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ARK Innovation ETF (ARKK) Institutional Ownership

ARK Innovation ETF logo
$87.14 +3.75 (+4.50%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ARK Innovation ETF (BATS:ARKK)

Number of
Institutional Buyers
(last 12 months)
314
Total
Institutional Inflows
(last 12 months)
$735.70M
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$524.56M
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ARKK Institutional Buying and Selling by Quarter

ARK Innovation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026Range Advisory LLC6,539$528K0.1%+13.0%0.007%
8/27/2026 Corient Private Wealth LP40,468$3.27M0.0%-5.3%0.043%
8/23/2026 Ameritas Advisory Services LLC3,257$263K0.0%N/A0.003%
8/23/2026 Straight Path Wealth Management10,186$823K0.2%+2.0%0.011%
8/23/2026 PCG Wealth Advisors LLC17,525$1.42M0.3%N/A0.019%
8/23/2026 SFG Wealth Management LLC.2,573$208K0.1%N/A0.003%
8/23/2026 Kraematon Investment Advisors Inc.21,392$1.73M1.3%-0.6%0.023%
8/23/2026 HB Wealth Management LLC9,021$729K0.0%+29.4%0.010%
8/22/2026 XP Advisory US Inc.1,006$81K0.0%N/A0.001%
8/22/2026 Rose Capital Advisors LLC39,945$3.23M1.6%N/A0.042%
8/22/2026 NBH Bank559$45K0.0%N/A0.001%
8/22/2026 AlphaGrep UK Ltd2,590$209K0.1%N/A0.003%
8/22/2026 Markowski Investments320$26K0.0%N/A0.000%
8/22/2026 Turner Financial Group Inc.23,521$1.90M1.9%N/A0.025%
8/22/2026 Meadowbrook Wealth Management LLC2,865$234K0.3%N/A0.003%
8/22/2026 Hopwood Nicholas Hunter4,485$362K0.1%N/A0.005%
8/22/2026 NWF Advisory Services Inc.2,483$201K0.0%N/A0.003%
8/22/2026 TD Waterhouse Canada Inc.22,169$1.81M0.0%-6.3%0.023%
8/22/2026 Kickstand Ventures LLC.16,776$1.36M0.2%+4.9%0.018%
8/22/2026 Concurrent Investment Advisors LLC22,542$1.82M0.0%+57.1%0.024%
8/21/2026 Safeguard Investment Advisory Group LLC5,706$461K0.1%-4.9%0.006%
8/21/2026 SkyOak Wealth LLC89,400$7.23M1.2%-3.3%0.094%
8/21/2026 Beacon Financial Advisory LLC10,240$828K0.2%+4.3%0.011%
8/21/2026 Luken Investment Analytics LLC89,592$7.24M2.5%N/A0.095%
8/21/2026 Requisite Capital Management LLC2,512$203K0.0%N/A0.003%
8/21/2026 Triumph Capital Management5,143$416K0.1%-9.1%0.005%
8/21/2026 Rinkey Investments7,383$597K0.1%N/A0.008%
8/20/2026 Nwam LLC23,244$1.88M0.1%-2.5%0.025%
8/20/2026 M Holdings Securities Inc.26,227$2.06M0.3%+1.0%0.028%
8/20/2026 Headlands Technologies LLC6,759$546K0.1%N/A0.007%
8/20/2026 Quantitative Investment Management LLC63,839$5.16M0.6%N/A0.067%
7/10/2026 Abound Wealth Management379$31K0.0%-55.1%0.000%
7/10/2026 Lam Group Inc.305$25K0.0%-94.6%0.000%
7/10/2026 Doliver Advisors LP3,820$309K0.1%-14.3%0.004%
7/10/2026 Diversified Management Inc.2,997$242K0.1%N/A0.003%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,013$405K0.0%+2.9%0.005%
7/10/2026 Wealthcare Advisory Partners LLC13,120$1.06M0.0%+2.0%0.014%
7/9/2026 Valeo Financial Advisors LLC3,264$264K0.0%N/A0.003%
7/8/2026 First Heartland Consultants Inc.5,456$441K0.0%-52.4%0.006%
7/8/2026 Apella Capital LLC28,279$2.30M0.0%-0.5%0.030%
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7/7/2026 Post Resch Tallon Group Inc.30,333$2.45M1.7%+1.8%0.032%
7/7/2026 Madison Park Capital Advisors LLC43,544$3.52M1.9%+1.4%0.046%
7/7/2026 Dynamic Advisor Solutions LLC9,110$736K0.0%-4.5%0.010%
7/7/2026 Grant Private Wealth Management Inc20,318$1.64M0.7%-5.5%0.021%
7/7/2026 Avior Wealth Management LLC23,058$1.86M0.0%-12.0%0.024%
