ARKK institutional holders

ARK Innovation ETF · 662 reporting institutions · $3.7B reported value

Funds that can replace ARKK · ARKK return decomposition

Institutional holdings

Institutions reporting ARKK, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$508.1M23,1852026-06-30
Jpmorgan Chase & Co$380.8M02026-06-30
Goldman Sachs Group Inc$359.3M02026-06-30
Bank of America Corp /de$322.7M02026-06-30
Susquehanna International Group, LLP$183.5M02026-06-30
Wells Fargo & Company/mn$172.1M02026-06-30
Citigroup Inc$170.8M02026-06-30
Lpl Financial LLC$168.7M23,4582026-06-30
State of Wisconsin Investment Board$149.4M02026-06-30
UBS Group AG$100.5M02026-06-30
Raymond James Financial Inc$67.5M02026-06-30
Bnp Paribas Financial Markets$62.7M02026-06-30
Candriam Sca.$49.1M02026-06-30
Jain Global LLC$43.2M02026-06-30
D. E. Shaw & Co., LP$42.9M02026-06-30
Ascension Capital Advisors, Inc.$30.5M92026-06-30
Cresset Asset Management, LLC$29.6M2122026-06-30
Osaic Holdings, Inc.$27.9M02026-06-30
Royal Bank of Canada$26.1M02026-06-30
Commonwealth Equity Services, LLC$24.6M2,8632026-06-30
Venture Visionary Partners LLC$21.2M312026-06-30
Private Advisor Group, LLC$21.1M9272026-06-30
Mission Wealth Management, LP$20.3M1382026-06-30
Envestnet Pmc$18.2M602026-06-30
Cetera Investment Advisers$17.5M10,3702026-06-30
Hightower Advisors, LLC$16.5M1,0462026-06-30
Gerber, LLC$13.7M42026-06-30
Newedge Advisors$11.9M6012026-06-30
Wealthfront Advisers LLC$11.7M402026-06-30
Titleist Asset Management, LLC$11.6M432026-06-30
Schonfeld Strategic Advisors LLC$11.2M02026-06-30
Cwm, LLC$10.3M6672026-03-31
Jones Financial Companies LLLP$10.1M02026-06-30
Byrne Financial Freedom, LLC$9.8M62026-06-30
Group One Trading LLC$9.4M02026-06-30
Brookstone Capital Management$8.9M3372026-06-30
Toronto Dominion Bank$8.9M02026-06-30
Rockefeller Capital Management LP$8.4M3462026-06-30
Blue Sky Capital Consultants Group, Inc.$8.4M72026-06-30
Balyasny Asset Management LP$8.3M02026-06-30
MML Investors Services, LLC$8.2M5,1202026-06-30
Strategic Family Wealth Counselors, LLC$7.7M42026-06-30
Kestra Advisory Services, LLC$7.4M1,4792026-06-30
Ark Invest$7.4M02026-06-30
Luken Investment Analytics, LLC$7.2M52026-06-30
Skyoak Wealth, LLC$7.2M52026-06-30
Northwestern Mutual Wealth Management Co$6.5M02026-06-30
Ewg Elevate Inc.$6.4M02025-09-30
Bank of Montreal /can$6.2M02026-06-30
Abound Financial, LLC$6.1M32026-06-30
Arkadios Wealth Advisors$6.1M2262026-06-30
National Bank of Canada /fi$5.9M02026-06-30
Truist Financial Corp$5.8M02026-06-30
Nbz Investment Advisors LLC$5.8M32026-06-30
Ausdal Financial Partners, Inc.$5.7M1892026-06-30
One Charles Private Wealth Services, LLC$5.6M02026-06-30
Stifel Financial Corp$5.4M02026-06-30
Lmr Partners LLP$5.3M02026-06-30
Elevation Point Wealth Partners, LLC$5.2M562026-06-30
Efg International AG$5.2M02026-06-30
Maven Securities Ltd$5M02026-06-30
