Advisor OS’s ARK Innovation ETF ARKK Stock Holding History

Advisor OS’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Hold	18,921	–	–	0.1%	143
2026 Q1	$1.28M	Buy	+18,921	New	+$1.4M	0.09%	148

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor OS's ARKK Position: Q2 2026 in Review

Advisor OS held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 18,921 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #143.

Advisor OS first reported a position in ARKK in Q1 2026 and has held it in 2 quarters since. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Advisor OS held 18,921 shares of ARK Innovation ETF worth $1.53M as of Q2 2026.
Advisor OS left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up 0.1% of Advisor OS's portfolio in Q2 2026, its #143 holding.
Advisor OS first reported a position in ARK Innovation ETF in Q1 2026 and has held it in 2 quarters since.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.