Who owns ARKW (ARKW)
Which tracked institutional funds hold ARKW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARKW company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ARKW is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 62 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
ARKW’s largest tracked holder by dollar value, Foundations Investment Advisors, LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ARKW 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 227 tracked filers holding ARKW, 78 increased or opened the position and 116 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 ARKW 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 6
- Baer Investment Advisory LLC$3M
- Vienna Asset Management LLC$2M
- GFS Advisors, LLC$1M
- Quadrature Capital Ltd$981K
- Quantitative Investment Management, LLC$697K
- AQR CAPITAL MANAGEMENT LLC$505K
Full exits 4
- GTS SECURITIES LLC$3M
- TUDOR INVESTMENT CORP ET AL$2M
- EMC Capital Management$728K
- Orion Porfolio Solutions, LLC$555K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- JANE STREET GROUP, LLC$575K
Largest trims
- MORGAN STANLEY$62M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$55M
- BANK OF AMERICA CORP /DE/$15M
- TWO SIGMA INVESTMENTS, LP$15M
- LPL Financial LLC$15M
- Foundations Investment Advisors, LLC$7M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC added | 599,691 | $72M | 14.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 444,865 | $54M | 10.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 307,402 | $37M | 7.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 237,686 | $29M | 5.6% | 2026-Q1 |
| Gradient Investments LLC added | 204,809 | $25M | 4.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 155,496 | $19M | 3.6% | 2026-Q1 |
| CWM, LLC trimmed | 126,791 | $15M | 3.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 126,005 | $15M | 3.0% | 2026-Q1 |
| Anfield Capital Management, LLC added | 103,351 | $12M | 2.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 99,227 | $12M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 91,712 | $11M | 2.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 75,584 | $9M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 66,892 | $8M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 66,639 | $8M | 1.6% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC trimmed | 55,476 | $7M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 50,376 | $6M | 1.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 49,927 | $6M | 1.2% | 2026-Q1 |
| PRUDENTIAL PLC | 43,650 | $5M | 1.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 36,687 | $4M | 0.9% | 2026-Q1 |
| Wealth Management Partners, LLC added | 34,143 | $4M | 0.8% | 2026-Q1 |
| Crescent Grove Advisors, LLC added | 33,908 | $4M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 31,297 | $4M | 0.7% | 2026-Q1 |
| Mattson Financial Services, LLC added | 31,221 | $4M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,429 | $4M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 29,067 | $4M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 27,216 | $3M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 26,941 | $3M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 26,629 | $3M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 23,277 | $3M | 0.5% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 23,109 | $3M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 23,022 | $3M | 0.5% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 22,816 | $3M | 0.5% | 2026-Q1 |
| Baer Investment Advisory LLC new | 22,816 | $3M | 0.5% | 2026-Q1 |
| Brookstone Capital Management trimmed | 22,686 | $3M | 0.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 21,536 | $3M | 0.5% | 2026-Q1 |
| Financial Guidance Group, Inc. trimmed | 21,385 | $3M | 0.5% | 2026-Q1 |
| Wealthfront Advisers LLC added | 21,131 | $3M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 20,469 | $2M | 0.5% | 2026-Q1 |
| Vienna Asset Management LLC added | 18,956 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 16,283 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 16,236 | $2M | 0.4% | 2026-Q1 |
| Geneos Wealth Management Inc. | 15,737 | $2M | 0.4% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 13,048 | $2M | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC added | 10,540 | $2M | 0.3% | 2026-Q1 |
| Purus Wealth Management, LLC trimmed | 12,534 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,043 | $1M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 10,857 | $1M | 0.3% | 2026-Q1 |
| Sterling Investment Counsel, LLC added | 10,769 | $1M | 0.3% | 2026-Q1 |
| Phoenix Wealth Advisors trimmed | 10,680 | $1M | 0.3% | 2026-Q1 |
| Copia Wealth Management trimmed | 10,639 | $1M | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 10,543 | $1M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 10,370 | $1M | 0.2% | 2026-Q1 |
| GFS Advisors, LLC trimmed | 9,564 | $1M | 0.2% | 2026-Q1 |
| Mosley Wealth Management | 6,462 | $1M | 0.2% | 2026-Q1 |
| One Capital Management, LLC trimmed | 9,063 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 9,033 | $1M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 8,529 | $1M | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 8,130 | $981K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 7,853 | $947K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 7,720 | $931K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,602 | $917K | 0.2% | 2026-Q1 |
| 17 CAPITAL PARTNERS, LLC added | 7,376 | $890K | 0.2% | 2026-Q1 |
| Betterment LLC added | 6,870 | $829K | 0.2% | 2026-Q1 |
| Medallion Wealth Advisors, LLC trimmed | 6,381 | $770K | 0.1% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 6,362 | $767K | 0.1% | 2026-Q1 |
| Osbon Capital Management LLC | 6,081 | $733K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 5,953 | $718K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 5,884 | $710K | 0.1% | 2026-Q1 |
| Quantitative Investment Management, LLC added | 5,781 | $697K | 0.1% | 2026-Q1 |
| Manske Wealth Management trimmed | 5,569 | $672K | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 5,300 | $639K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 4,867 | $587K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 4,784 | $577K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 4,763 | $574K | 0.1% | 2026-Q1 |
| Intrua Financial, LLC trimmed | 4,650 | $561K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 4,491 | $542K | 0.1% | 2026-Q1 |
| EWG Elevate Inc. added | 64,319 | $11M | 2.2% | 2025-Q3 stale |
| Kingsview Wealth Management, LLC new | 45,747 | $7M | 1.3% | 2025-Q2 stale |
| Priebe Wealth Holdings LLC trimmed | 39,852 | $6M | 1.1% | 2025-Q2 stale |
| Horizon Wealth Management, LLC new | 30,764 | $5M | 1.0% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 23,067 | $3M | 0.7% | 2025-Q4 stale |
| Smith Anglin Financial, LLC added | 19,058 | $3M | 0.5% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 17,889 | $3M | 0.5% | 2025-Q2 stale |
| Prosperity Wealth Management, Inc. added | 12,973 | $2M | 0.4% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 20,893 | $2M | 0.4% | 2025-Q1 stale |
| WEXFORD CAPITAL LP trimmed | 12,716 | $2M | 0.4% | 2025-Q2 stale |
| GeoWealth Management, LLC new | 10,321 | $2M | 0.4% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL | 10,181 | $2M | 0.3% | 2025-Q4 stale |
| Walleye Capital LLC added | 8,841 | $1M | 0.3% | 2025-Q2 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 12,070 | $1M | 0.2% | 2025-Q1 stale |
| Summit Financial, LLC added | 7,734 | $1M | 0.2% | 2025-Q2 stale |
| Equitable Holdings, Inc. added | 6,335 | $1M | 0.2% | 2025-Q3 stale |
| Global View Capital Management LLC trimmed | 5,586 | $975K | 0.2% | 2025-Q3 stale |
| BARCLAYS PLC trimmed | 5,000 | $873K | 0.2% | 2025-Q3 stale |
| PARK AVENUE SECURITIES LLC new | 4,640 | $810K | 0.2% | 2025-Q3 stale |
| EMC Capital Management trimmed | 4,880 | $728K | 0.1% | 2025-Q4 stale |
| DHK Financial Advisors, Inc. | 4,602 | $679K | 0.1% | 2025-Q2 stale |
| Realta Investment Advisors added | 4,318 | $637K | 0.1% | 2025-Q2 stale |
| Orion Porfolio Solutions, LLC added | 3,757 | $555K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 3,709 | $548K | 0.1% | 2025-Q2 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.
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.