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Institutional Ownership · SEC Form 13F

Who owns ARKF


Which tracked institutional funds hold ARKF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARKF company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

185
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on ARKF is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 49 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ARKF’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ARKF more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ARKF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 185 tracked filers holding ARKF, 48 increased or opened the position and 113 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ARKF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • PFG Advisors$10M
  • IMC-Chicago, LLC$560K

Full exits 11

  • JANE STREET GROUP, LLC$12M
  • TRUE Private Wealth Advisors$3M
  • Summit Financial, LLC$2M
  • Archer Investment Management, LLC$1M
  • NewEdge Advisors, LLC$1M
  • Larry Mathis Financial Planning, LLC$970K

Largest adds

  • Sanctuary Advisors, LLC$620K
  • ENVESTNET ASSET MANAGEMENT INC$416K
  • M Holdings Securities, Inc.$398K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$44M
  • LPL Financial LLC$13M
  • MORGAN STANLEY$7M
  • WELLS FARGO & COMPANY/MN$5M
  • Kingsview Wealth Management, LLC$5M
  • GTS SECURITIES LLC$4M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed563,738$21M9.1%2026-Q1
UBS Group AG added389,948$15M6.3%2026-Q1
PFG Advisors added269,823$10M4.3%2026-Q1
Clearwater Capital Advisors, LLC added245,638$9M4.0%2026-Q1
MORGAN STANLEY trimmed239,816$9M3.9%2026-Q1
Yarbrough Capital, LLC238,709$9M3.8%2026-Q1
Midwest Financial Partners Investments, Inc. added186,264$7M3.0%2026-Q1
Cetera Investment Advisers trimmed169,750$6M2.7%2026-Q1
GTS SECURITIES LLC trimmed143,682$5M2.3%2026-Q1
BYRNE FINANCIAL FREEDOM, LLC added141,102$5M2.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed140,715$5M2.3%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC trimmed102,821$4M1.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed95,687$4M1.5%2026-Q1
PRUDENTIAL PLC trimmed94,810$4M1.5%2026-Q1
GERBER, LLC92,707$4M1.5%2026-Q1
FLOW TRADERS U.S. LLC trimmed86,443$3M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed80,824$3M1.3%2026-Q1
IEQ CAPITAL, LLC78,098$3M1.3%2026-Q1
Paller Financial Services Inc trimmed70,109$3M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed65,436$2M1.1%2026-Q1
CWM, LLC added64,114$2M1.0%2026-Q1
Wealthfront Advisers LLC added57,154$2M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added50,352$2M0.8%2026-Q1
NWAM LLC trimmed48,473$2M0.8%2026-Q1
Brookstone Capital Management trimmed45,408$2M0.7%2026-Q1
Qube Research & Technologies Ltd trimmed41,402$2M0.7%2026-Q1
ROYAL BANK OF CANADA added41,356$2M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added35,019$1M0.6%2026-Q1
M Holdings Securities, Inc. added30,959$1M0.5%2026-Q1
D. E. Shaw & Co., Inc. trimmed31,705$1M0.5%2026-Q1
Mariner, LLC added31,306$1M0.5%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed29,170$1M0.5%2026-Q1
Sanctuary Advisors, LLC added27,588$1M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed27,221$1M0.4%2026-Q1
Candriam S.C.A.25,700$977K0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added25,300$962K0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed23,043$876K0.4%2026-Q1
Dynamic Advisor Solutions LLC trimmed22,082$839K0.4%2026-Q1
Compound Planning, Inc. added21,227$807K0.3%2026-Q1
JPMORGAN CHASE & CO trimmed22,274$805K0.3%2026-Q1
Creative Planning added20,716$787K0.3%2026-Q1
