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Disclosery

ARKK ARK ETF TR

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INNOVATION ETF (fund)

606 managers (612 13F filers) reported a position in ARKK shares at 2024-12-31, 48,124,028 shares in all. 76 filers opened a position and 57 filers sold out during the quarter.

Managers
606
13F filers
612
New
76
Added
108
Reduced
247
Sold out
57
Shares held by filers
48,124,028

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Harvest Investment Services, LLC3,574$203K0.05%new13F-HRTimeline
WealthShield Partners, LLC3,571$203K0.03%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,568$203K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc3,565$202K0.07%-2,07213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,564$202K0.01%new13F-HRTimeline
NFSG Corp3,530$200K0.05%-3613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY3,523$200K0.22%13F-HRTimeline
Capital Advisors, Ltd. LLC3,354$190K0.02%-34913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,273$186K0.01%+1,77613F-HRTimelineGroup
Global Financial Private Client, LLC3,146$179K0.07%-3,14013F-HRTimeline
AE Wealth Management LLC3,134$178K<0.01%new13F-HRTimeline
Northwest Capital Management Inc3,108$176K0.08%013F-HRTimeline
MAI Capital Management3,104$176K<0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,919$166K0.01%-25513F-HRTimeline
Silicon Valley Capital Partners2,889$164K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,840$161K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC3,307$157K0.09%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,640$150K<0.01%-4,71113F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,490$147K<0.01%-47413F-HRTimelineGroup
Atlatl Advisers LLC2,560$145K0.09%13F-HRTimeline
Financial Management Professionals, Inc.2,466$140K0.02%+2313F-HRTimeline
Sandy Spring Bank2,231$127K0.01%+36113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,205$125K0.05%new13F-HRTimeline
Global Trust Asset Management, LLC2,090$119K0.05%+1,44013F-HRTimeline
2UniFi Bank2,000$114K0.08%13F-HRTimeline
Activest Wealth Management1,863$106K0.03%-1,00713F-HRTimeline
Mainstream Capital Management LLC1,750$99.3K0.07%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,725$97.9K0.07%13F-HRTimeline
Continuum Advisory, LLC1,675$95.1K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,487$92.3K0.01%-18913F-HRTimeline
Transce3nd, LLC1,561$88.6K0.03%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,350$76.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Copia Wealth Management1,286$73K0.07%13F-HRTimeline
Wood Tarver Financial Group, LLC1,280$72K0.02%13F-HRTimeline
Sound Income Strategies, LLC1,233$70K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,231$69.9K0.03%-13013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,220$69.3K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,106$62.8K<0.01%-22513F-HRTimeline
Fortitude Family Office, LLC1,100$62.4K0.02%013F-HRTimeline
Bay Harbor Wealth Management, LLC1,073$60.9K0.02%013F-HRTimeline
Hartford Financial Management Inc.1,068$60.6K0.01%+1813F-HRTimeline
Graney & King, LLC1,068$60.6K0.05%13F-HRTimeline
Park Square Financial Group, LLC1,039$59K0.04%13F-HRTimeline
WR Wealth Planners, LLC1,034$58.7K0.02%-28013F-HRTimeline
Princeton Global Asset Management LLC1,017$57.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…990$56.2K<0.01%-3,05713F-HRTimelineGroup
OARSMAN CAPITAL, INC.979$55.6K0.01%-99013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.970$55.1K0.02%013F-HRTimeline
PSI Advisors, LLC919$52.2K0.02%-6913F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.840$47.7K0.24%013F-HRTimeline
AlphaMark Advisors, LLC825$47K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners784$44.5K0.01%-713F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…725$44K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC762$44K0.01%013F-HRTimeline
Manchester Capital Management LLC752$42.7K<0.01%-65613F-HRTimeline
GPS Wealth Strategies Group, LLC711$40.4K0.01%-3513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV703$39.9K<0.01%-7013F-HRTimeline
MONTAG A & ASSOCIATES INC688$39.1K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp670$38.1K0.04%13F-HRTimeline
