ARKK
ARK Innovation ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -6.9% ·
share flow +8.7% ·
net new positions -7.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | -5 | 36.99M | $2.99B | +4 | −9 |
| Q1 2026 | 73 | +4 | 34.17M | $2.30B | +9 | −5 |
| Q4 2025 | 68 | +1 | 34.94M | $2.69B | +2 | −1 |
| Q3 2025 | 9 | +1 | 22.86M | $1.97B | +2 | −1 |
| Q2 2025 | 5 | -2 | 387.73K | $27.25M | — | −2 |
| Q1 2025 | 6 | +1 | 1.60M | $76.35M | +2 | −1 |
| Q4 2024 | 5 | +2 | 292.97K | $16.63M | +2 | — |
| Q3 2024 | 3 | -1 | 1.54M | $73.34M | +1 | −2 |
| Q2 2024 | 4 | — | 2.71M | $118.96M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.29M | +7.2% | $508.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 2 | JPMorgan Chase ✦ | 4.72M | +165.4% | $380.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Goldman Sachs Group ✦ | 4.45M | +28.8% | $359.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.99M | +77.6% | $322.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Susquehanna International Group, Llp | 2.27M | +24.4% | $183.54M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 2.13M | +17.2% | $172.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Citigroup Inc | 2.11M | +43.2% | $170.84M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 2.09M | -0.8% | $168.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | State Of Wisconsin Investment Board | 1.85M | -37.4% | $149.44M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 1.24M | -61.6% | $100.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Raymond James Financial Inc | 835.43K | -0.7% | $67.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Bnp Paribas Financial Markets | 775.52K | -7.4% | $62.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 530.73K | -54.6% | $42.87M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 345.28K | +4.5% | $27.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Royal Bank Of Canada | 322.87K | -14.6% | $26.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 16 | Commonwealth Equity Services, Llc | 304.99K | -5.6% | $24.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Hrt Financial Lp | 270.38K | New | $21.85M | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 225.23K | +27.1% | $18.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 216.02K | -10.6% | $17.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 204.67K | +2.5% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 144.91K | -7.3% | $11.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 129.77K | +8.9% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Group One Trading Llc | 116.66K | +800.5% | $9.43M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 24 | Toronto Dominion Bank | 109.57K | +231.5% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 104.42K | -0.7% | $8.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Balyasny Asset Management L.P. | 102.54K | New | $8.29M | 0.0% | New | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 101.92K | +31.1% | $8.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | ARK Investment Management ✦ | 91.11K | -4.7% | $7.36M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 80.14K | -5.8% | $6.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 76.63K | +13.7% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | National Bank Of Canada /Fi/ | 72.72K | +14591.3% | $5.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Truist Financial Corp | 72.02K | -4.8% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Stifel Financial Corp | 66.61K | -35.7% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | LMR Partners LLP | 65.64K | +6564200.0% | $5.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 40.99K | -4.1% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 39.84K | -3.2% | $3.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Tidal Investments LLC | 39.00K | -2.5% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Creative Planning | 36.93K | -7.7% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Millennium Management ✦ | 34.77K | -33.2% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Cibc World Market Inc. | 30.01K | -3.1% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Mariner, LLC | 27.61K | -86.0% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 22.17K | -6.3% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 22.30K | -6.6% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 44 | Mercer Global Advisors Inc /Adv | 21.35K | +0.3% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Peak6 Llc | 20.15K | -61.7% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Captrust Financial Advisors | 17.47K | +1.5% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 16.53K | +0.2% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 15.26K | +133.0% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Blair William & Co/Il | 15.06K | -8.4% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Cerity Partners LLC | 12.95K | +204.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Two Sigma Investments ✦ | 12.04K | New | $972,992 | 0.0% | New | 1 | SEC ↗ |
| 52 | Lido Advisors, LLC | 10.16K | -26.9% | $821,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Kayne Anderson Rudnick Investment… | 8.70K | -9.6% | $702,078 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 6.84K | +653.6% | $553,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 6.47K | +70.5% | $522,905 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | Focus Partners Wealth | 5.65K | -18.4% | $456,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Quantinno Capital Management LP | 4.38K | -5.3% | $354,315 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Nuveen, LLC | 3.85K | New | $311,400 | 0.0% | New | 1 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 2.79K | +108.0% | $225,648 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 60 | Franklin Resources Inc | 1.58K | 0.0% | $127,632 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 61 | Fifth Third Bancorp | 1.31K | -26.4% | $105,631 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Us Bancorp \De\ | 1.18K | -46.6% | $95,206 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 1.06K | +139.5% | $85,311 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Barclays Plc | 797 | -25.7% | $64,414 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Assetmark, Inc | 793 | +1662.2% | $64,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 92 | 0.0% | $7,435 | 0.0% | Held | 3 | SEC ↗ |
| 67 | BlackRock ✦ (passive) | 86 | 0.0% | $6,936 | 0.0% | Held | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $21.85M | 0.0% |
| Balyasny Asset Management L.P. | $8.29M | 0.0% |
| Two Sigma Investments | $972,992 | 0.0% |
| Nuveen, LLC | $311,400 | 0.0% |
Exited
| Qube Research & Technologies… | $30.69M | was 0.0% |
| Citadel Advisors | $24.73M | was 0.0% |
| Jane Street Group, Llc | $7.73M | was 0.0% |
| Point72 Asset Management | $6.75M | was 0.0% |
| Renaissance Technologies | $5.84M | was 0.0% |
| Simplex Trading, Llc | $1.00M | was 0.0% |
| Squarepoint Ops LLC | $777,353 | was 0.0% |
| Ameriprise Financial Inc | $452,515 | was 0.0% |
| Bank Of Nova Scotia | $222,617 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 585 holders, 40.24M shares, $2.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.