Who owns Sparkline Intangible Value ETF?
Institutional ownership of ITAN from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
12
13F holders
$19.8M
value, 2026 filers
36.8%
of shares outstanding (473,102 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ITAN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Philip James Wealth Mangement, LLC | 180,664 | $7.6M | 0.9% | 14% | -4.8% |
| 2 | Integrated Wealth Concepts LLC | 89,628 | $3.8M | 0.0% | 7% | +4.5% |
| 3 | Savvy Advisors, Inc. | 75,024 | $3.1M | 0.1% | 5.8% | +7.6% |
| 4 | NewEdge Advisors, LLC | 38,562 | $1.6M | 0.0% | 3% | +12.6% |
| 5 | RITHOLTZ WEALTH MANAGEMENT | 33,026 | $1.4M | 0.0% | 2.6% | +102.2% |
| 6 | WEALTH EFFECTS LLC | 28,321 | $1.2M | 0.3% | 2.2% | +0.6% |
| 7 | ROYAL BANK OF CANADA | 11,151 | $466,000 | 0.0% | 0.9% | +2.1% |
| 8 | OneDigital Investment Advisors LLC | 10,432 | $436,371 | 0.0% | 0.8% | -1.8% |
| 9 | Triumph Capital ManagementNEW | 5,553 | $232,282 | 0.0% | 0.4% | new |
| 10 | Steward Partners Investment Advisory, LLC | 582 | $24,345 | 0.0% | 0% | +193.9% |
| 11 | JPMORGAN CHASE & CO | 158 | $6,622 | 0.0% | 0% | 0.0% |
| 12 | MORGAN STANLEYNEW | 1 | $68 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.