ITAN Institutional Ownership & Shareholders
SPARKLINE INTANGIBLE VAL ETF (ITAN) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $58.02M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Revolve Wealth Partners, Llc is currently the largest disclosed institutional shareholder of ITAN tracked by InsiderSet, reporting ownership valued at approximately $32.80M 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 $33.79M, representing an estimated gain of +3.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed ITAN value among the investors covered in this analysis. Major shareholders include Revolve Wealth Partners, Llc, Philip James Wealth Mangement, Llc, Integrated Wealth Concepts Llc, and several other long-term asset managers with concentrated positions in SPARKLINE INTANGIBLE VAL ETF (ITAN).
This page ranks the largest institutional ITAN 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
21
Total Reported Value
$58.02M
Largest Holder
Revolve Wealth Partners, Llc
Largest Position
$32.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Revolve Wealth Partners, Llc | 3.44% | 752,597 | $32,796,909 | $33,793,412 | +$996,503 | +3.04% | |
| Philip James Wealth Mangement, Llc | 0.85% | 175,925 | $7,666,512 | $7,899,455 | +$232,943 | +3.04% | |
| Integrated Wealth Concepts Llc | 0.02% | 89,659 | $3,750,419 | $4,025,904 | +$275,485 | +7.35% | |
| Savvy Advisors, Inc. | 0.07% | 75,024 | $3,138,273 | $3,368,758 | +$230,485 | +7.34% | |
| Proficio Capital Partners Llc | 0.07% | 43,335 | $1,812,703 | $1,945,846 | +$133,143 | +7.34% | |
| Newedge Advisors, Llc | 0.00% | 38,562 | $1,613,029 | $1,731,526 | +$118,497 | +7.35% | |
| Accordant Advisory Group Inc | 0.98% | 35,750 | $1,557,925 | $1,605,261 | +$47,336 | +3.04% | |
| Wealth Effects Llc | 0.34% | 28,771 | $1,253,783 | $1,291,887 | +$38,104 | +3.04% | |
| Triumph Capital Management | 0.16% | 20,255 | $882,678 | $909,498 | +$26,820 | +3.04% | |
| Ritholtz Wealth Management | 0.01% | 16,513 | $690,758 | $741,473 | +$50,715 | +7.34% | |
| Womack Financial Llc | 0.36% | 12,441 | $542,158 | $558,631 | +$16,473 | +3.04% | |
| Royal Bank Of Canada | 0.00% | 11,151 | $466,000 | $500,707 | +$34,707 | +7.45% | |
| Onedigital Investment Advisors Llc | 0.00% | 10,432 | $436,371 | $468,422 | +$32,051 | +7.34% | |
| Bravias Capital Group, Llc | 0.24% | 9,500 | $397,378 | $426,573 | +$29,195 | +7.35% | |
| Signature Wealth Management Group | 0.14% | 10,620 | $380,812 | $476,863 | +$96,051 | +25.22% | |
| Soltis Investment Advisors Llc | 0.01% | 6,598 | $287,540 | $296,266 | +$8,726 | +3.03% | |
| Kennedy Investment Group, Inc. | 0.09% | 6,551 | $285,476 | $294,156 | +$8,680 | +3.04% | |
| Noble Wealth Management Pbc | 0.01% | 650 | $28,326 | $29,187 | +$861 | +3.04% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 582 | $24,345 | $26,133 | +$1,788 | +7.35% | |
| Jpmorgan Chase & Co | 0.00% | 158 | $6,622 | $7,095 | +$473 | +7.14% | |
| Morgan Stanley | 0.00% | 1 | $68 | $45 | -$23 | -33.97% |
Frequently asked questions about ITAN
Who are the largest institutional holders of ITAN?
The largest institutional holders of ITAN reported in the latest SEC Form 13F filings include Revolve Wealth Partners, Llc, Philip James Wealth Mangement, Llc, Integrated Wealth Concepts Llc, Savvy Advisors, Inc., and Proficio Capital Partners Llc. InsiderSet ranks institutional holders by their latest reported ITAN position.
What is ITAN institutional ownership?
This page tracks ITAN positions reported by institutional investment managers through SEC Form 13F. SPARKLINE INTANGIBLE VAL ETF (ITAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ITAN?
InsiderSet currently tracks 21 institutional managers reporting ITAN 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 ITAN shareholders.
How much ITAN stock do institutions own?
Institutional investment managers disclosed approximately $58.02M in ITAN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ITAN institutional ownership last updated?
The latest ITAN 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 ITAN 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 ITAN position after the reporting date.
Are institutions buying or selling ITAN?
Institutional buying and selling can be analyzed by comparing ITAN positions across consecutive 13F reporting periods. InsiderSet's ITAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ITAN ownership changes.
How has ITAN institutional ownership changed over time?
InsiderSet tracks ITAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.