13F

Stock

Ark Etf Tr

Ticker not mapped · held by 51 managers

Reported value

$8.67M

Holders

51

+12 new · −6 exited

Holders’ est. mark

−$474.2K

Price effect on 39 books still in the name

Largest holder

$1.25M

UBS Group AG

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
UBS Group AG46.4K$1.25M−$54.9KAdded$697.4K
STIFEL FINANCIAL CORP43.1K$1.16M−$43.2KAdded$724.8K
MORGAN STANLEY37.2K$1M−$80.2KAdded$194.6K
LPL Financial LLC35K$943K−$78.3KAdded$154.9K
ENVESTNET ASSET MANAGEMENT INC31.7K$853.1KNew
BANK OF AMERICA CORP /DE/20.7K$556.7K−$53.2KAdded$21K
Ackerman Asset Management, LLC17.3K$466.4K−$51.5KCut−$51.5K
Calydon Capital16.8K$450.9KNew
WELLS FARGO & COMPANY/MN10.1K$272.8K−$30.1KCut−$31.1K
Beacon Pointe Advisors, LLC9.19K$247.4KNew
TWO SIGMA SECURITIES, LLC8.31K$223.7KNew
Cetera Investment Advisers8.17K$220K−$20KAdded$18.2K
OSAIC HOLDINGS, INC.6.02K$162.1K−$15.8KAdded$3.01K
Rockefeller Capital Management L.P.3.47K$93.4K−$9.56KCut−$2.83K
Provenance Wealth Advisors, LLC3.45K$92.8KNew
WealthCollab, LLC3.26K$87.7K−$9.68KCut−$9.68K
BLAIR WILLIAM & CO/IL2.99K$80.5K−$8.88KCut−$8.88K
Global Assets Advisory, LLC2.73K$61.3KNew
Advisory Services Network, LLC1.65K$44.5KNew
NATIONAL BANK OF CANADA /FI/1.63K$43.7K−$4.83KCut−$4.83K
Signature Equity Partners, LLC1.36K$36.5KNew
Farther Finance Advisors, LLC1.32K$36.3K−$3.34KCut−$3.34K
ROYAL BANK OF CANADA1.3K$35K−$231Added$31K
Activest Wealth Management1.11K$29.8K−$3.29KCut−$3.29K
Arax Advisory Partners800$21.5KNew
IFP Advisors, Inc712$19.2K−$2.11KCut−$2.12K
Steward Partners Investment Advisory, LLC697$18.8K−$2.07KCut−$2.07K
Rialto Wealth Management, LLC639$17.2KNew
Arlington Trust Co LLC595$16K−$1.77KCut−$1.77K
SIMPLEX TRADING, LLC504$13.6K−$142Added$12.1K
CoreCap Advisors, LLC494$13.3K−$1.47KCut−$1.47K
Ashton Thomas Private Wealth, LLC480$12.9KNew
MAI Capital Management460$12.4K−$757Added$4.76K
SHP Wealth Management433$11.7K−$1.18KCut−$210
AE Wealth Management LLC412$11.1KNew
TD Waterhouse Canada Inc.300$8.21K−$756Cut−$756
CWM, LLC252$6.79K$6.79KAdded$6.79K
McIlrath & Eck, LLC207$5.57K−$615Cut−$615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO203$5.46K−$603Cut−$1.38K
Milestone Investment Advisors LLC186$5.01K−$552Cut−$552
Abound Wealth Management159$4.28K−$472Cut−$472
HARBOUR INVESTMENTS, INC.132$3.55K−$392Cut−$392
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC93$2.5K−$276Cut−$276
PNC Financial Services Group, Inc.70$1.88K−$208Cut−$208
AlphaCore Capital LLC60$1.61K−$178Cut−$178
CVA Family Office, LLC50$1.35K−$149Cut−$149
Atlantic Edge Private Wealth Management, LLC50$1.35K−$149Cut−$149
ALBION FINANCIAL GROUP /UT15$408−$45Cut−$45
VALLEY NATIONAL ADVISERS INC2.19K$58−$7Cut−$7
CX Institutional1.21K$32−$4Cut−$4
BESSEMER GROUP INC33$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.