Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ark ETF Tr (IZRL)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
73%

Smart Money Signals — IZRL

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IZRL 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
51 hedge funds hold IZRL 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 — +16% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 73% buying

24 buying9 selling
Last quarter: 24 funds were net buyers (12 opened a brand new position + 12 added to an existing one). Only 9 were sellers (2 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 22% medium 29% new
25 out of 51 hedge funds have held IZRL 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 +69%, value +50%

Value
+50%
Shares
+68%
Last quarter: funds added +69% more shares while total portfolio value only changed +50%. 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

7 → 3 → 5 → 10 → 12 new funds/Q
New funds entering each quarter: 3 → 5 → 10 → 12. A growing number of institutions are discovering IZRL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 33% newcomers

55% veterans 12% 1-2yr 33% new
Entry-cohort mix of 51 holders: 28 (55%) are 2+ year veterans, 6 entered 1–2 years ago, and 17 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
10 of 51 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in IZRL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — IZRL

In 2026 Q1, 24 hedge funds were net buyers of IZRL (12 opened a new position, 12 added to an existing one), while 9 reduced or exited (2 trimmed, 7 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in IZRL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: IZRL

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

Market Analysis: IZRL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IZRL

-- --

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

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

Signal Freshness measures how much IZRL has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 89d ago
IZRL
+8.3%
SPY
+12.4%

IZRL outperformed SPY by -4.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
IZRL
-3.3%
SPY
-1.1%

Since the filing became public, IZRL outperformed SPY by -2.2% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: IZRL
51 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 51 46 10.87%
13F Shares 326K 193K 68.72%
Total Value $9M $6M 50.04%
New Positions 12 10 +2
Increased Positions 12 9 +3
Closed Positions 7 6 +1
Reduced Positions 2 5 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IZRL

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 Q1)

51 + investors

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

QUARTER:
Top 25 IZRL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ackerman Asset Management, LLC 0.33% 17,325 $466K
2 Calydon Capital 0.07% 16,750 $451K
3 WealthCollab, LLC 0.04% 3,259 $88K
4 Two Sigma Securities, LLC 0.03% 8,311 $224K
5 Signature Equity Partners, LLC 0.02% 1,357 $37K
6 Global Assets Advisory, LLC 0.02% 2,725 $61K
7 Provenance Wealth Advisors, LLC 0.01% 3,448 $93K
8 Activest Wealth Management 0.01% 1,108 $30K
9 Rialto Wealth Management, LLC 0.00% 639 $17K
10 Arlington Trust Co LLC 0.00% 595 $16K
11 Beacon Pointe Advisors, LLC 0.00% 9,189 $247K
12 Milestone Investment Advisors LLC 0.00% 186 $5K
13 Stifel Financial Corp 0.00% 43,073 $1.2M
14 Abound Wealth Management 0.00% 159 $4K
15 SHP Wealth Management 0.00% 433 $12K
16 Arax Advisory Partners 0.00% 800 $22K
17 Advisory Services Network, LLC 0.00% 1,652 $44K
18 CoreCap Advisors, LLC 0.00% 494 $13K
19 McIlrath & Eck, LLC 0.00% 207 $6K
20 IFP Advisors, Inc 0.00% 712 $19K
21 Blue Bell Private Wealth Management, LLC 0.00% 93 $3K
22 Farther Finance Advisors, LLC 0.00% 1,324 $36K
23 Atlantic Edge Private Wealth Management, LLC 0.00% 50 $1K
24 Ashton Thomas Private Wealth, LLC 0.00% 480 $13K
25 LPL Financial LLC 0.00% 35,029 $943K
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 (IZRL)

What does the Smart Money Trend signal show for IZRL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IZRL 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 IZRL?

More buyers than sellers — 73% buying: Last quarter: 24 funds were net buyers (12 opened a brand new position + 12 added to an existing one). Only 9 were sellers (2 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IZRL holders?

Elite ownership — 57% AUM from top-100 funds: 10 of 51 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in IZRL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IZRL?

49% of holders stayed for 2+ years: 25 out of 51 hedge funds have held IZRL 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 (IZRL) following the 2026 Q1 hedge fund 13F filings?

As of today, IZRL has moved -3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), IZRL has gained +8.3% vs +12.4% 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 →