Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARK 21SHARES BITCOIN ETF (ARKB)

166 + Investors. Track Smart Money conviction in ARKB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
8Q ▲
Buyers last Q
58%

Smart Money Signals — ARKB

Based on 160 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added ARKB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
160 hedge funds hold ARKB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

92 buying67 selling
Last quarter: 92 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 26 → 30 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 31% entered in last year

■ 3% conviction (2yr+) ■ 66% medium ■ 31% new
Only 5 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +0%, value -24%

Value
-23%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~31 new funds/quarter

38 → 32 → 26 → 30 → 31 new funds/Q
New funds entering each quarter: 32 → 26 → 30 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 1% veterans, 51% new entrants

■ 1% veterans ■ 48% 1-2yr ■ 51% new
Of 166 current holders: 2 (1%) held 2+ years, 79 held 1–2 years, 85 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
10 of 160 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ARKB

How many hedge funds hold ARKB — quarterly history vs. share price
Quarterly hedge fund ownership of ARKB vs. share price

Market Analysis: ARKB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARKB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 4 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: ARKB
2026 Q1 Stats Unlock in 21 days 166 + Investors

Track Smart Money conviction in ARKB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 166 166 -
13F Shares 35M 35M 0.04%
Total Value $1.03B $1.35B -23.56%
New Positions 32 31 +1
Increased Positions 69 60 +9
Closed Positions 31 21 +10
Reduced Positions 47 53 -6
Total Calls 4 4 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: ARKB

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

166 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARKB. Verified SEC 13F-HR filings.

Top 25 institutional holders of ARKB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bayshore Capital Advisors, LLC 1.70% 178,708 $4.0M
2 Wisconsin Wealth Advisors, LLC 0.82% 37,067 $834K
3 Cyndeo Wealth Partners, LLC 0.72% 605,946 $13.6M
4 Q Fund Management (Hong Kong) Ltd 0.65% 24,000 $697K
5 Mustard Seed Financial, LLC 0.57% 42,568 $957K
6 Freedom Financial Partners LLC 0.46% 57,482 $1.3M
7 Taylor & Morgan Wealth Management, LLC 0.38% 29,513 $664K
8 OxenFree Capital LLC 0.28% 22,895 $570K
9 Interchange Capital Partners, LLC 0.26% 10,044 $826K
10 CERTIOR FINANCIAL GROUP, LLC 0.25% 17,525 $394K
11 TRED AVON FAMILY WEALTH, LLC 0.23% 31,276 $703K
12 Lauer Wealth, LLC 0.20% 10,650 $252K
13 Upper Left Wealth Management, LLC 0.18% 13,728 $309K
14 BIP Wealth, LLC 0.13% 143,874 $3.2M
15 rebel Financial LLC 0.11% 11,083 $249K
16 Beacon Financial Advisory LLC 0.11% 20,808 $468K
17 CWC Advisors, LLC. 0.10% 9,790 $220K
18 Well Done, LLC 0.10% 30,510 $686K
19 Avondale Wealth Management 0.10% 9,074 $204K
20 Medallion Wealth Advisors, LLC 0.09% 2,458 $208K
21 RAINEY & RANDALL WEALTH ADVISORS INC. 0.09% 24,425 $549K
22 Triad Wealth Partners, LLC 0.08% 45,174 $1.0M
23 Mosley Wealth Management 0.08% 4,555 $173K
24 Belpointe Asset Management LLC 0.05% 62,664 $1.4M
25 Blue Trust, Inc. 0.05% 196,708 $4.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ARK 21SHARES BITCOIN ETF (ARKB)

What does the Smart Money Trend signal show for ARKB?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added ARKB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ARKB?

Slight buying edge — 58% buying: Last quarter: 92 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ARKB holders?

Smaller funds dominant — 1% AUM from top-100: 10 of 160 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ARKB?

Mostly new holders — 31% entered in last year: Only 5 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.