ARK ETF TR shareholder history

Current and past ARK ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 10100.00%0.00%0.00%Q2 2021Q3 202329
Cutler Group LLC / CA 10100.00%0.00%0.01%Q2 2021Q3 202329
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10100.00%0.00%0.00%Q2 2021Q3 202322
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
JANE STREET GROUP, LLC 910.00%0.00%0.01%Q1 2021Q3 202314
Lindbrook Capital, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
MORGAN STANLEY 11110.00%0.00%0.00%Q1 2021Q3 202311
HARBOR INVESTMENT ADVISORY, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
AllSquare Wealth Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
Crewe Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
IFP Advisors, Inc 11110.00%0.00%0.01%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Financial Management Professionals, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
HAP Trading, LLC 770.00%0.23%2.00%Q1 2021Q3 202210
JPMORGAN CHASE & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
TSFG, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.00%Q2 2021Q3 202310
Brookstone Capital Management 10100.01%0.01%0.02%Q2 2021Q3 202310
Canal Insurance CO 10100.14%0.19%0.30%Q2 2021Q3 202310
Archer Investment Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
ALBION FINANCIAL GROUP /UT 10100.00%0.00%0.00%Q2 2021Q3 202310
LPL Financial LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
UBS Group AG 990.00%0.00%0.00%Q3 2021Q3 20239
WOLVERINE TRADING, LLC 420.00%0.00%0.00%Q2 2021Q4 20229
ENVESTNET ASSET MANAGEMENT INC 990.00%0.00%0.00%Q3 2021Q3 20239
TCI Wealth Advisors, Inc. 990.00%0.01%0.01%Q1 2021Q1 20239
BESSEMER GROUP INC 990.00%0.00%0.00%Q3 2021Q3 20239
Global Retirement Partners, LLC 720.00%0.00%0.00%Q2 2021Q3 20239
Ancora Advisors LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Activest Wealth Management 810.00%0.00%0.01%Q2 2021Q3 20239
NewEdge Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q2 2021Q3 20239
Mascoma Wealth Management LLC 990.00%0.00%0.01%Q3 2021Q3 20239
GPS Wealth Strategies Group, LLC 630.00%0.00%0.01%Q2 2021Q3 20239
MML INVESTORS SERVICES, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Kistler-Tiffany Companies, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
NORWOOD FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Advisory Services Network, LLC 880.00%0.01%0.01%Q2 2021Q1 20238
PrairieView Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
WELLS FARGO & COMPANY/MN 770.00%0.00%0.00%Q4 2021Q2 20237
American Portfolios Advisors 770.01%0.02%0.02%Q1 2021Q3 20227
AE Wealth Management LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Anchor Investment Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CIBC Private Wealth Group, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Sierra Capital LLC 770.09%0.17%0.29%Q1 2021Q3 20227
Quent Capital, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
FMR LLC 310.00%0.00%0.00%Q2 2021Q3 20236
PSI Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 660.01%0.05%0.17%Q3 2021Q4 20226
Bison Wealth, LLC 660.00%0.03%0.04%Q1 2021Q2 20226
Bank of New Hampshire 660.00%0.00%0.00%Q1 2022Q2 20236
JNBA Financial Advisors 660.00%0.00%0.01%Q1 2021Q2 20226
TRUSTCORE FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q2 2021Q3 20236
Navis Wealth Advisors, LLC 660.26%0.31%0.36%Q2 2021Q3 20226
Eagle Bay Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20226
Wagner Wealth Management, LLC 320.00%0.00%0.01%Q2 2021Q3 20225
Parallel Advisors, LLC 410.00%0.00%0.00%Q2 2021Q3 20225
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.00%Q2 2021Q2 20225
Bellwether Advisors, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Tower Research Capital LLC (TRC) 440.00%0.00%0.00%Q4 2021Q3 20224
TOWNSQUARE CAPITAL LLC 440.01%0.02%0.02%Q1 2021Q4 20214
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Qube Research & Technologies Ltd 310.00%0.01%0.05%Q1 2022Q2 20234
BALDWIN BROTHERS LLC/MA 440.00%0.00%0.00%Q2 2021Q1 20224
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Compagnie Lombard Odier SCmA 440.00%0.01%0.01%Q1 2021Q4 20214
StoneX Group Inc. 440.04%0.05%0.05%Q1 2021Q4 20214
Aptus Capital Advisors, LLC 310.00%0.00%0.00%Q3 2021Q3 20234
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q2 2021Q1 20224
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
HRT FINANCIAL LP 440.00%0.01%0.02%Q3 2021Q2 20224
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
Geneos Wealth Management Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
SIMON QUICK ADVISORS, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Claraphi Advisory Network, LLC 330.18%0.44%0.69%Q2 2022Q4 20223
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.00%0.00%Q1 2021Q3 20213
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q2 2021Q2 20233
Cetera Investment Advisers 330.01%0.01%0.01%Q2 2021Q4 20213
Kestra Advisory Services, LLC 210.00%0.00%0.00%Q3 2021Q2 20223
Creative Planning 210.00%0.00%0.00%Q3 2021Q3 20223
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.02%0.02%Q1 2021Q3 20213
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q1 2021Q3 20213
EMC Capital Management 330.00%0.00%0.00%Q2 2021Q4 20213
MILLER WEALTH ADVISORS, LLC 210.00%0.00%0.00%Q4 2021Q3 20223
CITIGROUP INC 210.00%0.00%0.00%Q1 2021Q1 20223
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q1 2021Q3 20213
Belpointe Asset Management LLC 210.00%0.02%0.05%Q4 2022Q3 20233
Patriot Financial Group Insurance Agency, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
CAMBRIDGE TRUST CO 210.00%0.00%0.00%Q4 2021Q3 20233
PFG Investments, LLC 330.12%0.12%0.14%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Firestone Capital Management 330.00%0.00%0.00%Q1 2021Q3 20213
ICA Group Wealth Management, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q2 2022Q4 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Weiss Asset Management LP 330.01%0.02%0.03%Q1 2022Q3 20223
Avior Wealth Management, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Capital Asset Advisory Services LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Cetera Advisor Networks LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Vienna Asset Management LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Sowell Financial Services LLC 110.04%0.05%0.06%Q1 2021Q2 20222
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q2 2021Q3 20212
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
DCM Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
CENTRAL TRUST Co 220.00%0.00%0.00%Q4 2021Q1 20222
MADDEN SECURITIES Corp 220.15%0.16%0.17%Q2 2021Q3 20212
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2023Q3 20232
CVA Family Office, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Advisors Preferred, LLC 220.04%0.09%0.13%Q2 2023Q3 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Laurel Wealth Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
PITTENGER & ANDERSON INC 220.00%0.01%0.01%Q2 2021Q3 20212
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Focused Wealth Management, Inc 110.00%0.00%0.00%Q2 2021Q2 20211
Altus Wealth Group LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Cobblestone Asset Management LLC 110.88%0.88%0.88%Q3 2023Q3 20231
Atomi Financial Group, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
IMA Wealth, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Lansing Street Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2022Q4 20221
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Koss-Olinger Consulting, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
External links

This page lists all the filers that currently own ARK ETF TR or have owned ARK ETF TR in the past.