ARKQ institutional holders

ARK Autonomous Technology & Robotics ETF · 307 reporting institutions · $640.6M reported value

Funds that can replace ARKQ · ARKQ return decomposition

Institutional holdings

Institutions reporting ARKQ, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$101.4M02026-06-30
Lpl Financial LLC$83.5M23,4582026-06-30
Morgan Stanley$77.6M23,1852026-06-30
Wells Fargo & Company/mn$45M02026-06-30
Hancock Prospecting Pty Ltd$33.4M02026-06-30
Royal Bank of Canada$18.9M02026-06-30
Jpmorgan Chase & Co$16.6M02026-06-30
Cetera Investment Advisers$12.2M10,3702026-06-30
Envestnet Pmc$11.3M602026-06-30
Private Advisor Group, LLC$9.9M9272026-06-30
Susquehanna International Group, LLP$8.8M02026-06-30
Raymond James Financial Inc$8.6M02026-06-30
Wealthfront Advisers LLC$8.5M402026-06-30
Commonwealth Equity Services, LLC$8.5M2,8632026-06-30
MML Investors Services, LLC$8.5M5,1202026-06-30
Thryve Wealth Management$7.2M42026-06-30
Osaic Holdings, Inc.$6.3M02026-06-30
Aspire Capital Advisors LLC$5.9M132026-06-30
UBS Group AG$5.8M02026-06-30
Brookstone Capital Management$5.3M3372026-06-30
Citadel Advisors LLC$5.2M02026-06-30
Northwestern Mutual Wealth Management Co$4.7M02026-06-30
Bip Wealth, LLC$4.7M622026-06-30
Cwm, LLC$4.5M6672026-03-31
Paller Financial Services Inc$4.5M32026-06-30
Tower Research Capital LLC (trc)$4.4M02026-06-30
Hartford Financial Management Inc.$4.3M72026-06-30
Spire Wealth Management$4.2M32026-06-30
Monon Wealth Management$4.1M72026-06-30
Simplicity Wealth, LLC$3.7M02026-06-30
Truist Financial Corp$3.4M02026-06-30
Stifel Financial Corp$2.7M02026-06-30
Sanctuary Advisors, LLC$2.4M4012026-06-30
Newedge Advisors$2.3M6012026-06-30
Wealth Management Partners, LLC$2.3M92026-06-30
Hightower Advisors, LLC$2.1M1,0462026-06-30
Kestra Advisory Services, LLC$2.1M1,4792026-06-30
Mariner, LLC$2.1M02026-06-30
Bank of New York Mellon Corp$2M02026-06-30
Atria Investments, Inc$2M62026-06-30
Creative Planning$1.9M1,1712026-06-30
Strategic Wealth Investment Group, LLC$1.9M332026-06-30
Moneta Group Investment Advisors LLC$1.8M2562026-06-30
Kovack Advisors, Inc.$1.7M2582026-06-30
Crescent Grove Advisors, LLC$1.6M212026-06-30
Alti Global, Inc.$1.6M02026-06-30
Fifth Third Securities, Inc.$1.5M1,0142026-06-30
Stonex Group Inc.$1.4M02026-06-30
U.S. Capital Wealth Advisors, LLC$1.4M02026-03-31
Mercer Global Advisors Inc /adv$1.3M02026-06-30
Prudential PLC$1.3M02026-06-30
Pfg Advisors$1.3M832026-06-30
Ifp Advisors, Inc$1.3M3182026-06-30
Wealth Enhancement Advisory Services, LLC$1.3M1,0262026-06-30
Mgo One Seven LLC$1.2M1182026-06-30
Kingsview Wealth Management, LLC$1.2M1152026-06-30
Rockefeller Capital Management LP$1.2M3462026-06-30
Worthington Wealth Management$1.1M32026-06-30
Compound Planning, Inc.$1.1M752026-06-30
Johnson Investment Counsel Inc$1M652026-06-30
Farther Finance Advisors, LLC$1M3342026-06-30
