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Get Institutions for : 
Ark Innovation ETF (ARKK)  
$44.43 1.12 (2.46%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 623    13
Total shares held : 
 74,801,017  
% of shares held : 
 67.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -49  
Amount of shares held : 
 405,944  
% of shares held change : 
   0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $39.04  
Last Quarter's Ending Price : 
 $52.37  
Last Quarter's Average Price : 
 $43.29  
Change from last quarter's     
avg. price to the last closing  : 
1.14 (2.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 2,297,774
 3.07%
 
Increased Positions :
171
 12,384,810
 16.56%
 
Unchanged Positions :
153
 779,381
 1.04%
 
Decreased Positions :
233
-13,092,092
-17.5%
 
Closed Positions :
53
-1,184,548
-1.58%
 
Guru Positions :
1
137,477
 0.18%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 507 - 2023-12-31 7,284,611 $381,495,000 -2,239,478
   WELLS FARGO & CO/MN 193 - 2023-12-31 7,038,350 $368,598,000 -2,751,348
   LPL FINANCIAL CORP 173 - 2023-12-31 3,338,717 $174,849,000 -293,141
   CITIGROUP INC 105 - 2023-12-31 2,796,096 $146,432,000 -431,373
   JANE STREET GROUP LLC 106 - 2023-12-31 2,286,248 $119,731,000 -2,010,940
   BANK OF AMERICA CORP /DE/ 784 - 2023-12-31 2,207,844 $115,625,000 -359,165
   Ronald Blue Trust Inc. - 2024-03-31 1,489,595 $74,599,000 -77,417
   UBS Group AG 574 - 2023-12-31 1,212,737 $63,511,000 -24,364
   Advisor Group Holdings Inc. 191 - 2023-12-31 1,089,682 $57,058,000 -269,330
   COMMONWEALTH EQUITY SERVICES LLC. 212 - 2024-03-31 1,078,398 $54,006,000 -106,563
   RAYMOND JAMES & ASSOCIATES 476 - 2024-03-31 809,182 $40,524,000 -142,302
   HIGHTOWER ADVISORS, LLC 297 - 2023-12-31 735,490 $38,512,000 -25,958
   CONSULTIVA WEALTH MANAGEMENT CORP. 15 - 2023-09-30 840 $33,322,000 -463
   MARINER WEALTH ADVISORS, LLC 236 - 2023-12-31 538,712 $28,212,000 -67,786
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 176 - 2024-03-31 558,178 $27,954,000 -48,885
   Cresset Asset Management LLC 90 - 2023-12-31 529,336 $27,721,000 -5,917
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 264 - 2023-12-31 462,924 $24,244,000 -50,931
   CITADEL ADVISORS LLC 777 - 2023-12-31 420,443 $22,019,000 -512,739
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 193 - 2023-12-31 407,948 $21,378,000 -54,908
   ENVESTNET ASSET MANAGEMENT INC 1017 - 2023-12-31 397,972 $20,842,000 -101,187
   Private Advisor Group LLC - 2024-03-31 318,456 $15,948,000 -10,647
   KLINGENSTEIN FIELDS & CO LLC - 2024-03-31 268,601 $13,452,000 -5,655
   Brookstone Capital Management 98 - 2024-03-31 265,962 $13,319,000 -13,115
   Sawtooth Asset Management Inc. 52 - 2023-12-31 240,642 $12,602,000 -11,244
   CREDIT SUISSE/ 856 - 2023-12-31 220,364 $11,540,000 -6,069
   Baird Financial Group Inc. 424 - 2023-12-31 219,680 $11,505,000 -9,956
   GERBER LLC 2 - 2024-03-31 213,864 $10,710,000 -1,363
   Bleakley Financial Group LLC - 2023-12-31 193,833 $10,151,000 -12,588
   CI Private Wealth LLC 525 - 2023-12-31 186,689 $9,777,000 -3,952
   Wealthfront Advisers LLC 155 - 2024-03-31 182,384 $9,134,000 -6,454
   BB&T CORP 640 - 2023-12-31 173,716 $9,098,000 -68,378
   American Financial Advisors LLC 24 - 2024-03-31 167,865 $8,407,000 -9,202
   Kestra Advisory Services LLC 311 - 2023-12-31 158,973 $8,325,000 -570
   Cetera Investment Advisers 292 - 2023-12-31 149,753 $7,843,000 -19,251
   One Charles Private Wealth Services LLC 7 - 2023-12-31 125,494 $6,572,000 -11
   Strategic Family Wealth Counselors L.L.C. 12 - 2023-12-31 124,917 $6,542,000 -11,313
   FINANCIAL ADVISORY GROUP 19 - 2023-12-31 116,177 $6,084,000 -1,636
   Rockefeller Capital Management L.P. 599 - 2023-12-31 108,365 $5,675,000 -6,937
   Apella Capital LLC 61 - 2024-03-31 113,417 $5,514,000 -6,553
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 105,376 $5,277,000 -2,082
   Goss Wealth Management LLC 338 - 2023-12-31 106,792 $5,226,000 -7,620
   HRT FINANCIAL LLC 274 - 2023-12-31 98,634 $5,165,000 -264,711
   Snowden Capital Advisors LLC 142 - 2023-12-31 95,012 $4,976,000 -1,252
   Crescent Grove Advisors LLC - 2024-03-31 95,985 $4,807,000 -11,472
