Filing Research | ARK ETF TR Institutional Holdings

Snapshot holdings

50 / 173 loaded

#		Instrument	quantity
1	MISSION WEALTH MANAGEMENT, LP	Shares	250.8KSH	$20.3M
2	TITLEIST ASSET MANAGEMENT, LLC	Shares	143.8KSH	$11.6M
3	Brookstone Capital Management	Shares	109.9KSH	$8.9M
4	One Charles Private Wealth Services, LLC	Shares	69.3KSH	$5.6M
5	Madison Park Capital Advisors, LLC	Shares	43.5KSH	$3.5M
6	Blue Trust, Inc.	Shares	42.0KSH	$3.4M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	39.8KSH	$3.2M
8	Farther Finance Advisors, LLC	Shares	37.8KSH	$3.1M
9	Merit Financial Group, LLC	Shares	35.1KSH	$2.8M
10	KERR FINANCIAL PLANNING Corp	Shares	34.5KSH	$2.8M
11	Bravera Wealth	Shares	34.2KSH	$2.8M
12	CARY STREET PARTNERS FINANCIAL LLC	Shares	31.0KSH	$2.5M
13	Purus Wealth Management, LLC	Shares	30.9KSH	$2.5M
14	Post Resch Tallon Group Inc.	Shares	30.3KSH	$2.5M
15	Apella Capital, LLC	Shares	28.3KSH	$2.3M
16	PFG Investments, LLC	Shares	28.4KSH	$2.3M
17	J.W. COLE ADVISORS, INC.	Shares	27.0KSH	$2.2M
18	Legacy Private Trust Co.	Shares	26.0KSH	$2.1M
19	EverSource Wealth Advisors, LLC	Shares	23.4KSH	$1.9M
20	Patriot Financial Group Insurance Agency, LLC	Shares	23.4KSH	$1.9M
21	NWAM LLC	Shares	23.2KSH	$1.9M
22	Avior Wealth Management, LLC	Shares	23.1KSH	$1.9M
23	Redhawk Wealth Advisors, Inc.	Shares	21.9KSH	$1.8M
24	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	21.9KSH	$1.8M
25	PFG Advisors	Shares	21.7KSH	$1.8M
26	KRAEMATON INVESTMENT ADVISORS, INC	Shares	21.4KSH	$1.7M
27	Grant Private Wealth Management Inc	Shares	20.3KSH	$1.6M
28	NavPoint Financial, Inc.	Shares	19.6KSH	$1.6M
29	Intesa Sanpaolo Wealth Management	Shares	19.0KSH	$1.5M
30	INDEPENDENT FINANCIAL GROUP, LLC	Shares	16.3KSH	$1.3M
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	14.2KSH	$1.2M
32	Worthington Financial Partners, LLC	Shares	13.9KSH	$1.1M
33	BridgePort Financial Solutions, LLC	Shares	13.7KSH	$1.1M
34	Wealthcare Advisory Partners LLC	Shares	13.1KSH	$1.1M
35	SteelPeak Wealth, LLC	Shares	11.5KSH	$925.7K
36	Cornerstone Wealth Management, LLC	Shares	11.3KSH	$911.8K
37	D.A. DAVIDSON & CO.	Shares	11.2KSH	$907.0K
38	Summit Investment Advisory Services, LLC	Shares	11.2KSH	$905.2K
39	Relyea Zuckerberg Hanson LLC	Shares	11.0KSH	$885.5K
40	B. Riley Wealth Advisors, Inc.	Shares	10.5KSH	$850.4K
41	Prospera Financial Services Inc	Shares	9.8KSH	$790.7K
42	LANARK FINANCIAL, INC.	Shares	9.6KSH	$777.9K
43	TRUE Private Wealth Advisors	Shares	9.3KSH	$752.3K
44	Dynamic Advisor Solutions LLC	Shares	9.1KSH	$736.3K
45	Venturi Wealth Management, LLC	Shares	8.8KSH	$711.1K
46	Ballew Advisors, Inc	Shares	8.7KSH	$703.1K
47	GUYASUTA INVESTMENT ADVISORS INC	Shares	8.6KSH	$695.9K
48	Colonial River Investments, LLC	Shares	8.4KSH	$675.0K
49	Avidian Wealth Enterprises, LLC	Shares	8.2KSH	$666.3K
50	FORTEM FINANCIAL GROUP, LLC	Shares	8.2KSH	$663.4K

