DTAN Institutional Ownership & Shareholders
SPARKLINE INTL INT VALUE ETF (DTAN) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.52M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Philip James Wealth Mangement, Llc is currently the largest disclosed institutional shareholder of DTAN tracked by InsiderSet, reporting ownership valued at approximately $5.63M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.89M, representing an estimated gain of +4.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DTAN value among the investors covered in this analysis. Major shareholders include Philip James Wealth Mangement, Llc, Stapp Wealth Management, Pllc, Proficio Capital Partners Llc, and several other long-term asset managers with concentrated positions in SPARKLINE INTL INT VALUE ETF (DTAN).
This page ranks the largest institutional DTAN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$9.52M
Largest Holder
Philip James Wealth Mangement, Llc
Largest Position
$5.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
9
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Philip James Wealth Mangement, Llc | 0.62% | 173,334 | $5,629,438 | $5,889,872 | +$260,434 | +4.63% | |
| Stapp Wealth Management, Pllc | 1.55% | 36,933 | $1,199,493 | $1,254,980 | +$55,487 | +4.63% | |
| Proficio Capital Partners Llc | 0.03% | 24,793 | $780,449 | $842,464 | +$62,015 | +7.95% | |
| Mutual Advisors, Llc | 0.01% | 21,775 | $685,447 | $739,912 | +$54,465 | +7.95% | |
| Bravias Capital Group, Llc | 0.28% | 14,752 | $464,367 | $501,271 | +$36,904 | +7.95% | |
| Tradition Wealth Management, Llc | 0.03% | 13,407 | $422,034 | $455,569 | +$33,535 | +7.95% | |
| Gts Securities Llc | 0.01% | 10,611 | $334,024 | $360,561 | +$26,537 | +7.94% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 17 | $535 | $578 | +$43 | +7.97% |
Frequently asked questions about DTAN
Who are the largest institutional holders of DTAN?
The largest institutional holders of DTAN reported in the latest SEC Form 13F filings include Philip James Wealth Mangement, Llc, Stapp Wealth Management, Pllc, Proficio Capital Partners Llc, Mutual Advisors, Llc, and Bravias Capital Group, Llc. InsiderSet ranks institutional holders by their latest reported DTAN position.
What is DTAN institutional ownership?
This page tracks DTAN positions reported by institutional investment managers through SEC Form 13F. SPARKLINE INTL INT VALUE ETF (DTAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DTAN?
InsiderSet currently tracks 8 institutional managers reporting DTAN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DTAN shareholders.
How much DTAN stock do institutions own?
Institutional investment managers disclosed approximately $9.52M in DTAN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DTAN institutional ownership last updated?
The latest DTAN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DTAN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DTAN position after the reporting date.
Are institutions buying or selling DTAN?
Institutional buying and selling can be analyzed by comparing DTAN positions across consecutive 13F reporting periods. InsiderSet's DTAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DTAN ownership changes.
How has DTAN institutional ownership changed over time?
InsiderSet tracks DTAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.