Who owns ITAN?
Sparkline Intangible Value ETF · Sparkline
17 institutions reported holding ITAN, worth $53.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ITAN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC | Hackensack, NJ | $31.3M | 747,367 | +15,510 shares |
| Philip James Wealth Mangement, LLC | Milton, GA | $7.6M | 180,664 | −9,042 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $3.8M | 89,628 | +3,875 shares |
| Savvy Advisors, Inc. | New York, NY | $3.1M | 75,024 | +5,276 shares |
| Proficio Capital Partners LLC | Newton, MA | $1.8M | 43,335 | No change |
| NewEdge Advisors, LLC | New Orleans, LA | $1.6M | 38,562 | +4,312 shares |
| Wealth Effects LLC | Boston, MA | $1.2M | 28,321 | +155 shares |
| Ritholtz Wealth Management | New York, NY | $691K | 16,513 | +182 shares |
| Womack Financial LLC | Dallas, TX | $509K | 12,160 | −66 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $466K | 11,151 | +225 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: ITAN vs DIVL, ITAN vs MDPL, ITAN vs RSSY, ITAN vs RJDI.
Frequently asked questions
Who owns ITAN?
17 institutional managers reported holding ITAN in Form 13F filings for June 30, 2026, worth $53.1M in total. The largest reported position was held by Revolve Wealth Partners, LLC, at $31.3M.
Did institutions buy or sell ITAN last quarter?
Reported 13F value rose 22.6% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ITAN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.