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Osbon Capital Management’s ARK Web x.0 ETF ARKW Stock Holding History

Osbon Capital Management’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$733K Hold
6,081
– – 0.6% 32
2025
Q4 		$898K Buy
+6,081
New +$986K 0.84% 24

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osbon Capital Management's ARKW Position: Q1 2026 in Review

Osbon Capital Management held its ARK Web x.0 ETF (ARKW) position steady in Q1 2026 at 6,081 shares worth $733K. The position accounts for 0.6% of the portfolio, ranked #32.

Osbon Capital Management first reported a position in ARKW in Q4 2025 and has held it in 2 quarters since. The position peaked at $898K in Q4 2025. 223 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

  • Osbon Capital Management held 6,081 shares of ARK Web x.0 ETF worth $733K as of Q1 2026.
  • Osbon Capital Management left its ARK Web x.0 ETF share count unchanged in Q1 2026.
  • ARK Web x.0 ETF made up 0.6% of Osbon Capital Management's portfolio in Q1 2026, its #32 holding.
  • Osbon Capital Management first reported a position in ARK Web x.0 ETF in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's ARK Web x.0 ETF position peaked at $898K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.