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Get Institutions for : 
Ark Etf Trust (ARKW)  
$75.91 0.51 (0.68%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 206    7
Total shares held : 
4,550,959  
% of shares held : 
16.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -24  
Amount of shares held : 
434,216  
% of shares held change : 
  1.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$72.92  
Last Quarter's Ending Price : 
$83.30  
Last Quarter's Average Price
$75.81  
Change from last quarter's     
avg. price to the last closing  : 
0.10 (0.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 176,392
 3.88%
 
Increased Positions :
50
 710,702
 15.62%
 
Unchanged Positions :
76
 291,029
 6.39%
 
Decreased Positions :
67
-338,864
-7.45%
 
Closed Positions :
20
-114,014
-2.51%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1552 - 2024-03-31 752,602 $62,692,000 131,850
   LPL FINANCIAL CORP 705 - 2024-03-31 397,928 $33,147,000 52,472
   BANK OF AMERICA CORP /DE/ 1568 - 2024-03-31 390,251 $32,508,000 107,445
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 341 - 2024-03-31 173,475 $14,451,000 -1,608
   Priebe Wealth Holdings LLC 2 - 2024-03-31 154,267 $12,850,000 1,089
   COMMONWEALTH EQUITY SERVICES LLC. 684 - 2024-03-31 148,117 $12,338,000 8,697
   TWO SIGMA INVESTMENTS LLC 541 - 2024-03-31 139,300 $11,604,000 -107,300
   TWO SIGMA ADVISERS, LLC 569 - 2024-03-31 109,000 $9,080,000 3,500
   PRUDENTIAL CORP PLC 191 - 2024-03-31 95,550 $7,959,000 -184,700
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 969 - 2024-03-31 81,699 $6,806,000 -9,754
   RAYMOND JAMES & ASSOCIATES 1403 - 2024-03-31 78,066 $6,503,000 -3,227
   Advisor Group Holdings Inc. 892 - 2024-03-31 76,799 $6,400,000 -22,642
   WEXFORD CAPITAL LLC 24 *New 2024-03-31 72,333 $6,025,000 72,333
   Brookstone Capital Management 203 - 2024-03-31 71,453 $5,952,000 2,425
   Relyea Zuckerberg Hanson LLC 19 - 2024-03-31 69,419 $5,783,000 -3,136
   Cetera Investment Advisers 932 - 2024-03-31 66,001 $5,498,000 57,664
   GRADIENT INVESTMENTS LLC 139 - 2024-03-31 57,368 $4,779,000 45,500
   HRT FINANCIAL LLC 286 - 2024-03-31 52,754 $4,394,000 43,672
   CWM LLC 461 - 2024-03-31 46,757 $3,895,000 -5,152
   Financial Guidance Group Inc. 15 - 2024-03-31 46,733 $3,893,000 -555
   Aptus Capital Advisors LLC 194 *New 2024-03-31 46,733 $3,893,000 46,733
   ENVESTNET ASSET MANAGEMENT INC 2146 - 2024-03-31 46,289 $3,856,000 -618
   Crescent Grove Advisors LLC 49 - 2024-03-31 44,622 $3,717,000 -2,050
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 921 - 2024-03-31 43,818 $3,650,000 -2,765
   ROYAL BANK OF CANADA 2162 - 2024-03-31 41,053 $3,419,000 -87,693
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1252 - 2024-03-31 40,472 $3,371,000 2,851
   Mutual Advisors LLC 195 - 2024-03-31 36,694 $3,057,000 -13,455
   FINANCIAL NETWORK 838 - 2024-03-31 35,958 $2,995,000 -2,360
   VERUS CAPITAL PARTNERS LLC 45 - 2024-03-31 33,857 $2,820,000 703
   MML INVESTORS SERVICES LLC 892 - 2024-03-31 33,826 $2,818,000 -3,304
   Purus Wealth Management LLC 19 - 2024-03-31 33,751 $2,811,000 -482
   JANE STREET GROUP LLC 1908 - 2024-03-31 31,978 $2,664,000 -4,129
   GTS SECURITIES LLC 281 - 2024-03-31 31,841 $2,652,000 31,841
   Kestra Advisory Services LLC 788 - 2024-03-31 29,177 $2,430,000 2,945
   MARINER WEALTH ADVISORS, LLC 1014 - 2024-03-31 28,745 $2,395,000 -4,343
   Private Advisor Group LLC 740 - 2024-03-31 27,976 $2,330,000 -1,124
   MULTIFINANCIAL SECURITIES CORP 802 - 2024-03-31 24,637 $2,052,000 17,494
   Kovack Advisors Inc. 88 - 2024-03-31 23,638 $1,969,000 -19,863
   Ameritas Advisory Services LLC 236 - 2024-03-31 23,494 $1,957,000 3,973
   AVIANCE CAPITAL PARTNERS, LLC 99 - 2024-03-31 20,000 $1,666,000 0
   Wealthfront Advisers LLC 525 - 2024-03-31 19,978 $1,664,000 2,590
   PATHSTONE FAMILY OFFICE, LLC 524 *New 2023-09-30 29,502 $1,598,000 29,502
   Smith Anglin Financial LLC 54 - 2024-03-31 19,173 $1,597,000 -446