Envestnet Portfolio Solutions, Inc.$985.4K32026-06-30
Parisi Gray Wealth Management, LLC$981.5K22026-06-30
Turner Financial Group, Inc.$964.1K82026-06-30
Efg International AG$921.3K02026-06-30
Cornerstone Wealth Management, LLC$898.4K02026-06-30
Purus Wealth Management, LLC$895.5K62026-06-30
Dynamic$867.5K752026-06-30
Renaissance Technologies LLC$859.4K02026-06-30
Mather Group, Llc.$850K1102026-06-30
Cresset Asset Management, LLC$846.6K2122026-06-30
Western Wealth Management, LLC$788.6K1122026-06-30
Level Four Advisory Services$784.2K1412026-06-30
Integrated Wealth Concepts LLC$742.7K4802026-06-30
Savant Wealth Management$738.8K4052026-06-30
Concurrent Investment Advisors, LLC$726.9K3492026-06-30
Navis Wealth Advisors LLC$718.2K72026-06-30
Captrust Financial Advisors$713.8K9622026-06-30
US Bancorp$711.5K02026-06-30
Tacita Capital Inc$708K02026-06-30
Hilton Head Capital Partners, LLC$705.1K62026-06-30
Oppenheimer Asset Management$698.5K52026-06-30
Antonelli Financial Advisors, LLC$691K22026-06-30
Vestgen Advisors, LLC$682.1K582026-06-30
Ausdal Financial Partners, Inc.$675.8K1892026-06-30
Seeds Investor LLC$672.9K32026-06-30
Clearstead Trust, LLC$672.2K02026-06-30
Jaffetilchin Investment Partners, LLC$664.1K02026-03-31
Steward Partners Investment Advisory, LLC$663.7K4812026-06-30
Hbw Advisory Services LLC$658K682026-06-30
Arax Advisory Partners$654.2K2322026-06-30
Aspenridge Wealth Advisors$642.2K32026-06-30
Hobart Private Capital, LLC$634.3K122026-06-30
Focus Partners Wealth$626.4K1,0482026-06-30
Equitable Holdings, Inc.$609.1K02026-06-30
Compass Capital Corp /ma/ /adv$584.1K02026-06-30
Cambridge Advisors Inc.$584K42026-06-30
Snowden Capital Advisors LLC$580.5K1222026-06-30
Belpointe Asset Management LLC$553.9K1702026-06-30
Sigma Planning Corp$553.4K4742026-06-30
One Capital Management, LLC$526.8K642026-06-30
Stratos Wealth Partners, Ltd.$526.2K3862026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$520.4K02026-06-30
J.W. Cole Advisors, Inc.$498K4992026-06-30
First Heartland Consultants, Inc.$487.8K992026-06-30
Saxon Financial Group$487.5K152026-06-30
Kestra Private Wealth Services, LLC$486.2K2062026-06-30
Gladstone Institutional Advisory LLC$481.4K1082026-06-30
Wealthcare Advisory Partners LLC$478K1702026-06-30
Glenmede Trust Co NA$475.4K62026-06-30
Venturi Wealth Management, LLC$470.3K202026-06-30
Belvedere Trading LLC$446.1K02026-06-30
Copia Wealth Management$442.4K42026-06-30
Signaturefd, LLC$428.2K492026-06-30
Pfg Investments, LLC$426.8K02026-06-30
Corient Private Wealth LP$422.6K6742026-06-30
Corecap Advisors, LLC$418.7K1182026-06-30
Scotia Capital Inc.$416.5K02026-06-30
Atx Financial Planning, LLC$411.1K32026-06-30
Chicago Partners Investment Group LLC$407.6K572026-06-30
Linscomb Wealth, Inc.$406.6K212026-06-30
Gts Securities LLC$404.2K02026-06-30
Independent Financial Group, LLC$393.9K4812026-06-30
Garden State Investment Advisory Services LLC$386.9K332026-06-30
