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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: 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
   BANK OF AMERICA CORP /DE/ 1428 - 2024-03-31 723,169 $39,565,000 78,972
   MORGAN STANLEY 2561 - 2024-03-31 408,310 $22,339,000 21,101
   LPL FINANCIAL CORP 1186 - 2024-03-31 226,191 $12,375,000 -409,911
   Prostatis Group LLC 5 *New 2023-03-31 191,587 $8,963,000 191,587
   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
   Advisor Group Holdings Inc. 1164 - 2024-03-31 75,641 $4,138,000 17,271
   Brookstone Capital Management 243 - 2024-03-31 74,984 $4,102,000 -2,961
   D E SHAW & CO INC 1361 *New 2024-03-31 61,469 $3,363,000 61,469
   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
   Claraphi Advisory Network LLC 33 - 2022-12-31 52,160 $2,139,000 26,822
   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
   J P MORGAN CHASE & CO 3097 - 2024-03-31 29,703 $1,625,000 1,863
   Mutual Advisors LLC 325 - 2024-03-31 29,203 $1,598,000 -137
   Ronald Blue Trust Inc. 143 - 2024-03-31 25,941 $1,419,000 15,237
   Wealth Management Partners LLC 31 - 2024-03-31 25,079 $1,372,000 -958
   Rooted Wealth Advisors Inc. 38 - 2024-03-31 22,241 $1,186,000 805
   H D Vest Advisory Services 695 - 2024-03-31 21,086 $1,154,000 2,700
   AVIANCE CAPITAL PARTNERS, LLC 136 - 2024-03-31 20,000 $1,094,000 -10,000
   HIGHTOWER ADVISORS, LLC 1730 - 2024-03-31 19,821 $1,084,000 3,642
   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
   Atomi Financial Group Inc. 208 - 2024-03-31 15,797 $864,000 811
   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
   Crescent Grove Advisors LLC 135 - 2024-03-31 14,130 $773,000 2,907
   MERCER GLOBAL ADVISORS INC /ADV 1070 - 2024-03-31 3,799 $768,000 30
   Stevard LLC 26 - 2024-03-31 13,999 $766,000 0
   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
   DHK Financial Advisors Inc. 56 - 2024-03-31 10,425 $570,000 0
   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
   Sweet Financial Partners LLC 130 - 2024-03-31 8,490 $464,000 0
   Purus Wealth Management LLC 68 - 2024-03-31 8,142 $445,000 -562
   PFG Advisors 422 - 2024-03-31 8,109 $444,000 -62
   PATHSTONE FAMILY OFFICE, LLC 1102 *New 2023-09-30 8,329 $437,000 8,329
   JANE STREET GROUP LLC 4020 - 2024-03-31 7,843 $429,000 -23,878
   FTB Advisors Inc. 361 - 2024-03-31 7,659 $419,000 1,747
   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
   Sigma Planning Corp 872 - 2024-03-31 6,737 $369,000 6,737
   EAGLE WEALTH STRATEGIES LLC 56 - 2024-03-31 6,748 $368,000 528
   MATHER GROUP, INC. 393 - 2024-03-31 6,379 $368,000 0
   Navis Wealth Advisors LLC 55 - 2024-03-31 6,465 $354,000 0
   NBC SECURITIES INC. 556 - 2024-03-31 6,273 $343,000 -2,210
   Cetera Investment Advisers 1402 - 2024-03-31 6,052 $331,000 -5,004
   Granite Bay Wealth Management LLC - 2024-03-31 6,018 $329,000 -591,315
   FLOW TRADERS U.S. LLC 533 - 2024-03-31 5,821 $318,000 1,528
   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
   Atlantic Trust LLC 113 - 2024-03-31 5,080 $278,000 0
   MULTIFINANCIAL SECURITIES CORP 1980 - 2024-03-31 5,051 $276,000 5,051
   HRT FINANCIAL LLC 1521 *New 2024-03-31 4,893 $267,000 4,893
   SAXON INTERESTS INC. 151 - 2024-03-31 4,702 $257,000 0
   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
   Tacita Capital Inc 81 - 2024-03-31 4,400 $241,000 0
   Bickling Financial Services Inc. 109 - 2022-12-31 5,364 $220,000 -42
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1614 *New 2023-09-30 3,976 $209,000 3,976
   KESTRA PRIVATE WEALTH SERVICES LLC 1166 - 2024-03-31 3,816 $209,000 -179
   Prairie Wealth Advisors Inc. 158 - 2024-03-31 3,770 $206,000 0
   ESSEX FINANCIAL SERVICES INC 507 - 2024-03-31 3,757 $206,000 79
   JANNEY MONTGOMERY SCOTT LLC 2547 - 2024-03-31 3,748 $205,000 3,748
   TWO SIGMA SECURITIES LLC 865 - 2024-03-31 3,756 $205,000 -74
   SCOTIA CAPITAL INC. 764 *New 2024-03-31 3,657 $200,000 3,657
   US BANCORP 2095 - 2024-03-31 2,991 $164,000 800
   Financial Perspectives Inc 160 - 2024-03-31 2,875 $157,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 884 - 2024-03-31 2,185 $120,000 2,098
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1741 - 2024-03-31 2,178 $119,000 -286
   JTC Employer Solutions Trusteee Ltd 180 - 2024-03-31 2,165 $118,000 0
   SIGNATUREFD, LLC 1130 - 2024-03-31 2,015 $110,000 0
   Glassman Wealth Services 93 - 2024-03-31 1,797 $98,000 0
   Avondale Wealth Management 69 - 2024-03-31 1,537 $84,000 0
   PNC FINANCIAL SERVICES GROUP INC 2733 - 2024-03-31 1,465 $80,000 -365
   OXFORD FINANCIAL GROUP LTD 240 - 2024-03-31 1,436 $79,000 0
   HANSON MCCLAIN, INC. 1144 - 2024-03-31 1,283 $70,000 18
   CITIGROUP INC 3560 - 2024-03-31 1,244 $68,000 0
   IFP Advisors Inc 1402 - 2023-12-31 1,152 $66,000 0
   Federation des caisses Desjardins du Quebec 1369 - 2024-03-31 1,038 $57,000 0
   TOWER RESEARCH CAPITAL LLC 2334 - 2024-03-31 844 $46,000 -11,577
   IAG Wealth Partners LLC 173 - 2024-03-31 797 $44,000 0
   NATIONAL BANK OF CANADA /FI/ 1636 - 2024-03-31 781 $42,000 0
   WASHINGTON TRUST CO 487 - 2024-03-31 637 $35,000 0
   Qube Research & Technologies Ltd 3080 - 2024-03-31 644 $35,000 589
  100 Records found
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