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This page summarizes the ARKG holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether ARKG is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing ARKG Share Count |
|---|
| Activest Wealth Management |
25 |
215 |
+190 |
+760.00% |
| Allworth Financial LP |
896 |
2,555 |
+1,659 |
+185.16% |
| BNP Paribas Arbitrage SA |
1,156,701 |
2,330,573 |
+1,173,872 |
+101.48% |
| Benjamin F. Edwards & Company Inc. |
423 |
616 |
+193 |
+45.63% |
| Wealthfront Advisers LLC |
44,714 |
64,325 |
+19,611 |
+43.86% |
| AdvisorNet Financial Inc |
413 |
550 |
+137 |
+33.17% |
| Parallel Advisors LLC |
120 |
150 |
+30 |
+25.00% |
| Perigon Wealth Management LLC |
29,583 |
36,528 |
+6,945 |
+23.48% |
| Dynamic Advisor Solutions LLC |
10,217 |
12,313 |
+2,096 |
+20.51% |
| IMC Chicago LLC |
22,265 |
26,138 |
+3,873 |
+17.40% |
| Spire Wealth Management |
376 |
441 |
+65 |
+17.29% |
| Eagle Wealth Strategies LLC |
10,616 |
12,446 |
+1,830 |
+17.24% |
| SkyOak Wealth LLC |
7,029 |
8,029 |
+1,000 |
+14.23% |
| Janney Montgomery Scott LLC |
7,380 |
8,425 |
+1,045 |
+14.16% |
| Park Avenue Securities LLC |
10,232 |
11,667 |
+1,435 |
+14.02% |
| Clarity Capital Partners LLC |
8,926 |
10,041 |
+1,115 |
+12.49% |
| Crescent Grove Advisors LLC |
21,785 |
23,794 |
+2,009 |
+9.22% |
| DAVENPORT & Co LLC |
19,629 |
20,647 |
+1,018 |
+5.19% |
| Bellecapital International Ltd. |
61,642 |
64,733 |
+3,091 |
+5.01% |
| McGuire Investment Group LLC |
20,558 |
21,558 |
+1,000 |
+4.86% |
| Brown Miller Wealth Management LLC |
16,109 |
16,823 |
+714 |
+4.43% |
| First Horizon Advisors Inc. |
4,073 |
4,252 |
+179 |
+4.39% |
| Prospect Financial Services LLC |
13,123 |
13,593 |
+470 |
+3.58% |
| Sweet Financial Partners LLC |
16,000 |
16,500 |
+500 |
+3.12% |
| Brookstone Capital Management |
78,733 |
80,692 |
+1,959 |
+2.49% |
| Archford Capital Strategies LLC |
11,497 |
11,764 |
+267 |
+2.32% |
| CWM LLC |
44,438 |
44,828 |
+390 |
+0.88% |
| Financial Perspectives Inc |
7,129 |
7,132 |
+3 |
+0.04% |
| 13F Filers Reporting New Positions In ARKG |
|---|
| Palisade Asset Management LLC |
0 |
480 |
+480 |
+100% |
| Sigma Planning Corp |
0 |
10,868 |
+10,868 |
+100% |
| YHB Investment Advisors Inc. |
0 |
40 |
+40 |
+100% |
| Mather Group LLC. |
0 |
767 |
+767 |
+100% |
| Richardson Capital Management LLC |
0 |
739 |
+739 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
514 |
+514 |
+100% |
| Register Financial Advisors LLC |
0 |
95 |
+95 |
+100% |
| PFG Investments LLC |
0 |
7,843 |
+7,843 |
+100% |
| Dixon Mitchell Investment Counsel Inc. |
0 |
170 |
+170 |
+100% |
| Hilltop National Bank |
0 |
100 |
+100 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Creative Financial Designs Inc. ADV |
13 |
13 |
UNCH |
0.00% |
| Barrett & Company Inc. |
25 |
25 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
13,604 |
13,604 |
UNCH |
0.00% |
| Albion Financial Group UT |
533 |
533 |
UNCH |
0.00% |
| Hollencrest Capital Management |
50 |
50 |
UNCH |
0.00% |
| Private Trust Co. NA |
150 |
150 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
140 |
140 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
502 |
502 |
UNCH |
0.00% |
| Blue Bell Private Wealth Management LLC |
116 |
116 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
650 |
650 |
UNCH |
0.00% |
| Signaturefd LLC |
3,267 |
3,267 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
460 |
460 |
UNCH |
0.00% |
| Asset Dedication LLC |
174 |
174 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
849 |
849 |
UNCH |
0.00% |
| Strategic Advisors LLC |
11,033 |
11,033 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
17 |
17 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
4 |
4 |
UNCH |
0.00% |
| Compagnie Lombard Odier SCmA |
310 |
310 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
194 |
194 |
UNCH |
0.00% |
| Glassman Wealth Services |
2,382 |
2,382 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
800 |
800 |
UNCH |
0.00% |
| Silicon Valley Capital Partners |
62 |
62 |
UNCH |
0.00% |
| Bogart Wealth LLC |
100 |
100 |
UNCH |
0.00% |
| PrairieView Partners LLC |
126 |
126 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
100 |
100 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
149 |
149 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
1,157 |
1,157 |
UNCH |
0.00% |
| Larson Financial Group LLC |
71 |
71 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
12 |
12 |
UNCH |
0.00% |
| West Branch Capital LLC |
28 |
28 |
UNCH |
0.00% |
| Retirement Group LLC |
50 |
50 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
590 |
590 |
UNCH |
0.00% |
| Your Advocates Ltd. LLP |
10 |
10 |
UNCH |
0.00% |
| Sierra Capital LLC |
18,671 |
18,671 |
UNCH |
0.00% |
| Key Financial Inc |
35 |
35 |
UNCH |
0.00% |
| CVA Family Office LLC |
73 |
73 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
351 |
351 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
85 |
85 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
310 |
310 |
UNCH |
0.00% |
| Ronald Blue Trust Inc. |
267 |
267 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,237 |
1,237 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
222 |
222 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
49 |
49 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
465 |
465 |
UNCH |
0.00% |
| Naples Money Management LLC |
1,935 |
1,935 |
UNCH |
0.00% |
| Sachetta LLC |
123 |
123 |
UNCH |
0.00% |
| 13F Filers Decreasing ARKG Share Count |
|---|
| Tsfg LLC |
327 |
20 |
-307 |
-93.88% |
| Cutler Group LP |
14,203 |
3,899 |
-10,304 |
-72.55% |
| Macroview Investment Management LLC |
63 |
23 |
-40 |
-63.49% |
| NBC Securities Inc. |
3,525 |
1,625 |
-1,900 |
-53.90% |
| Oxler Private Wealth LLC |
15,974 |
8,231 |
-7,743 |
-48.47% |
| Huntington National Bank |
1,067 |
551 |
-516 |
-48.36% |
| SG Americas Securities LLC |
213,059 |
122,681 |
-90,378 |
-42.42% |
| Valley National Advisers Inc. |
1,804 |
1,089 |
-715 |
-39.63% |
| Global Trust Asset Management LLC |
300 |
200 |
-100 |
-33.33% |
| Means Investment CO. Inc. |
31,170 |
22,950 |
-8,220 |
-26.37% |
| Venturi Wealth Management LLC |
180 |
139 |
-41 |
-22.78% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
17,283 |
13,893 |
-3,390 |
-19.61% |
| Global Retirement Partners LLC |
580 |
469 |
-111 |
-19.14% |
| Newbridge Financial Services Group Inc. |
649 |
535 |
-114 |
-17.57% |
| Insight Advisors LLC PA |
29,634 |
24,831 |
-4,803 |
-16.21% |
| Wealth Enhancement Advisory Services LLC |
47,360 |
40,119 |
-7,241 |
