SPARKLINE INTANGIBLE VAL ETF (ITAN) Institutional Ownership Changes & 13F Activity
SPARKLINE INTANGIBLE VAL ETF (ITAN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Revolve Wealth Partners, Llc, Signature Wealth Management Group, Philip James Wealth Mangement, Llc, Triumph Capital Management, and Savvy Advisors, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,906 | +4.6% | 89,659 | $3.75M | Q2 2026 | Sep 09, 2026 |
| Royal Bank Of Canada | Buy | +225 | +2.1% | 11,151 | $466.00K | Q2 2026 | Aug 14, 2026 |
| Womack Financial Llc | Sell | -66 | -0.5% | 12,160 | $508.65K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +384 | +193.9% | 582 | $24.34K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $68.00 | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +4,312 | +12.6% | 38,562 | $1.61M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +158 | — | 158 | $6.62K | Q2 2026 | Aug 12, 2026 |
| Ritholtz Wealth Management | Buy | +182 | +1.1% | 16,513 | $690.76K | Q2 2026 | Aug 11, 2026 |
| Onedigital Investment Advisors Llc | Sell | -188 | -1.8% | 10,432 | $436.37K | Q2 2026 | Aug 07, 2026 |
| Wealth Effects Llc | Buy | +155 | +0.6% | 28,321 | $1.18M | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | Buy | +5,276 | +7.6% | 75,024 | $3.14M | Q2 2026 | Aug 03, 2026 |
| Bravias Capital Group, Llc | Buy | +2,035 | +27.3% | 9,500 | $397.38K | Q2 2026 | Jul 30, 2026 |
| Philip James Wealth Mangement, Llc | Sell | -9,042 | -4.8% | 180,664 | $7.56M | Q2 2026 | Jul 27, 2026 |
| Triumph Capital Management | Buy | +5,553 | — | 5,553 | $232.28K | Q2 2026 | Jul 21, 2026 |
| Revolve Wealth Partners, Llc | Buy | +15,510 | +2.1% | 747,367 | $31.26M | Q2 2026 | Jul 09, 2026 |
| Signature Wealth Management Group | Sell | -10,620 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 01, 2026 |
Frequently asked questions about ITAN activity
Which institutional owners are buying ITAN?
Institutional owners buying ITAN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ITAN activity?
"Buy" means an investor increased their reported position in ITAN compared to the prior reporting period. This reflects growing exposure to SPARKLINE INTANGIBLE VAL ETF (ITAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ITAN increasing?
Institutional interest in ITAN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.