7/7/2026 Legacy Solutions LLC3,552$287K0.2%+4.0%0.004%
7/6/2026 Meadowbrook Wealth Management LLC2,865$234K0.3%N/A0.003%
7/2/2026 KERR FINANCIAL PLANNING Corp34,529$2.79M3.1%-0.7%0.036%
6/18/2026 Western Wealth Management LLC8,525$576K0.0%-1.6%0.009%
6/9/2026 Rathbones Group PLC6,130$414K0.0%+35.6%0.006%
6/3/2026 Parallel Advisors LLC4,006$271K0.0%-5.9%0.004%
6/3/2026 NewEdge Advisors LLC148,191$10.02M0.0%+37.0%0.157%
5/19/2026 Bank of America Corp DE2,248,298$151.96M0.0%-39.1%2.375%
5/19/2026 Edgestream Partners L.P.6,193$419K0.0%-49.6%0.007%
5/19/2026 Centaurus Financial Inc.4,234$286K0.0%-6.9%0.004%
5/19/2026 Arkadios Wealth Advisors83,113$5.62M0.1%+11.5%0.088%
5/18/2026 EverSource Wealth Advisors LLC19,812$1.34M0.0%+8.8%0.021%
5/18/2026 Empowered Funds LLC41,140$2.78M0.0%N/A0.043%
5/16/2026 Quantinno Capital Management LP4,632$313K0.0%+37.0%0.005%
5/15/2026 Gateway Wealth Partners LLC6,372$431K0.0%+82.2%0.007%
5/15/2026 Boreal Capital Management LLC1,292$87K0.1%N/A0.001%
5/14/2026 Renaissance Technologies LLC86,400$5.84M0.0%N/A0.091%
5/14/2026 Pennington Partners & CO. LLC6,589$445K0.2%N/A0.007%
5/14/2026 Compound Planning Inc.4,124$279K0.0%+8.3%0.004%
5/14/2026 Modern Wealth Management LLC3,839$263K0.0%-30.9%0.004%
5/14/2026 Bank of Nova Scotia3,293$223K0.0%N/A0.003%
5/14/2026 American Financial Advisors LLC6,631$448K0.1%-3.3%0.007%
5/14/2026 Group One Trading LLC12,956$876K0.0%N/A0.014%
5/14/2026 Ascension Capital Advisors Inc.382,968$25.89M8.1%+2.7%0.405%
5/14/2026 Lido Advisors LLC13,914$941K0.0%-30.5%0.015%
5/13/2026 Clearwater Capital Advisors LLC26,021$1.76M0.1%-21.1%0.027%
5/12/2026 Insight Advisors LLC PA3,557$240K0.0%+18.4%0.004%
5/8/2026 Pacific Sun Financial Corp3,015$204K0.1%-6.8%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC29,373$1.99M0.0%+2.0%0.031%
5/7/2026 Parallel Advisors LLC4,006$271K0.0%-5.9%0.004%
5/7/2026 Crescent Grove Advisors LLC31,795$2.15M0.2%-5.4%0.034%
5/6/2026 SteelPeak Wealth LLC12,967$876K0.0%+121.3%0.014%
5/6/2026 Independent Financial Group LLC14,876$1.01M0.0%N/A0.016%
5/5/2026 Wealthfront Advisers LLC156,385$10.57M0.0%+2.1%0.165%
5/5/2026 D.A. Davidson & CO.10,872$735K0.0%-3.9%0.011%
5/5/2026 Navigation Group LLC3,972$268K0.1%N/A0.004%
5/5/2026 Bank of New York Mellon Corp6,551$443K0.0%+7.7%0.007%
5/5/2026 Geneos Wealth Management Inc.8,997$608K0.0%-16.2%0.010%
5/5/2026 NFSG Corp10,505$710K0.1%+199.7%0.011%
5/5/2026 Sigma Planning Corp16,512$1.12M0.0%+17.3%0.017%
5/5/2026 Nwam LLC23,847$1.61M0.1%-8.1%0.025%
5/4/2026 NBZ Investment Advisors LLC73,278$4.95M2.2%-0.7%0.077%
5/4/2026 Bleakley Financial Group LLC30,838$2.08M0.0%+0.5%0.033%
5/4/2026 HBW Advisory Services LLC4,788$324K0.0%-54.4%0.005%
5/4/2026 Chicago Partners Investment Group LLC4,385$296K0.0%-18.2%0.005%
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5/4/2026 Abound Financial LLC27,259$1.84M0.8%N/A0.029%
5/2/2026 International Assets Investment Management LLC11,071$757K0.0%-56.2%0.012%
5/1/2026 Citizens Financial Group Inc. RI8,168$552K0.0%+153.5%0.009%
5/1/2026 Fifth Third Bancorp1,777$120K0.0%+157.5%0.002%
5/1/2026 Sovran Advisors LLC7,085$479K0.0%-1.8%0.007%
5/1/2026 Rossmore Private Capital6,040$408K0.0%-11.0%0.006%
5/1/2026 Relyea Zuckerberg Hanson LLC10,856$734K0.1%-3.7%0.011%
5/1/2026 Arbor Capital Management Inc. ADV51,013$3.65M3.0%+8.0%0.054%
4/30/2026 Whipplewood Advisors LLC41,676$2.82M1.5%-0.9%0.044%
4/30/2026 SkyOak Wealth LLC92,431$6.25M1.1%+0.4%0.098%