B. Riley Wealth Advisors, Inc.$375.4K1702026-06-30
CIBC World Market Inc.$371.5K02026-06-30
Diversified Management Inc$370.2K62026-06-30
Essex Financial Services, Inc.$358.8K332026-06-30
Heritage Wealth Management, Inc.$358.2K32026-06-30
Keating Financial Advisory Services, Inc.$357.4K252026-06-30
Geneos Wealth Management, Inc.$357.3K1932026-06-30
Citigroup Inc$355.4K02026-06-30
Insigneo Advisory Services, LLC$348.8K2252026-06-30
Eagle Wealth Strategies$348.1K92026-06-30
Silver Grove Financial Group, Inc.$338.1K172026-06-30
Buck Wealth Strategies, LLC$334.5K502026-06-30
Highpoint Advisor Group LLC$333.2K1142026-06-30
Fifth Third Bancorp$333.1K02026-06-30
Mai Capital Management$329.4K3082026-06-30
Pathstone Holdings, LLC$328.6K02026-06-30
Lauer Wealth Management$325.5K32026-06-30
Advisory Services Network$317.3K2532026-06-30
Gerber, LLC$309K42026-06-30
E & G Advisors, LLC$307.7K42026-06-30
Lido Advisors, LLC$307.4K3202026-06-30
Prospect Financial Services LLC$303.4K92026-06-30
Tudor Investment Corp Et Al$301.9K02026-06-30
Franklin Resources Inc$290.9K02026-06-30
Comerica Bank$288.9K02025-12-31
Owen Larue, LLC$286.3K42026-06-30
Claro Advisors Inc.$284.1K202026-06-30
Arkadios Wealth Advisors$281.2K2262026-06-30
Aqr Capital Management LLC$281.1K12026-06-30
Edelman Financial Engines$281K7222026-06-30
Bridgewealth Advisory Group, LLC$269.7K52026-06-30
Trek Financial, LLC$269.6K632026-06-30
Wealthspire Advisors, LLC$268.7K2372026-06-30
Fairscale Capital, LLC$264.3K32026-06-30
Pgim Custom Harvest LLC$257K02026-06-30
Southeast Asset Advisors, LLC$253.2K82026-06-30
Simplex Trading, LLC$252.7K02026-06-30
Founders Financial Securities LLC$248.6K1172026-06-30
Oppenheimer & Co. Inc.$248K1,1662026-06-30
World Investment Advisors$245K3592026-06-30
Northbridge Financial Group, LLC$243.4K92026-06-30
Chris Bulman Inc$234.3K72026-06-30
Flagship Wealth Advisors, LLC$231.4K92026-06-30
Triumph Capital Management$231.3K142026-06-30
Simon Quick Advisors, LLC$228.7K402026-06-30
Two Sigma Securities, LLC$225.6K02026-06-30
Medallion Wealth Advisors, LLC$223.4K62026-06-30
Waterloo Capital, LP$222.9K572026-06-30
Lbmc Investment Advisors, LLC$222.8K32026-06-30
Integrated Investment Consultants, LLC$222.1K102026-06-30
Barnes Wealth Management Group$221.8K72026-06-30
Integrity Alliance, Llc.$217.2K3532026-06-30
Post Resch Tallon Group Inc.$214.9K62026-06-30
Pds Planning, Inc$211.7K102026-06-30
PNC Financial Services Group, Inc.$208.4K02026-06-30
Compass Financial Group, Inc/sd$208.1K72026-06-30
True North Advisors, LLC$205.1K322026-06-30
Oxford Financial Group, Ltd. LLC$203.5K502026-06-30
Valeo Financial Advisors, LLC$202.1K1082026-06-30
Global Retirement Partners LLC$201.6K4912026-06-30
Ae Wealth Management LLC$189.1K4712026-06-30
Allworth Financial, LP$169.6K3172026-06-30
National Bank of Canada /fi$148.5K02026-06-30
