LPL Financial
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LPL Financial’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

LPL Financial’s Portfolio ARKB Stock Details ARKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.48M Sell
125,725
-8,352
-6% -$197K ﹤0.01% 3206
2026
Q2 		$2.61M Buy
134,077
+28,365
+27% +$675K ﹤0.01% 3460
2026
Q1 		$2.38M Buy
105,712
+11,430
+12% +$290K ﹤0.01% 3340
2025
Q4 		$2.74M Buy
94,282
+12,764
+16% +$424K ﹤0.01% 3099
2025
Q3 		$3.1M Buy
81,518
+22,060
+37% +$840K ﹤0.01% 2915
2025
Q2 		$2.13M Sell
59,458
-12,047
-17% -$395K ﹤0.01% 3065
2025
Q1 		$1.96M Sell
71,505
-2,046
-3% -$63.4K ﹤0.01% 2983
2024
Q4 		$2.29M Sell
73,551
-3,423
-4% -$94.6K ﹤0.01% 2741
2024
Q3 		$1.63M Sell
76,974
-12,876
-14% -$262K ﹤0.01% 2929
2024
Q2 		$1.8M Sell
89,850
-11,088
-11% -$242K ﹤0.01% 2695
2024
Q1 		$2.39M Buy
+100,938
New +$1.84M ﹤0.01% 2392

Other funds holding ARKB

Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Palatine Hill Wealth Management
Palatine Hill Wealth Management Birmingham, Michigan $139M AUM 13.59% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

LPL Financial's ARKB Position: Q3 2026 in Review

LPL Financial reduced its ARK 21Shares Bitcoin ETF (ARKB) stake by 6.2% in Q3 2026, selling an estimated $197K and leaving 125,725 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

LPL Financial first reported a position in ARKB in Q1 2024 and has held it in 11 quarters since. 82 funds tracked by Wall St. Rank hold ARKB as of Q3 2026.

  • LPL Financial held 125,725 shares of ARK 21Shares Bitcoin ETF worth $3.48M as of Q3 2026.
  • LPL Financial sold 8,352 ARK 21Shares Bitcoin ETF shares in Q3 2026, an estimated $197K.
  • ARK 21Shares Bitcoin ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3206 holding.
  • LPL Financial first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and has held it in 11 quarters since.
  • 82 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.