ARK ETF TR

Ticker: IZRL CUSIP: 00214Q609 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY27,016$808
LPL Financial LLC26,366$788
UBS Group AG18,500$553
BANK OF AMERICA CORP /DE/17,922$536
Ackerman Asset Management, LLC17,325$518
STIFEL FINANCIAL CORP14,545$435
WELLS FARGO & COMPANY/MN10,166$304
FLOW TRADERS U.S. LLC9,459$0
Fortitude Family Office, LLC6,890$206
Cetera Investment Advisers6,750$202
First National Trust Co6,720$201
OSAIC HOLDINGS, INC.5,323$159
Kestra Advisory Services, LLC3,624$108
WealthCollab, LLC3,259$97
Rockefeller Capital Management L.P.3,218$96
BLAIR WILLIAM & CO/IL2,990$89
VALLEY NATIONAL ADVISERS INC2,189$0
NATIONAL BANK OF CANADA /FI/1,625$49
Farther Finance Advisors, LLC1,324$40
CX Institutional1,206$0
Activest Wealth Management1,108$33
IFP Advisors, Inc712$21
Steward Partners Investment Advisory, LLC697$21
Arlington Trust Co LLC595$18
CoreCap Advisors, LLC494$15
SHP Wealth Management397$12
TD Waterhouse Canada Inc.300$9
MAI Capital Management255$8
CWM, LLC252$0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO229$7
McIlrath & Eck, LLC207$6
Milestone Investment Advisors LLC186$6
Abound Wealth Management159$5
ROYAL BANK OF CANADA140$4
HARBOUR INVESTMENTS, INC.132$4
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC93$3
PNC Financial Services Group, Inc.70$2
AlphaCore Capital LLC60$2
CVA Family Office, LLC50$1
Atlantic Edge Private Wealth Management, LLC50$1
SIMPLEX TRADING, LLC48$1
BESSEMER GROUP INC33$0
ALBION FINANCIAL GROUP /UT15$0
JPMORGAN CHASE & CO13$0
SageView Advisory Group, LLC10$0
FMR LLC4$0
Total (46 institutions)192,726$5,368