13F

Stock

Ark Etf Tr

Ticker not mapped · held by 127 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$75.8M

Holders

127

+34 new · −19 exited

Holders’ est. mark

$877.2K

Price effect on 93 books still in the name

Largest holder

$21.6M

LPL Financial LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC735.6K$21.6M$169.7KAdded$8.3M
Citadel262.6K$7.71M$38.7KAdded$4.67M
ROYAL BANK OF CANADA152.5K$4.48M$12.7KAdded$3.47M
RAYMOND JAMES FINANCIAL INC140.6K$4.13M$7.99KAdded$3.5M
Quadrature Capital Ltd107.3K$3.15M$33.3KAdded$542.9K
UBS Group AG96.3K$2.83M$26.9KAdded$714.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP90.1K$2.65M—New
GTS SECURITIES LLC82.1K$2.41M$10.9KAdded$1.56M
OSAIC HOLDINGS, INC.75.4K$2.21M$21.5KAdded$527.6K
Braeburn Wealth Management LLC57.1K$1.68M—New
ENVESTNET ASSET MANAGEMENT INC54.2K$1.59M$12.6KAdded$606.1K
WJ Wealth Management, LLC53.7K$1.58M$17.6KAdded$200.9K
Brookstone Capital Management44.7K$1.31M$14.5KAdded$178.4K
COMMONWEALTH EQUITY SERVICES, LLC38.7K$1.14M$9.13KAdded$421.3K
JPMORGAN CHASE & CO39.9K$1.12M−$32.1KAdded$176.6K
MARSHALL INVESTMENT MANAGEMENT, LLC37.8K$1.11M$12.8KAdded$105.1K
Grandview Asset Management LLC33.7K$1M$8.43KAdded$694.7K
Kingsview Wealth Management, LLC33.9K$993.8K—New
CoreCap Advisors, LLC26.5K$776.4K$591Added$730.1K
SCS Capital Management LLC26.1K$765.5K$9.65KAdded$9.65K
Rockefeller Capital Management L.P.25.1K$737.3K$120Added$727.9K
PFG Investments, LLC22.4K$658.7K$8.3KCut−$256.5K
CWM, LLC18.9K$555K$506.7KAdded$554.4K
Private Advisor Group, LLC18.6K$545.5K$4.94KAdded$158.7K
Creative Planning17.9K$526.8K$6.56KAdded$13.1K
Cetera Investment Advisers15.9K$467.1K$5.47KAdded$39.3K
OPPENHEIMER & CO INC15.8K$463.3K$5.44KAdded$37.2K
KESTRA PRIVATE WEALTH SERVICES, LLC15.2K$446.1K$5.62KCut−$29.9K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO14.8K$435.2K$642Added$384.9K
Prospera Financial Services Inc14.4K$422.2K—New
SFG Wealth Management, LLC.13.4K$393.3K—New
Stirlingshire Investments, Inc.12.9K$379.3K$2.94KAdded$148.9K
Sanctuary Advisors, LLC11.1K$326.5K$2.84KAdded$104.4K
Kestra Advisory Services, LLC10.5K$307.7K$1.79KAdded$167.6K
CFO CAPITAL MANAGEMENT LLC10.4K$304.6K—New
Gradient Investments LLC10.2K$298.5K$3.76KAdded$3.76K
Advyzon Investment Management, LLC9.87K$289.7K—New
World Investment Advisors9.51K$279K$3.4KAdded$12.7K
Fifth Third Securities, Inc.8.95K$262.6K$3.27KAdded$6.15K
BROWN, LISLE/CUMMINGS, INC.8.85K$259.7K$3.28KAdded$1.83K
STIFEL FINANCIAL CORP8.83K$259.2K$2.65KAdded$51.8K
CAPTRUST FINANCIAL ADVISORS8.4K$246.6K—New
Apollon Wealth Management, LLC7.71K$226.3K—New
MML INVESTORS SERVICES, LLC7.05K$206.8K—New
MORGAN STANLEY6.87K$201.7K$2.54KCut−$39.1K
Wiser Advisor Group LLC6.69K$196.4K$2.47KAdded$504
NewEdge Advisors, LLC17.2K$170.3K−$86.5KAdded$39K
TD Waterhouse Canada Inc.5.21K$154.9K$3.85KAdded$13.7K
Family Manage LLC5K$146.8K—New
Steward Partners Investment Advisory, LLC4.71K$138.2K$1.36KAdded$31.9K
Financial Management Professionals, Inc.2.5K$73.4K$925Added$925
Quent Capital, LLC2.48K$72.6K$915Added$915
NATIONAL BANK OF CANADA /FI/2.2K$64K$84Added$51.3K
Qube Research & Technologies Ltd1.82K$53.5K$637Added$3.57K
Ashton Thomas Private Wealth, LLC1.52K$44.5K—New
BlackRock, Inc.1.5K$44K—New
Newbridge Financial Services Group, Inc.1.5K$44K—New