ARKK Institutional Ownership - Frequently Asked Questions

During the previous two years, 624 institutional investors and hedge funds held shares of ARK Innovation ETF. The most heavily invested institutionals were Morgan Stanley ($413.98M), JPMorgan Chase & Co. ($335.44M), State of Wisconsin Investment Board ($215.71M), LPL Financial LLC ($165.58M), Bank of America Corp DE ($151.96M), BNP Paribas Financial Markets ($106.72M), and Wells Fargo & Company MN ($101.22M).Learn more on ARK Innovation ETF's institutional investors.

Of the 508 institutional investors that purchased ARK Innovation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.74M), Raymond James Financial Inc. ($1.92M), Orion Porfolio Solutions LLC ($1.59M), International Assets Investment Management LLC ($1.57M), State of Wisconsin Investment Board ($1.37M), BW Gestao de Investimentos Ltda. ($1.09M), and Strategic Financial Concepts LLC ($920.92K).

Institutional investors have bought a total of 9,065,072 shares in the last 24 months. This purchase volume represents approximately $735.70M in transactions.

Of the 225 institutional investors that sold ARK Innovation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($3.31M), Bank of America Corp DE ($1.44M), Wells Fargo & Company MN ($256.81K), Raymond James Financial Inc. ($218.55K), Osaic Holdings Inc. ($107.71K), Northwestern Mutual Wealth Management Co. ($82.00K), and Mission Wealth Management LP ($69.16K).

Institutional investors have sold a total of 6,877,725 shares in the last 24 months. This volume of shares sold represents approximately $524.56M in transactions.


Related Companies

Institutional ownership data for BATS:ARKK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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