13F

Stock

Ark Etf Tr

Ticker not mapped · held by 186 managers

Reported value

$172.3M

Holders

186

+16 new · −39 exited

Holders’ est. mark

−$36.4M

Price effect on 168 books still in the name

Largest holder

$21.4M

LPL Financial LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC563.7K$21.4M−$5.42MCut−$12.9M
UBS Group AG389.9K$14.8M−$3.23MCut−$1.15M
PFG Advisors269.8K$10.3MNew
Clearwater Capital Advisors, LLC245.6K$9.34M−$2.18MCut−$1.45M
MORGAN STANLEY239.8K$9.12M−$2.31MCut−$7.49M
Yarbrough Capital, LLC238.7K$9.07M−$2.3MCut−$2.3M
Midwest Financial Partners Investments, Inc.186.3K$7.08M−$1.78MCut−$1.73M
Cetera Investment Advisers169.8K$6.45M−$1.63MCut−$2.9M
GTS SECURITIES LLC143.7K$5.46M−$1.38MCut−$4.16M
BYRNE FINANCIAL FREEDOM, LLC141.1K$5.36M−$1.23MCut−$720.8K
WELLS FARGO & COMPANY/MN140.7K$5.35M−$1.35MCut−$5.41M
TITLEIST ASSET MANAGEMENT, LLC102.8K$3.91M−$989.1KCut−$1.06M
OSAIC HOLDINGS, INC.95.7K$3.64M−$920.6KCut−$1.99M
PRUDENTIAL PLC94.8K$3.6M−$912.1KCut−$2.36M
GERBER, LLC92.7K$3.52M−$891.8KCut−$891.8K
RAYMOND JAMES FINANCIAL INC80.8K$3.07M−$777.5KCut−$1.39M
IEQ CAPITAL, LLC78.1K$2.97M−$751.3KCut−$751.3K
Paller Financial Services Inc70.1K$2.66M−$674.4KCut−$687.3K
CWM, LLC64.1K$2.44M$2.18MAdded$2.43M
Wealthfront Advisers LLC57.2K$2.17M−$538.7KCut−$494.5K
COMMONWEALTH EQUITY SERVICES, LLC50.4K$1.91M−$460.7KCut−$367.4K
NWAM LLC48.5K$1.84M−$466.3KCut−$505.9K
Brookstone Capital Management45.4K$1.73M−$436.8KCut−$556K
Qube Research & Technologies Ltd41.4K$1.57M−$398.3KCut−$1.32M
ROYAL BANK OF CANADA41.4K$1.57M−$314.4KAdded$15K
ENVESTNET ASSET MANAGEMENT INC35K$1.33M−$184.9KAdded$415.6K
D. E. Shaw & Co., Inc.31.7K$1.21M−$305KCut−$324.1K
Mariner, LLC31.3K$1.19M−$277KCut−$181.3K
NATIONAL BANK OF CANADA /FI/29.2K$1.11M−$280.6KCut−$306.5K
Sanctuary Advisors, LLC27.6K$1.05M−$86.6KAdded$620K
SUSQUEHANNA INTERNATIONAL GROUP, LLP27.2K$1.03M−$261.9KCut−$1.93M
Candriam S.C.A.25.7K$976.9K−$247.3KCut−$247.3K
Renaissance Technologies25.3K$961.7K−$186.6KAdded$37.6K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO23K$875.9K−$221.7KCut−$1.07M
Dynamic Advisor Solutions LLC22.1K$839.3K−$212.4KCut−$217.2K
Compound Planning, Inc.21.2K$806.8K−$172KCut−$44.9K
JPMORGAN CHASE & CO22.3K$805K−$255.9KCut−$768.5K
Creative Planning20.7K$787.4K−$187KCut−$138.3K
Curran Financial Partners, LLC20.7K$784.9K−$145.8KAdded$63.1K
BLVD Private Wealth, LLC20.4K$775.8K−$196.3KCut−$218.7K
Purus Wealth Management, LLC19.9K$756K−$191.3KCut−$206.2K
MML INVESTORS SERVICES, LLC19.3K$732.4K−$185.3KCut−$271.7K
