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Security record · archived quarter

ARKF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
40Tracked holders
0Δ holders
2.39MShares held
$94.42MReported value
+5New positions
−5Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 40 0 2.39M $94.42M +5 −5
Q1 2026 41 -7 2.31M $87.72M +1 −8
Q4 2025 48 +2 3.05M $145.47M +2
Q3 2025 7 +1 879.50K $49.96M +2 −1
Q2 2025 4 -1 87.36K $4.39M −1
Q1 2025 4 +1 171.21K $5.69M +1
Q4 2024 3 -1 241.46K $8.95M −1
Q3 2024 4 +1 169.21K $5.05M +2 −1
Q2 2024 3 207.49K $5.78M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 600.62K +6.5% $23.70M 0.0% ▲ Add 3 SEC ↗
2 UBS Group AG 380.11K -2.5% $15.00M 0.0% ▼ Trim 3 SEC ↗
3 UBS Group AG 380.11K -2.5% $15.00M 0.0% ▼ Trim 3 SEC ↗
4 UBS Group AG 380.11K -2.5% $15.00M 0.0% ▼ Trim 3 SEC ↗
5 UBS Group AG 380.11K -2.5% $15.00M 0.0% ▼ Trim 3 SEC ↗
6 Citadel Advisors 226.02K +2021.9% $8.92M 0.0% ▲ Add 9 SEC ↗
7 Morgan Stanley 208.40K -13.1% $8.22M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 208.40K -13.1% $8.22M 0.0% ▼ Trim 4 SEC ↗
9 Morgan Stanley 208.40K -13.1% $8.22M 0.0% ▼ Trim 4 SEC ↗
10 Cetera Investment Advisers 165.08K -2.8% $6.51M 0.0% ▼ Trim 3 SEC ↗
11 Wells Fargo & Company/Mn 135.98K -3.4% $5.37M 0.0% ▼ Trim 3 SEC ↗
12 Wells Fargo & Company/Mn 135.98K -3.4% $5.37M 0.0% ▼ Trim 3 SEC ↗
13 Osaic Holdings, Inc. 101.99K +6.6% $4.02M 0.0% ▲ Add 3 SEC ↗
14 Osaic Holdings, Inc. 101.99K +6.6% $4.02M 0.0% ▲ Add 3 SEC ↗
15 Raymond James Financial Inc 78.70K -2.6% $3.11M 0.0% ▼ Trim 3 SEC ↗
16 Raymond James Financial Inc 78.70K -2.6% $3.11M 0.0% ▼ Trim 3 SEC ↗
17 Envestnet Asset Management Inc 64.74K +84.9% $2.55M 0.0% ▲ Add 3 SEC ↗
18 Wealthfront Advisers LLC 58.54K +2.4% $2.31M 0.0% ▲ Add 3 SEC ↗
19 Susquehanna International Group, Llp 42.10K +54.6% $1.66M 0.0% ▲ Add 3 SEC ↗
20 Commonwealth Equity Services, Llc 35.29K -29.9% $1.39M 0.0% ▼ Trim 3 SEC ↗
21 Qube Research & Technologies Ltd 31.81K -23.2% $1.26M 0.0% ▼ Trim 3 SEC ↗
22 Royal Bank Of Canada 31.19K -24.6% $1.23M 0.0% ▼ Trim 3 SEC ↗
23 Royal Bank Of Canada 31.19K -24.6% $1.23M 0.0% ▼ Trim 3 SEC ↗
24 Royal Bank Of Canada 31.19K -24.6% $1.23M 0.0% ▼ Trim 3 SEC ↗
25 Royal Bank Of Canada 31.19K -24.6% $1.23M 0.0% ▼ Trim 3 SEC ↗
26 Royal Bank Of Canada 31.19K -24.6% $1.23M 0.0% ▼ Trim 3 SEC ↗
27 National Bank Of Canada /Fi/ 29.07K -0.3% $1.15M 0.0% ▼ Trim 3 SEC ↗
28 JPMorgan Chase 27.44K +23.2% $1.10M 0.0% ▲ Add 4 SEC ↗
29 JPMorgan Chase 27.44K +23.2% $1.10M 0.0% ▲ Add 4 SEC ↗
