Filing Research | ARK ETF TR Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	54.6KSH	$1.9M
2	Grandview Asset Management LLC	Shares	47.0KSH	$1.6M
3	CoreCap Advisors, LLC	Shares	26.1KSH	$890.2K
4	PFG Investments, LLC	Shares	24.2KSH	$826.0K
5	Prospera Financial Services Inc	Shares	17.0KSH	$581.6K
6	Gradient Investments LLC	Shares	10.2KSH	$347.1K
7	FIFTH THIRD SECURITIES, INC.	Shares	8.7KSH	$298.1K
8	CERTIOR FINANCIAL GROUP, LLC	Shares	6.5KSH	$222.7K
9	Advantage Trust Co	Shares	2.8KSH	$95.5K
10	Allied Private Wealth LLC	Shares	2.9KSH	$94.3K
11	Financial Management Professionals, Inc.	Shares	2.5KSH	$85.3K
12	Union Bancaire Privee, UBP SA	Shares	2.5KSH	$67.0K
13	LOUISBOURG INVESTMENTS INC.	Shares	1.9KSH	$66.5K
14	TOTH FINANCIAL ADVISORY CORP	Shares	1.5KSH	$51.8K
15	SIGNATUREFD, LLC	Shares	1.4KSH	$46.1K
16	Bank of New Hampshire	Shares	941SH	$32.1K
17	Spire Wealth Management	Shares	917SH	$31.3K
18	MassMutual Private Wealth & Trust, FSB	Shares	900SH	$30.7K
19	Intesa Sanpaolo Wealth Management	Shares	800SH	$27.3K
20	LANARK FINANCIAL, INC.	Shares	712SH	$24.3K
21	EverSource Wealth Advisors, LLC	Shares	500SH	$17.1K
22	Smallwood Wealth Investment Management, LLC	Shares	459SH	$15.7K
23	Golden State Wealth Management, LLC	Shares	441SH	$15.0K
24	DHJJ Financial Advisors, Ltd.	Shares	380SH	$13.0K
25	Vision Retirement, LLC	Shares	269SH	$9.2K
26	IFP Advisors, Inc	Shares	213SH	$7.3K
27	KERR FINANCIAL PLANNING Corp	Shares	175SH	$6.0K
28	Sachetta, LLC	Shares	100SH	$3.4K
29	ST GERMAIN D J CO INC	Shares	93SH	$3.2K
30	Capital Investment Advisory Services, LLC	Shares	75SH	$2.6K
31	PARK AVENUE SECURITIES LLC	Shares	74.3KSH	$2.5K
32	Activest Wealth Management	Shares	64SH	$2.2K
33	ALBION FINANCIAL GROUP /UT	Shares	56SH	$1.9K
34	Canal Insurance CO	Shares	40.0KSH	$1.4K
35	Horrell Capital Management, Inc.	Shares	35SH	$1.2K
36	Farther Finance Advisors, LLC	Shares	30SH	$1.0K
37	Capital Advisors, Ltd. LLC	Shares	16.4KSH	$559
38	Noble Wealth Management PBC	Shares	12SH	$409
39	First PREMIER Bank	Shares	4.1KSH	$140
40	HOERTKORN RICHARD CHARLES	Shares	2SH	$68
41	Central Pacific Bank - Trust Division	Shares	1SH	$34
42	Roble, Belko & Company, Inc	Shares	3SH	$0

Manager changes2026-06-30 vs 2026-03-31

45 / 45 loaded

#		Instrument
1	Grandview Asset Management LLC added	Shares	+13.2K	+$598.6K	$1.6M
2	Brookstone Capital Management added	Shares	+9.9K	+$551.9K	$1.9M
3	CERTIOR FINANCIAL GROUP, LLC new	Shares	+6.5K	+$222.7K	$222.7K
4	PFG Investments, LLC added	Shares	+1.8K	+$167.3K	$826.0K
5	Prospera Financial Services Inc added	Shares	+2.7K	+$159.3K	$581.6K
6	CoreCap Advisors, LLC trimmed	Shares	-361	+$113.9K	$890.2K
7	Advantage Trust Co new	Shares	+2.8K	+$95.5K	$95.5K
8	Union Bancaire Privee, UBP SA new	Shares	+2.5K	+$67.0K	$67.0K
9	LOUISBOURG INVESTMENTS INC. new	Shares	+1.9K	+$66.5K	$66.5K
10	Gradient Investments LLC unchanged	Shares	0	+$48.5K	$347.1K
11	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-211	+$35.5K	$298.1K
12	Bank of New Hampshire new	Shares	+941	+$32.1K	$32.1K
13	Intesa Sanpaolo Wealth Management new	Shares	+800	+$27.3K	$27.3K
14	EverSource Wealth Advisors, LLC added	Shares	+497	+$17.0K	$17.1K
15	Golden State Wealth Management, LLC new	Shares	+441	+$15.0K	$15.0K
16	Financial Management Professionals, Inc. unchanged	Shares	0	+$11.9K	$85.3K
17	SIGNATUREFD, LLC added	Shares	+175	+$11.6K	$46.1K
18	TOTH FINANCIAL ADVISORY CORP added	Shares	+75	+$9.4K	$51.8K
19	IFP Advisors, Inc added	Shares	+153	+$5.5K	$7.3K
20	Spire Wealth Management unchanged	Shares	0	+$4.4K	$31.3K
21	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$4.3K	$30.7K
22	Sachetta, LLC new	Shares	+100	+$3.4K	$3.4K
23	LANARK FINANCIAL, INC. unchanged	Shares	0	+$3.4K	$24.3K
24	PARK AVENUE SECURITIES LLC new	Shares	+74.3K	+$2.5K	$2.5K
25	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$1.8K	$13.0K
26	Vision Retirement, LLC unchanged	Shares	0	+$1.3K	$9.2K
27	Smallwood Wealth Investment Management, LLC trimmed	Shares	-40	+$1.0K	$15.7K
28	ST GERMAIN D J CO INC unchanged	Shares	0	+$443	$3.2K
29	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$358	$2.6K
30	Activest Wealth Management unchanged	Shares	0	+$306	$2.2K
31	Capital Advisors, Ltd. LLC added	Shares	+6.9K	+$281	$559
32	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	+$276	$6.0K
33	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$267	$1.9K
34	Canal Insurance CO unchanged	Shares	0	+$195	$1.4K
35	Horrell Capital Management, Inc. unchanged	Shares	0	+$167	$1.2K
36	First PREMIER Bank new	Shares	+4.1K	+$140	$140
37	HOERTKORN RICHARD CHARLES new	Shares	+2	+$68	$68
38	Noble Wealth Management PBC unchanged	Shares	0	+$57	$409
39	Central Pacific Bank - Trust Division new	Shares	+1	+$34	$34
40	Roble, Belko & Company, Inc new	Shares	+3	$0	$0
41	AdvisorNet Financial, Inc exited	Shares	-100	-$2.9K	$0
42	Farther Finance Advisors, LLC trimmed	Shares	-1.4K	-$41.7K	$1.0K
43	Apollon Wealth Management, LLC exited	Shares	-7.7K	-$226.3K	$0
44	SFG Wealth Management, LLC. exited	Shares	-13.4K	-$393.3K	$0
45	Braeburn Wealth Management LLC exited	Shares	-57.1K	-$1.7M	$0