ARKX institutional holders

ARK Space & Defense Innovation ETF · 176 reporting institutions · $144.8M reported value

Funds that can replace ARKX · ARKX return decomposition

Institutional holdings

Institutions reporting ARKX, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$37.4M23,4582026-06-30
Jain Global LLC$14.5M02026-06-30
UBS Group AG$7.6M02026-06-30
Royal Bank of Canada$7.1M02026-06-30
Gts Securities LLC$6.2M02026-06-30
Raymond James Financial Inc$4.9M02026-06-30
Osaic Holdings, Inc.$4.2M02026-06-30
Envestnet Pmc$3.7M602026-06-30
Sequent Planning LLC$3.3M1002026-06-30
Quantum Private Wealth, LLC$3.2M12026-06-30
Financial Sense Advisors, Inc.$3M82026-06-30
O'Connor Alternative Investments, LLC$2.5M32026-06-30
Wj Wealth Management$2.5M22026-06-30
Susquehanna International Group, LLP$2.3M02026-06-30
Morgan Stanley$2.2M23,1852026-06-30
Commonwealth Equity Services, LLC$2M2,8632026-06-30
Brookstone Capital Management$1.9M3372026-06-30
Grandview Asset Management LLC$1.6M42026-06-30
Jpmorgan Chase & Co$1.5M02026-06-30
Steward Partners Investment Advisory, LLC$1.5M4812026-06-30
Newedge Advisors$1.5M6012026-06-30
Marshall Investment Management, LLC$1.2M82026-06-30
Renaissance Technologies LLC$1.2M02026-06-30
Kingsview Wealth Management, LLC$1.2M1152026-06-30
Stifel Financial Corp$1M02026-06-30
Carlson Financial, Inc.$980K42026-06-30
Northwestern Mutual Wealth Management Co$950K02026-06-30
Private Advisor Group, LLC$919.5K9272026-06-30
Corecap Advisors, LLC$890.2K1182026-06-30
Scs Capital Management LLC$889.9K802026-06-30
Cetera Investment Advisers$839.8K10,3702026-06-30
Pfg Investments, LLC$826K02026-06-30
McKinley Carter Wealth Services, Inc.$814.3K252026-06-30
Creative Planning$751.5K1,1712026-06-30
Goldman Sachs Group Inc$701.3K02026-06-30
Beacon Pointe Advisors, LLC$687.4K4662026-06-30
Mgo One Seven LLC$659.8K1182026-06-30
Kestra Advisory Services, LLC$655.8K1,4792026-06-30
Stratos Wealth Partners, Ltd.$620.6K3862026-06-30
Prospera Financial Services, Inc.$581.6K2702026-06-30
Stonex Group Inc.$569.1K02026-06-30
Sanctuary Advisors, LLC$565.8K4012026-06-30
Cwm, LLC$555K6672026-03-31
Turner Financial Group, Inc.$544.5K82026-06-30
Kestra Private Wealth Services, LLC$521.1K2062026-06-30
Equitable Holdings, Inc.$516.3K02026-06-30
Oppenheimer & Co. Inc.$434K1,1662026-06-30
Advyzon Investment Management, LLC$394.2K22026-06-30
MML Investors Services, LLC$373.9K5,1202026-06-30
Moneco Advisors, LLC$373.3K502026-06-30
Wcg Wealth Advisors LLC$354.5K1302026-06-30
Gradient Investments, LLC$347.1K312026-06-30
Bank of America Corp /de$332K02026-06-30
Elm3 Financial Group, LLC$314.7K32026-06-30
Stirlingshire Investments, Inc.$314.1K282026-06-30
Cfo Capital Management LLC$304.6K02026-03-31
Fifth Third Securities, Inc.$298.1K1,0142026-06-30
Mariner, LLC$296.3K02026-06-30
Northern Trust Corp$292.4K02026-06-30
World Investment Advisors$282.4K3592026-06-30
Brown, Lisle/cummings, Inc.$259.7K82026-03-31
Hightower Advisors, LLC$255.7K1,0462026-06-30
Captrust Financial Advisors$252.4K9622026-06-30
Wiser Advisor Group LLC$228.3K32026-06-30
Certior Financial Group, LLC$222.7K82026-06-30
Silver Grove Financial Group, Inc.$222.5K172026-06-30
Arkadios Wealth Advisors$214.9K2262026-06-30
Visionary Wealth Advisors$214K462026-06-30
Focus Partners Wealth$210.6K1,0482026-06-30
Inscription Capital, LLC$207.3K122026-06-30
Integrated Wealth Concepts LLC$202.1K4802026-06-30
TD Waterhouse Canada Inc.$182.8K02026-06-30
Rockefeller Capital Management LP$176.5K3462026-06-30
Family Manage LLC$170.6K102026-06-30
Global Retirement Partners LLC$144.7K4912026-06-30
Advisory Services Network$140.4K2532026-06-30
Wells Fargo & Company/mn$117.5K02026-06-30
Ankerstar Wealth, LLC$97.1K62026-06-30
Advantage Trust Co$95.5K02026-06-30
Allied Private Wealth LLC$94.3K32026-06-30
Powell Investment Advisors, LLC$90.1K22026-06-30
Ifg Advisory, LLC$86K1102026-06-30
Fmp Wealth Advisers$85.3K142026-06-30
Hilton Head Capital Partners, LLC$85.1K62026-06-30
Quent Capital, LLC$84.4K02026-06-30
Ae Wealth Management LLC$82.5K4712026-06-30
Franklin Resources Inc$68.2K02026-06-30
