Filing Research | ARK ETF TR Institutional Holdings

Snapshot holdings

50 / 73 loaded

#		Instrument	quantity
1	Midwest Financial Partners Investments, Inc.	Shares	211.4KSH	$8.9M
2	Client First Investment Management LLC	Shares	61.3KSH	$2.6M
3	D.A. DAVIDSON & CO.	Shares	60.7KSH	$2.6M
4	Brookstone Capital Management	Shares	44.3KSH	$1.9M
5	NWAM LLC	Shares	31.7KSH	$1.3M
6	Prospera Financial Services Inc	Shares	31.2KSH	$1.3M
7	Global View Capital Management LLC	Shares	26.1KSH	$1.1M
8	Wealthcare Advisory Partners LLC	Shares	25.9KSH	$1.1M
9	Post Resch Tallon Group Inc.	Shares	21.8KSH	$916.6K
10	DAVENPORT & Co LLC	Shares	20.5KSH	$860.7K
11	Fulcrum Equity Management	CALL	20.0KSH	$841.2K
12	Purus Wealth Management, LLC	Shares	18.3KSH	$768.1K
13	Lauer Wealth, LLC	Shares	17.6KSH	$724.2K
14	Wealth Management Partners, LLC	Shares	15.3KSH	$645.2K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.8KSH	$571.8K
16	Cambridge Advisors Inc.	Shares	12.6KSH	$528.9K
17	Brookwood Investment Group LLC	CALL	11.5KSH	$483.7K
18	Dynamic Advisor Solutions LLC	Shares	10.2KSH	$426.9K
19	Pacific Excel Wealth Advisors, Inc.	Shares	9.4KSH	$394.1K
20	Summit Investment Advisory Services, LLC	Shares	8.7KSH	$366.1K
21	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	8.4KSH	$354.1K
22	TITLEIST ASSET MANAGEMENT, LLC	Shares	8.3KSH	$351.2K
23	Atlatl Advisers LLC	Shares	6.0KSH	$252.4K
24	HERITAGE OAK WEALTH ADVISORS LLC	Shares	6.0KSH	$252.4K
25	EAGLE WEALTH STRATEGIES LLC	Shares	6.0KSH	$250.8K
26	Interchange Capital Partners, LLC	Shares	5.8KSH	$241.8K
27	MILESTONE ASSET MANAGEMENT, LLC	Shares	5.6KSH	$234.9K
28	VUB Generali dochodkova spravcovska spolocnost, a.s.	Shares	5.4KSH	$227.1K
29	UHLMANN PRICE SECURITIES, LLC	Shares	5.2KSH	$219.6K
30	Bellecapital International Ltd.	Shares	5.0KSH	$211.6K
31	Apollon Wealth Management, LLC	Shares	4.9KSH	$208.0K
32	PFG Investments, LLC	Shares	4.9KSH	$206.5K
33	CONTINUUM WEALTH ADVISORS, LLC	Shares	4.9KSH	$205.0K
34	Oregon Pacific Wealth Management, LLC	Shares	4.8KSH	$201.3K
35	Union Bancaire Privee, UBP SA	Shares	1.9KSH	$81.1K
36	Financial Perspectives, Inc	Shares	1.9KSH	$78.2K
37	Farther Finance Advisors, LLC	Shares	1.6KSH	$65.9K
38	HHM Wealth Advisors, LLC	Shares	1.5KSH	$63.1K
39	IFP Advisors, Inc	Shares	1.1KSH	$46.6K
40	Financial Management Professionals, Inc.	Shares	869SH	$36.6K
41	Activest Wealth Management	Shares	759SH	$31.9K
42	Hyposwiss Advisors SA	Shares	631SH	$26.5K
43	SJS Investment Consulting Inc.	Shares	538SH	$22.6K
44	Dynamic Wealth Strategies, LLC	Shares	375SH	$15.8K
45	Spire Wealth Management	Shares	363SH	$15.3K
46	EVOLUTION WEALTH MANAGEMENT INC.	Shares	338SH	$14.2K
47	Community Financial Services Group, LLC	Shares	300SH	$12.8K
48	DHJJ Financial Advisors, Ltd.	Shares	304SH	$12.8K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	217SH	$9.1K
50	SIGNATUREFD, LLC	Shares	168SH	$7.1K

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

50 / 77 loaded

#		Instrument
1	Midwest Financial Partners Investments, Inc. added	Shares	+2.0K	+$3.4M	$8.9M
2	Client First Investment Management LLC new	Shares	+61.3K	+$2.6M	$2.6M
3	D.A. DAVIDSON & CO. new	Shares	+60.7K	+$2.6M	$2.6M
4	Global View Capital Management LLC new	Shares	+26.1K	+$1.1M	$1.1M
5	Brookstone Capital Management added	Shares	+5.0K	+$824.9K	$1.9M
6	Fulcrum Equity Management unchanged	CALL	0	+$815.2K	$841.2K
7	NWAM LLC added	Shares	+11.3K	+$794.2K	$1.3M
8	Wealthcare Advisory Partners LLC added	Shares	+8.8K	+$638.5K	$1.1M
9	Prospera Financial Services Inc added	Shares	+57	+$489.4K	$1.3M
10	Brookwood Investment Group LLC new	CALL	+11.5K	+$483.7K	$483.7K
11	Wealth Management Partners, LLC added	Shares	+6.8K	+$418.8K	$645.2K
12	Pacific Excel Wealth Advisors, Inc. new	Shares	+9.4K	+$394.1K	$394.1K
13	DAVENPORT & Co LLC added	Shares	+373	+$329.9K	$860.7K
14	Post Resch Tallon Group Inc. trimmed	Shares	-320	+$312.7K	$916.6K
15	Cambridge Advisors Inc. added	Shares	+3.3K	+$283.4K	$528.9K
16	Purus Wealth Management, LLC trimmed	Shares	-420	+$274.5K	$768.1K
17	Atlatl Advisers LLC new	Shares	+6.0K	+$252.4K	$252.4K
18	HERITAGE OAK WEALTH ADVISORS LLC new	Shares	+6.0K	+$252.4K	$252.4K
19	EAGLE WEALTH STRATEGIES LLC new	Shares	+6.0K	+$250.8K	$250.8K
20	Interchange Capital Partners, LLC new	Shares	+5.8K	+$241.8K	$241.8K
21	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+5.6K	+$234.9K	$234.9K
22	UHLMANN PRICE SECURITIES, LLC new	Shares	+5.2K	+$219.6K	$219.6K
23	Bellecapital International Ltd. new	Shares	+5.0K	+$211.6K	$211.6K
24	Apollon Wealth Management, LLC new	Shares	+4.9K	+$208.0K	$208.0K
25	PFG Investments, LLC new	Shares	+4.9K	+$206.5K	$206.5K
26	CONTINUUM WEALTH ADVISORS, LLC new	Shares	+4.9K	+$205.0K	$205.0K
27	Oregon Pacific Wealth Management, LLC new	Shares	+4.8K	+$201.3K	$201.3K
28	Dynamic Advisor Solutions LLC trimmed	Shares	-405	+$148.0K	$426.9K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.8K	+$145.1K	$571.8K
30	TITLEIST ASSET MANAGEMENT, LLC unchanged	Shares	0	+$130.6K	$351.2K
31	Summit Investment Advisory Services, LLC trimmed	Shares	-566	+$121.2K	$366.1K
32	NORTHBRIDGE FINANCIAL GROUP, LLC trimmed	Shares	-38	+$118.2K	$354.1K
33	Lauer Wealth, LLC trimmed	Shares	-5.0K	+$94.5K	$724.2K
34	VUB Generali dochodkova spravcovska spolocnost, a.s. unchanged	Shares	0	+$84.5K	$227.1K
35	HHM Wealth Advisors, LLC new	Shares	+1.5K	+$63.1K	$63.1K
36	Farther Finance Advisors, LLC added	Shares	+727	+$43.1K	$65.9K
37	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$33.7K	$81.1K
38	Financial Perspectives, Inc unchanged	Shares	0	+$29.1K	$78.2K
39	IFP Advisors, Inc unchanged	Shares	0	+$17.3K	$46.6K
40	Financial Management Professionals, Inc. unchanged	Shares	0	+$13.6K	$36.6K
41	Community Financial Services Group, LLC new	Shares	+300	+$12.8K	$12.8K
42	Activest Wealth Management unchanged	Shares	0	+$11.9K	$31.9K
43	Hyposwiss Advisors SA unchanged	Shares	0	+$9.9K	$26.5K
44	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+217	+$9.1K	$9.1K
45	Spire Wealth Management added	Shares	+110	+$8.6K	$15.3K
46	SJS Investment Consulting Inc. unchanged	Shares	0	+$8.4K	$22.6K
47	LANARK FINANCIAL, INC. new	Shares	+150	+$6.3K	$6.3K
48	Dynamic Wealth Strategies, LLC unchanged	Shares	0	+$5.9K	$15.8K
49	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$5.3K	$14.2K
50	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$4.7K	$12.8K

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