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

50 / 187 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP trimmed	Shares	-629	+$3.3M	$20.3M
2	Farther Finance Advisors, LLC added	Shares	+23.2K	+$2.1M	$3.1M
3	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-18	+$1.9M	$11.6M
4	One Charles Private Wealth Services, LLC trimmed	Shares	-1.8K	+$795.0K	$5.6M
5	Bravera Wealth added	Shares	+5.1K	+$794.4K	$2.8M
6	Brookstone Capital Management trimmed	Shares	-9.8K	+$791.5K	$8.9M
7	Venturi Wealth Management, LLC new	Shares	+8.8K	+$711.1K	$711.1K
8	Madison Park Capital Advisors, LLC added	Shares	+603	+$616.9K	$3.5M
9	Rinkey Investments new	Shares	+7.4K	+$596.7K	$596.7K
10	EverSource Wealth Advisors, LLC added	Shares	+3.6K	+$553.9K	$1.9M
11	BridgePort Financial Solutions, LLC added	Shares	+4.3K	+$473.8K	$1.1M
12	Sowell Financial Services LLC new	Shares	+5.7K	+$460.8K	$460.8K
13	PFG Investments, LLC added	Shares	+583	+$414.8K	$2.3M
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+3.1K	+$401.0K	$1.2M
15	Post Resch Tallon Group Inc. added	Shares	+545	+$397.6K	$2.5M
16	Purus Wealth Management, LLC trimmed	Shares	-390	+$383.0K	$2.5M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.3K	+$376.5K	$3.2M
18	J.W. COLE ADVISORS, INC. added	Shares	+50	+$360.3K	$2.2M
19	Merit Financial Group, LLC trimmed	Shares	-1.8K	+$345.1K	$2.8M
20	INTEGRAL INVESTMENT ADVISORS, INC. trimmed	Shares	-25	+$287.5K	$1.8M
21	Redhawk Wealth Advisors, Inc. trimmed	Shares	-95	+$282.9K	$1.8M
22	KRAEMATON INVESTMENT ADVISORS, INC trimmed	Shares	-125	+$274.6K	$1.7M
23	Legacy Wealth Partners, LLC new	Shares	+3.3K	+$270.3K	$270.3K
24	NWAM LLC trimmed	Shares	-603	+$266.7K	$1.9M
25	Valeo Financial Advisors, LLC new	Shares	+3.3K	+$263.8K	$263.8K
26	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-2.2K	+$259.8K	$2.5M
27	NavPoint Financial, Inc. unchanged	Shares	0	+$259.7K	$1.6M
28	Intesa Sanpaolo Wealth Management unchanged	Shares	0	+$251.4K	$1.5M
29	DIVERSIFIED MANAGEMENT INC new	Shares	+3.0K	+$242.2K	$242.2K
30	Cornerstone Wealth Management, LLC added	Shares	+1.3K	+$235.2K	$911.8K
31	Meadowbrook Wealth Management, LLC new	Shares	+2.9K	+$234.5K	$234.5K
32	Legacy Private Trust Co. trimmed	Shares	-1.7K	+$228.9K	$2.1M
33	Procyon Advisors, LLC new	Shares	+2.7K	+$222.2K	$222.2K
34	SFG Wealth Management, LLC. new	Shares	+2.6K	+$207.9K	$207.9K
35	TCP Asset Management, LLC new	Shares	+2.5K	+$201.7K	$201.7K
36	Winthrop Advisory Group LLC new	Shares	+2.5K	+$201.3K	$201.3K
37	PFG Advisors trimmed	Shares	-1.4K	+$193.4K	$1.8M
38	Wealthcare Advisory Partners LLC added	Shares	+258	+$191.0K	$1.1M
39	Grant Private Wealth Management Inc trimmed	Shares	-1.2K	+$188.6K	$1.6M
40	D.A. DAVIDSON & CO. added	Shares	+351	+$172.2K	$907.0K
41	KERR FINANCIAL PLANNING Corp trimmed	Shares	-253	+$167.4K	$2.8M
42	B. Riley Wealth Advisors, Inc. trimmed	Shares	-427	+$153.3K	$850.4K
43	Relyea Zuckerberg Hanson LLC added	Shares	+100	+$151.7K	$885.5K
44	Summit Investment Advisory Services, LLC trimmed	Shares	-82	+$142.6K	$905.2K
45	LANARK FINANCIAL, INC. trimmed	Shares	-91	+$121.2K	$777.9K
46	Richardson Capital Management LLC added	Shares	+580	+$118.7K	$485.5K
47	TRUE Private Wealth Advisors trimmed	Shares	-99	+$116.5K	$752.3K
48	GUYASUTA INVESTMENT ADVISORS INC unchanged	Shares	0	+$113.9K	$695.9K
49	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$109.1K	$666.3K
50	Ballew Advisors, Inc unchanged	Shares	0	+$106.7K	$703.1K

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