Union Bancaire Privee, Ubp SA$67K02026-06-30
Louisbourg Investments Inc.$66.5K02026-06-30
Ashton Thomas Private Wealth, LLC$61.9K962026-06-30
Consultiva Wealth Management, Corp.$61.4K112026-06-30
National Bank of Canada /fi$59.9K02026-06-30
Buck Wealth Strategies, LLC$54K502026-06-30
Toth Financial Advisory Corp$51.8K102026-06-30
Blackrock, Inc.$51.2K02026-06-30
McGuire Capital Advisors Inc$51K42026-06-30
Nbz Investment Advisors LLC$48.3K32026-06-30
Bank of Montreal /can$46.9K02026-06-30
Signaturefd, LLC$46.1K492026-06-30
Parallel Advisors, LLC$41.7K752026-06-30
Allworth Financial, LP$37.5K3172026-06-30
Costello Asset Management, Inc.$35.8K22026-06-30
Shp Wealth Management$34.1K322026-06-30
Bank of New Hampshire$32.1K02026-06-30
Spire Wealth Management$31.3K32026-06-30
Boreal Capital Management LLC$31.2K312026-06-30
Massmutual Private Wealth & Trust, Fsb$30.7K02026-06-30
Sunbelt Securities, Inc.$29.5K632026-03-31
Intesa Sanpaolo Wealth Management$27.3K02026-06-30
Lanark Financial, Inc.$24.3K692026-06-30
Huntington National Bank$22.9K02026-06-30
Geneos Wealth Management, Inc.$22.5K1932026-06-30
Harbour Investments, Inc.$19.4K2472026-06-30
Aptus Capital Advisors, LLC$18.1K212026-06-30
Medallion Wealth Advisors, LLC$18K62026-06-30
Arax Advisory Partners$17.2K2322026-06-30
Eversource Wealth Advisors, LLC$17.1K772026-06-30
Private Wealth Asset Management$16.4K222026-06-30
Smallwood Wealth Investment Management, LLC$15.7K62026-06-30
Capital A Wealth Management, LLC$15.4K122025-06-30
Golden State Wealth Management, LLC$15K472026-06-30
CIBC Private Wealth Group LLC$14.4K02025-12-31
Colonial Trust Advisors$13.6K152026-06-30
Flagship Wealth Advisors, LLC$13.6K92026-06-30
Dhjj Financial Advisors, Ltd.$13K72026-06-30
Comprehensive Financial Planning, Inc./pa$10.7K02026-06-30
Fifth Third Bancorp$10.4K02026-06-30
Fourth Dimension Wealth, LLC$10.2K92026-06-30
Vision Retirement, LLC$9.2K72026-06-30
Hurley Capital, LLC$8.5K32026-06-30
Continuum Advisory, LLC$7.6K402026-06-30
Pittenger & Anderson Inc$7.4K142026-06-30
Russell Investments Group, Ltd.$7.4K02026-06-30
Ifp Advisors, Inc$7.3K3182026-06-30
Stone House Investment Management, LLC$6.8K192026-06-30
Kerr Financial Planning Corp$6K32026-06-30
Allsquare Wealth Management LLC$5.2K42025-09-30
Brown Brothers Harriman Mutual Fund Advisory Department$5.1K02026-06-30
Archer Investment Corp$5.1K782026-06-30
1 North Wealth Services LLC$4.8K62026-06-30
Cambridge Investment Research Advisors, Inc.$4.5K3,9402026-03-31
Tower Research Capital LLC (trc)$4K02026-06-30
Assetmark, Inc$3.4K2202026-06-30
Sachetta, LLC$3.4K02026-06-30
Cassaday & Co Wealth Management LLC$3.4K472026-06-30
PNC Financial Services Group, Inc.$3.3K02026-06-30
St Germain D J Co Inc$3.2K02026-06-30
Fiduciary Financial Advisors$2.8K512026-06-30
Strive Financial Group , LLC$2.8K112026-06-30
Capital Investment Advisory Services, LLC$2.6K1032026-06-30
Park Avenue Securities LLC$2.5K1,9082026-06-30
Activest Wealth Management$2.2K142026-06-30
Go Invest LLC$1.9K12026-06-30
Albion Financial Group /ut$1.9K02026-06-30
Blue Bell Private Wealth Management, LLC$1.7K112026-06-30
Paladin Partners, LLC$1.7K22026-06-30
Fairscale Capital, LLC$1.7K32026-06-30
Rossby Financial, Lcc$1.5K312026-06-30
Canal Insurance Co$1.4K02026-06-30
Horrell Capital Management, Inc.$1.2K12026-06-30
Farther Finance Advisors, LLC$1K3342026-06-30
Wedbush Securities Inc$9492202026-06-30
Federation Des Caisses Desjardins Du Quebec$68202026-06-30
Copia Wealth Management$68242026-06-30
Concord Wealth Partners$580112026-06-30
Capital Advisors, Ltd., LLC$559112026-06-30
Noble Wealth Management Pbc.$40942026-06-30
Janney Montgomery Scott LLC$3451,3422026-06-30
New England Capital Financial Advisors LLC$34262026-06-30
Harvest Fund Management Co., Ltd$27302026-06-30
First Premier Bank$14002026-06-30
Acumen Wealth Advisors, LLC$137122026-06-30
Hoertkorn Richard Charles$6802026-06-30
Hantz Financial Services, Inc.$453962026-06-30
Central Pacific Bank - Trust Division$3402026-06-30
Bessemer Group Inc$202026-06-30

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