Signals

← Signals

☆ARKK

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

Flow ranking

Rank#24244
Score / z-0.044 / -0.07
Consensus194.78 over 388 funds
Momentum-0.16 =

Price & positioning

224 cached closes, trailing year
Drawdown-13%
Short interest+9% / 3.9d

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 508.1 0.0% 7 +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 359.3 0.0% 5 +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 322.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 183.5 0.2% 5 +0.0 pp -0.3 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 172.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 170.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 168.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 149.4 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 100.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 62.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 49.1 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 43.2 0.5% 1 +0.5 pp +0.3 pp +0.5 pp +0.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 42.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 30.5 8.6% 5 +0.4 pp -1.3 pp -3.9 pp -2.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 29.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 21.2 0.6% 6 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 21.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 20.3 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 18.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 13.7 6.4% 5 +0.0 pp -0.8 pp -2.8 pp -2.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 11.6 0.8% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 9.8 3.8% 6 +0.1 pp -0.3 pp -1.0 pp -1.8 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 9.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 8.9 0.0% 2 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 8.4 3.6% 5 +0.5 pp +0.2 pp -0.0 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 7.7 1.8% 5 +0.2 pp +0.1 pp -0.3 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARK Investment Management LLC CIK 0001697748 0.764 190 7.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 7.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 7.2 1.2% 5 +0.0 pp -0.1 pp -0.4 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.5 0.0% 1 +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 6.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 6.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.9 0.0% 5 +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 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 5.8 2.3% 5 +0.1 pp -0.2 pp -1.1 pp -0.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 5.6 1.3% 5 +0.1 pp -0.1 pp -0.4 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.2 0.1% 2 -0.0 pp +0.1 pp -0.3 pp -0.3 pp
☆EFG International AG CIK 0002109868 0.615 1088 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 5.0 0.3% 1 +0.3 pp -0.3 pp -4.5 pp -1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 4.1 4.6% 5 +0.1 pp +0.2 pp -1.8 pp -1.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 3.5 2.5% 5 +0.2 pp -0.2 pp -0.6 pp -0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 3.4 3.3% 5 +0.3 pp +0.2 pp -0.4 pp -0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 3.2 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 2.8 1.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 2.8 3.1% 3 -0.1 pp +0.4 pp +3.1 pp +3.1 pp
☆Bravera Wealth CIK 0002126773 0.454 352 2.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 2.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.5 0.7% 5 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 2.5 1.7% 5 +0.0 pp -0.2 pp -0.6 pp -0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 2.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.3 0.1% 5 +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 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New World Advisors LLC CIK 0001767724 0.874 125 2.2 0.4% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 2.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.1 0.6% 6 -0.2 pp -0.4 pp -0.6 pp -0.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 2.0 0.6% 5 -0.1 pp -0.3 pp -0.5 pp -0.6 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 2.0 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.9 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.9 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.8 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 1.7 1.3% 5 +0.1 pp -0.0 pp -0.3 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.7 1.1% 5 +0.1 pp -0.0 pp -0.4 pp -0.2 pp
☆Family Manage LLC CIK 0001539947 0.277 323 1.7 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.7 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 1.6 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 1.6 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.6 0.6% 5 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 1.6 1.2% 6 -0.1 pp -0.3 pp -0.7 pp -0.7 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 1.4 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 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 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 -1.5 pp -1.4 pp -1.7 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 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 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 (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