Signals

ARKQ

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

Flow ranking

Rank#2260
Score / z0.000 / -0.02
Consensus124.53 over 233 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 101.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 83.5 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 77.6 0.0% 7 +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 45.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 33.4 0.6% 4 -0.3 pp -0.3 pp -0.3 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 8.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 7.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 5.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 4.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Paller Financial Services Inc CIK 0002095931 0.156 44 4.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 4.3 1.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 4.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 4.1 1.1% 3 +0.1 pp +0.9 pp +1.1 pp +1.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.4 0.0% 5 -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 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 2.3 0.5% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 1.9 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 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 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 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parisi Gray Wealth Management CIK 0001716659 0.472 155 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
EFG International AG CIK 0002109868 0.615 1088 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.7 0.3% 5 -0.0 pp +0.0 pp -0.2 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.7 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARWA LLC CIK 0002113621 0.167 139 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 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 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.4 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.4 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 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 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.3 0.0% 1 +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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lauer Wealth, LLC CIK 0001860063 0.284 58 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GERBER, LLC CIK 0002014164 0.601 96 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.3 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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NCP Inc. CIK 0002023709 0.376 78 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
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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 -0.1 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
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 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
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
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 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
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
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
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
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
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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
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
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.1 pp +0.0 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
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
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
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 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
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 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 ARKQ). Qtrs Held counts distinct quarters this fund has actually held ARKQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ARKQ position size. Δ columns are the percentage-point change in ARKQ'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