Signals

← Signals

☆ARKK

782 in-universe funds with a nonzero position in ARKK within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1426
Score / z0.023 / -0.00
Consensus179.46 over 348 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆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 396.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 233.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 218.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 199.6 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 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 152.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 142.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 123.4 0.2% 4 -0.3 pp -0.0 pp -0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 122.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 99.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 79.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 56.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 56.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 30.7 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 25.9 8.1% 4 -1.7 pp -4.3 pp -2.9 pp +8.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 24.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 17.5 0.6% 5 -0.1 pp -0.3 pp -0.2 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 17.0 0.4% 4 -0.0 pp -0.2 pp -0.1 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 11.4 6.4% 4 -0.8 pp -2.8 pp -2.9 pp +6.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 9.7 0.7% 4 -0.2 pp -0.4 pp -0.3 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 7.9 3.8% 5 -0.4 pp -1.1 pp -1.9 pp -0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 6.5 3.1% 4 -0.3 pp -0.5 pp -0.2 pp +3.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARK Investment Management LLC CIK 0001697748 0.765 190 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 6.2 1.1% 4 -0.1 pp -0.4 pp -0.2 pp +1.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.0 1.6% 4 -0.2 pp -0.5 pp -0.3 pp +1.6 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.3 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 5.0 2.2% 4 -0.3 pp -1.2 pp -1.0 pp +2.2 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 4.8 1.2% 4 -0.2 pp -0.4 pp -0.2 pp +1.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.6 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 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 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.5 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.3 0.1% 1 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 3.7 4.5% 4 +0.1 pp -1.9 pp -1.5 pp +4.5 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 3.6 3.0% 4 -0.2 pp -0.7 pp -0.8 pp +3.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 3.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 2.9 2.3% 4 -0.5 pp -0.8 pp -0.5 pp +2.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 2.8 1.5% 4 -0.6 pp -0.9 pp -0.2 pp +1.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 2.6 3.2% 2 +0.6 pp +3.2 pp +3.2 pp +3.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.5 0.8% 5 -0.2 pp -0.5 pp -0.4 pp -0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 2.4 1.0% 4 -0.1 pp -0.2 pp -0.1 pp +1.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 2.2 0.0% 1 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 2.2 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 2.1 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.1 0.7% 4 -0.1 pp -0.2 pp +0.0 pp +0.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 2.1 1.7% 4 -0.3 pp -0.7 pp -0.5 pp +1.7 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bravera Wealth CIK 0002126773 0.454 352 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.9 0.1% 2 -0.0 pp +0.1 pp -0.2 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆New World Advisors LLC CIK 0001767724 0.874 125 1.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 1.8 0.1% 4 -0.1 pp -0.1 pp -0.3 pp +0.1 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 1.7 1.5% 3 +0.2 pp -0.2 pp +1.5 pp +1.5 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.6 0.7% 4 -0.2 pp -0.4 pp -0.5 pp +0.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 1.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.5 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 1.5 1.2% 4 -0.1 pp -0.4 pp -0.3 pp +1.2 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 1.5 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 1.4 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 1.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.4 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.4 1.0% 4 -0.1 pp -0.5 pp -0.3 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.3 0.5% 4 -0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 1.3 1.2% 5 -0.3 pp -0.7 pp -0.7 pp -0.1 pp
☆Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.2 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 ARKK). Qtrs Held counts distinct quarters this fund has actually held ARKK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ARKK position size. Δ columns are the percentage-point change in ARKK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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