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Get Institutions for : 
Ark Etf Trust (ARKW)  
$75.84 0.81 (1.06%) as of 4:30 Thu 5/30


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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 : 
 $54.02  
Last Quarter's Ending Price : 
 $75.90  
Last Quarter's Average Price : 
 $62.29  
Change from last quarter's     
avg. price to the last closing  : 
13.55 (21.75%)  




 
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: 3-31-2022 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 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
   AVIANCE CAPITAL PARTNERS, LLC 99 - 2024-03-31 20,000 $1,666,000 0
   Pathstone Holdings LLC 1270 - 2024-03-31 12,200 $1,016,000 0
   Stevard LLC 25 - 2024-03-31 9,321 $776,000 0
   DHK Financial Advisors Inc. 64 - 2024-03-31 4,602 $383,000 0
   NWAM LLC 404 - 2024-03-31 4,441 $346,000 0
   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
   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
   Leo Wealth LLC 302 - 2024-03-31 2,706 $225,000 0
   JTC Employer Solutions Trusteee Ltd 164 - 2024-03-31 1,769 $147,000 0
   Glassman Wealth Services 91 - 2024-03-31 1,239 $103,000 0
   UMB BANK N A/MO 749 - 2024-03-31 959 $80,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1201 - 2024-03-31 817 $68,000 0
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 243 - 2024-03-31 765 $64,000 0
   Northwest Capital Management Inc 208 - 2024-03-31 751 $63,000 0
   SANDY SPRING BANK 534 - 2024-03-31 735 $61,000 0
   CAROLINAS WEALTH CONSULTING LLC 343 - 2024-03-31 729 $61,000 0
   OXFORD FINANCIAL GROUP LTD 247 - 2024-03-31 651 $54,000 0
   Farther Finance Advisors LLC 1157 - 2024-03-31 644 $53,000 0
   IAG Wealth Partners LLC 171 - 2024-03-31 552 $46,000 0
   AdvisorNet Financial Inc 838 - 2024-03-31 525 $44,000 0
   Naples Money Management LLC 93 - 2024-03-31 498 $41,000 0
   AllSquare Wealth Management LLC 238 - 2024-03-31 468 $39,000 0
   Newbridge Financial Services Group Inc. 458 - 2024-03-31 443 $37,000 0
   HARVEST GROUP WEALTH MANAGEMENT LLC 68 - 2023-03-31 685 $37,000 0
   WASHINGTON TRUST CO 491 - 2024-03-31 403 $34,000 0
   LAM GROUP INC. 85 - 2024-03-31 325 $27,000 0
   Bleichroeder LP 68 - 2024-03-31 300 $25,000 0
   Avondale Wealth Management 101 - 2024-03-31 286 $24,000 0
   Harvest Fund Management Co. Ltd 558 - 2024-03-31 270 $22,000 0
   Compagnie Lombard Odier SCA 406 - 2024-03-31 242 $20,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 281 - 2023-12-31 220 $17,000 0
   MONTAG A & ASSOCIATES INC 710 - 2024-03-31 189 $16,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 289 - 2024-03-31 186 $16,000 0
   PNC FINANCIAL SERVICES GROUP INC 3556 - 2024-03-31 183 $15,000 0
   Beacon Capital Management LLC 501 - 2024-03-31 180 $15,000 0
   Sunbelt Securities Inc. 1152 - 2024-03-31 171 $14,000 0
   Ronald Blue Trust Inc. 1374 - 2024-03-31 154 $13,000 0
   Sound Income Strategies LLC 744 - 2024-03-31 125 $10,000 0
   HM PAYSON & CO 819 - 2023-12-31 135 $10,000 0
   HANSON INVESTMENT MANAGEMENT 419 - 2024-03-31 98 $8,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 639 - 2024-03-31 96 $8,000 0
   Spire Wealth Management 1839 - 2024-03-31 90 $7,000 0
   HighMark Wealth Management LLC 363 - 2024-03-31 77 $6,000 0
   Sachetta LLC 505 - 2024-03-31 85 $6,000 0
   Asset Dedication LLC 767 - 2024-03-31 76 $6,000 0
   ALBION FINANCIAL GROUP /UT 350 - 2024-03-31 56 $5,000 0
   HARBOUR INVESTMENTS INC. 2428 - 2023-12-31 61 $5,000 0
   West Branch Capital LLC 355 - 2024-03-31 51 $4,000 0
   Larson Financial Group LLC 1274 - 2024-03-31 31 $3,000 0
   Householder Group Estate & Retirement Specialist L 988 - 2024-03-31 40 $3,000 0
   SMITHFIELD TRUST CO 974 - 2024-03-31 41 $3,000 0
   PrairieView Partners LLC 325 - 2024-03-31 31 $3,000 0
   Bay Harbor Wealth Management LLC 152 - 2024-03-31 25 $2,000 0
   GPS Wealth Strategies Group LLC 1117 - 2024-03-31 26 $2,000 0
   SIGNATUREFD, LLC 2815 - 2024-03-31 19 $2,000 0
   Biltmore Family Office LLC 226 - 2024-03-31 22 $2,000 0
   VitalStone Financial LLC 395 - 2024-03-31 30 $2,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 309 - 2024-03-31 20 $2,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1090 - 2023-12-31 25 $2,000 0
   Concord Wealth Partners 766 - 2024-03-31 21 $2,000 0
   Scarborough Advisors LLC 312 - 2024-03-31 25 $2,000 0
   BESSEMER GROUP INC 2002 - 2024-03-31 7 $1,000 0
   JJJ Advisors Inc. 984 - 2024-03-31 8 $1,000 0
   Roble Belko & Company Inc 304 - 2024-03-31 10 $1,000 0
   City State Bank 699 - 2024-03-31 10 $1,000 0
   Tradewinds Capital Management LLC 490 - 2024-03-31 10 $1,000 0
   Cape Investment Advisory Inc. 977 - 2023-12-31 10 $1,000 0
   Front Row Advisors LLC 867 - 2024-03-31 12 $1,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2077 - 2024-03-31 2 $0 0
  71 Records found
  1    
  Page 1 of 1
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