Signals

← Signals

☆ARKB

222 in-universe funds with a nonzero position in ARKB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24444
Score / z-0.131 / -0.18
Consensus39.86 over 72 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ARK Investment Management LLC CIK 0001697748 0.764 190 125.6 0.8% 5 -0.4 pp -0.5 pp -0.6 pp -0.9 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 76.6 0.4% 5 -0.6 pp -0.3 pp -0.7 pp -0.5 pp
☆Galaxy Digital Inc. (GLXY) CIK 0001859392 0.743 54 75.8 12.0% 2 -6.3 pp +12.0 pp +12.0 pp +12.0 pp
☆Intesa Sanpaolo S.p.A. CIK 0001374384 0.296 233 67.6 2.4% 2 -2.7 pp +2.4 pp +2.4 pp +2.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 52.5 0.0% 5 -0.0 pp -0.0 pp -0.3 pp -0.6 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 38.3 0.4% 3 -0.1 pp -0.2 pp +0.4 pp -3.9 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 20.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 18.7 6.9% 5 -1.1 pp -1.1 pp -2.8 pp -2.7 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 16.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 12.4 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.2 0.5% 5 -0.2 pp -0.4 pp -0.8 pp -1.2 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Palatine Hill Wealth Management, LLC CIK 0002107248 0.498 55 4.3 3.5% 2 -0.9 pp +3.5 pp +3.5 pp +3.5 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.7 0.4% 5 -0.1 pp -0.3 pp -0.5 pp -0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 1.1 0.4% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.0 0.5% 5 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.8 0.4% 5 -0.1 pp -0.3 pp -0.5 pp -0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.7 0.6% 6 -0.2 pp -0.5 pp -0.8 pp -1.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.6 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 0.5 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Teucrium Investment Advisors, LLC CIK 0002055352 0.011 47 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.4 0.1% 5 -0.3 pp -1.7 pp -2.5 pp -2.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.3 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.2 0.1% 5 -0.1 pp -0.0 pp -0.4 pp -0.6 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.2 0.0% 1 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -1.1 pp -1.2 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 +0.0 pp -0.1 pp -0.8 pp -0.8 pp
☆CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fogel Capital Management, Inc. CIK 0002011427 0.556 57 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 -0.5 pp -0.5 pp -2.2 pp -2.2 pp
☆Cornerstone Select Advisors, LLC CIK 0002055366 0.137 149 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 +0.0 pp +0.0 pp -3.7 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galaxy Group Investments LLC CIK 0001912562 0.725 36 0.0 0.0% 0 +0.0 pp -18.1 pp -19.7 pp -27.9 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp -0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp -0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ARKB). Qtrs Held counts distinct quarters this fund has actually held ARKB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ARKB position size. Δ columns are the percentage-point change in ARKB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status