ARK Invest said in its latest research that institutional demand is increasingly replacing retail participation as the main force behind Bitcoin, pointing to the growing share of supply held through investment vehicles. According to the report, spot Bitcoin exchange-traded funds and digital asset trusts now control 12.2% of Bitcoin’s total supply, a figure ARK used to illustrate the market’s changing ownership structure. The firm also said its crypto-related assets have risen above $2.15 billion.
The update adds detail on ARK’s own positioning. Its flagship fintech ETF, ARKF, has roughly 29% of its assets allocated to digital assets, including exposure to companies such as Coinbase and Circle. ARK also continued buying crypto-linked stocks from 2025 into early 2026. In December 2025, it filed for two ETFs designed to track the CoinDesk 20 Index. The research was cited by CryptoBriefing and summarized by Techub.
ARK Invest said in its latest research that spot Bitcoin ETFs and digital asset trusts now control 12.2% of Bitcoin’s total supply, a sign that institutional demand is replacing retail as the market’s main driver.
The firm also said its crypto-related assets have exceeded $2.15 billion.
ARKF keeps a sizable allocation to digital assets
ARK Invest’s flagship fintech ETF, ARKF, has about 29% of its assets allocated to digital assets, with holdings that include names such as Coinbase and Circle.
Crypto-linked stock purchases extended into early 2026
Beyond current portfolio exposure, ARK Invest said it continued to buy crypto-related stocks from 2025 into early 2026. In December 2025, the firm also filed for two ETFs tracking the CoinDesk 20 Index.
The information was reported by CryptoBriefing and carried in summary form by Techub.
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