DTAN Institutional Ownership
Sparkline International Intangible Value ETF
1W: -2.6%
1M: -4.8%
3M: -0.0%
YTD: +2.4%
1Y: +6.7%
$32.34
+0.09 (+0.28%)
Weekly Expected Move ±1.9%
$31
$32
$32
$33
$34
Overview
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Institutional Ownership — DTAN
9
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
2
New Positions
2
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Philip James Wealth Mangement, LLC | 178,378 | 6M | -10,604 | -5.6% | 7Q | SEC ↗ |
| 2 | STAPP WEALTH MANAGEMENT, PLLC | 37,846 | 1M | +929 | +2.5% | 6Q | SEC ↗ |
| 3 | Proficio Capital Partners LLC | 24,793 | 802K | — | +0.0% | 8Q | SEC ↗ |
| 4 | Mutual Advisors, LLC | 21,775 | 704K | — | +0.0% | 2Q | SEC ↗ |
| 5 | Bravias Capital Group, LLC | 14,752 | 477K | +3,405 | +30.0% | 4Q | SEC ↗ |
| 6 | Tradition Wealth Management, LLC | 13,407 | 434K | — | +0.0% | 2Q | SEC ↗ |
| 7 | GTS SECURITIES LLC | 10,611 | 343K | -16,602 | -61.0% | 3Q | SEC ↗ |
| 8 | Integrated Wealth Concepts LLC NEW | 1,476 | 48K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Steward Partners Investment Advisory, NEW | 17 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 0 | 0K | -211 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 1,476 | 48K |
| Steward Partners Investment Advisor | 17 | 1K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 211 | 7K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bravias Capital Group, LLC | +3,405 | +30.0% | 14,752 |
| STAPP WEALTH MANAGEMENT, PLLC | +929 | +2.5% | 37,846 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -16,602 | -61.0% | 10,611 |
| Philip James Wealth Mangement, LLC | -10,604 | -5.6% | 178,378 |