Sparkline Intangible Value is an exchange-traded fund on ARCA. As of Q3 2025, 12 institutional investors hold shares in this ETF, with total holdings valued at $41.9M. Revolve Wealth Partners, LLC is the largest holder with a position valued at $27.8M.
Overview of institutional ownership in ITAN as of Q3 2025
Institutions with the largest positions in ITAN as of Q3 2025
| Institution | Position Value |
|---|---|
Revolve Wealth Partners, LLC RIA/Wealth | $27.8M 3.34% of portfolio |
P Philip James Wealth Mangement, LLC Institution | $9.2M 1.09% of portfolio |
P Proficio Capital Partners LLC Family Office | $1.5M 0.04% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $1.3M 0.01% of portfolio |
WEALTH EFFECTS LLC RIA/Wealth | $677.2K 0.22% of portfolio |
Signature Wealth Management Group RIA/Wealth | $364.1K 0.14% of portfolio |
R ROYAL BANK OF CANADA Institution | $333.4K 0.00% of portfolio |
SAX WEALTH ADVISORS, LLC RIA/Wealth | $279.9K 0.02% of portfolio |
CLUNE & ASSOCIATES, LTD. RIA/Wealth | $244.8K 0.06% of portfolio |
Bravias Capital Group, LLC RIA/Wealth | $217.5K 0.15% of portfolio |
Institutional buying and selling activity for ITAN in Q3 2025
| Institution | Net Bought |
|---|---|
P Philip James Wealth Mangement, LLC Institution | +$9.2M +263.6K shares |
Revolve Wealth Partners, LLC RIA/Wealth | +$824.3K +23.7K shares |
WEALTH EFFECTS LLC RIA/Wealth | +$677.2K +19.5K shares |
SAX WEALTH ADVISORS, LLC RIA/Wealth | +$279.9K +8.1K shares |
Bravias Capital Group, LLC RIA/Wealth | +$217.5K +6.3K shares |
R ROYAL BANK OF CANADA Institution | +$199.9K +5.8K shares |
Signature Wealth Management Group RIA/Wealth | +$38.7K +1.1K shares |
CLUNE & ASSOCIATES, LTD. RIA/Wealth | +$972.0 +28.0 shares |
| Institution | Net Sold |
|---|---|
Goss Wealth Management LLC RIA/Wealth | −$1.8K −51.0 shares |
MORGAN STANLEY RIA/Wealth | −$60.0 −1.0 shares |
Institutions that initiated new positions or completely exited ITAN in Q3 2025
| Institution | Position Value |
|---|---|
P Philip James Wealth Mangement, LLC Institution | $9.2M 263.6K shares |
WEALTH EFFECTS LLC RIA/Wealth | $677.2K 19.5K shares |
SAX WEALTH ADVISORS, LLC RIA/Wealth | $279.9K 8.1K shares |
Bravias Capital Group, LLC RIA/Wealth | $217.5K 6.3K shares |
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Institutions with the largest Call and Put options positions in ITAN as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ITAN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Revolve Wealth Partners, LLC RIA/Wealth | 3.34% $27.8M |
P Philip James Wealth Mangement, LLC Institution | 1.09% $9.2M |
WEALTH EFFECTS LLC RIA/Wealth | 0.22% $677.2K |
Bravias Capital Group, LLC RIA/Wealth | 0.15% $217.5K |
Signature Wealth Management Group RIA/Wealth | 0.14% $364.1K |
CLUNE & ASSOCIATES, LTD. RIA/Wealth | 0.06% $244.8K |
P Proficio Capital Partners LLC Family Office | 0.04% $1.5M |
SAX WEALTH ADVISORS, LLC RIA/Wealth | 0.02% $279.9K |
I Inlight Wealth Management, LLC RIA/Wealth | 0.01% $26.9K |
Goss Wealth Management LLC RIA/Wealth | 0.01% $1.3M |
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