LPL Financial
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LPL Financial’s ARK Genomic Revolution ETF ARKG Stock Holding History

LPL Financial’s Portfolio ARKG Stock Details ARKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.6M Buy
917,632
+77,564
+9% +$2.47M 0.01% 1154
2026
Q1 		$22.2M Buy
840,068
+15,107
+2% +$442K 0.01% 1394
2025
Q4 		$23.9M Buy
824,961
+68,267
+9% +$2.05M 0.01% 1292
2025
Q3 		$21M Buy
756,694
+22,459
+3% +$568K 0.01% 1333
2025
Q2 		$17.9M Sell
734,235
-49,467
-6% -$1.08M 0.01% 1337
2025
Q1 		$16.3M Buy
783,702
+92,444
+13% +$2.32M 0.01% 1282
2024
Q4 		$16.3M Sell
691,258
-366,017
-35% -$9.01M 0.01% 1206
2024
Q3 		$27.1M Sell
1,057,275
-44,438
-4% -$1.13M 0.01% 884
2024
Q2 		$25.9M Sell
1,101,713
-19,160
-2% -$484K 0.01% 848
2024
Q1 		$32.2M Buy
1,120,873
+127,645
+13% +$3.84M 0.02% 724
2023
Q4 		$32.6M Buy
993,228
+69,626
+8% +$1.89M 0.02% 664
2023
Q3 		$25.7M Sell
923,602
-22,669
-2% -$741K 0.02% 696
2023
Q2 		$32.3M Sell
946,271
-18,840
-2% -$592K 0.02% 592
2023
Q1 		$29M Sell
965,111
-5,182
-0.5% -$161K 0.02% 606
2022
Q4 		$27.4M Sell
970,293
-7,480
-0.8% -$237K 0.02% 585
2022
Q3 		$32.1M Buy
977,773
+64,384
+7% +$2.36M 0.03% 469
2022
Q2 		$28.8M Sell
913,389
-47,671
-5% -$1.67M 0.03% 494
2022
Q1 		$44.1M Sell
961,060
-166,001
-15% -$7.91M 0.04% 385
2021
Q4 		$69M Sell
1,127,061
-108,438
-9% -$7.5M 0.06% 299
2021
Q3 		$92.3M Buy
1,235,499
+176,620
+17% +$14.8M 0.09% 223
2021
Q2 		$97.9M Sell
1,058,879
-52,230
-5% -$4.44M 0.1% 195
2021
Q1 		$98.6M Buy
1,111,109
+106,433
+11% +$10.6M 0.11% 171
2020
Q4 		$93.7M Buy
1,004,676
+414,842
+70% +$33.1M 0.12% 159
2020
Q3 		$37.6M Buy
589,834
+195,264
+49% +$11.4M 0.06% 279
2020
Q2 		$20.6M Buy
394,570
+163,247
+71% +$7M 0.04% 365
2020
Q1 		$7.24M Buy
231,323
+4,209
+2% +$141K 0.02% 616
2019
Q4 		$7.61M Buy
227,114
+46,358
+26% +$1.47M 0.01% 674
2019
Q3 		$5.34M Buy
180,756
+31,975
+21% +$1.04M 0.01% 771
2019
Q2 		$5.13M Sell
148,781
-46,812
-24% -$1.5M 0.01% 781
2019
Q1 		$6.43M Buy
195,593
+48,142
+33% +$1.42M 0.01% 663
2018
Q4 		$3.54M Sell
147,451
-39,899
-21% -$1.12M 0.01% 830
2018
Q3 		$6.26M Buy
187,350
+108,861
+139% +$3.45M 0.02% 648
2018
Q2 		$2.28M Buy
78,489
+28,691
+58% +$799K 0.01% 1054
2018
Q1 		$1.28M Buy
49,798
+24,929
+100% +$675K ﹤0.01% 1418
2017
Q4 		$609K Sell
24,869
-1,275
-5% -$32.3K ﹤0.01% 1886
2017
Q3 		$686K Sell
26,144
-2,302
-8% -$54.2K ﹤0.01% 1699
2017
Q2 		$637K Buy
28,446
+16,677
+142% +$348K ﹤0.01% 1693
2017
Q1 		$241K Buy
+11,769
New +$225K ﹤0.01% 2363

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's ARKG Position: Q2 2026 in Review

LPL Financial increased its ARK Genomic Revolution ETF (ARKG) stake by 9.2% in Q2 2026, buying an estimated $2.47M and bringing the position to 917,632 shares worth $38.6M. The position accounts for 0.01% of the portfolio, ranked #1154.

LPL Financial first reported a position in ARKG in Q1 2017 and has held it in 38 quarters since. The position peaked at $98.6M in Q1 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • LPL Financial held 917,632 shares of ARK Genomic Revolution ETF worth $38.6M as of Q2 2026.
  • LPL Financial bought 77,564 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $2.47M.
  • ARK Genomic Revolution ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1154 holding.
  • LPL Financial first reported a position in ARK Genomic Revolution ETF in Q1 2017 and has held it in 38 quarters since.
  • LPL Financial's ARK Genomic Revolution ETF position peaked at $98.6M in Q1 2021.
  • 271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.