY FOSTER & SARGENT INC/CT2.06K$248.3K−$55.8KCut−$55.8K
Fairscale Capital, LLC2.06K$247.9K−$55.7KCut−$55.7K
Kuhn & Co Investment Counsel2K$241.2K−$54.2KCut−$54.2K
INDEPENDENT FINANCIAL GROUP, LLC1.96K$236K−$53.1KCut−$53.1K
TWO SIGMA SECURITIES, LLC1.94K$234.3K−$52.7KCut−$460.3K
EAGLE WEALTH STRATEGIES LLC1.9K$229.7K−$51.6KCut−$51.6K
Cresset Asset Management, LLC1.89K$227.8K−$51.2KCut−$62.9K
Ausdal Financial Partners, Inc.1.87K$225.2K−$49.1KCut−$42.2K
White Knight Strategic Wealth Advisors, LLC1.86K$224.9K−$50.6KCut−$188.3K
Focus Partners Wealth1.74K$209.6K−$47.1KCut−$65.6K
Savvy Advisors, Inc.1.73K$208.2K−$42.2KCut−$21.8K
Wealthspire Advisors, LLC1.72K$207.4K−$46.6KCut−$46.6K
Dynamic Advisor Solutions LLC1.7K$205.1K−$46.1KCut−$50.4K
Sequoia Financial Advisors, LLC1.68K$202.9KNew
Certified Advisory Corp1.68K$202.1KNew
JPMORGAN CHASE & CO1.56K$179K−$52KCut−$618.9K
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA1.09K$134.1K−$24.1KCut−$24.1K
Financial Perspectives, Inc1.05K$126.4K−$28.4KCut−$28.4K
Westside Investment Management, Inc.975$117.6K−$26.4KCut−$26.4K
MAI Capital Management973$117.4K−$26.4KCut−$26.4K
Whipplewood Advisors, LLC875$105.5K−$23.7KCut−$23.7K
Golden State Wealth Management, LLC868$104.7K−$23.5KCut−$23.5K
Marshall & Sterling Wealth Advisors Inc.832$100.4K−$22.6KCut−$22.6K
Serenus Wealth Advisors, LLC96.4K$96.4K$0Held
CoreCap Advisors, LLC717$86.5K−$19.4KCut−$2.04M
BANK OF MONTREAL /CAN/694$83.7K−$15.3KAdded$669
Opal Wealth Advisors, LLC684$82.5KNew
Federation des caisses Desjardins du Quebec677$81.5K−$18.1KCut−$30.1K
OXFORD FINANCIAL GROUP, LTD. LLC657$79.2K−$17.8KCut−$17.8K
HARBOUR INVESTMENTS, INC.643$77.7K−$6.2KAdded$43.7K
Farther Finance Advisors, LLC603$73.1K−$5.53KAdded$42.2K
UMB Bank, n.a.593$71.5K−$16.1KCut−$16.1K
Cassaday & Co Wealth Management LLC509$61.4KNew
AE Wealth Management LLC480$57.9K−$13KCut−$22.3K
FINANCIAL CONSULATE, INC466$56.2K−$12.6KCut−$12.6K
IAG Wealth Partners, LLC445$53.7K−$12.1KCut−$12.1K
Financial Management Professionals, Inc.430$51.9K−$11.7KCut−$1.67M
BlackRock, Inc.426$51.4K−$6.23KAdded$17.2K
Crews Bank & Trust400$48.2K−$10.8KCut−$10.8K
BOKF, NA341$41.1K−$9.25KCut−$9.25K
BNP PARIBAS FINANCIAL MARKETS336$40.5K−$9.11KCut−$3.02M
Abound Wealth Management320$38.6K−$8.68KCut−$16.5K
Bleichroeder LP300$36.2K−$8.14KCut−$8.14K
Breakwater Investment Management300$36.2K−$8.14KCut−$8.14K
BROWN, LISLE/CUMMINGS, INC.300$36.2K−$8.14KCut−$8.14K
Hilton Head Capital Partners, LLC298$35.9K−$2.58KAdded$21.9K
KERR FINANCIAL PLANNING Corp251$34.2K$4.43KAdded$4.56K
US BANCORP \DE\251$30.3K−$6.81KCut−$8.43K
WELLS FARGO & COMPANY/MN243$29.3K−$6.58KCut−$62.3K
TD Waterhouse Canada Inc.241$29.1K−$5.88KCut−$3.22K
IFP Advisors, Inc207$25K−$5.61KCut−$5.61K
MONTAG A & ASSOCIATES INC189$22.8K−$5.13KCut−$5.13K
Spire Wealth Management180$21.7K−$4.88KCut−$4.88K
Root Financial Partners, LLC180$21.7K−$4.88KCut−$7.09K
Sound Income Strategies, LLC177$21.5K−$4.83KCut−$4.83K
Vision Retirement, LLC166$20K−$4.5KCut−$4.5K
Glen Eagle Advisors, LLC150$18.1K−$3.8KCut−$2.59K
