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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/ 1348 - 2023-12-31 644,197 $37,170,000 -52,844
   LPL FINANCIAL CORP 607 - 2023-12-31 636,102 $36,703,000 61,784
   Granite Bay Wealth Management LLC 43 - 2023-12-31 597,333 $31,343,000 21,475
   MORGAN STANLEY 2568 - 2023-12-31 387,209 $22,342,000 26,815
   WELLS FARGO & CO/MN 1558 - 2023-12-31 158,169 $9,126,000 -6,233
   Prostatis Group LLC 5 *New 2023-03-31 191,587 $8,963,000 191,587
   COMMONWEALTH EQUITY SERVICES LLC. 853 - 2023-12-31 131,986 $7,616,000 -1,970
   HARTFORD FINANCIAL MANAGEMENT INC. 16 - 2024-03-31 117,515 $6,429,000 -103
   Brookstone Capital Management 243 - 2024-03-31 74,984 $4,102,000 -2,961
   Aspire Capital Advisors LLC 17 - 2023-12-31 70,620 $4,075,000 7,969
   PRUDENTIAL CORP PLC 306 - 2023-12-31 60,100 $3,520,000 -3,200
   Advisor Group Holdings Inc. 1468 - 2023-12-31 58,370 $3,367,000 -22,138
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1590 - 2023-12-31 46,534 $2,685,000 831
   ROYAL BANK OF CANADA 2350 - 2023-12-31 45,413 $2,620,000 -6,410
   Private Advisor Group LLC 682 - 2023-12-31 42,149 $2,432,000 1,452
   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
   ENVESTNET ASSET MANAGEMENT INC 2436 - 2023-12-31 36,095 $2,083,000 44
   Wealthfront Advisers LLC 483 - 2024-03-31 36,739 $2,010,000 -4,699
   JANE STREET GROUP LLC 2525 - 2023-12-31 31,721 $1,830,000 -18,199
   Mutual Advisors LLC 307 - 2023-12-31 29,340 $1,693,000 -328
   GTS SECURITIES LLC 447 - 2023-12-31 28,277 $1,632,000 -979
   J P MORGAN CHASE & CO 3078 - 2023-12-31 27,840 $1,606,000 5,662
   MML INVESTORS SERVICES LLC 1154 - 2023-12-31 25,430 $1,467,000 -6
   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
   Merit Financial Group LLC 291 - 2023-12-31 18,971 $1,095,000 215
   AVIANCE CAPITAL PARTNERS, LLC 136 - 2024-03-31 20,000 $1,094,000 -10,000
   H D Vest Advisory Services 685 - 2023-12-31 18,386 $1,061,000 -1,709
   Kestra Advisory Services LLC 1096 - 2023-12-31 17,865 $1,031,000 -2,063
   HIGHTOWER ADVISORS, LLC 1825 - 2023-12-31 16,179 $931,000 -892
   STIFEL FINANCIAL CORP 2191 - 2023-12-31 15,739 $908,000 -1,128
   FINANCIAL NETWORK 1443 - 2023-12-31 15,370 $887,000 -1,340
   Atomi Financial Group Inc. 155 - 2023-12-31 14,986 $865,000 -88
   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
   Stevard LLC 19 - 2023-12-31 13,999 $808,000 1,703
   Stratos Wealth Partners LTD. 708 - 2024-03-31 14,693 $804,000 -1,822
   Atria Wealth Solutions Inc. 974 - 2023-12-31 13,414 $774,000 -1,558
   BB&T CORP 1707 - 2023-12-31 13,398 $773,000 809
   TOWER RESEARCH CAPITAL LLC 1087 - 2023-12-31 12,421 $717,000 7,648
   TWO SIGMA ADVISERS, LLC 1783 - 2023-12-31 12,300 $710,000 3,100
   CITADEL ADVISORS LLC 3257 - 2023-12-31 12,170 $702,000 12,170
   MARINER WEALTH ADVISORS, LLC 1717 - 2023-12-31 11,765 $679,000 -147
   AE Wealth Management LLC 1293 - 2023-12-31 12,580 $666,000 -265
   Crescent Grove Advisors LLC 144 - 2023-12-31 11,223 $648,000 0
   Cetera Investment Advisers 1361 - 2023-12-31 11,056 $638,000 -4,279
   DHK Financial Advisors Inc. 46 - 2023-12-31 10,425 $602,000 0
   OPPENHEIMER ASSET MANAGEMENT INC 831 - 2023-12-31 10,262 $592,000 189
   UBS Group AG 3845 - 2023-12-31 9,880 $570,000 -1,325
   Steward Partners Investment Advisory LLC 944 - 2023-12-31 9,750 $563,000 -290
   Ronald Blue Trust Inc. 226 - 2023-12-31 10,704 $562,000 846
   Insight Advisors LLC/ PA *New 2023-12-31 9,500 $548,000 9,500
   Tyler-Stone Wealth Management 73 - 2023-12-31 9,185 $530,000 0
   IFG Advisory LLC 361 - 2023-12-31 8,896 $513,000 -724
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1591 - 2024-03-31 8,872 $485,000 -4,247
   PFG Advisors 372 - 2023-12-31 8,171 $471,000 -1,367
   Sweet Financial Partners LLC 130 - 2024-03-31 8,490 $464,000 0
   PRINCIPAL SECURITIES INC. 624 - 2023-12-31 8,005 $462,000 0
   Purus Wealth Management LLC 68 - 2024-03-31 8,142 $445,000 -562
   PATHSTONE FAMILY OFFICE, LLC 1102 *New 2023-09-30 8,329 $437,000 8,329
   FTB Advisors Inc. 361 - 2024-03-31 7,659 $419,000 1,747
   TWO SIGMA INVESTMENTS LLC 2426 - 2023-12-31 7,100 $410,000 -10,400
   CREATIVE PLANNING 1838 - 2023-12-31 7,075 $408,000 -2,389
   Navis Wealth Advisors LLC 49 - 2023-12-31 6,465 $373,000 0
   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
   NBC SECURITIES INC. 556 - 2024-03-31 6,273 $343,000 -2,210
   Csenge Advisory Group 514 - 2023-12-31 5,369 $310,000 -300
   Envestnet Portfolio Solutions Inc. 1273 - 2023-12-31 5,365 $310,000 -278
   Atlantic Trust LLC 133 - 2023-12-31 5,080 $293,000 432
   Goss Wealth Management LLC 1548 - 2023-12-31 5,131 $285,000 -1,309
   SAXON INTERESTS INC. 151 - 2024-03-31 4,702 $257,000 0
   Tacita Capital Inc 77 - 2023-12-31 4,400 $254,000 1,200
   FLOW TRADERS U.S. LLC 604 - 2023-12-31 4,293 $248,000 -32,874
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 406 *New 2023-12-31 4,269 $246,000 4,269
   UNITED ASSET STRATEGIES, INC. 215 - 2024-03-31 4,444 $243,000 -37
   KESTRA PRIVATE WEALTH SERVICES LLC 1042 - 2023-12-31 3,995 $231,000 -228
   TWO SIGMA SECURITIES LLC 804 *New 2023-12-31 3,830 $221,000 3,830
   Bickling Financial Services Inc. 109 - 2022-12-31 5,364 $220,000 -42
   MERCER GLOBAL ADVISORS INC /ADV 1785 - 2023-12-31 3,769 $217,000 -46
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1614 *New 2023-09-30 3,976 $209,000 3,976
   Western Wealth Management LLC 652 - 2023-12-31 3,590 $207,000 3,590
   ESSEX FINANCIAL SERVICES INC 507 - 2024-03-31 3,757 $206,000 79
   Scissortail Wealth Management LLC 140 *New 2023-12-31 3,709 $201,000 3,709
   Resurgent Financial Advisors LLC 176 *New 2023-12-31 3,080 $178,000 3,080
   Financial Perspectives Inc 160 - 2024-03-31 2,875 $157,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1626 - 2023-12-31 2,464 $142,000 583
   ADVISORY SERVICES NETWORK, LLC 1450 *New 2023-12-31 2,353 $136,000 2,353
   US BANCORP 2229 *New 2023-12-31 2,191 $126,000 2,191
   JTC Employer Solutions Trusteee Ltd 180 - 2024-03-31 2,165 $118,000 0
   SIGNATUREFD, LLC 1028 - 2023-12-31 2,015 $116,000 0
   PNC FINANCIAL SERVICES GROUP INC 2561 - 2023-12-31 1,830 $106,000 0
   Glassman Wealth Services 289 - 2023-12-31 1,797 $104,000 -317
   CENTAURUS FINANCIAL INC. 752 - 2023-12-31 1,770 $102,000 1,770
   Avondale Wealth Management 69 - 2024-03-31 1,537 $84,000 0
   OXFORD FINANCIAL GROUP LTD 252 - 2023-12-31 1,436 $83,000 227
   CITIGROUP INC 3406 - 2023-12-31 1,244 $72,000 0
  100 Records found
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