Filing Research | ARK ETF TR Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	200.2KSH	$29.0M
2	Relyea Zuckerberg Hanson LLC	Shares	55.4KSH	$8.0M
3	AdvisorNet Financial, Inc	Shares	40.0KSH	$5.8M
4	Wealth Management Partners, LLC	Shares	34.5KSH	$5.0M
5	Brookstone Capital Management	Shares	22.6KSH	$3.3M
6	Financial Guidance Group, Inc.	Shares	19.8KSH	$2.9M
7	Purus Wealth Management, LLC	Shares	12.2KSH	$1.8M
8	Sterling Investment Counsel, LLC	Shares	11.4KSH	$1.6M
9	LAM GROUP, INC.	Shares	6.6KSH	$950.3K
10	Intrua Financial, LLC	Shares	4.7KSH	$673.6K
11	Cornerstone Wealth Management, LLC	Shares	4.6KSH	$668.1K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.3KSH	$644.5K
13	NWAM LLC	Shares	4.2KSH	$603.8K
14	Provenance Wealth Advisors, LLC	Shares	3.7KSH	$538.6K
15	J.W. COLE ADVISORS, INC.	Shares	3.3KSH	$478.9K
16	PFG Investments, LLC	Shares	2.6KSH	$377.1K
17	Waldron Private Wealth LLC	Shares	2.6KSH	$373.4K
18	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	2.5KSH	$355.6K
19	PFG Advisors	Shares	2.4KSH	$346.5K
20	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	2.2KSH	$319.3K
21	QUANTUM FINANCIAL PARTNERS LLC	Shares	2.0KSH	$286.1K
22	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.9KSH	$277.6K
23	EAGLE WEALTH STRATEGIES LLC	Shares	1.9KSH	$275.8K
24	Prospera Financial Services Inc	Shares	1.8KSH	$257.2K
25	Sequoia Financial Advisors, LLC	Shares	1.7KSH	$243.7K
26	Certified Advisory Corp	Shares	1.7KSH	$242.8K
27	Dynamic Advisor Solutions LLC	Shares	1.6KSH	$238.8K
28	Ignite Planners, LLC	Shares	1.5KSH	$216.5K
29	Financial Perspectives, Inc	Shares	1.0KSH	$151.8K
30	Mosley Wealth Management	Shares	967SH	$140.0K
31	Marshall & Sterling Wealth Advisors Inc.	Shares	832SH	$120.6K
32	Golden State Wealth Management, LLC	Shares	770SH	$111.5K
33	CoreCap Advisors, LLC	Shares	686SH	$99.4K
34	Farther Finance Advisors, LLC	Shares	544SH	$78.8K
35	FINANCIAL CONSULATE, INC	Shares	466SH	$67.5K
36	Financial Management Professionals, Inc.	Shares	430SH	$62.3K
37	Crews Bank & Trust	Shares	400SH	$57.9K
38	KERR FINANCIAL PLANNING Corp	Shares	215SH	$31.0K
39	Spire Wealth Management	Shares	180SH	$26.1K
40	Vision Retirement, LLC	Shares	166SH	$24.0K
41	HM PAYSON & CO	Shares	135SH	$19.6K
42	Physician Wealth Advisors, Inc.	Shares	129SH	$18.7K
43	Hartford Financial Management Inc.	Shares	104SH	$15.0K
44	Versant Capital Management, Inc	Shares	101SH	$14.6K
45	IFP Advisors, Inc	Shares	87SH	$12.6K
46	Sachetta, LLC	Shares	85SH	$12.3K
47	Ritter Daniher Financial Advisory LLC / DE	Shares	81SH	$11.8K
48	Community Financial Services Group, LLC	Shares	70SH	$10.3K
49	ALBION FINANCIAL GROUP /UT	Shares	58SH	$8.4K
50	Ares Financial Consulting, LLC	Shares	52SH	$7.5K