Arax Advisory Partners145$17.5K−$3.89KCut−$6.4K
Rossby Financial, LCC142$17.2K−$3.76KCut−$3.76K
HUNTINGTON NATIONAL BANK136$16.4K−$3.69KCut−$3.69K
HM PAYSON & CO135$16.3K−$3.66KCut−$3.66K
Physician Wealth Advisors, Inc.129$15.6K−$3.5KCut−$3.5K
BROWN BROTHERS HARRIMAN & CO125$15.1K−$3.39KCut−$3.39K
Colonial Trust Advisors113$13.6K−$3.06KCut−$3.06K
ASSETMARK, INC109$13.1K−$2.87KCut−$2.51K
SIMPLEX TRADING, LLC106$12.8K−$2.88KCut−$78.7K
Versant Capital Management, Inc101$12.2K−$2.74KCut−$2.74K
Activest Wealth Management100$12.1K−$2.02KAdded$1.13K
PRIVATE TRUST CO NA100$12.1K−$2.71KCut−$2.71K
Nemes Rush Group LLC100$12.1K−$2.71KCut−$2.71K
Sachetta, LLC85$10.3K−$2.31KCut−$2.31K
FIFTH THIRD BANCORP85$10.3KNew
CITIGROUP INC82$9.89K−$1.95KCut−$747
Ritter Daniher Financial Advisory LLC / DE81$9.79K−$2.2KCut−$2.2K
HighMark Wealth Management LLC78$9.44K−$2.12KCut−$2.12K
NewEdge Advisors, LLC3.58K$9.19K−$519.5KCut−$1.04M
Janney Montgomery Scott LLC75.6K$9.12K−$1.9KCut−$1.23K
NBC SECURITIES, INC.71$8.56K−$1.93KCut−$1.93K
Community Financial Services Group, LLC70$8.49KNew
Larson Financial Group LLC64$7.69K−$854Added$3.11K
Sunbelt Securities, Inc.62$7.48K−$1.68KCut−$1.68K
ALBION FINANCIAL GROUP /UT58$7K−$1.57KCut−$1.57K
Wilmington Savings Fund Society, FSB50$6.03KNew
Global Trust Asset Management, LLC50$6.03K−$1.36KCut−$11.7K
MCGUIRE CAPITAL ADVISORS INC49$5.91K−$1.33KCut−$1.33K
PNC Financial Services Group, Inc.47$5.67K−$1.27KCut−$1.27K
Hartford Financial Management Inc.47$5.63K−$1.27KCut−$1.27K
EVOLUTION WEALTH MANAGEMENT INC.40$4.82K−$1.08KCut−$1.08K
JONES FINANCIAL COMPANIES LLLP40$4.63K−$191Added$3.74K
Ancora Advisors LLC38$4.58KNew
SIGNATUREFD, LLC37$4.44K−$998Cut−$998
SHP Wealth Management35$4.22K−$950Cut−$950
Sankala Group LLC29$3.38K−$240Cut−$240
Smartleaf Asset Management LLC29$3.32K−$1.01KCut−$1.01K
Triumph Capital Management25$3.02K−$678Cut−$678
Strategic Investment Solutions, Inc. /IL24$2.9K−$651Cut−$651
Cambridge Investment Research Advisors, Inc.23K$2.78K−$624Cut−$736
CDKV HOLDINGS LLC16$1.9K−$427Cut−$427
Front Row Advisors LLC12$1.45K−$326Cut−$326
JPL Wealth Management, LLC10$1.21KNew
City State Bank10$1.21K−$271Cut−$271
Murphy & Mullick Capital Management Corp10$1.21K−$271Cut−$271
Russell Investments Group, Ltd.10$1.21KNew
Decker Retirement Planning Inc.10$1.21KNew
KELLEHER FINANCIAL ADVISORS7$1.03K−$1Cut−$1
Birchwood Financial Partners, Inc.7$844−$190Cut−$1.22K
Betterment LLC6.87K$829−$181Cut−$160
Waverly Advisors, LLC6$724New
Quantitative Investment Management, LLC5.78K$697New
VANGUARD ADVISERS INC3$362Held
HRT FINANCIAL LP2.32K$279−$63Cut−$658
Biltmore Family Office, LLC2$241−$54Cut−$54
JTC Employer Solutions Trustee Ltd1.15K$138−$31Cut−$31
SG Americas Securities, LLC893$108−$24Cut−$400
CENTAURUS FINANCIAL, INC.837$101−$23Cut−$28
Merkkuri Wealth Advisors LLC0$30New
TWIN PEAKS WEALTH ADVISORS, LLC0$15New
BALLAST ADVISORS LLC15$2New
Roble, Belko & Company, Inc10$1$0Held
BESSEMER GROUP INC7$1$0Held

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.