   Sterling Investment Counsel LLC 29 - 2024-03-31 18,881 $1,573,000 -2,093
   Prosperity Wealth Management Inc. 22 - 2024-03-31 18,754 $1,562,000 1,980
   Betterment LLC 170 - 2024-03-31 18,605 $1,550,000 -773
   H D Vest Advisory Services 616 - 2024-03-31 18,329 $1,527,000 2,045
   Strong Tower Advisory Services 35 - 2024-03-31 18,392 $1,510,000 -220
   Steward Partners Investment Advisory LLC 672 - 2024-03-31 17,644 $1,470,000 -2,138
   Atria Wealth Solutions Inc. 764 - 2024-03-31 16,556 $1,379,000 -3,138
   HIGHTOWER ADVISORS, LLC 1610 - 2024-03-31 16,294 $1,342,000 -2,087
   MILLENNIUM MANAGEMENT LLC 2690 - 2024-03-31 15,710 $1,309,000 -7,754
   Qube Research & Technologies Ltd 1693 - 2024-03-31 15,555 $1,296,000 15,275
   CITADEL ADVISORS LLC 2851 - 2024-03-31 14,919 $1,243,000 -74,246
   BB&T CORP 1513 - 2024-03-31 13,931 $1,160,000 -2,538
   STEPHENS INC /AR/ 550 - 2024-03-31 13,530 $1,127,000 1,547
   BNP PARIBAS ARBITRAGE SA 1765 - 2024-03-31 12,454 $1,037,000 -3,584
   KESTRA PRIVATE WEALTH SERVICES LLC 546 - 2024-03-31 12,435 $1,036,000 -17,269
   Pathstone Holdings LLC 1270 - 2024-03-31 12,200 $1,016,000 0
   Stratos Wealth Partners LTD. 642 - 2024-03-31 11,851 $987,000 -1,062
   BURNS WEALTH MANAGEMENT, INC. 282 - 2024-03-31 11,224 $935,000 -252
   Phoenix Wealth Advisors 46 - 2024-03-31 10,991 $916,000 3,912
   FOCUS FINANCIAL NETWORK INC /ADV 352 - 2023-12-31 11,159 $847,000 0
   Stevard LLC 25 - 2024-03-31 9,321 $776,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 317 - 2024-03-31 9,002 $750,000 -3,802
   J P MORGAN CHASE & CO 3527 - 2024-03-31 8,779 $731,000 5,259
   White Knight Strategic Wealth Advisors LLC 33 - 2024-03-31 8,722 $727,000 -1,157
   PACIFIC SUN FINANCIAL CORP 73 - 2024-03-31 8,542 $712,000 -300
   MERCER GLOBAL ADVISORS INC /ADV 1105 *New 2024-03-31 561 $705,000 561
   Cubist Systematic Strategies LLC 1308 *New 2024-03-31 7,684 $640,000 7,684
   Goss Wealth Management LLC 1200 - 2024-03-31 7,535 $628,000 -740
   PERSONAL CFO SOLUTIONS LLC 264 - 2024-03-31 5,745 $479,000 12
   Western Wealth Management LLC 386 - 2024-03-31 5,514 $459,000 -40
   Intrua Financial LLC 201 - 2023-03-31 8,849 $429,000 -2,591
   HANSON MCCLAIN, INC. 586 - 2024-03-31 5,015 $418,000 2,968
   Equitable Holdings Inc. 877 - 2024-03-31 4,836 $403,000 -8,509
   EMC Capital Management 62 - 2024-03-31 4,935 $394,000 -100
   SCOTIA CAPITAL INC. 636 - 2024-03-31 4,662 $388,000 528
   Laurel Wealth Advisors Inc. 426 - 2022-12-31 9,992 $385,000 -4,800
   DHK Financial Advisors Inc. 64 - 2024-03-31 4,602 $383,000 0
   Insight Advisors LLC/ PA 196 - 2024-03-31 4,547 $379,000 -518
   Strategic Blueprint LLC 440 - 2024-03-31 4,322 $360,000 -2,417
   Summit Financial LLC 304 - 2024-03-31 4,248 $354,000 396
   NWAM LLC 404 - 2024-03-31 4,441 $346,000 0
   JANNEY MONTGOMERY SCOTT LLC 2253 *New 2024-03-31 4,005 $334,000 4,005
   Atlantic Trust LLC 101 - 2024-03-31 3,998 $333,000 0
   GOLDMAN SACHS GROUP INC/ 4080 - 2024-03-31 3,897 $325,000 0
   ADVISORY SERVICES NETWORK, LLC 1118 - 2024-03-31 3,842 $320,000 1,767
   SeaCrest Wealth Management LLC 419 - 2024-03-31 3,827 $319,000 -63
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 511 - 2024-03-31 3,880 $319,000 -1,485
   Focus Financial Network Inc. 477 - 2024-03-31 4,267 $317,000 0
   Financial Perspectives Inc 103 - 2024-03-31 3,783 $315,000 -43
   CENTAURUS FINANCIAL INC. 501 - 2024-03-31 3,596 $300,000 -958
   Moloney Securities Asset Management LLC 346 - 2024-03-31 3,475 $289,000 0
   CLEAR HARBOR ASSET MANAGEMENT, LLC 292 - 2024-03-31 3,428 $286,000 0
   CoreCap Advisors LLC 471 *New 2023-12-31 3,737 $284,000 3,737
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1949 - 2024-03-31 3,359 $280,000 -330
   Envestnet Portfolio Solutions Inc. 1413 - 2024-03-31 3,256 $271,000 -3,090
   Csenge Advisory Group 580 - 2024-03-31 3,231 $269,000 -1,036
   PFG Investments LLC 811 *New 2024-03-31 2,982 $248,000 2,982

  100 Records found
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