30 Creative Planning 20.14K -2.8% $794,641 0.0% ▼ Trim 3 SEC ↗
31 Creative Planning 20.14K -2.8% $794,641 0.0% ▼ Trim 3 SEC ↗
32 Mariner, LLC 18.99K -39.4% $749,223 0.0% ▼ Trim 3 SEC ↗
33 HighTower Advisors, LLC 14.20K -9.0% $560,192 0.0% ▼ Trim 3 SEC ↗
34 IMC-Chicago, LLC 13.96K -5.3% $551,059 0.0% ▼ Trim 2 SEC ↗
35 Mercer Global Advisors Inc /Adv 12.75K +3.9% $503,165 0.0% ▲ Add 3 SEC ↗
36 Bank Of America Corp /De/ 12.50K New $493,250 0.0% New 1 SEC ↗
37 Mml Investors Services, Llc 11.43K -40.7% $451,016 0.0% ▼ Trim 3 SEC ↗
38 Hrt Financial Lp 10.21K New $402,000 0.0% New 1 SEC ↗
39 Stifel Financial Corp 10.03K -21.4% $395,829 0.0% ▼ Trim 3 SEC ↗
40 Stifel Financial Corp 10.03K -21.4% $395,829 0.0% ▼ Trim 3 SEC ↗
41 Northwestern Mutual Wealth… 9.13K -60.4% $360,292 0.0% ▼ Trim 3 SEC ↗
42 Corient Private Wealth LP 7.70K New $304,139 0.0% New 1 SEC ↗
43 Rockefeller Capital Management L.P. 7.53K -4.8% $297,186 0.0% ▼ Trim 3 SEC ↗
44 Wealth Enhancement Advisory… 7.02K -5.5% $292,296 0.0% ▼ Trim 3 SEC ↗
45 Baird Financial Group, Inc. 7.02K -19.1% $276,851 0.0% ▼ Trim 3 SEC ↗
46 TD Waterhouse Canada Inc. 5.12K -1.9% $202,131 0.0% ▼ Trim 3 SEC ↗
47 Bank Of Montreal /Can/ 2.25K -0.3% $88,864 0.0% ▼ Trim 3 SEC ↗
48 Bank Of Montreal /Can/ 2.25K -0.3% $88,864 0.0% ▼ Trim 3 SEC ↗
49 BlackRock (passive) 1.50K 0.0% $59,190 0.0% Held 5 SEC ↗
50 Bnp Paribas Financial Markets 1.49K +73.8% $58,835 0.0% ▲ Add 3 SEC ↗
51 Us Bancorp \De\ 1.15K +35.2% $45,418 0.0% ▲ Add 3 SEC ↗
52 Us Bancorp \De\ 1.15K +35.2% $45,418 0.0% ▲ Add 3 SEC ↗
53 Pnc Financial Services Group, Inc. 350 0.0% $13,824 0.0% Held 3 SEC ↗
54 Citigroup Inc 278 0.0% $10,970 0.0% Held 3 SEC ↗
55 Citigroup Inc 278 0.0% $10,970 0.0% Held 3 SEC ↗
56 Jones Financial Companies Lllp 105 New $4,116 0.0% New 1 SEC ↗
57 Assetmark, Inc 18 +50.0% $710 0.0% ▲ Add 3 SEC ↗
58 Simplex Trading, Llc 13 New $512 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Bank Of America Corp /De/ $493,250 0.0%
Hrt Financial Lp $402,000 0.0%
Corient Private Wealth LP $304,139 0.0%
Jones Financial Companies Lllp $4,116 0.0%
Simplex Trading, Llc $512 0.0%

Exited

D. E. Shaw & Co. $1.21M was 0.0%
Renaissance Technologies $961,653 was 0.0%
Ameriprise Financial Inc $279,621 was 0.0%
UBS AM, a distinct business… $6,956 was 0.0%
Group One Trading Llc $2,623 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 183 holders, 4.69M shares, $171.32M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API