Signals

← Signals

☆ARKK

714 in-universe funds with a nonzero position in ARKK within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1056
Score / z0.060 / 0.07
Consensus183.49 over 363 funds
Momentumnot computed

Price & positioning

227 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 414.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 354.7 0.5% 3 +0.3 pp +0.3 pp +0.5 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 284.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 249.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 215.7 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 184.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 165.6 0.0% 3 -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 119.0 0.0% 3 -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 101.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 61.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 45.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 41.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 40.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 28.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 28.7 9.8% 3 -2.6 pp -1.2 pp +9.8 pp +9.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 26.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 24.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 21.8 0.7% 4 -0.1 pp -0.0 pp +0.2 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 19.8 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 17.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 15.4 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.7 0.0% 3 -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 14.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 13.0 7.2% 3 -2.0 pp -2.1 pp +7.2 pp +7.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 11.4 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 9.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 9.0 4.1% 4 -0.7 pp -1.5 pp -0.3 pp +4.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.9 0.0% 2 -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 1.7% 3 -0.4 pp -0.2 pp +1.7 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 7.7 3.4% 3 -0.3 pp +0.0 pp +3.4 pp +3.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 7.1 1.3% 3 -0.3 pp -0.1 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK Investment Management LLC CIK 0001697748 0.764 190 6.3 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 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 5.7 2.5% 3 -0.9 pp -0.7 pp +2.5 pp +2.5 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 5.5 1.4% 3 -0.2 pp -0.0 pp +1.4 pp +1.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 4.8 0.6% 3 -4.2 pp -0.9 pp +0.6 pp +0.6 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.7 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 4.2 4.4% 3 -2.0 pp -1.6 pp +4.4 pp +4.4 pp
☆Parkwood LLC CIK 0001597823 0.291 71 4.1 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 3.8 3.1% 3 -0.5 pp -0.6 pp +3.1 pp +3.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 3.4 2.7% 3 -0.4 pp +0.0 pp +2.7 pp +2.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 3.2 2.1% 3 -0.3 pp +0.4 pp +2.1 pp +2.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 3.2 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 3.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 3.0 1.0% 4 -0.3 pp -0.2 pp -0.1 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 2.7 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 2.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 2.5 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 2.5 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.4 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.4 0.0% 3 -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 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 2.3 1.9% 3 -0.4 pp -0.2 pp +1.9 pp +1.9 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.1 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 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New World Advisors LLC CIK 0001767724 0.874 125 2.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.0 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.0 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 2.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.9 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.7 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.7 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 3 +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% 3 -0.3 pp -0.1 pp +1.3 pp +1.3 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 1.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 1.6 2.6% 3 -0.5 pp -0.1 pp +2.6 pp +2.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.6 1.1% 3 -0.4 pp -0.2 pp +1.1 pp +1.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.5 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 5 -0.0 pp -0.3 pp +0.0 pp -0.0 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 1.5 1.5% 4 -0.4 pp -0.4 pp +0.1 pp +1.5 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.5 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -2.0 pp -0.4 pp +0.0 pp +0.0 pp
☆EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.0 pp -1.5 pp +0.0 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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 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
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
☆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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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 -0.1 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.0 0.0% 0 -0.1 pp -0.1 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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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
☆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
☆Chronos Wealth Management, LLC CIK 0001801792 0.581 38 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -0.3 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
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 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
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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 -0.4 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
☆SimpliFi, Inc. CIK 0001716983 0.830 45 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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 -0.1 pp +0.0 pp +0.0 pp
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 -0.1 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 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
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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