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

50 / 66 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+200.2K	+$29.0M	$29.0M
2	AdvisorNet Financial, Inc added	Shares	+3.3K	+$1.4M	$5.8M
3	Relyea Zuckerberg Hanson LLC trimmed	Shares	-82	+$1.3M	$8.0M
4	Wealth Management Partners, LLC added	Shares	+311	+$873.0K	$5.0M
5	LAM GROUP, INC. added	Shares	+3.7K	+$600.5K	$950.3K
6	Brookstone Capital Management trimmed	Shares	-130	+$531.3K	$3.3M
7	Sterling Investment Counsel, LLC added	Shares	+611	+$349.7K	$1.6M
8	Financial Guidance Group, Inc. trimmed	Shares	-1.6K	+$290.7K	$2.9M
9	Purus Wealth Management, LLC trimmed	Shares	-352	+$253.0K	$1.8M
10	Ignite Planners, LLC new	Shares	+1.5K	+$216.5K	$216.5K
11	Cornerstone Wealth Management, LLC added	Shares	+218	+$138.1K	$668.1K
12	Intrua Financial, LLC unchanged	Shares	0	+$112.8K	$673.6K
13	NWAM LLC added	Shares	+63	+$108.7K	$603.8K
14	PFG Advisors added	Shares	+305	+$94.8K	$346.5K
15	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$90.2K	$538.6K
16	J.W. COLE ADVISORS, INC. unchanged	Shares	0	+$80.2K	$478.9K
17	Waldron Private Wealth LLC unchanged	Shares	0	+$62.5K	$373.4K
18	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$59.5K	$355.6K
19	PFG Investments, LLC trimmed	Shares	-50	+$57.1K	$377.1K
20	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-3	+$53.1K	$319.3K
21	EAGLE WEALTH STRATEGIES LLC unchanged	Shares	0	+$46.2K	$275.8K
22	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-40	+$41.7K	$277.6K
23	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$40.8K	$243.7K
24	Certified Advisory Corp unchanged	Shares	0	+$40.6K	$242.8K
25	Dynamic Advisor Solutions LLC trimmed	Shares	-52	+$33.7K	$238.8K
26	Financial Perspectives, Inc unchanged	Shares	0	+$25.4K	$151.8K
27	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$20.2K	$120.6K
28	CoreCap Advisors, LLC trimmed	Shares	-31	+$12.9K	$99.4K
29	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$11.3K	$67.5K
30	Financial Management Professionals, Inc. unchanged	Shares	0	+$10.4K	$62.3K
31	Crews Bank & Trust unchanged	Shares	0	+$9.7K	$57.9K
32	Hartford Financial Management Inc. added	Shares	+57	+$9.4K	$15.0K
33	Ares Financial Consulting, LLC new	Shares	+52	+$7.5K	$7.5K
34	Golden State Wealth Management, LLC trimmed	Shares	-98	+$6.9K	$111.5K
35	Farther Finance Advisors, LLC trimmed	Shares	-59	+$5.7K	$78.8K
36	Capital Investment Advisory Services, LLC new	Shares	+33	+$4.8K	$4.8K
37	Spire Wealth Management unchanged	Shares	0	+$4.4K	$26.1K
38	Vision Retirement, LLC unchanged	Shares	0	+$4.0K	$24.0K
39	HM PAYSON & CO unchanged	Shares	0	+$3.3K	$19.6K
40	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$3.1K	$18.7K
41	Versant Capital Management, Inc unchanged	Shares	0	+$2.4K	$14.6K
42	PARK AVENUE SECURITIES LLC new	Shares	+16.2K	+$2.4K	$2.4K
43	Sachetta, LLC unchanged	Shares	0	+$2.1K	$12.3K
44	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$2.0K	$11.8K
45	Community Financial Services Group, LLC unchanged	Shares	0	+$1.8K	$10.3K
46	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$1.4K	$8.4K
47	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$970	$5.8K
48	SIGNATUREFD, LLC unchanged	Shares	0	+$893	$5.3K
49	Triumph Capital Management unchanged	Shares	0	+$607	$3.6K
50	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$582	$3.5K

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