Signals

ARKW

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

Flow ranking

Rank#2263
Score / z0.000 / -0.02
Consensus85.38 over 156 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)
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
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 105.9 1.1% 5 +0.2 pp +0.0 pp +0.6 pp +0.2 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 66.8 0.0% 7 +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 35.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 32.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 29.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 29.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 25.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 8.0 0.7% 5 -0.0 pp -0.2 pp -0.4 pp -0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 5.8 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 5.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 5.0 0.4% 5 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 5.0 1.2% 5 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.7 0.1% 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 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Guidance Group, Inc. CIK 0001929349 0.457 91 2.9 1.1% 5 +0.0 pp -0.4 pp -1.0 pp -1.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.7 0.1% 1 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.3 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
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 1.9 0.8% 3 +0.0 pp -0.6 pp +0.8 pp +0.8 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 1.8 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 1.6 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -1.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 1.6 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 1.5 0.9% 6 -0.0 pp -0.5 pp -0.9 pp -0.8 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.4 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 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.1 0.5% 5 +0.1 pp -0.0 pp -0.2 pp -0.0 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 1.1 0.8% 2 -1.0 pp +0.8 pp +0.8 pp +0.8 pp
One Capital Management, LLC CIK 0001606588 0.779 522 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 1.0 0.5% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.9 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Manske Wealth Management CIK 0002095143 0.466 226 0.8 0.2% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.7 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EMC Capital Management CIK 0001847772 0.576 53 0.7 0.3% 1 +0.3 pp -0.0 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.7 0.1% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 6 -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 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.6 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 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.5 0.1% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.5 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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.1% 6 -0.1 pp -0.2 pp -0.3 pp -0.3 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
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.3 0.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.3 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 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.3 0.0% 5 +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 -0.1 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp -0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 7 -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 -0.1 pp -0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 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 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 +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
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 5 +0.0 pp -0.2 pp -0.2 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleichroeder LP CIK 0001781002 0.729 78 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 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 0.0 0.0% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Brown Financial Advisors CIK 0002035548 0.168 212 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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
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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 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
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 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 ARKW). Qtrs Held counts distinct quarters this fund has actually held ARKW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ARKW position size. Δ columns are the percentage-point change in ARKW'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