-15.29% |
| Marquette Asset Management LLC |
850 |
730 |
-120 |
-14.12% |
| VitalStone Financial LLC |
672 |
582 |
-90 |
-13.39% |
| Raymond James Financial Services Advisors Inc. |
95,949 |
83,160 |
-12,789 |
-13.33% |
| Stratos Wealth Partners LTD. |
14,097 |
12,352 |
-1,745 |
-12.38% |
| Relyea Zuckerberg Hanson LLC |
11,661 |
10,256 |
-1,405 |
-12.05% |
| Strategic Blueprint LLC |
21,479 |
18,893 |
-2,586 |
-12.04% |
| ARK Investment Management LLC |
9,179 |
8,117 |
-1,062 |
-11.57% |
| Proequities Inc. |
1,150 |
1,027 |
-123 |
-10.70% |
| HighTower Advisors LLC |
117,439 |
105,625 |
-11,814 |
-10.06% |
| Trilogy Capital Inc. |
12,513 |
11,394 |
-1,119 |
-8.94% |
| Private Advisor Group LLC |
52,867 |
48,186 |
-4,681 |
-8.85% |
| Claro Advisors LLC |
7,837 |
7,228 |
-609 |
-7.77% |
| Cambridge Investment Research Advisors Inc. |
123,885 |
115,384 |
-8,501 |
-6.86% |
| Pacific Sun Financial Corp |
18,752 |
17,472 |
-1,280 |
-6.83% |
| Barnes Pettey Financial Advisors LLC |
24,399 |
22,766 |
-1,633 |
-6.69% |
| Commonwealth Equity Services LLC |
364,064 |
340,114 |
-23,950 |
-6.58% |
| Cooper Financial Group |
7,587 |
7,247 |
-340 |
-4.48% |
| Capital Market Strategies LLC |
9,649 |
9,244 |
-405 |
-4.20% |
| Raymond James & Associates |
119,181 |
114,515 |
-4,666 |
-3.92% |
| Purus Wealth Management LLC |
91,259 |
87,725 |
-3,534 |
-3.87% |
| GPS Wealth Strategies Group LLC |
706 |
680 |
-26 |
-3.68% |
| Summit Investment Advisory Services LLC |
19,420 |
18,859 |
-561 |
-2.89% |
| AlphaMark Advisors LLC |
5,110 |
4,985 |
-125 |
-2.45% |
| Sloy Dahl & Holst LLC |
13,492 |
13,250 |
-242 |
-1.79% |
| Mutual Advisors LLC |
42,789 |
42,171 |
-618 |
-1.44% |
| Kovack Advisors Inc. |
14,339 |
14,211 |
-128 |
-0.89% |
| Manchester Capital Management LLC |
1,819 |
1,805 |
-14 |
-0.77% |
| Geneos Wealth Management Inc. |
9,726 |
9,711 |
-15 |
-0.15% |
| 13F Filers Exiting ARKG |
|---|
| Wetzel Investment Advisors Inc. |
278 |
0 |
-278 |
-100.00% |
| BKM Wealth Management LLC |
2,368 |
0 |
-2,368 |
-100.00% |
| Envestnet Portfolio Solutions Inc. |
10,063 |
0 |
-10,063 |
-100.00% |
| ORG Partners LLC |
2 |
0 |
-2 |
-100.00% |
| SJS Investment Consulting Inc. |
101 |
0 |
-101 |
-100.00% |
| International Assets Investment Management LLC |
107,617 |
0 |
-107,617 |
-100.00% |
| All Season Financial Advisors Inc. |
16,184 |
0 |
-16,184 |
-100.00% |
| Avondale Wealth Management |
1,692 |
0 |
-1,692 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
152 |
0 |
-152 |
-100.00% |
| FinTrust Capital Advisors LLC |
1,235 |
0 |
-1,235 |
-100.00% |
| Del Sette Capital Management LLC |
99,135 |
0 |
-99,135 |
-100.00% |
| Sequoia Financial Advisors LLC |
8,251 |
0 |
-8,251 |
-100.00% |
| Aveo Capital Partners LLC |
8,286 |
0 |
-8,286 |
-100.00% |
| Advisory Services Network LLC |
3,175 |
0 |
-3,175 |
-100.00% |
| SignalPoint Asset Management LLC |
6,565 |
0 |
-6,565 |
-100.00% |
| Gradient Investments LLC |
140 |
0 |
-140 |
-100.00% |
| Bourgeon Capital Management LLC |
36 |
0 |
-36 |
-100.00% |
| Optimum Investment Advisors |
10 |
0 |
-10 |
-100.00% |
| UMB Bank N A MO |
393 |
0 |
-393 |
-100.00% |
See Summary: Institutional Holders of ARKG
See Details: Top 10 Hedge Funds Holding ARKG
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