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Marshall Investment Management’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Marshall Investment Management’s Portfolio ARKX Stock Details ARKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Buy
37,816
+3,145
+9% +$101K 0.53% 47
2025
Q4 		$1M Buy
34,671
+941
+3% +$27.5K 0.5% 47
2025
Q3 		$963K Buy
+33,730
New +$885K 0.51% 44

Other funds holding ARKX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Marshall Investment Management's ARKX Position: Q1 2026 in Review

Marshall Investment Management increased its ARK Space & Defense Innovation ETF (ARKX) stake by 9.1% in Q1 2026, buying an estimated $101K and bringing the position to 37,816 shares worth $1.11M. The position accounts for 0.53% of the portfolio, ranked #47.

Marshall Investment Management first reported a position in ARKX in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold ARKX as of Q1 2026.

  • Marshall Investment Management held 37,816 shares of ARK Space & Defense Innovation ETF worth $1.11M as of Q1 2026.
  • Marshall Investment Management bought 3,145 ARK Space & Defense Innovation ETF shares in Q1 2026, an estimated $101K.
  • ARK Space & Defense Innovation ETF made up 0.53% of Marshall Investment Management's portfolio in Q1 2026, its #47 holding.
  • Marshall Investment Management first reported a position in ARK Space & Defense Innovation ETF in Q3 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.