ARK Innovation ETF (ARKK) Institutional Ownership

$44.17
-0.26 (-0.59%)
(As of 03:28 PM ET)

Institutional Ownership Changes (13F Filings) for ARK Innovation ETF (NYSEARCA:ARKK)

Number of
Institutional Buyers
(last 12 months)
337
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$752.66M
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ARKK Institutional Buying and Selling by Quarter

ARK Innovation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Koshinski Asset Management Inc.15,212$762K0.1%-34.5%0.010%
5/8/2024Bleakley Financial Group LLC184,481$9.24M0.3%-4.8%0.125%
5/8/2024Avantax Advisory Services Inc.57,825$2.90M0.0%+2.7%0.039%
5/8/2024Value Star Asset Management Hong Kong Ltd7,000$350K0.1%N/A0.005%
5/7/2024 Verus Capital Partners LLC8,844$443K0.0%+11.4%0.006%
5/7/2024 WNY Asset Management LLC18,581$931K0.1%-9.6%0.013%
5/7/2024 Concurrent Investment Advisors LLC12,690$636K0.0%-4.6%0.009%
5/7/2024 SilverOak Wealth Management LLC17,861$894K0.2%+3.0%0.012%
5/7/2024 Atomi Financial Group Inc.8,829$442K0.0%-26.4%0.006%
5/7/2024 CarsonAllaria Wealth Management Ltd.5,250$263K0.2%+25.1%0.004%
5/7/2024 Oppenheimer & Co. Inc.31,616$1.58M0.0%-7.3%0.021%
5/7/2024 PFG Advisors85,730$4.29M0.3%-0.8%0.058%
5/7/2024 Wealthspire Advisors LLC6,495$325K0.0%-55.1%0.004%
5/7/2024 Insight Advisors LLC PA8,435$422K0.1%-7.0%0.006%
5/6/2024 Envestnet Portfolio Solutions Inc.13,557$679K0.0%-28.0%0.009%
5/6/2024 Advisory Services Network LLC63,977$3.20M0.1%+433.1%0.043%
5/4/2024 SPC Financial Inc.4,645$233K0.0%-5.0%0.003%
5/4/2024 Geneos Wealth Management Inc.12,185$610K0.0%-8.3%0.008%
5/4/2024 Csenge Advisory Group18,373$920K0.1%-7.2%0.012%
5/3/2024 Avidian Wealth Solutions LLC8,586$430K0.0%-30.3%0.006%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,672$635K0.1%-16.4%0.009%
5/2/2024 Mutual Advisors LLC39,724$1.99M0.1%-1.7%0.027%
5/2/2024 FinTrust Capital Advisors LLC2,918$146K0.0%+28.7%0.002%
5/2/2024 Gilbert & Cook Inc.4,364$219K0.0%+14.1%0.003%
5/2/2024 Curran Financial Partners LLC7,315$366K0.1%-5.5%0.005%
5/2/2024 Moloney Securities Asset Management LLC6,318$316K0.0%-15.0%0.004%
5/2/2024 PDS Planning Inc4,066$204K0.0%N/A0.003%
5/1/2024 StoneX Group Inc.19,027$953K0.1%-25.1%0.013%
5/1/2024 Janney Montgomery Scott LLC88,881$4.45M0.0%-3.8%0.060%
5/1/2024 Blue Trust Inc.1,489,595$74.60M1.1%-4.9%0.982%
5/1/2024 McCarthy & Cox327,656$16.41M6.2%N/A0.216%
4/30/2024 J.W. Cole Advisors Inc.19,095$956K0.0%-23.3%0.013%
4/30/2024 HB Wealth Management LLC8,090$405K0.0%-6.4%0.005%
4/30/2024Concord Wealth Partners819$41K0.0%-32.5%0.001%
4/30/2024 Granite Bay Wealth Management LLC34,210$1.71M1.0%-98.5%0.023%
4/30/2024 Fountainhead AM LLC4,923$247K0.1%+5.0%0.003%
4/30/2024 Arkadios Wealth Advisors14,708$737K0.1%-24.8%0.010%
4/30/2024 Perigon Wealth Management LLC13,736$688K0.0%-6.4%0.009%
4/30/2024 Navis Wealth Advisors LLC13,266$664K0.8%-11.4%0.009%
4/29/2024Commonwealth Equity Services LLC1,078,398$54.01M0.1%-9.0%0.711%
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4/29/2024 Benjamin F. Edwards & Company Inc.1,830$92K0.0%-31.1%0.001%
4/29/2024 Crescent Grove Advisors LLC95,985$4.81M0.5%-10.7%0.063%
4/26/2024 SFG Wealth Management LLC.4,956$248K0.1%-16.9%0.003%
4/26/2024 MONECO Advisors LLC4,990$250K0.0%-14.5%0.003%
4/25/2024 TRUE Private Wealth Advisors71,339$3.57M0.4%+2.3%0.047%
4/25/2024 Capital Investment Advisory Services LLC4,191$210K0.0%-11.7%0.003%
4/25/2024 Simplex Trading LLC16,045$803K0.0%-97.1%0.011%
4/25/2024 L.M. Kohn & Company10,421$522K0.1%+68.4%0.007%
4/25/2024 IAG Wealth Partners LLC627$31K0.0%-35.8%0.000%
4/24/2024 Activest Wealth Management614$31K0.0%-37.0%0.000%
4/24/2024 Oxler Private Wealth LLC7,551$378K0.1%-19.5%0.005%
4/24/2024 Newbridge Financial Services Group Inc.5,750$288K0.1%-23.8%0.004%
4/24/2024 Smith Anglin Financial LLC67,509$3.38M0.3%-3.5%0.045%
4/24/2024 Simplicity Wealth LLC184,481$9.24M0.2%N/A0.122%
4/24/2024 Archford Capital Strategies LLC6,880$345K0.1%-3.9%0.005%
4/24/2024 Essex Financial Services Inc.4,175$209K0.0%-15.5%0.003%
4/23/2024 Wetzel Investment Advisors Inc.3,167$159K0.1%-13.9%0.002%
4/23/2024 Milestone Asset Management LLC7,344$368K0.1%-33.2%0.005%
4/23/2024 Global Retirement Partners LLC5,826$292K0.0%-6.2%0.004%
4/23/2024 Swisher Financial Concepts Inc.45,816$2.18M1.9%+3.3%0.030%
4/23/2024 Fifth Third Bancorp1,405$70K0.0%-69.5%0.001%
4/23/2024 Stablepoint Partners LLC26,884$1.35M0.3%+33.3%0.018%
4/23/2024 Strategic Blueprint LLC31,987$1.60M0.1%-11.9%0.021%
4/23/2024 Gerber LLC213,864$10.71M9.0%-0.6%0.141%
4/23/2024 Wealth Effects LLC14,850$744K0.3%-5.1%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.570,297$28.56M0.0%+0.5%0.376%
4/22/2024 American Financial Advisors LLC167,865$8.41M1.2%-5.2%0.111%
4/22/2024 PFG Investments LLC24,644$1.23M0.1%+24.3%0.016%
4/22/2024 Raymond James & Associates809,182$40.52M0.0%-15.0%0.533%
4/22/2024 Strategic Advisors LLC15,437$773K0.2%-15.0%0.010%
4/19/2024 Retirement Guys Formula LLC16,153$809K0.4%-20.0%0.011%
4/19/2024 Cornerstone Wealth Management LLC17,597$881K0.1%-8.8%0.012%
4/19/2024 Kovack Advisors Inc.23,715$1.19M0.1%+29.6%0.016%
4/19/2024 Westside Investment Management Inc.580$29K0.0%+107.1%0.000%
4/19/2024 TCP Asset Management LLC4,799$240K0.1%+5.5%0.003%
4/19/2024 Leeward Financial Partners LLC6,184$310K0.1%+9.9%0.004%
4/19/2024 Santori & Peters Inc.5,180$259K0.1%+5.2%0.003%
4/19/2024 Sloy Dahl & Holst LLC21,355$1.07M0.3%+1.4%0.014%
4/18/2024 SeaCrest Wealth Management LLC9,232$462K0.1%+21.4%0.006%
4/18/2024 Claro Advisors LLC7,502$376K0.1%-3.3%0.005%
4/18/2024 Horizon Wealth Management LLC7,811$391K0.1%-5.0%0.005%
4/18/2024 SteelPeak Wealth LLC4,816$241K0.0%-87.9%0.003%
4/17/2024 Trilogy Capital Inc.16,579$830K0.0%-19.9%0.011%
4/17/2024 Richardson Capital Management LLC11,411$571K0.5%+3,477.1%0.008%
4/17/2024 Foguth Wealth Management LLC.6,168$309K0.2%N/A0.004%
4/17/2024 Winthrop Advisory Group LLC7,759$389K0.1%-21.3%0.005%
4/17/2024 Kathleen S. Wright Associates Inc.2,325$116K0.1%N/A0.002%
4/16/2024 Total Investment Management Inc.1,130,159$56.60M7.1%+8,939.1%0.745%
4/16/2024 Tsfg LLC524$26K0.0%-61.8%0.000%
4/16/2024 Register Financial Advisors LLC3,143$157K0.1%N/A0.002%
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4/16/2024 Wealth Enhancement Advisory Services LLC163,932$8.21M0.0%+90.2%0.108%
4/15/2024 Wealthcare Advisory Partners LLC13,595$681K0.0%+6.7%0.009%
4/15/2024 RFG Holdings Inc.53,743$2.69M1.1%+904.4%0.035%
4/15/2024 GoalVest Advisory LLC670$34K0.0%+124.8%0.000%
4/15/2024 Sovereign Financial Group Inc.10,808$541K0.1%-2.1%0.007%
4/15/2024 Sunbelt Securities Inc.1,608$81K0.0%-14.3%0.001%
4/15/2024 Brookstone Capital Management265,962$13.32M0.2%-4.7%0.175%
4/15/2024 Kingswood Wealth Advisors LLC9,052$453K0.1%-9.2%0.005%
4/15/2024 Sound Income Strategies LLC3,794$190K0.0%+9.9%0.002%
4/12/2024 Dynamic Advisor Solutions LLC45,287$2.27M0.1%-1.7%0.025%
(Data available from 1/1/2016 forward)

ARKK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ARKK shares?

During the previous two years, 666 institutional investors and hedge funds held shares of ARK Innovation ETF. The most heavily invested institutionals were Morgan Stanley ($377.82M), LPL Financial LLC ($144.08M), Citigroup Inc. ($128.03M), Cowen AND Company LLC ($101.69M), Blue Trust Inc. ($74.60M), JPMorgan Chase & Co. ($66.59M), and Ronald Blue Trust Inc. ($64.51M).Learn more on ARKK's institutional investors.

Which institutional investors have been buying ARK Innovation ETF stock?

Of the 570 institutional investors that purchased ARK Innovation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($12.22M), Jane Street Group LLC ($5.75M), Cowen AND Company LLC ($2.55M), Granite Bay Wealth Management LLC ($2.45M), International Assets Investment Management LLC ($2.43M), Total Investment Management Inc. ($2.34M), and Ronald Blue Trust Inc. ($1.63M).

How much institutional buying is happening at ARK Innovation ETF?

Institutional investors have bought a total of 54,080,460 shares in the last 24 months. This purchase volume represents approximately $2.34B in transactions.

Which ARK Innovation ETF major shareholders have been selling company stock?

Of the 400 institutional investors that sold ARK Innovation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($8.30M), SHANDA ASSET MANAGEMENT HOLDINGS Ltd ($8M), Granite Bay Wealth Management LLC ($2.48M), Total Investment Management Inc. ($1.21M), Merit Financial Group LLC ($854.45K), Northwestern Mutual Wealth Management Co. ($817.66K), and Raymond James & Associates ($737.71K).

How much institutional selling is happening at ARK Innovation ETF?

Institutional investors have sold a total of 36,048,023 shares in the last 24 months. This volume of shares sold represents approximately $1.48B in transactions.


This page (NYSEARCA:ARKK) was last updated on 5/9/2024 by MarketBeat.com Staff

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