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Institutional Ownership · SEC Form 13F

Who owns ARK Next Generation Internet ETF (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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

214
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

47 tracked funds added or opened ARKW while 27 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp 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 2026-Q1 and 2026-Q2, across 214 tracked filers holding ARKW, 79 increased or opened the position and 107 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 2026-Q1 and 2026-Q2 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 3

  • EXCHANGE TRADED CONCEPTS, LLC$29M
  • Horizon Investments, LLC$29M
  • GTS SECURITIES LLC$3M

Full exits 15

  • Gradient Investments LLC$25M
  • CWM, LLC$15M
  • Anfield Capital Management, LLC$12M
  • Janney Montgomery Scott LLC$9M
  • HighTower Advisors, LLC$4M
  • Mattson Financial Services, LLC$4M

Largest adds

  • Foundations Investment Advisors, LLC$34M
  • MORGAN STANLEY$13M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
  • LPL Financial LLC$4M
  • CITIGROUP INC$3M
  • ENVESTNET ASSET MANAGEMENT INC$3M

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
  • TWO SIGMA INVESTMENTS, LP$5M
  • D. E. Shaw & Co., Inc.$2M
  • Qube Research & Technologies Ltd$2M
  • BANK OF AMERICA CORP /DE/$1M
  • Vienna Asset Management LLC$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Foundations Investment Advisors, LLC added731,008$106M20.5%2026-Q2
MORGAN STANLEY added461,090$67M12.9%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed245,701$36M6.9%2026-Q2
LPL Financial LLC trimmed225,537$33M6.3%2026-Q2
Horizon Investments, LLC new200,246$29M5.6%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC new200,246$29M5.6%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added172,435$25M4.8%2026-Q2
Kestra Advisory Services, LLC trimmed119,091$17M3.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed86,068$12M2.4%2026-Q2
OSAIC HOLDINGS, INC. trimmed63,931$9M1.8%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed59,352$9M1.7%2026-Q2
Relyea Zuckerberg Hanson LLC trimmed55,394$8M1.6%2026-Q2
Cetera Investment Advisers added52,606$8M1.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added47,393$7M1.3%2026-Q2
AdvisorNet Financial, Inc added39,979$6M1.1%2026-Q2
PRUDENTIAL PLC trimmed39,150$6M1.1%2026-Q2
Crescent Grove Advisors, LLC added34,738$5M1.0%2026-Q2
Wealth Management Partners, LLC added34,454$5M1.0%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed34,274$5M1.0%2026-Q2
Private Advisor Group, LLC added34,070$5M1.0%2026-Q2
Mutual Advisors, LLC added25,835$4M0.7%2026-Q2
CITIGROUP INC added23,219$3M0.7%2026-Q2
Brookstone Capital Management trimmed22,556$3M0.6%2026-Q2
ROYAL BANK OF CANADA trimmed22,528$3M0.6%2026-Q2
VICTORY FINANCIAL GROUP, LLC trimmed22,188$3M0.6%2026-Q2
Aptus Capital Advisors, LLC trimmed20,413$3M0.6%2026-Q2
Wealthfront Advisers LLC trimmed20,206$3M0.6%2026-Q2
Steward Partners Investment Advisory, LLC trimmed19,961$3M0.6%2026-Q2
Financial Guidance Group, Inc. trimmed19,812$3M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added19,377$3M0.5%2026-Q2
GTS SECURITIES LLC trimmed18,901$3M0.5%2026-Q2
Geneos Wealth Management Inc. added15,857$2M0.4%2026-Q2
Stratos Wealth Partners, LTD. added15,836$2M0.4%2026-Q2
Mariner, LLC trimmed14,563$2M0.4%2026-Q2
Ameritas Advisory Services, LLC added12,996$2M0.4%2026-Q2
MARSHALL INVESTMENT MANAGEMENT, LLC trimmed12,808$2M0.4%2026-Q2
Purus Wealth Management, LLC trimmed12,182$2M0.3%2026-Q2
