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ARKW Institutional Ownership

ARK Next Generation Internet ETF
1W: -0.6% 1M: +6.6% 3M: +8.6% YTD: +9.2% 1Y: -6.5% 3Y: +209.7% 5Y: +13.8%
$162.89
+2.39 (+1.49%)
 
Weekly Expected Move ±3.5%
$151 $157 $163 $169 $174
ETF CBOE · AUM $2.0B

Institutional Ownership — ARKW

261
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
538M
Total Invested
33
New Positions
50
Increased
95
Reduced
31
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (286 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Foundations Investment Advisors, LLC 731,008 119M +131,317 +21.9% 6Q SEC ↗
2 MORGAN STANLEY 461,090 75M +16,225 +3.6% 37Q SEC ↗
3 BANK OF AMERICA CORP /DE 245,701 40M -61,701 -20.1% 15Q SEC ↗
4 LPL Financial LLC 225,537 37M -12,149 -5.1% 36Q SEC ↗
5 Horizon Investments, LLC NEW 200,246 33M — +0.0% 1Q SEC ↗
6 EXCHANGE TRADED CONCEPTS, LLC NEW 200,246 33M — +0.0% 1Q SEC ↗
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 172,435 28M +16,939 +10.9% 32Q SEC ↗
8 CWM, LLC 126,791 21M -13,409 -9.6% 18Q SEC ↗
9 Kestra Advisory Services, LLC 119,091 19M -6,914 -5.5% 24Q SEC ↗
10 Anfield Capital Management, LLC 103,351 17M +8,235 +8.7% 5Q SEC ↗
11 Serenus Wealth Advisors, LLC 96,392 16M — +0.0% 4Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 86,068 14M -5,644 -6.2% 7Q SEC ↗
13 Janney Montgomery Scott LLC 77,754 13M +2,170 +2.9% 10Q SEC ↗
14 OSAIC HOLDINGS, INC. 63,931 10M -2,708 -4.1% 26Q SEC ↗
15 COMMONWEALTH EQUITY SERVICES, LLC 59,352 10M -7,540 -11.3% 34Q SEC ↗
16 Relyea Zuckerberg Hanson LLC 55,394 9M -82 -0.1% 27Q SEC ↗
17 Cetera Investment Advisers 52,606 9M +2,230 +4.4% 25Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 47,393 8M +16,964 +55.7% 26Q SEC ↗
19 AdvisorNet Financial, Inc 39,979 7M +3,292 +9.0% 26Q SEC ↗
20 PRUDENTIAL PLC 39,150 6M -4,500 -10.3% 18Q SEC ↗
21 Crescent Grove Advisors, LLC 34,738 6M +830 +2.4% 24Q SEC ↗
22 Wealth Management Partners, LLC 34,454 6M +311 +0.9% 8Q SEC ↗
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,274 6M -64,953 -65.5% 34Q SEC ↗
24 Private Advisor Group, LLC 34,070 6M +5,003 +17.2% 35Q SEC ↗
25 HighTower Advisors, LLC 31,595 5M +298 +1.0% 33Q SEC ↗
26 Mutual Advisors, LLC 25,835 4M +2,726 +11.8% 24Q SEC ↗
27 CITIGROUP INC 23,219 4M +23,137 +28215.9% 19Q SEC ↗
28 Brookstone Capital Management 22,556 4M -130 -0.6% 28Q SEC ↗
29 ROYAL BANK OF CANADA 22,528 4M -749 -3.2% 39Q SEC ↗
30 VICTORY FINANCIAL GROUP, LLC 22,188 4M -628 -2.8% 4Q SEC ↗
31 Cambridge Investment Research Advisors 20,797 3M -2,225 -9.7% 35Q SEC ↗
32 Aptus Capital Advisors, LLC 20,413 3M -1,123 -5.2% 10Q SEC ↗
33 Wealthfront Advisers LLC 20,206 3M -925 -4.4% 20Q SEC ↗
34 Steward Partners Investment Advisory, 19,961 3M -508 -2.5% 29Q SEC ↗
35 Financial Guidance Group, Inc. 19,812 3M -1,573 -7.4% 15Q SEC ↗
36 MML INVESTORS SERVICES, LLC 19,377 3M +3,141 +19.3% 24Q SEC ↗
