Security record
ARKX
name pending profile ingest
34Tracked holders
+3Δ holders
2.38MShares held
$81.13MReported value
+8New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +9.7% ·
share flow +30.0% ·
net new positions +8.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.10M | +49.0% | $37.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 223.06K | +131.7% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 223.06K | +131.7% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 223.06K | +131.7% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 223.06K | +131.7% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 207.51K | +36.0% | $7.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 207.51K | +36.0% | $7.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 207.51K | +36.0% | $7.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 144.29K | +2.6% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 144.29K | +2.6% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 121.91K | +61.6% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 121.91K | +61.6% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 121.91K | +61.6% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 107.69K | +98.6% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 66.96K | -25.7% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 64.66K | +841.0% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 64.66K | +841.0% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 64.66K | +841.0% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 59.84K | +54.5% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 46.33K | +16.1% | $1.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 46.33K | +16.1% | $1.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 36.10K | New | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 29.59K | +235.1% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 27.84K | +87.8% | $949,969 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 24.61K | +54.7% | $839,808 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 22.02K | +22.7% | $751,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 22.02K | +22.7% | $751,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 20.55K | New | $701,268 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 10.96K | +55.5% | $373,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 9.73K | New | $331,953 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mariner, LLC | 8.69K | New | $296,317 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northern Trust Corp | 8.57K | New | $292,443 | 0.0% | New | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 7.49K | New | $255,697 | 0.0% | New | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 7.40K | -12.0% | $252,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 6.17K | New | $210,556 | 0.0% | New | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 5.40K | +3.8% | $182,766 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 5.17K | -79.4% | $176,537 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 3.44K | +1868.6% | $117,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 3.44K | +1868.6% | $117,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Franklin Resources Inc | 2.00K | New | $68,240 | 0.0% | New | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 1.76K | -20.0% | $59,880 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 1.50K | 0.0% | $51,180 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 1.38K | +1.5% | $46,915 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 304 | 0.0% | $10,372 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 218 | +29.8% | $7,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 100 | -4.8% | $3,412 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 97 | +64.4% | $3,310 | 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
| Renaissance Technologies | $1.23M | 0.0% |
| Goldman Sachs Group | $701,268 | 0.0% |
| Bank Of America Corp /De/ | $331,953 | 0.0% |
| Mariner, LLC | $296,317 | 0.0% |
| Northern Trust Corp | $292,443 | 0.0% |
| HighTower Advisors, LLC | $255,697 | 0.0% |
| Focus Partners Wealth | $210,556 | 0.0% |
| Franklin Resources Inc | $68,240 | 0.0% |
Exited
| Citadel Advisors | $7.71M | was 0.0% |
| Hrt Financial Lp | $322,000 | was 0.0% |
| Qube Research & Technologies… | $53,534 | was 0.0% |
| Group One Trading Llc | $21,455 | was 0.0% |
| Barclays Plc | $11,740 | 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: Q2 2026 ·
Methodology ·
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