IZRL — ARK ETF TR
As of Q2 2026, 5 SEC-registered investment managers reported holding IZRL (ARK ETF TR) in their latest 13F filings, with a combined reported value of $3.80M across 125.03K shares. That is +9.1% by share count (+10.47K shares) versus the previous quarter, while reported value moved +23.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 51.50K | $1.56M | 0.00% | Add |
| Morgan Stanley history | 38.22K | $1.16M | 0.00% | Add |
| Bank of America Corp history | 19.20K | $583.25K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.06K | $336.06K | 0.00% | Add |
| PNC Financial Services history | 5.04K | $153.26K | 0.00% | Add |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 46.45K | $1.25M | 0.00% | Add |
| Morgan Stanley history | 37.23K | $1.00M | 0.00% | Add |
| Bank of America Corp history | 20.68K | $556.65K | 0.00% | Add |
| Wells Fargo & Co history | 10.13K | $272.79K | 0.00% | Hold |
| PNC Financial Services history | 70 | $1.88K | 0.00% | Hold |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 27.02K | $807.51K | 0.00% | Add |
| UBS Group AG history | 18.50K | $552.97K | 0.00% | Add |
| Bank of America Corp history | 17.92K | $535.69K | 0.00% | Add |
| Wells Fargo & Co history | 10.17K | $303.86K | 0.00% | Add |
| PNC Financial Services history | 70 | $2.09K | 0.00% | Hold |
| JPMorgan Chase & Co history | 13 | $389 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4 | $120 | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 25.82K | $751.98K | 0.00% | Reduce |
| UBS Group AG history | 17.70K | $515.28K | 0.00% | Reduce |
| Bank of America Corp history | 17.20K | $500.83K | 0.00% | Reduce |
| Wells Fargo & Co history | 8.82K | $256.81K | 0.00% | Add |
| PNC Financial Services history | 70 | $2.04K | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 29.12K | $791.34K | 0.00% | Add |
| Morgan Stanley history | 29.12K | $791.34K | 0.00% | Add |
| UBS Group AG history | 20.99K | $570.35K | 0.00% | Add |
| Bank of America Corp history | 20.42K | $554.70K | 0.00% | Reduce |
| Wells Fargo & Co history | 4.48K | $121.63K | 0.00% | Reduce |
| PNC Financial Services history | 70 | $1.90K | 0.00% | Hold |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 70.64K | $1.52M | 0.00% | Add |
| Morgan Stanley history | 28.12K | $603.28K | 0.00% | Reduce |
| Morgan Stanley history | 28.12K | $603.28K | 0.00% | Reduce |
| UBS Group AG history | 19.16K | $411.07K | 0.00% | Reduce |
| Wells Fargo & Co history | 16.66K | $357.35K | 0.00% | Add |
| PNC Financial Services history | 70 | $1.50K | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 51.50K | 46.45K | 18.50K | 17.70K | 20.99K | 19.16K | 21.75K | 27.33K | 30.49K | 13.04K | 14.59K | 17.40K | 24.75K | 25.94K | 137.04K | 138.30K | 21.25K | 30.46K | 40.04K | 37.64K |
| Morgan Stanley | 38.22K | 37.23K | 27.02K | 25.82K | 29.12K | 28.12K | 29.66K | 26.94K | 29.38K | 16.72K | 13.52K | 21.70K | 22.40K | 21.67K | 21.79K | 21.99K | 22.24K | 24.30K | 24.39K | 16.66K |
| Bank of America Corp | 19.20K | 20.68K | 17.92K | 17.20K | 20.42K | 70.64K | 25.63K | 25.39K | 31.36K | 30.76K | 30.11K | 30.17K | 30.24K | 31.14K | 29.64K | 33.63K | 39.18K | 71.11K | 67.38K | 79.21K |
| Wells Fargo & Co | 11.06K | 10.13K | 10.17K | 8.82K | 4.48K | 16.66K | 1.99K | 1.74K | 1.81K | 1.54K | 3.61K | 3.48K | 3.48K | 3.48K | 3.23K | 5.26K | 4.67K | 4.74K | 2.71K | 516 |
| PNC Financial Services | 5.04K | 70 | 70 | 70 | 70 | 70 | 70 | 70 | 70 | 70 | 1.07K | 1.07K | 2.84K | 2.84K | 2.84K | 70 | 70 | 70 | 70 | 70 |
| Fidelity Management & Research (FMR) | — | — | 4 | — | — | — | — | — | — | — | 1 | — | — | 2 | 1 | — | — | 85 | 201 | 133 |
| JPMorgan Chase & Co | — | — | 13 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | — | — | — | — | — | — | 38.35K | 29.32K | 14.80K | 30.44K | 19.10K | 64.58K | 47.14K | 43.70K | 18.70K | 32.02K | 27.52K | 86.45K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | 200.00K | 200.00K | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.00K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details