ARKK ARK ETF TR

Ownership history in Caption Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in ARK ETF TR (ARKK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.87% (2025 Q4)
Avg. % of fund
0.21%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 39,100 -1,617,300 -97.6% 0.02% $3.0M $76.92
2025 Q4 ADDED 1,656,400 +1,581,800 +2120.4% 0.87% $127.4M $76.92
2025 Q3 REDUCED 74,600 -520,400 -87.5% 0.05% $6.4M $86.30
2025 Q3 ADDED 595,000 +545,000 +1090.0% 0.40% $51.3M $86.30
2025 Q2 REDUCED 50,000 -104,700 -67.7% 0.04% $3.5M $70.29
2025 Q2 REDUCED 154,700 -7,400 -4.6% 0.12% $10.9M $70.29
2025 Q1 ADDED 162,100 +137,100 +548.4% 0.07% $7.7M $47.58
2022 Q4 REDUCED 25,000 -150,000 -85.7% 0.01% $781K $30.98
2022 Q2 REDUCED 175,000 -210,000 -54.5% 0.10% $7.0M $39.55
2022 Q2 ADDED 385,000 +384,910 +427677.8% 0.21% $15.4M $39.55
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ARKK price (monthly, adj. close)
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