Blue Trust, Inc.$141K02026-06-30
Ifg Advisory, LLC$132.4K1102026-06-30
Evolution Wealth Management Inc.$132.2K32026-06-30
Harbour Investments, Inc.$131K2472026-06-30
Signature Equity Partners, LLC$130.9K342026-06-30
Bank of Montreal /can$129.7K02026-06-30
Valley National Advisers Inc$119.4K142026-06-30
Marshall Investment Management, LLC$118.1K82026-06-30
Barclays PLC$110.9K02026-06-30
Federation Des Caisses Desjardins Du Quebec$109.8K02026-06-30
Iag Wealth Partners, LLC$105.4K172026-06-30
Powell Investment Advisors, LLC$102.2K22026-06-30
Group One Trading LLC$102.1K02026-06-30
Fiduciary Financial Advisors$94.2K512026-06-30
Russell Investments Group, Ltd.$91.2K02026-06-30
Fwl Investment Management, LLC$75K22026-06-30
Creative Financial Designs Inc /adv$68.5K02026-06-30
Ameriflex Group, Inc.$67.4K2122026-06-30
Aberdeen Wealth Management LLC$65.6K22026-06-30
Montag$64.4K92026-06-30
Bokf, NA$59.5K02026-06-30
Kingdom Financial Group Llc.$58.9K152026-06-30
Beacon Investment Advisory Services, Inc.$56.5K312026-06-30
Financial Perspectives, Inc$56.4K152026-06-30
Smartleaf Asset Management LLC$56.1K92026-06-30
Kilter Group LLC$52.5K82026-06-30
Financial Consulate, Inc$52.2K132026-06-30
Concord Wealth Partners$49.2K112026-06-30
West Paces Advisors Inc.$48.3K42026-06-30
Fmp Wealth Advisers$46.6K142026-06-30
Key Financial, Inc.$46.3K82026-06-30
Alphacore Capital LLC$46.3K692026-06-30
Bankplus Trust Department$46.1K02026-06-30
Kerr Financial Planning Corp$45.7K32026-06-30
Gps Wealth Strategies Group, LLC$44.6K02025-12-31
Fmr LLC$44.6K02026-06-30
Capital Investment Advisory Services, LLC$44.4K1032026-06-30
Strategic Advocates LLC$38.3K02026-06-30
Cgc Financial Services, LLC$37.2K72026-06-30
Advisornet Wealth Partners$37.1K582026-06-30
Parallel Advisors, LLC$33.7K752026-06-30
Physician Wealth Advisors, Inc.$33.2K92026-06-30
Rossmore Private Capital$33.1K42026-06-30
Barrett & Company, Inc.$32.7K42026-06-30
Soa Wealth Advisors, Llc.$32.3K102026-06-30
Huntington National Bank$31.3K02026-06-30
Armstrong Advisory Group, Inc$30.2K142026-06-30
Cranbrook Wealth Management, LLC$29.8K52026-06-30
Crews Bank & Trust$27.8K02026-06-30
Archer Investment Corp$27.8K782026-06-30
Costello Asset Management, Inc.$26.4K22026-06-30
Glassman Wealth Services$26.4K142026-06-30
Continuum Advisory, LLC$26.4K402026-06-30
Activest Wealth Management$25.1K142026-06-30
Marshall & Sterling Wealth Advisors Inc.$22.7K102026-06-30
Jones Financial Companies LLLP$22.2K02026-06-30
Sunbelt Securities, Inc.$20.2K632026-03-31
TD Waterhouse Canada Inc.$16.8K02026-06-30
Gen-Wealth Partners Inc$14K82026-06-30
Birchwood Financial Partners, Inc.$13.4K92026-06-30
Mowery & Schoenfeld Wealth Management, LLC$13.2K72026-06-30
Lanark Financial, Inc.$13.2K692026-06-30
Glen Eagle Advisors, LLC$11.9K132026-06-30

The 250 largest of 307 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: 2025-09-30 to 2026-06-30