HighTower Advisors, LLC15.6K$592.7K−$150KCut−$351.4K
Arkadios Wealth Advisors15.2K$577K−$146KCut−$146.4K
IMC-Chicago, LLC14.7K$560.3KNew
Kestra Advisory Services, LLC13.4K$508.6K−$114.3KCut−$57.6K
Jessup Wealth Management, Inc13.3K$504.6K−$102.1KCut−$818
STIFEL FINANCIAL CORP12.8K$485.4K−$122.8KCut−$865.5K
MERCER GLOBAL ADVISORS INC /ADV12.3K$466.3K−$118.1KCut−$161.4K
Private Advisor Group, LLC11.9K$453.7K−$114.8KCut−$125K
Lifelong Wealth Advisors, Inc.10.8K$412K−$104.3KCut−$104.3K
Citadel10.7K$404.9K−$102.5KCut−$535.1K
EdgeRock Capital LLC10.3K$391.7K−$99.1KCut−$122.6K
BRIDGES INVESTMENT MANAGEMENT INC10.1K$383.6K−$97.1KCut−$115K
PRIVATE TRUST CO NA9.56K$363.6K−$92KCut−$92K
STEPHENS INC /AR/9.43K$358.6K−$90.7KCut−$90.7K
Baird Financial Group, Inc.8.67K$329.7K−$83.4KCut−$83.5K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors8.63K$327.9K−$83KCut−$95.3K
EQ LLC8.56K$325.5K−$82.4KCut−$90.7K
MBA Advisors LLC8.08K$307.2K−$75.6KCut−$67.2K
Evanson Asset Management, LLC8K$304.1K−$77KCut−$77K
Carnegie Investment Counsel7.96K$302.7KNew
Rockefeller Capital Management L.P.7.91K$300.8K−$76.1KCut−$278.9K
StoneX Group Inc.7.75K$294.8K−$64KCut−$19.9K
Integrated Wealth Concepts LLC7.52K$286K−$72.4KCut−$75.3K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7.43K$282.9K−$88.1KCut−$221.6K
AMERIPRISE FINANCIAL INC7.36K$279.6K−$70.8KCut−$273.8K
Medallion Wealth Advisors, LLC7.29K$277.2K−$70.2KCut−$74.9K
GREAT VALLEY ADVISOR GROUP, INC.7.17K$272.7K−$66.6KCut−$59K
Clearstead Trust, LLC6.72K$255.6K−$64.7KCut−$64.7K
Cresset Asset Management, LLC6.69K$254.4K−$64.4KCut−$91.5K
Pekin Hardy Strauss, Inc.6.39K$242.9K−$61.5KCut−$91.5K
Wedmont Private Capital6.18K$242.6K−$62.7KCut−$131.9K
Ariadne Wealth Management, LP6.13K$233.1K$6.38KAdded$6.38K
Hilltop Holdings Inc.6.06K$230.2K−$58.3KCut−$76.4K
INDEPENDENT FINANCIAL GROUP, LLC5.58K$212.3K−$53.7KCut−$192.4K
Caprock Group, LLC5.55K$211.1K−$53.4KCut−$122.6K
HB Wealth Management, LLC5.53K$210.3K−$53.2KCut−$53.2K
Kingsview Wealth Management, LLC5.5K$208.9K−$52.9KCut−$5.31M
Perigon Wealth Management, LLC5.5K$208.9K−$50.4KCut−$40.9K
Concurrent Investment Advisors, LLC5.42K$206.1K−$52.1KCut−$103.3K
Wealth Watch Advisors, INC5.38K$204.4K−$26.7KAdded$72K
TD Waterhouse Canada Inc.5.22K$197.6K−$51KCut−$180.2K
AE Wealth Management LLC5.01K$190.3K−$48.2KCut−$50.4K
Steward Partners Investment Advisory, LLC3.85K$146.2K−$37KCut−$64.4K
Allworth Financial LP3.73K$141.6K−$35.8KCut−$56.3K
HALBERT HARGROVE GLOBAL ADVISORS, LLC3.69K$140.2K−$35.5KCut−$35.5K
