Security record · archived quarter
ARKQ
name pending profile ingest
50Tracked holders
0Δ holders
3.01MShares held
$337.52MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 10.97K | $1.34M | n/a | n/a |
| Q2 2026 | 54 | +5 | 3.49M | $460.54M | +9 | −4 |
| Q1 2026 | 50 | 0 | 3.01M | $337.52M | +4 | −4 |
| Q4 2025 | 50 | -1 | 2.70M | $309.34M | +1 | −2 |
| Q3 2025 | 5 | +1 | 570.27K | $63.62M | +1 | n/a |
| Q2 2025 | 2 | 0 | 9.06K | $807,589 | n/a | n/a |
| Q1 2025 | 2 | +1 | 17.15K | $1.14M | +2 | −1 |
| Q4 2024 | 1 | 0 | 14.22K | $1.10M | n/a | n/a |
| Q3 2024 | 1 | -1 | 7.30K | $444,960 | n/a | −1 |
| Q2 2024 | 2 | n/a | 31.95K | $1.76M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 703.38K | +8.4% | $79.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 542.51K | +24.4% | $61.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | LPL Financial LLC | 527.05K | +24.4% | $59.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 317.16K | +3.9% | $35.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 118.26K | +19.3% | $13.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 77.79K | +19.4% | $8.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 72.40K | +101.5% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 8 | Envestnet Asset Management Inc | 66.62K | +37.9% | $7.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealthfront Advisers LLC | 61.12K | +12.4% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 59.25K | +9.2% | $6.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 44.84K | -40.5% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 43.94K | +15.2% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cwm, Llc | 40.16K | +63.9% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 34.10K | +41.0% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 33.91K | +233.6% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 30.85K | +6.3% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Truist Financial Corp | 28.12K | +1.7% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Point72 Asset Management ✦ | 20.23K | New | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 18.38K | +6.9% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 18.31K | -4.6% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 16.71K | New | $1.88M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mariner, LLC | 15.01K | +13.1% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank of New York Mellon Corp | 14.97K | 0.0% | $1.68M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 14.86K | -48.6% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 12.17K | -7.3% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 10.76K | +15.7% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 8.69K | +33.8% | $977,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 8.49K | +8.7% | $975,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 7.99K | +35.4% | $898,359 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Captrust Financial Advisors | 5.44K | +13.1% | $611,533 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 4.13K | +10.8% | $464,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 3.79K | -35.2% | $425,616 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 2.88K | +1.1% | $324,306 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Cibc World Market Inc. | 2.81K | +25.5% | $315,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citigroup Inc | 2.76K | +55.4% | $310,699 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 2.57K | New | $288,659 | 0.0% | New | 1 | SEC ↗ |
| 37 | Franklin Resources Inc | 2.20K | +25.7% | $247,391 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Financial Engines Advisors L.L.C. | 2.12K | 0.0% | $238,956 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Belvedere Trading LLC | 2.03K | -27.7% | $228,611 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 1.55K | +60.3% | $174,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Group One Trading Llc | 1.41K | +3024.4% | $158,105 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 1.13K | +2.9% | $127,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 942 | +63.0% | $105,928 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 670 | -0.1% | $75,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Barclays Plc | 319 | +258.4% | $35,872 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | TD Waterhouse Canada Inc. | 202 | -22.9% | $23,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 145 | -99.9% | $16,305 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 22 | New | $2,474 | 0.0% | New | 1 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 20 | -13.0% | $2,204 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 9 | +800.0% | $1,012 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $2.28M | 0.0% |
| Goldman Sachs Group | $1.88M | 0.0% |
| Fifth Third Bancorp | $288,659 | 0.0% |
| UBS AM, a distinct business… | $2,474 | 0.0% |
Exited
| LMR Partners LLP | $1.42M | was 0.0% |
| Corient Private Wealth LP | $1.05M | was 0.0% |
| Renaissance Technologies | $814,086 | was 0.0% |
| Fidelity (FMR) | $573 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 262 holders, 4.06M shares, $452.33M 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: Q1 2026 ·
Methodology ·
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