   PFG Advisors 67 - 2023-12-31 86,456 $4,528,000 -4,208
   JANNEY MONTGOMERY SCOTT LLC 804 - 2024-03-31 88,881 $4,451,000 -3,544
   Atria Wealth Solutions Inc. 357 - 2023-12-31 80,397 $4,210,000 -1,050
   BARNES PETTEY FINANCIAL ADVISORS LLC 4 - 2023-12-31 76,987 $4,032,000 -394
   AXXCESS WEALTH MANAGEMENT LLC 151 - 2023-12-31 72,633 $3,804,000 -11,856
   STIFEL FINANCIAL CORP 1292 - 2023-12-31 68,687 $3,597,000 -27,386
   Mount Yale Investment Advisors LLC 73 - 2023-12-31 68,569 $3,591,000 -4,649
   Steward Partners Investment Advisory LLC 357 - 2023-12-31 66,934 $3,505,000 -287
   SCOTIA CAPITAL INC. 285 - 2023-12-31 66,057 $3,459,000 -4,832
   Bickling Financial Services Inc. 12 - 2022-12-31 108,268 $3,382,000 -22,322
   Smith Anglin Financial LLC 31 - 2024-03-31 67,509 $3,381,000 -2,463
   Relyea Zuckerberg Hanson LLC 30 - 2024-03-31 67,502 $3,380,000 -2,766
   Equitable Holdings Inc. 350 - 2023-12-31 48,238 $2,526,000 -1,049
   TD Waterhouse Canada Inc. 294 - 2023-12-31 46,825 $2,524,000 -4,137
   Safeguard Investment Advisory Group LLC - 2023-12-31 47,894 $2,510,000 -1,895
   Intrepid Financial Planning Group LLC 25 - 2023-12-31 43,540 $2,280,000 -925
   Dynamic Advisors Solutions LLC 277 - 2024-03-31 45,287 $2,268,000 -773
   Ausdal Financial Partners Inc. 95 - 2024-03-31 44,920 $2,250,000 -1,232
   Purus Wealth Management LLC 28 - 2024-03-31 41,825 $2,095,000 -1,346
   Integrated Wealth Concepts LLC 468 - 2023-12-31 39,035 $2,044,000 -1,646
   LEGACY PRIVATE TRUST CO. 111 - 2024-03-31 39,994 $2,003,000 -1,032
   Mutual Advisors LLC - 2024-03-31 39,724 $1,989,000 -671
   Eudaimonia Partners LLC 49 - 2024-03-31 38,338 $1,920,000 -39
   Orion Portfolio Solutions LLC 664 - 2023-12-31 36,490 $1,835,000 -3,722
   WCG Wealth Advisors LLC 147 - 2023-12-31 34,364 $1,800,000 -607
   Richmond Brothers Inc. 7 - 2023-12-31 34,167 $1,789,000 -4,373
   New World Advisors LLC 10 - 2024-03-31 35,333 $1,769,000 -12,038
   Granite Bay Wealth Management LLC - 2024-03-31 34,210 $1,713,000 -2,323,844
   WARREN AVERETT ASSET MANAGEMENT, LLC 168 - 2023-12-31 32,326 $1,693,000 -5,757
   New England Private Wealth Advisors LLC 54 - 2023-12-31 31,631 $1,657,000 -74
   Royal Fund Management LLC 142 - 2024-03-31 32,271 $1,618,000 -2,339
   IFP Advisors Inc 280 - 2023-12-31 30,844 $1,615,000 -22,065
   Strategic Blueprint LLC 170 - 2024-03-31 31,987 $1,602,000 -4,322
   Missouri Trust & Investment Co 31 - 2023-12-31 30,115 $1,577,000 -695
   MERCER GLOBAL ADVISORS INC /ADV 801 - 2023-12-31 29,924 $1,567,000 -2,636
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 134 - 2024-03-31 30,563 $1,505,000 -3,631
   KRAEMATON INVESTMENT ADVISORS INC - 2024-03-31 29,574 $1,481,000 -613
   Parallel Advisors LLC 261 - 2023-12-31 27,975 $1,465,000 -1,894
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 239 - 2023-12-31 27,627 $1,447,000 -2,101
   White Knight Strategic Wealth Advisors LLC 18 - 2023-12-31 27,011 $1,415,000 -3,315
   FAMILY MANAGEMENT CORP 62 - 2023-12-31 26,959 $1,412,000 -4,503
   Lakeview Capital Partners LLC 101 - 2023-12-31 26,639 $1,395,000 -802
   INSIGNEO ADVISORY SERVICES LLC 121 - 2023-12-31 24,595 $1,288,000 -3,275
   COWEN AND COMPANY LLC - 2024-03-31 24,032 $1,204,000 -360,888
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 23,063 $1,155,000 -2,718
   Betterment LLC 164 - 2023-12-31 21,946 $1,149,000 -853
   Moors & Cabot Inc. 262 - 2023-12-31 21,429 $1,122,000 -198
   GREAT VALLEY ADVISOR GROUP INC. 322 - 2023-12-31 21,317 $1,116,000 -7,068
   MERRIMAN WEALTH MANAGEMENT, LLC 87 - 2023-12-31 20,675 $1,083,000 -430
   WNY Asset Management LLC 84 - 2023-12-31 20,551 $1,076,000 -430
   ICA Group Wealth Management LLC 82 - 2023-12-31 20,228 $1,059,000 -3,649
   Foundations Investment Advisors LLC 303 - 2023-12-31 22,169 $1,020,000 -315
   PNC FINANCIAL SERVICES GROUP INC 1127 - 2023-12-31 19,048 $998,000 -5,455
   Sanctuary Wealth Management L.L.C. 17 - 2023-12-31 18,628 $976,000 -1,973
   J.W. COLE ADVISORS INC. - 2024-03-31 19,095 $956,000 -5,809
   INTL FCSTONE INC. 164 - 2024-03-31 19,027 $953,000 -6,374
  100 Records found
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