Smartleaf Asset Management LLC3.03K$109.6K−$37KCut−$37K
Advisory Services Network, LLC2.56K$97.1KNew
OXFORD FINANCIAL GROUP, LTD. LLC2.54K$96.4K−$24.4KCut−$24.4K
Farther Finance Advisors, LLC2.36K$89.7K−$22.9KCut−$71.2K
Keating Financial Advisory Services, Inc.2.27K$86.4K−$21.9KCut−$73.6K
BANK OF MONTREAL /CAN/2.26K$85.9K−$21.7KCut−$50.2K
IFP Advisors, Inc2.12K$80.5K−$20.4KCut−$33.4K
Western Wealth Management, LLC1.68K$63.7KNew
Copia Wealth Management1.54K$58.6K−$14.8KCut−$14.8K
BlackRock, Inc.1.5K$57K−$1.8KAdded$48.1K
Federation des caisses Desjardins du Quebec1.45K$55K−$13.9KCut−$17.3K
Bleichroeder LP1.2K$45.6K−$11.5KCut−$11.5K
Arax Advisory Partners1.07K$40.7K−$10.3KCut−$10.3K
DELTA ASSET MANAGEMENT LLC/TN1K$38K−$9.62KCut−$9.62K
WealthCollab, LLC1K$38K−$9.62KCut−$9.62K
QUADRANT CAPITAL GROUP LLC1K$38K−$9.62KCut−$9.62K
Financial Perspectives, Inc989$37.6K−$9.51KCut−$9.51K
AlphaCore Capital LLC900$34.2K−$8.66KCut−$8.66K
Whipplewood Advisors, LLC859$32.7K−$8.26KCut−$8.26K
BNP PARIBAS FINANCIAL MARKETS858$32.6K−$1.78KAdded$23.8K
US BANCORP \DE\851$32.3K−$8.19KCut−$12.9K
Financial Management Professionals, Inc.760$28.9K−$7.31KCut−$7.31K
Darwin Wealth Management, LLC729$27.7K−$7.01KCut−$7.01K
ELEVATION WEALTH PARTNERS, LLC664$25.2K−$6.38KCut−$6.38K
Banque Transatlantique SA655$24.8K−$6.68KCut−$6.68K
Elevated Capital Advisors, LLC623$23.7K−$5.99KCut−$5.99K
Merkkuri Wealth Advisors LLC603$22.9KNew
Cassaday & Co Wealth Management LLC600$22.8KNew
Ancora Advisors LLC600$22.8KNew
MAI Capital Management585$22.2K−$5.08KCut−$2.91K
Sunbelt Securities, Inc.580$22.1K−$5.58KCut−$5.58K
Kilter Group LLC562$21.4K−$5.41KCut−$5.41K
HARBOUR INVESTMENTS, INC.509$19.3K−$1.42KAdded$12.3K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC432$16.4K−$308Added$14.9K
Vision Retirement, LLC423$16.1K−$4.07KCut−$4.07K
Sound Income Strategies, LLC394$14.9K−$3.89KCut−$3.89K
Physician Wealth Advisors, Inc.377$14.3K−$3.63KCut−$3.63K
Glen Eagle Advisors, LLC376$14.3K−$3.43KCut−$2.67K
PNC Financial Services Group, Inc.350$13.3K−$3.37KCut−$3.37K
Activest Wealth Management328$12.5K−$3.16KCut−$3.16K
Parallel Advisors, LLC300$11.4K−$2.89KCut−$2.89K
CITIGROUP INC278$10.6K−$2.67KCut−$2.67K
Destiny Wealth Partners, LLC264$10KNew
Ashton Thomas Private Wealth, LLC258$9.81KNew
CREATIVE FINANCIAL DESIGNS INC /ADV239$9.08K−$2.3KCut−$2.3K
Archer Investment Corp229$8.7K−$2.2KCut−$2.2K
NBC SECURITIES, INC.215$8.17K−$2.07KCut−$2.07K
Quest 10 Wealth Builders, Inc.200$7.61K−$1.93KCut−$1.93K
Murphy & Mullick Capital Management Corp200$7.6K−$1.92KCut−$1.92K
