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ARK Innovation ETF (ARKK) Institutional Ownership

ARK Innovation ETF logo
$77.60 +2.65 (+3.54%)
As of 12:19 PM Eastern
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Institutional Ownership Changes (13F Filings) for ARK Innovation ETF (BATS:ARKK)

Number of
Institutional Buyers
(last 12 months)
358
Total
Institutional Inflows
(last 12 months)
$926.77M
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$668.88M
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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%
6/9/2026Rathbones Group PLC6,130$414K0.0%+35.6%0.006%
6/3/2026Parallel Advisors LLC4,006$271K0.0%-5.9%0.004%
6/3/2026NewEdge 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%
5/19/2026Edgestream Partners L.P.6,193$419K0.0%-49.6%0.007%
5/19/2026Centaurus Financial Inc.4,234$286K0.0%-6.9%0.004%
5/19/2026Arkadios Wealth Advisors83,113$5.62M0.1%+11.5%0.088%
5/18/2026EverSource 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%
5/15/2026Gateway 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%
5/14/2026Compound Planning Inc.4,124$279K0.0%+8.3%0.004%
5/14/2026Modern Wealth Management LLC3,839$263K0.0%-30.9%0.004%
5/14/2026Bank 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%
5/14/2026Ascension Capital Advisors Inc.382,968$25.89M8.1%+2.7%0.405%
5/14/2026Lido Advisors LLC13,914$941K0.0%-30.5%0.015%
5/13/2026Clearwater Capital Advisors LLC26,021$1.76M0.1%-21.1%0.027%
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5/12/2026Insight Advisors LLC PA3,557$240K0.0%+18.4%0.004%
5/8/2026Pacific Sun Financial Corp3,015$204K0.1%-6.8%0.003%
5/8/2026Cassaday & Co Wealth Management LLC29,373$1.99M0.0%+2.0%0.031%
5/7/2026Parallel Advisors LLC4,006$271K0.0%-5.9%0.004%
5/7/2026Crescent 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%
5/5/2026Wealthfront Advisers LLC156,385$10.57M0.0%+2.1%0.165%
5/5/2026D.A. Davidson & CO.10,872$735K0.0%-3.9%0.011%
5/5/2026Navigation Group LLC3,972$268K0.1%N/A0.004%
5/5/2026Bank of New York Mellon Corp6,551$443K0.0%+7.7%0.007%
5/5/2026Geneos Wealth Management Inc.8,997$608K0.0%-16.2%0.010%
5/5/2026NFSG Corp10,505$710K0.1%+199.7%0.011%
5/5/2026Sigma Planning Corp16,512$1.12M0.0%+17.3%0.017%
5/5/2026Nwam LLC23,847$1.61M0.1%-8.1%0.025%
5/4/2026NBZ Investment Advisors LLC73,278$4.95M2.2%-0.7%0.077%
5/4/2026Bleakley 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%
5/4/2026Chicago Partners Investment Group LLC4,385$296K0.0%-18.2%0.005%
5/4/2026Abound Financial LLC27,259$1.84M0.8%N/A0.029%
5/2/2026International Assets Investment Management LLC11,071$757K0.0%-56.2%0.012%
5/1/2026Citizens Financial Group Inc. RI8,168$552K0.0%+153.5%0.009%
5/1/2026Fifth Third Bancorp1,777$120K0.0%+157.5%0.002%
5/1/2026Sovran Advisors LLC7,085$479K0.0%-1.8%0.007%
5/1/2026Rossmore Private Capital6,040$408K0.0%-11.0%0.006%
5/1/2026 Relyea Zuckerberg Hanson LLC10,856$734K0.1%-3.7%0.011%
5/1/2026Arbor Capital Management Inc. ADV51,013$3.65M3.0%+8.0%0.054%
4/30/2026Whipplewood Advisors LLC41,676$2.82M1.5%-0.9%0.044%
4/30/2026SkyOak Wealth LLC92,431$6.25M1.1%+0.4%0.098%
4/30/2026Kestra Advisory Services LLC96,333$6.51M0.0%+13.7%0.102%
4/30/2026Money Concepts Capital Corp26,175$1.77M0.1%-1.2%0.028%
4/30/2026WPG Advisers LLC1,967$133K0.1%-8.4%0.002%
4/29/2026Axxcess Wealth Management LLC78,705$5.32M0.2%-2.7%0.083%
4/29/2026Saxon 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%
4/29/2026Integrated Advisors Network LLC3,145$213K0.0%-92.4%0.003%
4/28/2026Whittier 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%
4/28/2026Koshinski Asset Management Inc.13,265$897K0.1%-3.6%0.014%
4/27/2026HB Wealth Management LLC6,971$471K0.0%-21.8%0.007%
4/27/2026PFG Investments LLC27,793$1.88M0.1%-3.2%0.029%
4/27/2026BIP Wealth LLC13,715$927K0.0%-6.7%0.014%
4/27/2026World Investment Advisors4,671$316K0.0%+43.0%0.005%
4/27/2026Elevation Point Wealth Partners LLC64,159$4.34M0.1%N/A0.068%
4/27/2026Sound Income Strategies LLC596$41K0.0%-53.9%0.001%
4/25/2026NavPoint Financial Inc.19,629$1.33M0.5%-2.1%0.021%
4/24/2026Horizon Wealth Management LLC7,595$513K0.1%+5.9%0.008%
4/24/2026Prospect Financial Services LLC7,344$496K0.3%+5.6%0.008%
4/23/2026Three Magnolias Financial Advisors LLC11,651$787K0.5%-3.1%0.012%
4/23/2026Apollon 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%
4/22/2026Janney Montgomery Scott LLC22,227$1.50M0.0%-3.3%0.023%
4/22/2026Merkkuri Wealth Advisors LLC1,116$75K0.0%N/A0.001%
4/21/2026 Decker Retirement Planning Inc.384$26K0.0%+38,300.0%0.000%
4/21/2026FSC Wealth Advisors LLC3,151$213K4.1%-85.0%0.003%
4/21/2026Fiduciary Alliance LLC6,766$457K0.0%-5.4%0.007%
4/20/2026Kestra Private Wealth Services LLC64,815$4.38M0.1%-4.3%0.068%
4/20/2026Heritage Wealth Management Inc.5,162$349K0.2%-4.1%0.005%


ARKK Institutional Ownership - Frequently Asked Questions

During the previous two years, 628 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 515 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 11,845,607 shares in the last 24 months. This purchase volume represents approximately $926.77M in transactions.

Of the 265 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), JPMorgan Chase & Co. ($1.32M), Wells Fargo & Company MN ($256.81K), Raymond James Financial Inc. ($218.55K), Baird Financial Group Inc. ($178.92K), and Corient Private Wealth LLC ($110.91K).

Institutional investors have sold a total of 8,945,497 shares in the last 24 months. This volume of shares sold represents approximately $668.88M in transactions.


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This page (BATS:ARKK) was last updated on 7/21/2026 by MarketBeat.com Staff.
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