ARKK β€” ARK INNOVATION ETF

Ownership history in Arkos Global Advisors  Β·  22 quarters on record

AI Ownership Summary

Arkos Global Advisors reported ARK INNOVATION ETF (ARKK) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.12% in 2024 Q1. The latest visible filing shows ARKK at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARKK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkos Global Advisors's position in ARK INNOVATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ARKK was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkos Global Advisors held ARKK β€” position size vs. price
% of Fund (quarterly)    ARKK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,429 -5,965 -71.1% 0.03% $210K 2025-11-14 $76.92
2025 Q1 UNCHANGED 8,394 β€” 0% 0.06% $399K 2025-05-15 $56.73
2024 Q4 REDUCED 8,394 -35 -0.4% 0.07% $477K 2025-02-14 $67.02
2024 Q3 REDUCED 8,429 -1,645 -16.3% 0.06% $401K 2024-11-15 $53.46
2024 Q2 REDUCED 10,074 -4,319 -30.0% 0.07% $443K 2024-08-15 $43.92
2024 Q1 ADDED 14,393 +5,679 +65.2% 0.12% $721K 2024-05-15 $45.77
2023 Q4 REDUCED 8,714 -2,516 -22.4% 0.08% $456K 2024-02-15 $51.64
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ARKK

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.01% Noble Wealth Management PBC 0.0%

FAQ About Arkos Global Advisors and ARKK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkos Global Advisors reported owning ARKK?

Arkos Global Advisors reported ARKK across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ARKK position in Arkos Global Advisors's portfolio?

The largest reported portfolio weight for ARKK was 0.12% in 2024 Q1.

What is the latest reported ARKK position on this page?

The most recent filing on this page is 2025 Q3, when Arkos Global Advisors reported 2,429 shares, equal to 0.03% of portfolio, with an estimated market value of $210K.

What does the chart on this ARKK ownership page compare?

The chart compares Arkos Global Advisors's quarterly ARKK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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