37 GTS SECURITIES LLC NEW 18,901 3M — +0.0% 1Q SEC ↗
38 PARK AVENUE SECURITIES LLC NEW 16,233 3M — +0.0% 1Q SEC ↗
39 Geneos Wealth Management Inc. 15,857 3M +120 +0.8% 37Q SEC ↗
40 Stratos Wealth Partners, LTD. 15,836 3M +9,883 +166.0% 36Q SEC ↗
41 Mariner, LLC 14,563 2M -12,378 -45.9% 16Q SEC ↗
42 Ameritas Advisory Services, LLC 12,996 2M +5,143 +65.5% 12Q SEC ↗
43 MARSHALL INVESTMENT MANAGEMENT, LLC 12,808 2M -240 -1.8% 7Q SEC ↗
44 Purus Wealth Management, LLC 12,182 2M -352 -2.8% 23Q SEC ↗
45 Sterling Investment Counsel, LLC 11,380 2M +611 +5.7% 19Q SEC ↗
46 Keating Financial Advisory Services, I 11,176 2M +633 +6.0% 3Q SEC ↗
47 Phoenix Wealth Advisors 10,720 2M +40 +0.4% 13Q SEC ↗
48 VestGen Advisors, LLC 10,187 2M -353 -3.3% 3Q SEC ↗
49 Copia Wealth Management 10,118 2M -521 -4.9% 7Q SEC ↗
50 Atria Investments, Inc 10,101 2M -756 -7.0% 8Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
Foundations Investment Advisors, LL +131,317 +21.9% 731,008
CITIGROUP INC +23,137 +28215.9% 23,219
ENVESTNET ASSET MANAGEMENT INC +16,964 +55.7% 47,393
NORTHWESTERN MUTUAL WEALTH MANAGEME +16,939 +10.9% 172,435
MORGAN STANLEY +16,225 +3.6% 461,090
Stratos Wealth Partners, LTD. +9,883 +166.0% 15,836
Anfield Capital Management, LLC +8,235 +8.7% 103,351
Ameritas Advisory Services, LLC +5,143 +65.5% 12,996
Private Advisor Group, LLC +5,003 +17.2% 34,070
Hilton Head Capital Partners, LLC +4,799 +1610.4% 5,097
LAM GROUP, INC. +3,660 +126.2% 6,560
AdvisorNet Financial, Inc +3,292 +9.0% 39,979
MML INVESTORS SERVICES, LLC +3,141 +19.3% 19,377
Mutual Advisors, LLC +2,726 +11.8% 25,835
AQR CAPITAL MANAGEMENT LLC +2,267 +52.7% 6,572
Sigma Planning Corp +2,239 +54.9% 6,319
TWO SIGMA SECURITIES, LLC +2,238 +115.2% 4,181
Cetera Investment Advisers +2,230 +4.4% 52,606
Janney Montgomery Scott LLC +2,170 +2.9% 77,754
Belpointe Asset Management LLC +2,144 +85.0% 4,666
Biggest Decreases (20)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -64,953 -65.5% 34,274
BANK OF AMERICA CORP /DE -61,701 -20.1% 245,701
TWO SIGMA INVESTMENTS, LP -44,300 -88.7% 5,627
D. E. Shaw & Co., Inc. -19,028 -69.9% 8,188
Qube Research & Technologies Ltd -16,868 -63.3% 9,761
CWM, LLC -13,409 -9.6% 126,791
Mariner, LLC -12,378 -45.9% 14,563
LPL Financial LLC -12,149 -5.1% 225,537
Vienna Asset Management LLC -11,060 -58.3% 7,896
UBS Group AG -8,318 -80.2% 2,052
COMMONWEALTH EQUITY SERVICES, LLC -7,540 -11.3% 59,352
Kestra Advisory Services, LLC -6,914 -5.5% 119,091
WEALTH ENHANCEMENT ADVISORY SERVICE -6,701 -60.7% 4,342
RAYMOND JAMES FINANCIAL INC -5,644 -6.2% 86,068
Mosley Wealth Management -5,495 -85.0% 967
PRUDENTIAL PLC -4,500 -10.3% 39,150
MERCER GLOBAL ADVISORS INC /ADV -3,742 -49.2% 3,860
Medallion Wealth Advisors, LLC -3,697 -57.9% 2,684
OSAIC HOLDINGS, INC. -2,708 -4.1% 63,931
Cambridge Investment Research Advis -2,225 -9.7% 20,797

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms