Stock ownership · SEC 13F · Q3 2025

ARK ETF TR

Institutional ownership of ARK ETF TR (CUSIP 00214Q203) - who holds it, how concentrated it is, and what moved last quarter.

$2.3M
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ARK ETF TR ranks #679 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $2.3M as of Q3 2025, with ownership heavily concentrated in a handful of holders.

5
institutions hold it
$2.3M
reported 13F value
100%
held by top 5
#679
of 775 by value

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, ARK ETF TR ranks #679 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 00214Q203 · Q3 2025 $2M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID

  • VALUE-LIGHT #679/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH INVESCO F
  • ACTIVITY-MID 4 new
  • BOOK-MID 6Q history

Photo-finish peer on reported value: INVESCO LTD F

Read with: Ownership concentration guide - ARK ETF TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · ARK ETF TR

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

DYCOM INDS · near$2MVANECK ETF TRUST · near$2MINVESCO F · near$2MARK ETF TR · this stock$2MISHARES TR · near$2M
Aggregate reported institutional value ($)
Largest institutional holders of ARK ETF TR
  1. 1
    Strategic Advocates LLC $2.2M
  2. 2
    KERR FINANCIAL PLANNING Corp $37K
  3. 3
    JPMORGAN CHASE & CO $21K
  4. 4
    CIBC Private Wealth Group LLC $10K
  5. 5
    CENTAURUS FINANCIAL, INC. $132

Top 5 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a ARK ETF TR position has risen from 1 to 5 over the last 6 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q2'25Q3'25 5
Distinct 13F filers holding ARK ETF TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Strategic Advocates LLC 19,561 $2.2M 97.0%
2 KERR FINANCIAL PLANNING Corp 345 $37K 1.7%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 186 $21K 0.9%
4 CIBC Private Wealth Group LLC 90 $10K 0.4%
5 CENTAURUS FINANCIAL, INC. 1,181 $132 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ARK ETF TR's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
99.1%
Shared-other discretion (OTR)
0.9%

Latest Quarter Activity · Q3 2025

New positions (4)

Strategic Advocates LLC $2.2M
KERR FINANCIAL PLANNING Corp $37K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $21K
CIBC Private Wealth Group LLC $10K

Frequently Asked Questions

How many institutions hold ARK ETF TR?▼
ARK ETF TR is held by 5 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
Where does ARK ETF TR sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, ARK ETF TR ranks #679 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ARK ETF TR?▼
Institutions report $2.3M of ARK ETF TR as of Q3 2025.
How concentrated is ownership of ARK ETF TR?▼
The top five institutional holders account for 100% of the reported institutional value in ARK ETF TR, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ARK ETF TR?▼
Strategic Advocates LLC is the largest reported holder of ARK ETF TR with $2.2M across 19,561 shares as of Q3 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for ARK ETF TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($2.3M here).

INVESCO LTD F $2.3M VANECK ETF TRUST $2.3M ISHARES TR $2.2M DYCOM INDS INC $2.3M

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 AIR LEASE CORP 5

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.