Filing Research | ARK ETF TR Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Midwest Financial Partners Investments, Inc.	Shares	189.5KSH	$7.5M
2	TITLEIST ASSET MANAGEMENT, LLC	Shares	102.3KSH	$4.0M
3	Paller Financial Services Inc	Shares	71.5KSH	$2.8M
4	NWAM LLC	Shares	48.2KSH	$1.9M
5	Brookstone Capital Management	Shares	44.1KSH	$1.7M
6	BLVD Private Wealth, LLC	Shares	20.4KSH	$805.2K
7	Purus Wealth Management, LLC	Shares	19.7KSH	$776.9K
8	GoalVest Advisory LLC	Shares	18.2KSH	$720.0K
9	PFG Advisors	Shares	14.2KSH	$559.5K
10	LIFELONG WEALTH ADVISORS, INC.	Shares	10.8KSH	$427.7K
11	EdgeRock Capital LLC	Shares	10.4KSH	$409.4K
12	EQ LLC	Shares	8.6KSH	$337.9K
13	Evanson Financial, LLC	Shares	8.0KSH	$315.7K
14	Dynamic Advisor Solutions LLC	Shares	7.9KSH	$310.0K
15	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	7.5KSH	$296.5K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.0KSH	$292.3K
17	Wedmont Private Capital	Shares	6.2KSH	$257.2K
18	Pacific Excel Wealth Advisors, Inc.	Shares	5.5KSH	$218.2K
19	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	3.7KSH	$145.5K
20	Farther Finance Advisors, LLC	Shares	2.4KSH	$93.3K
21	Financial Perspectives, Inc	Shares	989SH	$39.0K
22	Financial Management Professionals, Inc.	Shares	760SH	$30.0K
23	ELEVATION WEALTH PARTNERS, LLC	Shares	664SH	$26.2K
24	Darwin Wealth Management, LLC	Shares	504SH	$19.9K
25	Vision Retirement, LLC	Shares	423SH	$16.7K
26	Physician Wealth Advisors, Inc.	Shares	377SH	$14.9K
27	Activest Wealth Management	Shares	328SH	$12.9K
28	LANARK FINANCIAL, INC.	Shares	215SH	$8.5K
29	Quest 10 Wealth Builders, Inc.	Shares	200SH	$7.9K
30	Wealth Enhancement Trust Services, Inc.	Shares	136SH	$5.4K
31	Financial Life Planners	Shares	107SH	$4.2K
32	CoreCap Advisors, LLC	Shares	101SH	$4.0K
33	GHP Investment Advisors, Inc.	Shares	100SH	$3.9K
34	Main Street Group, LTD	Shares	100SH	$3.9K
35	JFS WEALTH ADVISORS, LLC	Shares	79SH	$3.1K
36	Golden State Wealth Management, LLC	Shares	59SH	$2.3K
37	ALBION FINANCIAL GROUP /UT	Shares	56SH	$2.2K
38	Marshall & Sterling Wealth Advisors Inc.	Shares	50SH	$2.0K
39	SIGNATUREFD, LLC	Shares	40SH	$1.6K
40	EverSource Wealth Advisors, LLC	Shares	28SH	$1.1K
41	Fortitude Family Office, LLC	Shares	25SH	$987
42	Key FInancial Inc	Shares	20SH	$789
43	Lodestone Wealth Management LLC	Shares	16SH	$631
44	Vermillion Wealth Management, Inc.	Shares	14SH	$552
45	Roble, Belko & Company, Inc	Shares	6SH	$0

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

50 / 50 loaded

#		Instrument
1	GoalVest Advisory LLC new	Shares	+18.2K	+$720.0K	$720.0K
2	Midwest Financial Partners Investments, Inc. added	Shares	+3.3K	+$399.0K	$7.5M
3	Pacific Excel Wealth Advisors, Inc. new	Shares	+5.5K	+$218.2K	$218.2K
4	Paller Financial Services Inc added	Shares	+1.4K	+$156.0K	$2.8M
5	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-526	+$128.3K	$4.0M
6	NWAM LLC trimmed	Shares	-231	+$61.2K	$1.9M
7	BLVD Private Wealth, LLC trimmed	Shares	-5	+$29.4K	$805.2K
8	Purus Wealth Management, LLC trimmed	Shares	-200	+$20.9K	$776.9K
9	EdgeRock Capital LLC added	Shares	+70	+$17.7K	$409.4K
10	LIFELONG WEALTH ADVISORS, INC. unchanged	Shares	0	+$15.7K	$427.7K
11	Brookstone Capital Management trimmed	Shares	-1.3K	+$15.3K	$1.7M
12	Wedmont Private Capital unchanged	Shares	0	+$14.6K	$257.2K
13	EQ LLC unchanged	Shares	0	+$12.4K	$337.9K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-410	+$9.4K	$292.3K
15	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$5.3K	$145.5K
16	Farther Finance Advisors, LLC unchanged	Shares	0	+$3.6K	$93.3K
17	Financial Perspectives, Inc unchanged	Shares	0	+$1.4K	$39.0K
18	Financial Management Professionals, Inc. unchanged	Shares	0	+$1.1K	$30.0K
19	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$963	$26.2K
20	Vision Retirement, LLC unchanged	Shares	0	+$614	$16.7K
21	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$547	$14.9K
22	Activest Wealth Management unchanged	Shares	0	+$476	$12.9K
23	LANARK FINANCIAL, INC. unchanged	Shares	0	+$311	$8.5K
24	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$290	$7.9K
25	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$198	$5.4K
26	Financial Life Planners unchanged	Shares	0	+$154	$4.2K
27	GHP Investment Advisors, Inc. unchanged	Shares	0	+$145	$3.9K
28	Main Street Group, LTD unchanged	Shares	0	+$145	$3.9K
29	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$115	$3.1K
30	Golden State Wealth Management, LLC unchanged	Shares	0	+$86	$2.3K
31	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$81	$2.2K
32	SIGNATUREFD, LLC unchanged	Shares	0	+$58	$1.6K
33	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$41	$1.1K
34	Fortitude Family Office, LLC unchanged	Shares	0	+$37	$987
35	Key FInancial Inc unchanged	Shares	0	+$29	$789
36	Lodestone Wealth Management LLC unchanged	Shares	0	+$23	$631
37	Vermillion Wealth Management, Inc. unchanged	Shares	0	+$20	$552
38	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$0
39	Marshall & Sterling Wealth Advisors Inc. trimmed	Shares	-21	-$726	$2.0K
40	CoreCap Advisors, LLC trimmed	Shares	-74	-$2.7K	$4.0K
41	Capital Investment Advisory Services, LLC exited	Shares	-150	-$5.7K	$0
42	Abound Wealth Management exited	Shares	-171	-$6.5K	$0
43	Triumph Capital Management exited	Shares	-200	-$7.6K	$0
44	Darwin Wealth Management, LLC trimmed	Shares	-225	-$7.8K	$19.9K
45	Sound Income Strategies, LLC exited	Shares	-394	-$14.9K	$0
46	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-1.1K	-$31.4K	$296.5K
47	IFP Advisors, Inc exited	Shares	-2.1K	-$80.5K	$0
48	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-5.6K	-$212.3K	$0
49	Dynamic Advisor Solutions LLC trimmed	Shares	-14.2K	-$529.3K	$310.0K
50	PFG Advisors trimmed	Shares	-255.6K	-$9.7M	$559.5K