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Get Institutions for : 
Ark Etf Trust (ARKQ)  
$37.06 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    9
Total shares held : 
4,052,144  
% of shares held : 
28.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -32  
Amount of shares held : 
-108,183  
% of shares held change : 
  -0.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 60,434
 1.49%
 
Increased Positions :
34
 171,342
 4.23%
 
Unchanged Positions :
65
 89,874
 2.22%
 
Decreased Positions :
57
-221,668
-5.47%
 
Closed Positions :
22
-118,291
-2.92%
 
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
   LPL FINANCIAL CORP 1186 - 2024-03-31 226,191 $12,375,000 -409,911
   WELLS FARGO & CO/MN 1694 - 2024-03-31 142,276 $7,784,000 -15,893
   HARTFORD FINANCIAL MANAGEMENT INC. 16 - 2024-03-31 117,515 $6,429,000 -103
   COMMONWEALTH EQUITY SERVICES LLC. 1020 - 2024-03-31 116,465 $6,372,000 -15,521
   Brookstone Capital Management 243 - 2024-03-31 74,984 $4,102,000 -2,961
   PRUDENTIAL CORP PLC 333 - 2024-03-31 57,150 $3,127,000 -2,950
   ROYAL BANK OF CANADA 2382 - 2024-03-31 44,837 $2,454,000 -576
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1565 - 2024-03-31 41,353 $2,262,000 -602
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1209 - 2024-03-31 39,127 $2,141,000 -2,186
   Private Advisor Group LLC 775 - 2024-03-31 39,088 $2,139,000 -3,061
   Wealthfront Advisers LLC 483 - 2024-03-31 36,739 $2,010,000 -4,699
   ENVESTNET ASSET MANAGEMENT INC 2565 - 2024-03-31 35,824 $1,960,000 -271
   Mutual Advisors LLC 325 - 2024-03-31 29,203 $1,598,000 -137
   Wealth Management Partners LLC 31 - 2024-03-31 25,079 $1,372,000 -958
   AVIANCE CAPITAL PARTNERS, LLC 136 - 2024-03-31 20,000 $1,094,000 -10,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2464 - 2024-03-31 19,604 $1,073,000 -26,930
   Kestra Advisory Services LLC 1247 - 2024-03-31 17,864 $977,000 -1
   MML INVESTORS SERVICES LLC 1435 - 2024-03-31 17,821 $975,000 -7,609
   CWM LLC 917 - 2024-03-31 15,556 $851,000 -7,294
   BANK OF NEW YORK MELLON CORP 3231 - 2024-03-31 14,973 $819,000 -61
   RAYMOND JAMES & ASSOCIATES 2708 - 2024-03-31 14,843 $812,000 -2,165
   Stratos Wealth Partners LTD. 708 - 2024-03-31 14,693 $804,000 -1,822
   FINANCIAL NETWORK 1632 - 2024-03-31 13,991 $765,000 -1,379
   STIFEL FINANCIAL CORP 2361 - 2024-03-31 13,845 $757,000 -1,894
   BB&T CORP 1769 - 2024-03-31 12,547 $686,000 -851
   MARINER WEALTH ADVISORS, LLC 1869 - 2024-03-31 11,183 $612,000 -582
   OPPENHEIMER ASSET MANAGEMENT INC 816 - 2024-03-31 9,863 $540,000 -399
   UBS Group AG 4094 - 2024-03-31 9,031 $494,000 -849
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1591 - 2024-03-31 8,872 $485,000 -4,247
   Tyler-Stone Wealth Management 94 - 2024-03-31 8,735 $478,000 -450
   Purus Wealth Management LLC 68 - 2024-03-31 8,142 $445,000 -562
   PFG Advisors 422 - 2024-03-31 8,109 $444,000 -62
   JANE STREET GROUP LLC 4020 - 2024-03-31 7,843 $429,000 -23,878
   Steward Partners Investment Advisory LLC 1133 - 2024-03-31 7,517 $411,000 -2,233
   Insight Advisors LLC/ PA 198 - 2024-03-31 6,876 $376,000 -2,624
   NBC SECURITIES INC. 556 - 2024-03-31 6,273 $343,000 -2,210
   Granite Bay Wealth Management LLC - 2024-03-31 6,018 $329,000 -591,315
   Atria Wealth Solutions Inc. 1534 - 2024-03-31 5,602 $306,000 -7,812
   GTS SECURITIES LLC 997 - 2024-03-31 5,431 $297,000 -22,846
   CREATIVE PLANNING 2267 - 2024-03-31 5,274 $289,000 -1,801
   Csenge Advisory Group 559 - 2024-03-31 5,268 $288,000 -101
   Goss Wealth Management LLC 1696 - 2024-03-31 4,653 $255,000 -478
   UNITED ASSET STRATEGIES, INC. 215 - 2024-03-31 4,444 $243,000 -37
   Bickling Financial Services Inc. 109 - 2022-12-31 5,364 $220,000 -42
   KESTRA PRIVATE WEALTH SERVICES LLC 1166 - 2024-03-31 3,816 $209,000 -179
   TWO SIGMA SECURITIES LLC 865 - 2024-03-31 3,756 $205,000 -74
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1741 - 2024-03-31 2,178 $119,000 -286
   PNC FINANCIAL SERVICES GROUP INC 2733 - 2024-03-31 1,465 $80,000 -365
   TOWER RESEARCH CAPITAL LLC 2334 - 2024-03-31 844 $46,000 -11,577
   HARBOUR INVESTMENTS INC. 1671 - 2023-12-31 541 $31,000 -228
   CITADEL ADVISORS LLC 5234 - 2024-03-31 533 $29,000 -11,637
   PRINCIPAL SECURITIES INC. 1830 - 2024-03-31 509 $28,000 -7,496
   AdvisorNet Financial Inc 1046 - 2024-03-31 380 $21,000 -917
   Global Retirement Partners LLC 1853 - 2024-03-31 315 $17,000 -588
   CREATIVE FINANCIAL DESIGNS INC /ADV 1051 - 2024-03-31 258 $14,000 -610
   COMERICA BANK 3228 - 2024-03-31 124 $7,000 -119
   Cutler Group LP 711 - 2024-03-31 100 $5,000 -700
   BANK OF MONTREAL /CAN/ 3261 - 2024-03-31 91 $5,000 -500
   GPS Wealth Strategies Group LLC 1031 - 2024-03-31 65 $4,000 -22
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 553 - 2024-03-31 57 $3,000 -5
   Creekmur Asset Management LLC 638 - 2024-03-31 52 $3,000 -1
   WETZEL INVESTMENT ADVISORS INC. 928 - 2024-03-31 20 $1,000 -195
   BARCLAYS PLC 3958 - 2024-03-31 22 $1,000 -431
   Venturi Wealth Management LLC 1359 - 2024-03-31 20 $1,000 -46
   Global Financial Private Client LLC 622 - 2024-03-31 13 $1,000 -12
   Hexagon Capital Partners LLC 1340 - 2024-03-31 2 $0 -1

  66 Records found
  1    
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