MATHER GROUP, LLC.657$37.3K<0.01%+7513F-HRTimeline
Westside Investment Management, Inc.655$37.2K0.01%-10013F-HRTimeline
Plante Moran Financial Advisors, LLC653$37.1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC627$35.6K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC625$35.5K0.01%013F-HR/ATimeline
Cape Investment Advisory, Inc.623$35.4K0.01%+513F-HRTimeline
GoalVest Advisory LLC620$35.2K0.01%-5013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A563$32K<0.01%-2,42913F-HRTimelineGroup
Lindbrook Capital, LLC560$31.8K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP554$31.5K0.01%+21013F-HRTimeline
Bellwether Advisors, LLC519$29.5K0.01%new13F-HRTimeline
Bullock Wealth Management Group517$29.4K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC500$28.4K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL485$27.5K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN480$27.3K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.450$25.5K0.01%13F-HRTimeline
Western Pacific Wealth Management, LP447$25.4K0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC428$24.3K0.01%013F-HRTimeline
Creekmur Asset Management LLC426$24.2K0.01%-6513F-HRTimeline
Smithfield Trust Co424$24K<0.01%013F-HRTimeline
Winch Advisory Services, LLC420$23.8K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC415$23.6K<0.01%-113F-HRTimeline
HM PAYSON & CO400$22.7K<0.01%+5013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST400$22.7K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust400$22.7K<0.01%-5013F-HRTimeline
Breakwater Investment Management400$22.7K0.01%013F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC400$22.7K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…387$22K<0.01%+28713F-HRTimelineGroup
Beacon Capital Management, LLC383$21.7K<0.01%013F-HRTimeline
Abound Wealth Management379$21.5K0.01%013F-HRTimeline
Avondale Wealth Management376$21.3K0.01%-30013F-HRTimeline
TrinityBridge Ltd365$21K<0.01%013F-HRTimeline
TRUST CO OF VERMONT345$19.6K<0.01%013F-HRTimeline
Caitlin John, LLC317$18K0.01%-1013F-HRTimeline
Nemes Rush Group LLC312$17.7K<0.01%-513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC300$17K<0.01%013F-HRTimeline
JNBA Financial Advisors300$17K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…300$17K<0.01%-1,00013F-HRTimelineGroup
Tidemark, LLC298$16.9K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC285$16K<0.01%-1,10513F-HRTimelineGroup
Fairscale Capital, LLC277$15.7K0.01%013F-HRTimeline
TSFG, LLC261$15K<0.01%+2513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD259$14.7K0.01%013F-HRTimeline
Aventura Private Wealth, LLC251$14.2K0.01%13F-HRTimeline
Anchor Investment Management, LLC250$14.2K<0.01%013F-HRTimeline
Financial Freedom, LLC248$14.1K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/240$14K0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA246$14K<0.01%13F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC244$13.9K<0.01%013F-HRTimeline
Key Financial Inc236$13.4K<0.01%013F-HRTimeline
Quent Capital, LLC224$12.7K<0.01%013F-HRTimeline
Kings Path Partners LLC216$12.3K0.01%-25513F-HRTimeline
IFS Advisors, LLC213$12.1K0.01%013F-HRTimeline
Byrne Asset Management LLC210$11.9K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC210$11.9K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC203$11.7K<0.01%+8413F-HRTimeline
Tortoise Investment Management, LLC200$11.4K<0.01%013F-HR/ATimeline
Independence Bank of Kentucky200$11.4K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC200$11.4K<0.01%-10813F-HRTimeline
WealthCollab, LLC200$11.4K0.01%013F-HRTimeline
Hexagon Capital Partners LLC197$11.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC195$11.1K<0.01%-7013F-HRTimeline
Legend Financial Advisors, Inc.193$11K0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC172$9.76K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC164$9.31K0.01%-413F-HRTimeline
Caldwell Trust Co156$8.86K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…155$8.8K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.154$8.74K<0.01%new13F-HRTimeline
Fairman Group, LLC151$8.59K0.01%-3,27413F-HRTimeline