Curran Financial Partners, LLC added20,651$785K0.3%2026-Q1
BLVD Private Wealth, LLC trimmed20,410$776K0.3%2026-Q1
Purus Wealth Management, LLC trimmed19,889$756K0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed19,269$732K0.3%2026-Q1
HighTower Advisors, LLC trimmed15,593$593K0.3%2026-Q1
Arkadios Wealth Advisors trimmed15,179$577K0.2%2026-Q1
IMC-Chicago, LLC trimmed14,741$560K0.2%2026-Q1
Kestra Advisory Services, LLC added13,380$509K0.2%2026-Q1
Jessup Wealth Management, Inc added13,276$505K0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed12,769$485K0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed12,269$466K0.2%2026-Q1
Private Advisor Group, LLC trimmed11,936$454K0.2%2026-Q1
Lifelong Wealth Advisors, Inc.10,839$412K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed10,652$405K0.2%2026-Q1
EdgeRock Capital LLC trimmed10,304$392K0.2%2026-Q1
BRIDGES INVESTMENT MANAGEMENT INC trimmed10,093$384K0.2%2026-Q1
PRIVATE TRUST CO NA9,565$364K0.2%2026-Q1
STEPHENS INC /AR/9,433$359K0.2%2026-Q1
Baird Financial Group, Inc. trimmed8,673$330K0.1%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed8,627$328K0.1%2026-Q1
EQ LLC trimmed8,564$326K0.1%2026-Q1
MBA Advisors LLC added8,082$307K0.1%2026-Q1
Evanson Asset Management, LLC8,000$304K0.1%2026-Q1
Carnegie Investment Counsel added7,963$303K0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed7,913$301K0.1%2026-Q1
JANE STREET GROUP, LLC added259,767$12M5.2%2025-Q4 stale
OLD MISSION CAPITAL LLC added154,512$9M3.7%2025-Q3 stale
Quadrature Capital Ltd added132,499$8M3.2%2025-Q3 stale
Parallax Volatility Advisers, L.P. added130,699$7M2.8%2025-Q2 stale
MARSHALL WACE, LLP trimmed53,577$3M1.1%2025-Q2 stale
TRUE Private Wealth Advisors trimmed54,429$3M1.1%2025-Q4 stale
OneAscent Financial Services LLC new42,105$2M1.0%2025-Q3 stale
Summit Financial, LLC trimmed37,590$2M0.8%2025-Q4 stale
Synergy Asset Management, LLC trimmed32,348$2M0.7%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added27,985$1M0.6%2025-Q2 stale
Sowell Financial Services LLC trimmed21,058$1M0.5%2025-Q3 stale
United Asset Strategies, Inc. trimmed35,554$1M0.5%2025-Q1 stale
Archer Investment Management, LLC trimmed24,672$1M0.5%2025-Q4 stale
NewEdge Advisors, LLC added22,240$1M0.4%2025-Q4 stale
Newbridge Financial Services Group, Inc. trimmed17,558$997K0.4%2025-Q3 stale
Larry Mathis Financial Planning, LLC new20,371$970K0.4%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP trimmed18,300$872K0.4%2025-Q4 stale
Mirae Asset Global Investments Co., Ltd. added17,969$856K0.4%2025-Q4 stale
First Heartland Consultants, Inc. trimmed15,028$716K0.3%2025-Q4 stale
CENTAURUS FINANCIAL, INC. added12,493$710K0.3%2025-Q3 stale
GOLDMAN SACHS GROUP INC added14,370$684K0.3%2025-Q4 stale
Clear Creek Financial Management, LLC trimmed14,288$681K0.3%2025-Q4 stale
Walleye Capital LLC trimmed12,936$650K0.3%2025-Q2 stale
Global View Capital Management LLC trimmed18,802$625K0.3%2025-Q1 stale
Per Stirling Capital Management, LLC. new8,215$467K0.2%2025-Q3 stale
Beaumont Financial Advisors, LLC new8,160$463K0.2%2025-Q3 stale
Insight Advisors, LLC/ PA trimmed12,175$405K0.2%2025-Q1 stale
Commonwealth Financial Services, LLC trimmed7,577$381K0.2%2025-Q2 stale
Financial Advocates Investment Management trimmed7,508$377K0.2%2025-Q2 stale
Bison Wealth, LLC6,983$351K0.1%2025-Q2 stale
Jefferies Financial Group Inc.6,682$336K0.1%2025-Q2 stale
WOLVERINE TRADING, LLC trimmed6,811$335K0.1%2025-Q2 stale
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6,739$332K0.1%2025-Q3 stale
CHOREO, LLC5,720$325K0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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