Kestra Private Wealth Services, LLC$4.9M2062026-06-30
Axxcess Wealth Management, LLC$4.9M382026-06-30
Sanctuary Advisors, LLC$4.3M4012026-06-30
Clear Street Group Inc.$4.2M02026-06-30
Variant Private Wealth, LLC$4.1M42026-06-30
National Philanthropic Trust$3.9M02026-06-30
Madison Park Capital Advisors, LLC$3.5M42026-06-30
Blue Trust, Inc.$3.4M02026-06-30
Arbor Capital Management Inc /adv$3.4M02026-06-30
Corient Private Wealth LP$3.3M6742026-06-30
Missouri Trust & Investment Co$3.2M02026-06-30
Rose Capital Advisors, LLC$3.2M142026-06-30
Kingsview Wealth Management, LLC$3.2M1152026-06-30
Wealth Enhancement Advisory Services, LLC$3.2M1,0262026-06-30
Tidal Investments LLC$3.2M02026-06-30
Farther Finance Advisors, LLC$3.1M3342026-06-30
Creative Planning$3M1,1712026-06-30
Merit Financial Group, LLC$2.8M2952026-06-30
Intrepid Financial Planning Group, LLC$2.8M112026-06-30
Millennium Management LLC$2.8M02026-06-30
Scotia Capital Inc.$2.8M02026-06-30
Kerr Financial Planning Corp$2.8M32026-06-30
Bravera Wealth$2.8M02026-06-30
Iht Wealth Management LLC$2.7M1592026-06-30
Bleakley Financial Group, LLC$2.6M1242026-06-30
Onedigital Investment Advisors LLC$2.6M3862026-06-30
O'Connor Alternative Investments, LLC$2.6M32026-06-30
Federation Des Caisses Desjardins Du Quebec$2.5M02026-06-30
Cary Street Partners Financial LLC$2.5M02026-06-30
Purus Wealth Management, LLC$2.5M62026-06-30
Post Resch Tallon Group Inc.$2.5M62026-06-30
CIBC World Market Inc.$2.4M02026-06-30
Crescent Grove Advisors, LLC$2.4M212026-06-30
Cassaday & Co Wealth Management LLC$2.3M472026-06-30
Kingswood Wealth Advisors, LLC$2.3M1232026-06-30
Apella Capital, LLC$2.3M1042026-06-30
Pfg Investments, LLC$2.3M02026-06-30
Equitable Holdings, Inc.$2.2M02026-06-30
Mariner, LLC$2.2M02026-06-30
Lokken Investment Group LLC$2.2M02025-09-30
J.W. Cole Advisors, Inc.$2.2M4992026-06-30
New World Advisors LLC$2.2M22026-06-30
Legacy Private Trust Co.$2.1M02026-06-30
Medallion Wealth Advisors, LLC$2.1M62026-06-30
Money Concepts Capital Corp$2M3892026-06-30
Barnes Pettey Financial Advisors, LLC$2M82026-06-30
Clearwater Capital Advisors, LLC$2M152026-06-30
Integrated Wealth Concepts LLC$1.9M4802026-06-30
Turner Financial Group, Inc.$1.9M82026-06-30
Eversource Wealth Advisors, LLC$1.9M772026-06-30
Patriot Financial Group Insurance Agency, LLC$1.9M352026-06-30
Nwam LLC$1.9M622026-06-30
Avior Wealth Management, LLC$1.9M692026-06-30
Prosperity Wealth Management, Inc.$1.9M562025-12-31
Atlas Legacy Advisors, LLC$1.8M42026-06-30
Concurrent Investment Advisors, LLC$1.8M3492026-06-30
TD Waterhouse Canada Inc.$1.8M02026-06-30
Baird Financial Group, Inc.$1.8M02026-06-30
Moors & Cabot, Inc.$1.8M822026-06-30
Redhawk Wealth Advisors, Inc.$1.8M432026-06-30
Integral Wealth Management$1.8M52026-06-30
Pfg Advisors$1.8M832026-06-30
Guggenheim Capital LLC$1.7M02026-06-30
Kraematon Investment Advisors, Inc.$1.7M12026-06-30