Sterling Investment Counsel, LLC added11,380$2M0.3%2026-Q2
Keating Financial Advisory Services, Inc. added11,176$2M0.3%2026-Q2
Phoenix Wealth Advisors added10,720$2M0.3%2026-Q2
VestGen Advisors, LLC trimmed10,187$1M0.3%2026-Q2
Copia Wealth Management trimmed10,118$1M0.3%2026-Q2
Atria Investments, Inc trimmed10,101$1M0.3%2026-Q2
Qube Research & Technologies Ltd trimmed9,761$1M0.3%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC added9,474$1M0.3%2026-Q2
Ashton Thomas Private Wealth, LLC added9,397$1M0.3%2026-Q2
One Capital Management, LLC9,063$1M0.2%2026-Q2
D. E. Shaw & Co., Inc. trimmed8,188$1M0.2%2026-Q2
17 CAPITAL PARTNERS, LLC added7,910$1M0.2%2026-Q2
Vienna Asset Management LLC trimmed7,896$1M0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added6,572$952K0.2%2026-Q2
LAM GROUP, INC. added6,560$950K0.2%2026-Q2
Sigma Planning Corp added6,319$915K0.2%2026-Q2
Pacific Sun Financial Corp trimmed5,892$854K0.2%2026-Q2
GOLDMAN SACHS GROUP INC5,884$852K0.2%2026-Q2
Osbon Capital Management LLC trimmed5,877$851K0.2%2026-Q2
Western Wealth Management, LLC trimmed5,729$830K0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed5,627$815K0.2%2026-Q2
Manske Wealth Management trimmed5,549$804K0.2%2026-Q2
Hilton Head Capital Partners, LLC added5,097$738K0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed4,695$680K0.1%2026-Q2
Belpointe Asset Management LLC added4,666$676K0.1%2026-Q2
StoneX Group Inc. added4,663$678K0.1%2026-Q2
Intrua Financial, LLC4,650$674K0.1%2026-Q2
Cornerstone Wealth Management, LLC added4,612$668K0.1%2026-Q2
INTEGRITY ALLIANCE, LLC. trimmed4,509$653K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed4,342$644K0.1%2026-Q2
TRUIST FINANCIAL CORP trimmed4,323$626K0.1%2026-Q2
TWO SIGMA SECURITIES, LLC added4,181$606K0.1%2026-Q2
NWAM LLC added4,168$604K0.1%2026-Q2
Clearstead Trust, LLC4,016$582K0.1%2026-Q2
Elwood & Goetz Wealth Advisory Group, LLC3,901$565K0.1%2026-Q2
NewEdge Advisors, LLC added3,872$561K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed3,860$559K0.1%2026-Q2
Creative Planning added3,859$559K0.1%2026-Q2
Advyzon Investment Management, LLC trimmed3,823$554K0.1%2026-Q2
Provenance Wealth Advisors, LLC3,718$539K0.1%2026-Q2
Pathstone Holdings, LLC3,717$538K0.1%2026-Q2
Allworth Financial LP trimmed3,384$490K0.1%2026-Q2
Clear Harbor Asset Management, LLC3,345$485K0.1%2026-Q2
J.W. COLE ADVISORS, INC.3,306$479K0.1%2026-Q2
STEPHENS INC /AR/3,000$435K0.1%2026-Q2
Equitable Holdings, Inc. trimmed2,953$428K0.1%2026-Q2
Focus Partners Wealth added2,858$414K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed2,812$407K0.1%2026-Q2
Medallion Wealth Advisors, LLC trimmed2,684$389K0.1%2026-Q2
PFG Investments, LLC trimmed2,603$377K0.1%2026-Q2
Waldron Private Wealth LLC2,578$373K0.1%2026-Q2
Kovack Advisors, Inc. new2,569$374K0.1%2026-Q2
Concurrent Investment Advisors, LLC trimmed2,516$364K0.1%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,455$356K0.1%2026-Q2
White Knight Strategic Wealth Advisors, LLC added2,415$350K0.1%2026-Q2
Rockefeller Capital Management L.P. added2,414$350K0.1%2026-Q2
PFG Advisors added2,392$347K0.1%2026-Q2
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed2,204$319K0.1%2026-Q2
Gladstone Institutional Advisory LLC trimmed2,188$317K0.1%2026-Q2
Fortis Capital Advisors, LLC new2,144$311K0.1%2026-Q2
Integrated Wealth Concepts LLC added2,123$308K0.1%2026-Q2
SCOTIA CAPITAL INC.2,062$299K0.1%2026-Q2
BRADLEY FOSTER & SARGENT INC/CT2,058$298K0.1%2026-Q2

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.

Learn how to read institutional ownership