Wilmington Savings Fund Society, FSB200$7.6K−$962Added$2.84K
AMERIFLEX GROUP, INC.200$7.6K−$1.92KCut−$1.92K
Triumph Capital Management200$7.6K−$1.92KCut−$1.92K
North Ridge Wealth Advisors, Inc.198$7.53K−$1.9KCut−$1.91K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC183$6.96K−$1.76KCut−$4.71K
Westside Investment Management, Inc.180$6.84K−$1.73KCut−$1.73K
CoreCap Advisors, LLC175$6.65K−$1.68KCut−$1.68K
Abound Wealth Management171$6.51K−$1.65KCut−$1.65K
Capital Investment Advisory Services, LLC150$5.7K−$1.44KCut−$1.68K
Intentional Wealth Strategies, LLC138$5.25KHeld
Wealth Enhancement Trust Services, Inc.136$5.17KNew
Frazier Financial Advisors, LLC112$4.26K−$1.08KCut−$1.08K
Aptus Capital Advisors, LLC110$4.18K−$1.06KCut−$1.06K
Financial Life Planners107$4.05K−$1.04KCut−$2.67M
HighMark Wealth Management LLC100$3.8K−$963Cut−$963
GHP Investment Advisors, Inc.100$3.8K−$962Cut−$962
Main Street Group, LTD100$3.8KNew
WealthShield Partners, LLC100$3.8K−$962Cut−$962
FLOW TRADERS U.S. LLC86.4K$3.29K−$831Cut−$1.79K
JFS WEALTH ADVISORS, LLC79$3.01K−$761Cut−$761
TWIN PEAKS WEALTH ADVISORS, LLC77$2.93KNew
Marshall & Sterling Wealth Advisors Inc.71$2.7K−$684Cut−$684
Comprehensive Financial Planning, Inc./PA70$2.66K−$674Cut−$674
GROUP ONE TRADING LLC69$2.62K−$664Cut−$15.4K
Pinnacle Wealth Planning Services, Inc.67$2.55K−$644Cut−$644
Cambridge Investment Research Advisors, Inc.65.4K$2.49K−$630Cut−$704
Golden State Wealth Management, LLC59$2.24K−$566Cut−$24.4K
ALBION FINANCIAL GROUP /UT56$2.13K−$539Cut−$539
Purpose Unlimited Inc.50$1.9K−$484Cut−$484
Geneos Wealth Management Inc.49$1.86K−$472Cut−$472
Larson Financial Group LLC40$1.52KNew
SIGNATUREFD, LLC40$1.52K−$385Cut−$385
M Holdings Securities, Inc.31K$1.26K−$123Added$398
SHP Wealth Management31$1.18K−$299Cut−$299
EverSource Wealth Advisors, LLC28$1.06K−$270Cut−$270
KELLEHER FINANCIAL ADVISORS20$1K$52Added$52
BOK Financial Private Wealth, Inc.25$951New
Fortitude Family Office, LLC25$950−$241Cut−$241
Key Financial Inc20$760−$193Cut−$193
Birchwood Financial Partners, Inc.19$722−$183Cut−$1.09K
Lodestone Wealth Management LLC16$608−$154Cut−$154
Vermillion Wealth Management, Inc.14$532−$135Cut−$135
ASSETMARK, INC12$456−$19Added$361
Winch Advisory Services, LLC9$342−$87Cut−$87
Rossby Financial, LCC1$38New
HUNTINGTON NATIONAL BANK1$38−$10Cut−$10
Main Management LLC368$14−$3Cut−$75
Root Financial Partners, LLC0$4Cut−$1K
BESSEMER GROUP INC19$1$0Held
Roble, Belko & Company, Inc6$0$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.