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ARK Innovation ETF (ARKK) Institutional Ownership

ARK Innovation ETF logo
$82.59 +1.22 (+1.50%)
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)
316
Total
Institutional Inflows
(last 12 months)
$839.10M
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$530.34M
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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
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%
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%
6/18/2026Western 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%
5/19/2026Bank 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%
5/19/2026Centaurus 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%
5/18/2026Empowered Funds LLC41,140$2.78M0.0%N/A0.043%
5/16/2026Quantinno Capital Management LP4,632$313K0.0%+37.0%0.005%
5/15/2026 Gateway Wealth Partners LLC6,372$431K0.0%+82.2%0.007%
5/15/2026Boreal Capital Management LLC1,292$87K0.1%N/A0.001%
5/14/2026Renaissance Technologies LLC86,400$5.84M0.0%N/A0.091%
5/14/2026Pennington Partners & CO. LLC6,589$445K0.2%N/A0.007%
5/14/2026 Compound Planning Inc.4,124$279K0.0%+8.3%0.004%
5/14/2026Modern 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%
5/14/2026Group 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%
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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%
5/5/2026NFSG 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%
5/4/2026NBZ 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%
5/4/2026Abound 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%
4/30/2026 Kestra Advisory Services LLC96,333$6.51M0.0%+13.7%0.102%
4/30/2026 Money Concepts Capital Corp26,175$1.77M0.1%-1.2%0.028%
4/30/2026 WPG Advisers LLC1,967$133K0.1%-8.4%0.002%
4/29/2026 Axxcess Wealth Management LLC78,705$5.32M0.2%-2.7%0.083%
4/29/2026 Saxon Interests Inc.9,206$622K0.2%+16.5%0.010%
4/29/2026 KERR FINANCIAL PLANNING Corp34,782$2.35M3.0%+17.2%0.037%
4/29/2026 Integrated Advisors Network LLC3,145$213K0.0%-92.4%0.003%
4/28/2026 Whittier Trust Co.690$47K0.0%+666.7%0.001%
4/28/2026 Integral Investment Advisors Inc.21,887$1.48M0.4%+0.7%0.023%
4/28/2026 Koshinski Asset Management Inc.13,265$897K0.1%-3.6%0.014%
4/27/2026 HB Wealth Management LLC6,971$471K0.0%-21.8%0.007%
4/27/2026 PFG Investments LLC27,793$1.88M0.1%-3.2%0.029%
4/27/2026 BIP Wealth LLC13,715$927K0.0%-6.7%0.014%
4/27/2026World Investment Advisors4,671$316K0.0%+43.0%0.005%
4/27/2026 Elevation Point Wealth Partners LLC64,159$4.34M0.1%N/A0.068%
4/27/2026 Sound Income Strategies LLC596$41K0.0%-53.9%0.001%
4/25/2026 NavPoint Financial Inc.19,629$1.33M0.5%-2.1%0.021%
4/24/2026 Horizon Wealth Management LLC7,595$513K0.1%+5.9%0.008%
4/24/2026 Prospect Financial Services LLC7,344$496K0.3%+5.6%0.008%
4/23/2026 Three Magnolias Financial Advisors LLC11,651$787K0.5%-3.1%0.012%
4/23/2026 Apollon Wealth Management LLC6,511$440K0.0%-5.1%0.007%
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4/22/2026 Patriot Financial Group Insurance Agency LLC44,018$2.98M0.2%+99.2%0.047%
4/22/2026 Madison Park Capital Advisors LLC42,941$2.90M2.3%-2.4%0.045%
4/22/2026 Lam Group Inc.5,625$380K0.2%N/A0.006%
4/22/2026 Janney Montgomery Scott LLC22,227$1.50M0.0%-3.3%0.023%
4/22/2026 Merkkuri Wealth Advisors LLC1,116$75K0.0%N/A0.001%
4/21/2026 Decker Retirement Planning Inc.384$26K0.0%+38,300.0%0.000%
4/21/2026 FSC Wealth Advisors LLC3,151$213K4.1%-85.0%0.003%
4/21/2026 Fiduciary Alliance LLC6,766$457K0.0%-5.4%0.007%
4/20/2026 Kestra Private Wealth Services LLC64,815$4.38M0.1%-4.3%0.068%
4/20/2026 Heritage Wealth Management Inc.5,162$349K0.2%-4.1%0.005%


ARKK Institutional Ownership - Frequently Asked Questions

During the previous two years, 614 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 498 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 10,590,222 shares in the last 24 months. This purchase volume represents approximately $839.10M in transactions.

Of the 230 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), Corient Private Wealth LLC ($110.91K), Osaic Holdings Inc. ($107.71K), and Northwestern Mutual Wealth Management Co. ($82.00K).

Institutional investors have sold a total of 6,961,866 shares in the last 24 months. This volume of shares sold represents approximately $530.34M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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