Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ark ETF Tr (ARKW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — ARKW

Based on 231 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ARKW 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
231 funds currently hold this stock — 94% of the 3.0-year high of 246 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ARKW is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

89 buying98 selling
Last quarter: 98 funds reduced or exited vs 89 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new ARKW position: 52 → 37 → 25 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 19% medium 15% new
152 out of 231 hedge funds have held ARKW 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.
💰

Price up while funds trimmed (+16% value, -3% shares)

Value
+16%
Shares
-2%
Last quarter: total value of institutional ARKW holdings rose +16% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

54 → 52 → 37 → 25 → 36 new funds/Q
New funds entering each quarter: 52 → 37 → 25 → 36. ARKW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

69% veterans 10% 1-2yr 21% new
Entry-cohort mix of 235 holders: 162 (69%) are 2+ year veterans, 23 entered 1–2 years ago, and 50 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
22 of 229 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — ARKW

In 2026 Q2, 89 hedge funds were net buyers of ARKW (36 opened a new position, 53 added to an existing one), while 98 reduced or exited (66 trimmed, 32 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 34% of total institutional value in ARKW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 231.

Hedge Fund Ownership: ARKW

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

Market Analysis: ARKW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARKW

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ARKW
228 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 228 227 0.44%
13F Shares 4M 4M -2.52%
Total Value $581M $501M 16.0%
New Positions 36 25 +11
Increased Positions 50 57 -7
Closed Positions 33 39 -6
Reduced Positions 66 74 -8
Total Calls 3 4 -25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: ARKW

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Institutional Holders (2026 Q2)

228 + investors

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

QUARTER:
Top 25 ARKW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Management Partners, LLC 1.17% 34,454 $5.0M
2 Foundations Investment Advisors, LLC 1.09% 731,008 $105.9M
3 Financial Guidance Group, Inc. 1.07% 19,812 $2.9M
4 Copia Wealth Management 0.88% 10,118 $1.5M
5 Vienna Asset Management LLC 0.80% 7,896 $1.1M
6 Marshall Investment Management, LLC 0.77% 12,808 $1.9M
7 Relyea Zuckerberg Hanson LLC 0.67% 55,394 $8.0M
8 Osbon Capital Management LLC 0.67% 5,877 $851K
9 Phoenix Wealth Advisors 0.52% 10,720 $1.6M
10 17 Capital Partners, LLC 0.52% 7,910 $1.1M
11 Purus Wealth Management, LLC 0.49% 12,182 $1.8M
12 Lam Group, INC. 0.47% 6,560 $950K
13 Crescent Grove Advisors, LLC 0.42% 34,738 $5.0M
14 Sterling Investment Counsel, LLC 0.39% 11,380 $1.6M
15 Hilton Head Capital Partners, LLC 0.37% 5,097 $738K
16 Pacific Sun Financial Corp 0.35% 5,892 $854K
17 Victory Financial Group, LLC 0.34% 22,188 $3.2M
18 Horizon Investments, LLC 0.32% 200,246 $29.0M
19 Verus Capital Partners, LLC 0.28% 34,229 $2.7M
20 AdvisorNet Financial, Inc 0.26% 39,979 $5.8M
21 White Knight Strategic Wealth Advisors, LLC 0.25% 2,415 $350K
22 Keating Financial Advisory Services, Inc. 0.21% 11,176 $1.6M
23 Manske Wealth Management 0.20% 5,549 $804K
24 Fairscale Capital, LLC 0.18% 2,055 $298K
25 Kuhn & Co Investment Counsel 0.17% 2,000 $290K
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 (ARKW)

What does the Smart Money Trend signal show for ARKW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ARKW 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 ARKW?

More sellers than buyers — 48% buying: Last quarter: 98 funds reduced or exited vs 89 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 ARKW holders?

Strong quality — 34% AUM from major funds: 22 of 229 holders rank in the top 100 by AUM, accounting for 34% 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 ARKW?

66% of holders stayed for 2+ years: 152 out of 231 hedge funds have held ARKW 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.

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