ITAN Institutional Ownership
Sparkline Intangible Value ETF
1W: -0.5%
1M: -1.9%
3M: +4.0%
YTD: +18.0%
1Y: +25.6%
3Y: +94.1%
5Y: +78.2%
$43.91
+0.18 (+0.42%)
Weekly Expected Move ±1.8%
$42
$43
$44
$45
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ITAN
17
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
53M
Total Invested
2
New Positions
9
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 747,367 | $33M | +15,510 | +2.1% | 15Q | SEC ↗ |
| 2 | Philip James Wealth Mangement, LLC | 180,664 | $8M | -9,042 | -4.8% | 4Q | SEC ↗ |
| 3 | Integrated Wealth Concepts LLC | 89,659 | $4M | +3,906 | +4.6% | 2Q | SEC ↗ |
| 4 | Savvy Advisors, Inc. | 75,024 | $3M | +5,276 | +7.6% | 2Q | SEC ↗ |
| 5 | Proficio Capital Partners LLC | 43,335 | $2M | — | +0.0% | 20Q | SEC ↗ |
| 6 | NewEdge Advisors, LLC | 38,562 | $2M | +4,312 | +12.6% | 16Q | SEC ↗ |
| 7 | WEALTH EFFECTS LLC | 28,321 | $1M | +155 | +0.6% | 4Q | SEC ↗ |
| 8 | RITHOLTZ WEALTH MANAGEMENT | 16,513 | $725K | +182 | +1.1% | 2Q | SEC ↗ |
| 9 | Womack Financial LLC | 12,160 | $534K | -66 | -0.5% | 7Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 11,151 | $490K | +225 | +2.1% | 9Q | SEC ↗ |
| 11 | Signature Wealth Management Group | 10,620 | $466K | +160 | +1.5% | 4Q | SEC ↗ |
| 12 | OneDigital Investment Advisors LLC | 10,432 | $458K | -188 | -1.8% | 3Q | SEC ↗ |
| 13 | Bravias Capital Group, LLC | 9,500 | $417K | +2,035 | +27.3% | 4Q | SEC ↗ |
| 14 | Triumph Capital Management NEW | 5,553 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Noble Wealth Management PBC | 650 | $29K | — | +0.0% | 4Q | SEC ↗ |
| 16 | Steward Partners Investment Advisory, | 582 | $26K | +384 | +193.9% | 2Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 158 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 18 | MORGAN STANLEY NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Inlight Wealth Management, LLC | 0 | $0K | -774 | -100.0% | 4Q | SEC ↗ |
| 20 | UBS Group AG | 0 | $0K | -31 | -100.0% | 1Q | SEC ↗ |
| 21 | AlphaCore Capital LLC | 0 | $0K | -887 | -100.0% | 1Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -14,199 | -100.0% | 1Q | SEC ↗ |
| 23 | Compound Planning, Inc. | 0 | $0K | -14,344 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Triumph Capital Management | 5,553 | $244K |
| MORGAN STANLEY | 1 | $0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Compound Planning, Inc. | 14,344 | $630K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,199 | $624K |
| AlphaCore Capital LLC | 887 | $39K |
| Inlight Wealth Management, LLC | 774 | $34K |
| UBS Group AG | 31 | $1K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Revolve Wealth Partners, LLC | +15,510 | +2.1% | 747,367 |
| Savvy Advisors, Inc. | +5,276 | +7.6% | 75,024 |
| NewEdge Advisors, LLC | +4,312 | +12.6% | 38,562 |
| Integrated Wealth Concepts LLC | +3,906 | +4.6% | 89,659 |
| Bravias Capital Group, LLC | +2,035 | +27.3% | 9,500 |
| Steward Partners Investment Advisor | +384 | +193.9% | 582 |
| ROYAL BANK OF CANADA | +225 | +2.1% | 11,151 |
| RITHOLTZ WEALTH MANAGEMENT | +182 | +1.1% | 16,513 |
| Signature Wealth Management Group | +160 | +1.5% | 10,620 |
| WEALTH EFFECTS LLC | +155 | +0.6% | 28,321 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Philip James Wealth Mangement, LLC | -9,042 | -4.8% | 180,664 |
| OneDigital Investment Advisors LLC | -188 | -1.8% | 10,432 |
| Womack Financial LLC | -66 | -0.5% | 12,160 |