The unanimous doubling by three active managers suggests a shared positive thesis on ARKQ's holdings (likely robotics/AI/innovation themes). However, the absolute dollar amounts are small relative to the ETF's AUM, limiting market impact. Monitor next 13F for continuation or reversal of this accumulation.
Executive Summary
Three asset managers (Concurrent Investment Advisors, Td Waterhouse Canada, Assetmark) all doubled their positions in ARKQ during Q3 2026, with aggregate holdings rising from $0.8M to $4.8M. The cluster is small in absolute dollar terms but shows unanimous bullish conviction from active managers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | DOUBLED | +607.7% | $4.7M | $4.0M |
| Td Waterhouse Canada | DOUBLED | +218.9% | $49.0K | $32.0K |
| Assetmark | DOUBLED | +131% | $16.0K | $9.0K |
Key Facts
- 3 buyers, 0 sellers in the cluster
- Aggregate current holdings: $4.8M, net increase of $4.0M
- Concurrent Investment Advisors doubled position (+607.7% shares) to $4.7M
- Td Waterhouse Canada doubled (+218.9% shares) to $49K
- Assetmark doubled (+131.0% shares) to $16K
- All buyers are active asset managers, not passive/index funds
Financial Impact
3 institutions accumulated $4.0M in new ARKQ positions during Q3 2026, bringing total disclosed holdings to $4.8M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Small absolute dollar amounts ($4.8M total) limit signal strength
- No insider buying corroboration available
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ARKQ-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $111.69 $112.01 | ▲ +0.29% | ▲ +0.81% | — |
Jul 18, 2026 14w ago | Institutional Cluster | $116.63 $120.10 | ▲ +2.98% | ▲ +2.14% | — |
US Market Status
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