Comparable stake leader
Catherine D. Wood
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001905088.
Comparable stake leader
Catherine D. Wood
Disclosed value leader
Dana Forest Wolfe
Comparable rows
0/6
Latest evidence
23 Jan 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
0 of 6 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Catherine D. Wood |
3/4/5
CEO and CIO, Trustee, 10%+ Owner
|
—
class O/S missing
|
—
50,000 shares
|
— | 13 Sep 2022 |
| ARK Investment Management LLC |
3/4/5
Investment Adviser, 10%+ Owner
|
—
class O/S missing
|
—
21,162 shares
|
— | 30 Jun 2025 |
| Dana Forest Wolfe |
3/4/5
Chief Legal Officer
|
—
class O/S missing
|
$52,350
1,114 shares
|
+$50,000 | 23 Jan 2026 |
| William Christopher Cox |
3/4/5
Treas., CFO and Prin. Acct Off
|
—
class O/S missing
|
—
5,000 shares
|
— | 02 Sep 2022 |
| Thomas G. Staudt |
3/4/5
President
|
—
class O/S missing
|
—
2,529 shares
|
— | 29 Sep 2022 |
| Robert Kamentsev |
3/4/5
Treasurer, CFO, & Prin Fin Off
|
—
class O/S missing
|
—
190 shares
|
— | 26 Mar 2024 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$50,000.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 1,064 | 0 | $50,000 | $0 | +$50,000 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-11 of 11 reporting-owner rows connected to ARK Venture Fund. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Dana Forest Wolfe | Chief Legal Officer | $52,350 | +$50,000 | +2128% | Filing P/S | 23 Jan 2026 |
| DeRemer Darlene T. | Trustee | Mixed | 15 Aug 2022 | |||
| Kellen Carter | Chief Compliance Off. & Sec'y | Mixed | 15 Aug 2022 | |||
| Catherine D. Wood | CEO and CIO, Trustee, 10%+ Owner | Mixed | 13 Sep 2022 | |||
| Robert Kamentsev | Treasurer, CFO, & Prin Fin Off | Mixed | 26 Mar 2024 | |||
| William Christopher Cox | Treas., CFO and Prin. Acct Off | Mixed | 02 Sep 2022 | |||
| Scott R. Chichester | Trustee | Mixed | 15 Aug 2022 | |||
| Thomas G. Staudt | President | Mixed | 29 Sep 2022 | |||
| ARK Investment Management LLC | Investment Adviser, 10%+ Owner | Mixed | 30 Jun 2025 | |||
| Kathleen Fontano | Chief Compliance Officer | Mixed | 07 Jul 2026 | |||
| Robert G. Zack | Director | Mixed | 30 Jun 2025 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Dana Forest Wolfe | Shares of Beneficial Interest | Purchase | 2127.2% | $50,000 | $47.01 | 1,064 | 1,114 | 23 Jan 2026 | Direct | |
| ARK Investment Management LLC | Shares of Beneficial Interest | Sale | -47.4% | -19,092 | 21,162 | 30 Sep 2025 | Direct |