Milestone Investment Advisors LLC150$8.52K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.143$8.24K<0.01%-4413F-HRTimeline
Bank of New Hampshire140$7.95K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC138$7.83K<0.01%-12113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC133$7.55K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …125$7.1K<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC121$6.87K<0.01%-49913F-HRTimeline
Horizon Investments, LLC121$6.87K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC120$6.81K<0.01%+2013F-HRTimeline
Accredited Wealth Management, LLC120$6.81K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC120$6.81K<0.01%-813F-HRTimelineGroup
Morton Brown Family Wealth, LLC120$6.81K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC119$6.76K<0.01%013F-HRTimeline
Graypoint LLC118$6.71K<0.01%013F-HRTimeline
NVWM, LLC117$6.64K<0.01%-4013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC110$6.25K<0.01%-2513F-HRTimeline
CITY HOLDING CO105$5.96K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.101$5.73K<0.01%13F-HRTimeline
Riverview Trust Co100$5.68K0.01%013F-HRTimeline
Ridgewood Investments LLC100$5.68K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC100$5.68K<0.01%013F-HRTimeline
Noble Wealth Management PBC100$5.68K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.87$5.45K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…93$5.28K<0.01%013F-HRTimeline
Pacific Center for Financial Services91$5.17K<0.01%013F-HRTimeline
WHITTIER TRUST CO90$5.11K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.86$4.89K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…84$4.78K<0.01%-7513F-HRTimeline
ALBION FINANCIAL GROUP /UT81$4.6K<0.01%+2513F-HRTimeline
EQUITEC PROPRIETARY MARKETS, LLC75$4.26K0.03%-12513F-HRTimeline
Innovative Advisory Group, LLC75$4.26K<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC73$4.14K<0.01%013F-HRTimeline
ORG Partners LLC71$4.06K<0.01%-4,20013F-HRTimeline
Global Wealth Strategies & Associates70$3.97K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc68$3.86K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …55$3.17K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC54$3.07K<0.01%-1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.45$3K<0.01%013F-HRTimeline
Mechanics Financial Corp50$2.84K<0.01%013F-HRTimeline
Nordwand Advisors, LLC50$2.84K<0.01%013F-HRTimeline
American Capital Advisory, LLC50$2.84K<0.01%-5013F-HRTimeline
DUNCKER STREETT & CO INC32$1.82K<0.01%013F-HRTimeline
CVA Family Office, LLC32$1.82K<0.01%+513F-HRTimeline
ATWOOD & PALMER INC30$1.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC30$1.7K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC27$1.53K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…26$1.48K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC23$1.31K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…22$1.25K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.19$1.08K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc15$1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9$1K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC17$965<0.01%13F-HRTimeline
Compass Wealth Management LLC16$916<0.01%013F-HRTimeline
HighMark Wealth Management LLC16$911<0.01%013F-HRTimeline
Main Street Group, LTD16$909<0.01%-1013F-HRTimeline
Putney Financial Group LLC16$908<0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB15$852<0.01%013F-HRTimeline
Friedenthal Financial13$739<0.01%013F-HRTimeline
Lummis Asset Management, LP13$738<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC10$568<0.01%013F-HRTimeline
Morse Asset Management, Inc10$568<0.01%013F-HRTimeline
SJS Investment Consulting Inc.10$568<0.01%013F-HRTimeline
CGC Financial Services, LLC10$568<0.01%013F-HRTimeline
North Star Investment Management Corp.8$458<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.7$4060.04%-11,83313F-HRTimeline
FMR LLCin group FMR LLC6$341<0.01%-3413F-HRTimelineGroup
Vermillion Wealth Management, Inc.3$174<0.01%13F-HRTimeline
Spectrum Wealth Counsel, LLC3$171<0.01%013F-HRTimeline
Financial Life Planners2$116<0.01%13F-HRTimeline
Sachetta, LLC2$114<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1$58<0.01%013F-HRTimeline