Mercer Global Advisors Inc /adv$1.7M02026-06-30
Advisory Services Network$1.7M2532026-06-30
Wealthtrak Capital Management LLC$1.7M52026-06-30
Family Manage LLC$1.7M102026-06-30
United Advisor Group, LLC$1.7M582026-06-30
Atlas Private Wealth Advisors$1.7M192026-06-30
Snowden Capital Advisors LLC$1.6M1222026-06-30
Grant Private Wealth Management$1.6M62026-06-30
Peak6 LLC$1.6M02026-06-30
Navpoint Financial, Inc.$1.6M32026-06-30
Valtrion Capital Management, LLC$1.6M62026-06-30
Gts Securities LLC$1.6M02026-06-30
Great Valley Advisor Group, LLC$1.5M2052026-06-30
Intesa Sanpaolo Wealth Management$1.5M02026-06-30
Advisor Os, LLC$1.5M22026-06-30
Allworth Financial, LP$1.5M3172026-06-30
Sloy Dahl & Holst, LLC$1.5M62026-06-30
Huntington National Bank$1.4M02026-06-30
Capital Investment Advisors, LLC$1.4M592026-06-30
Pcg Wealth Advisors, LLC$1.4M182026-06-30
Captrust Financial Advisors$1.4M9622026-06-30
Stratos Wealth Partners, Ltd.$1.4M3862026-06-30
Arax Advisory Partners$1.4M2322026-06-30
Kickstand Ventures, Llc.$1.4M62026-06-30
Aqr Capital Management LLC$1.3M12026-06-30
Mutual Advisors, LLC$1.3M1532026-06-30
Independent Financial Group, LLC$1.3M4812026-06-30
Cadence Bank$1.3M02025-12-31
Gladstone Institutional Advisory LLC$1.3M1082026-06-30
Steward Partners Investment Advisory, LLC$1.3M4812026-06-30
Osbon Capital Management LLC$1.3M22026-06-30
Biltmore Family Office, LLC$1.3M162026-06-30
Bank of New York Mellon Corp$1.2M02026-06-30
Sigma Planning Corp$1.2M4742026-06-30
Blair William & Co/il$1.2M3292026-06-30
Orion Porfolio Solutions, LLC$1.2M1992026-06-30
International Assets Investment Management, LLC$1.2M1222026-06-30
Savvy Advisors, Inc.$1.1M2142026-06-30
Worthington Wealth Management$1.1M32026-06-30
Bridgeport Financial Solutions$1.1M132026-06-30
Greykasell Wealth Strategies, Inc.$1.1M22026-06-30
Hbk Sorce Advisory LLC$1.1M732026-06-30
New England Private Wealth Advisors LLC$1.1M122026-06-30
Evolution Wealth Advisors, LLC$1.1M82026-06-30
Wealthcare Advisory Partners LLC$1.1M1702026-06-30
Koshinski Asset Management, Inc.$1M692026-06-30
Cerity Partners LLC$1M7772026-06-30
Zuckerman Investment Group, LLC$990.9K32026-06-30
Two Sigma Investments, LP$973K02026-06-30
Carnegie Investment Counsel$965.3K372026-06-30
Jaffetilchin Investment Partners, LLC$953K02026-03-31
Wcg Wealth Advisors LLC$947.8K1302026-06-30
Steelpeak Wealth, LLC$925.7K422026-06-30
Clear Harbor Asset Management, LLC$922K172026-06-30
Retirement Guys Formula LLC$920.5K62026-06-30
Bip Wealth, LLC$914.3K622026-06-30
Cornerstone Wealth Management, LLC$911.8K02026-06-30
D.A. Davidson & Co.$907K6892026-06-30
Summit Investment Advisory Services$905.2K82026-06-30
Harbour Investments, Inc.$905.1K2472026-06-30
Summit Financial, LLC$887.9K2292026-06-30
Relyea Zuckerberg Hanson LLC$885.5K72026-06-30
Stephens Inc /ar$880.6K2432026-06-30
Kovack Advisors, Inc.$874K2582026-06-30
