Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARK ETF TR (ARKK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — ARKK

Based on 618 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
618 hedge funds hold ARKK 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

272 buying322 selling
Last quarter: 322 funds reduced or exited vs 272 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 61 → 113 → 120 → 90. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
383 out of 618 hedge funds have held ARKK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -40%, value -78%

Value
-78%
Shares
-39%
Last quarter: funds added -40% more shares while total portfolio value only changed -78%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

123 → 61 → 113 → 120 → 90 new funds/Q
New funds entering each quarter: 61 → 113 → 120 → 90. A growing number of institutions are discovering ARKK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 9% 1-2yr ■ 25% new
Of 658 current holders: 432 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
21 of 618 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: ARKK

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

Market Analysis: ARKK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARKK

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

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 6 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: ARKK
2026 Q1 Stats Unlock in 22 days 658 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 658 667 -1.35%
13F Shares 77M 127M -39.58%
Total Value $5.96B $27.11B -78.03%
New Positions 93 127 -34
Increased Positions 220 228 -8
Closed Positions 93 78 +15
Reduced Positions 295 263 +32
Total Calls 27 28 -3.57%
Total Puts 39 61 -36.07%
PUT/CALL Ratio 1.44 2.18 Bearish

Statistics: ARKK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

658 + investors

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

Top 25 institutional holders of ARKK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GERBER, LLC 6.35% 168,280 $11.4M
2 FSC Wealth Advisors, LLC 4.07% 3,151 $213K
3 BYRNE FINANCIAL FREEDOM, LLC 3.76% 116,377 $7.9M
4 Madison Park Capital Advisors, LLC 2.28% 42,941 $2.9M
5 Post Resch Tallon Group Inc. 1.66% 29,788 $2.1M
6 Medallion Wealth Advisors, LLC 1.09% 50,383 $2.4M
7 Worthington Financial Partners, LLC 0.98% 16,859 $1.1M
8 Bravera Wealth 0.91% 23,684 $1.8M
9 Grant Private Wealth Management Inc 0.77% 21,505 $1.5M
10 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.71% 24,155 $1.6M
11 Purus Wealth Management, LLC 0.68% 31,328 $2.1M
12 NavPoint Financial, Inc. 0.54% 19,629 $1.3M
13 BLUE JEAN FINANCIAL LLC 0.51% 9,181 $621K
14 Three Magnolias Financial Advisors, LLC 0.50% 11,651 $787K
15 Ballew Advisors, Inc 0.34% 8,654 $596K
16 Atlas Private Wealth Advisors 0.33% 20,567 $1.4M
17 New World Advisors LLC 0.32% 26,780 $1.8M
18 Prospect Financial Services LLC 0.30% 7,344 $496K
19 Estate Planners Group, LLC 0.29% 8,817 $678K
20 Colonial River Investments, LLC 0.28% 11,758 $795K
21 Summit Investment Advisory Services, LLC 0.28% 11,282 $763K
22 Vigil Wealth Management, LLC 0.28% 5,136 $347K
23 LEGACY SOLUTIONS, LLC 0.21% 3,415 $231K
24 SEVEN MILE ADVISORY 0.21% 4,338 $293K
25 LAM GROUP, INC. 0.21% 5,625 $380K
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 ETF TR (ARKK)

What does the Smart Money Trend signal show for ARKK?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ARKK?

More sellers than buyers — 46% buying: Last quarter: 322 funds reduced or exited vs 272 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ARKK holders?

Strong quality — 29% AUM from major funds: 21 of 618 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ARKK?

62% of holders stayed for 2+ years: 383 out of 618 hedge funds have held ARKK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.