Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ark ETF Tr (ARKW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
2Q ▼
Buyers last Q
41%

Smart Money Signals — ARKW

Based on 227 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ARKW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
227 funds currently hold this stock — 92% 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

82 buying116 selling
Last quarter: 116 funds reduced or exited vs 82 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 (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 54 → 52 → 36 → 25. 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.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
139 out of 227 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.
📊

Peak discovery — momentum slowing

28 → 54 → 52 → 36 → 25 new funds/Q
New funds entering each quarter: 54 → 52 → 36 → 25. 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 — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 232 holders: 153 (66%) are 2+ year veterans, 33 entered 1–2 years ago, and 46 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
24 of 224 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 82 hedge funds were net buyers of ARKW (25 opened a new position, 57 added to an existing one), while 116 reduced or exited (77 trimmed, 39 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 36% of total institutional value in ARKW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 227.

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

-- --

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

Is It Too Late to Buy Ark ETF Tr (ARKW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ARKW has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
ARKW
+5.6%
SPY
+3.4%

ARKW outperformed SPY by +2.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
ARKW
+0.0%
SPY
+0.0%

Since the filing became public, ARKW outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: ARKW
2026 Q2 Stats Unlock in 5 days 227 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 227 240 -5.42%
13F Shares 4M 6M -27.71%
Total Value $501M $720M -30.45%
New Positions 25 36 -11
Increased Positions 57 83 -26
Closed Positions 38 41 -3
Reduced Positions 74 65 +9
Total Calls 4 4 -
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: ARKW

View More

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 Q2)

227 + 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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ARKW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Management Partners, LLC 1.17% 34,454 $5.0M
2 Financial Guidance Group, Inc. 1.07% 19,812 $2.9M
3 Relyea Zuckerberg Hanson LLC 0.67% 55,394 $8.0M
4 Osbon Capital Management LLC 0.67% 5,877 $851K
5 Phoenix Wealth Advisors 0.52% 10,720 $1.6M
6 17 Capital Partners, LLC 0.52% 7,910 $1.1M
7 Purus Wealth Management, LLC 0.49% 12,182 $1.8M
8 Lam Group, INC. 0.47% 6,560 $950K
9 Crescent Grove Advisors, LLC 0.42% 34,738 $5.0M
10 Sterling Investment Counsel, LLC 0.39% 11,380 $1.6M
11 Hilton Head Capital Partners, LLC 0.37% 5,097 $738K
12 Pacific Sun Financial Corp 0.35% 5,892 $854K
13 Victory Financial Group, LLC 0.34% 22,188 $3.2M
14 Horizon Investments, LLC 0.32% 200,246 $29.0M
15 Verus Capital Partners, LLC 0.28% 34,229 $2.7M
16 AdvisorNet Financial, Inc 0.26% 39,979 $5.8M
17 Keating Financial Advisory Services, Inc. 0.21% 11,176 $1.6M
18 Manske Wealth Management 0.20% 5,549 $804K
19 Fairscale Capital, LLC 0.18% 2,055 $298K
20 Kuhn & Co Investment Counsel 0.17% 2,000 $290K
21 Quantum Financial Partners LLC 0.15% 1,975 $286K
22 Exchange Traded Concepts, LLC 0.13% 200,246 $29.0M
23 W Advisors, LLC 0.11% 1,658 $240K
24 Eagle Wealth Strategies LLC 0.11% 1,904 $276K
25 Elwood & Goetz Wealth Advisory Group, LLC 0.08% 3,901 $565K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ARKW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ARKW?

More sellers than buyers — 41% buying: Last quarter: 116 funds reduced or exited vs 82 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 — 36% AUM from major funds: 24 of 224 holders rank in the top 100 by AUM, accounting for 36% 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?

61% of holders stayed for 2+ years: 139 out of 227 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.

Is it too late to buy Ark ETF Tr (ARKW) following the 2026 Q2 hedge fund 13F filings?

As of today, ARKW has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ARKW has gained +5.6% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →