Security record · archived quarter
ARKX
name pending profile ingest
32Tracked holders
+7Δ holders
1.83MShares held
$53.80MReported value
+9New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +28.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +3 | 2.38M | $81.13M | +8 | −5 |
| Q1 2026 | 32 | +7 | 1.83M | $53.80M | +9 | −2 |
| Q4 2025 | 25 | -1 | 946.32K | $27.42M | — | −1 |
| Q3 2025 | 4 | +1 | 290.36K | $8.29M | +1 | — |
| Q2 2025 | 1 | 0 | 45.12K | $1.09M | — | — |
| Q1 2025 | 1 | 0 | 56.38K | $1.00M | — | — |
| Q4 2024 | 1 | 0 | 19.03K | $371,407 | — | — |
| Q3 2024 | 1 | 0 | 6.04K | $97,892 | — | — |
| Q2 2024 | 1 | — | 33.38K | $498,015 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 735.56K | +60.4% | $21.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 262.56K | +151.0% | $7.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | Royal Bank Of Canada | 152.54K | +339.1% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 152.54K | +339.1% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 152.54K | +339.1% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 140.61K | +551.2% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 140.61K | +551.2% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 96.27K | +32.2% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 96.27K | +32.2% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 96.27K | +32.2% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 96.27K | +32.2% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 90.13K | New | $2.65M | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 75.42K | +29.6% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 75.42K | +29.6% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 54.23K | +59.5% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 38.72K | +56.9% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 39.92K | +23.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 39.92K | +23.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 25.12K | +7629.9% | $737,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cwm, Llc | 18.91K | +9.4% | $554,950 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 17.95K | +1.2% | $526,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 17.95K | +1.2% | $526,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 15.91K | +7.8% | $467,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 14.83K | +753.7% | $435,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Hrt Financial Lp | 11.00K | New | $322,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 8.83K | +23.4% | $259,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 8.40K | New | $246,596 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 7.05K | New | $206,800 | 0.0% | New | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 6.87K | -17.3% | $201,664 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 6.87K | -17.3% | $201,664 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 5.21K | +6.8% | $154,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 2.20K | +399.1% | $63,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 1.82K | +5.8% | $53,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 1.50K | New | $44,025 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 1.35K | +218.8% | $39,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Group One Trading Llc | 731 | New | $21,455 | 0.0% | New | 1 | SEC ↗ |
| 37 | Barclays Plc | 400 | New | $11,740 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 304 | 0.0% | $8,922 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 175 | -71.4% | $5,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 168 | New | $4,931 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 105 | +2000.0% | $3,082 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 59 | New | $1,732 | 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
| Susquehanna International… | $2.65M | 0.0% |
| Hrt Financial Lp | $322,000 | 0.0% |
| Captrust Financial Advisors | $246,596 | 0.0% |
| Mml Investors Services, Llc | $206,800 | 0.0% |
| BlackRock | $44,025 | 0.0% |
| Group One Trading Llc | $21,455 | 0.0% |
| Barclays Plc | $11,740 | 0.0% |
| Russell Investments Group… | $4,931 | 0.0% |
| Pnc Financial Services Group… | $1,732 | 0.0% |
Exited
| Mirae Asset Global… | $834,566 | was 0.0% |
| Bank Of America Corp /De/ | $87 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 3.11M shares, $74.68M 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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