CONSULTIVA WEALTH MANAGEMENT, CORP.1.5K$44K$555Added$555
MCGUIRE CAPITAL ADVISORS INC1.47K$43.1K$539Added$833
Farther Finance Advisors, LLC1.43K$42.8K$1.12KAdded$7.85K
TOTH FINANCIAL ADVISORY CORP1.44K$42.3K$533Added$533
NBZ Investment Advisors LLC1.42K$41.6K$524Added$524
AE Wealth Management LLC1.39K$40.7K$420Added$8.17K
Western Wealth Management, LLC1.35K$39.8K—New
BANK OF MONTREAL /CAN/1.35K$39.8K$157Added$27.5K
Advisory Services Network, LLC1.23K$36.2K—New
SIGNATUREFD, LLC1.18K$34.5K$240Added$15.6K
Allworth Financial LP1.1K$32.3K$407Added$407
Costello Asset Management, INC1.05K$30.8K$167Added$17.8K
Sunbelt Securities, Inc.1K$29.5K$323Added$4.14K
SHP Wealth Management1K$29.4K$370Added$370
Spire Wealth Management917$26.9K$339Added$339
Boreal Capital Management LLC913$26.8K—New
MassMutual Private Wealth & Trust, FSB900$26.4K$333Added$333
HARBOUR INVESTMENTS, INC.870$25.5K$322Cut−$10.5K
GROUP ONE TRADING LLC731$21.5K—New
NBC SECURITIES, INC.712$20.9K$220Added$3.65K
Medallion Wealth Advisors, LLC578$17K$215Added$215
Geneos Wealth Management Inc.511$15K$189Added$189
Smallwood Wealth Investment Management, LLC499$14.6K$184Added$184
Private Wealth Asset Management, LLC480$14.1K$178Added$178
BARCLAYS PLC400$11.7K—New
Colonial Trust Advisors400$11.7K$148Added$148
DHJJ Financial Advisors, Ltd.380$11.2K$140Added$140
Arax Advisory Partners356$10.4K$109Added$1.84K
Comprehensive Financial Planning, Inc./PA313$9.19K—New
FIFTH THIRD BANCORP304$8.92K$112Added$112
FLOW TRADERS U.S. LLC298.4K$8.76K—New
Vision Retirement, LLC269$7.9K$12Added$7.03K
TWIN PEAKS WEALTH ADVISORS, LLC250$7.34K—New
PITTENGER & ANDERSON INC218$6.4K$81Added$81
KERR FINANCIAL PLANNING Corp175$5.7K$420Added$420
Glen Eagle Advisors, LLC188$5.52K$70Added$70
WELLS FARGO & COMPANY/MN175$5.14K$68Cut−$12.6K
Russell Investments Group, Ltd.168$4.93K—New
Cambridge Investment Research Advisors, Inc.152.7K$4.48K$6Added$4.04K
1 NORTH WEALTH SERVICES LLC142$4.17K—New
ASSETMARK, INC105$3.08K$2Added$2.94K
Cassaday & Co Wealth Management LLC100$2.94K—New
Stone House Investment Management, LLC100$2.94K$37Added$37
AdvisorNet Financial, Inc100$2.94K$37Added$37
Ancora Advisors LLC98$2.88K—New
ST GERMAIN D J CO INC93$2.73K—New
Capital Investment Advisory Services, LLC75$2.2K$27Added$27
Archer Investment Corp74$2.17K$27Added$27
Strive Financial Group ,LLC81$2K−$347Cut−$347
Activest Wealth Management64$1.88K$23Added$23
IFP Advisors, Inc60$1.76K$22Added$22
PNC Financial Services Group, Inc.59$1.73K—New
ALBION FINANCIAL GROUP /UT56$1.64K$21Added$21
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC51$1.5K$19Added$19
Fairscale Capital, LLC50$1.47K$19Added$19
Canal Insurance CO40K$1.17K$11Added$11
Federation des caisses Desjardins du Quebec39$1.14K—New
Horrell Capital Management, Inc.35$1.03K−$120Added$27
WEDBUSH SECURITIES INC26K$764$9Added$71
REXFORD CAPITAL INC25$734—New
Copia Wealth Management20$587$7Added$7
Noble Wealth Management PBC12$352$4Added$4
HRT FINANCIAL LP11K$322—New
New England Capital Financial Advisors LLC10$294$4Added$4
Janney Montgomery Scott LLC9.73K$286$4Cut−$2
Capital Advisors, Ltd. LLC9.48K$278$1Added$261
Harvest Fund Management Co., Ltd8K$234—New
Rossby Financial, LCC4$120—New
EverSource Wealth Advisors, LLC3$88—New
BESSEMER GROUP INC49$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.