SAG
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SageView Advisory Group’s ARK Web x.0 ETF ARKW Stock Holding History

SageView Advisory Group’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
2025
Q4 		$159K Buy
+1,076
New +$174K 0.01% 663

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

SageView Advisory Group's ARKW Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ARK Web x.0 ETF (ARKW) in Q4 2025: 1,076 shares worth $159K. The stake represents 0.01% of the portfolio and ranks #663 among its holdings.

242 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

  • SageView Advisory Group held 1,076 shares of ARK Web x.0 ETF worth $159K as of Q4 2025.
  • ARK Web x.0 ETF was a new SageView Advisory Group position in Q4 2025.
  • ARK Web x.0 ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #663 holding.
  • 242 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.