Regal Investment Advisors LLC$873.7K1172026-06-30
Insigneo Advisory Services, LLC$871.6K2252026-06-30
Pathstone Holdings, LLC$851.5K02026-06-30
B. Riley Wealth Advisors, Inc.$850.4K1702026-06-30
Creativeone Wealth, LLC$847K2212026-06-30
Lebenthal Global Advisors, LLC$843.6K252026-06-30
Three Magnolias Financial Advisors$829.3K52026-06-30
Intellus Advisors LLC$828.2K92026-06-30
Beacon Financial Advisory LLC$827.6K132026-06-30
Straight Path Wealth Management$823.2K102026-06-30
Lido Advisors, LLC$821.5K3202026-06-30
Stonex Group Inc.$809.4K02026-06-30
Prospera Financial Services, Inc.$790.7K2702026-06-30
Lanark Financial, Inc.$777.9K692026-06-30
Citizens Financial Group Inc/ri$777.2K02026-06-30
Sierra Capital LLC$762.7K72026-06-30
Indivisible Partners$752.3K342026-06-30
True Private Wealth Advisors$752.3K112026-06-30
White Knight Strategic Wealth Advisors, LLC$747.3K32026-06-30
Hanover Advisors Inc$739.5K22026-06-30
Dynamic$736.3K752026-06-30
Hb Wealth Management, LLC$729.1K1692026-06-30
Venturi Wealth Management, LLC$711.1K202026-06-30
Ballew Advisors Inc$703.1K92026-06-30
Kayne Anderson Rudnick Investment Management LLC$702.1K362026-06-30
Guyasuta Investment Advisors Inc$695.9K112026-06-30
Walleye Capital LLC$678.2K02026-06-30
Western Wealth Management, LLC$677.2K1122026-06-30
Colonial River Wealth Management LLC$675K82026-06-30
Lion Street Advisors, LLC$674K02025-09-30
Interactive Financial Advisors, Inc.$667.8K342026-06-30
Avidian Wealth Enterprises, LLC$666.3K432026-06-30
Fortem Financial Group, LLC$663.4K62026-06-30
Geneos Wealth Management, Inc.$644.2K1932026-06-30
Tower Research Capital LLC (trc)$633.5K02026-06-30
Advyzon Investment Management, LLC$622.2K22026-06-30
Horizon Wealth Management$614.8K62026-06-30
Perigon Wealth Management, LLC$613.2K922026-06-30
Beacon Pointe Advisors, LLC$610.1K4662026-06-30
Aptus Capital Advisors, LLC$609.2K212026-06-30
&partners$607.8K5552026-06-30
Global Retirement Partners LLC$599.6K4912026-06-30
Wealthcare Investment Partners LLC$596.8K62026-06-30
Rinkey Investments$596.7K102026-06-30
Cyndeo Wealth Partners$593.9K202026-06-30
Prospect Financial Services LLC$592.5K92026-06-30
Mcf Advisors LLC$583K332026-06-30
Convergence Financial, LLC$579.3K292026-06-30
Bison Wealth, LLC$570.8K612026-06-30
Clearstead Trust, LLC$567.6K02026-06-30
Coppell Advisory Solutions LLC$555.3K762026-06-30
Clearstead; Clearstead Advisory Solutions$554.5K642026-06-30
Fmr LLC$553K02026-06-30
Csenge Advisory Group$551.2K752026-06-30
Clear Creek Financial Management, LLC$548.1K442026-06-30
Xml Financial, LLC$547.1K282026-06-30
Headlands Technologies LLC$546.3K02026-06-30
Foundations Investment Advisors, LLC$546.2K3022026-06-30
Trust Co$544.8K02026-06-30
Larson Financial Group LLC$543.9K672026-06-30
Lasalle St. Investment Advisors, LLC$541.8K1612026-06-30

The 250 largest of 662 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30