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Sparkline Intangible VAL ETF (ITAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Revolve Wealth Partners, LLC
INCREASED
Shares752,597 from 747,367
Change+5,230 (+1%)
Value$32.8M (+$1.5M)
Filed 2026-10-23
Philip James Wealth Mangement, LLC
DECREASED
Shares175,925 from 180,664
Change-4,739 (-3%)
Value$7.7M (+$109.3K)
Filed 2026-10-27
Accordant Advisory Group Inc
NEW
Shares35,750
Change+35,750
Value$1.6M
Filed 2026-10-29
Wealth Effects LLC
INCREASED
Shares28,771 from 28,321
Change+450 (+2%)
Value$1.3M (+$69.1K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares20,255 from 5,553
Change+14,702 (+265%)
Value$882.7K (+$650.4K)
Filed 2026-10-14
Ritholtz Wealth Management
UNCHANGED
Shares16,513 from 16,513
Change0 (0%)
Value$719.6K (+$28.9K)
Filed 2026-11-05
Womack Financial LLC
INCREASED
Shares12,441 from 12,160
Change+281 (+2%)
Value$542.2K (+$33.5K)
Filed 2026-10-14
Soltis Investment Advisors LLC
NEW
Shares6,598
Change+6,598
Value$287.5K
Filed 2026-10-28
Kennedy Investment Group, Inc.
NEW
Shares6,551
Change+6,551
Value$285.5K
Filed 2026-10-21
AlphaCore Capital LLC
NEW
Shares887
Change+887
Value$38.7K
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$28.3K (+$1.1K)
Filed 2026-10-01
Integrated Wealth Concepts LLC
N/A
Shares— from 89,659
Change-89,659 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 75,024
Change-75,024 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 43,335
Change-43,335 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 38,562
Change-38,562 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,151
Change-11,151 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,432
Change-10,432 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 158
Change-158 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Revolve Wealth Partners, LLC
INCREASED752,597747,367+5,230+1%$31.3M$32.8M+$1.5M2026-10-23
Philip James Wealth Mangement, LLC
DECREASED175,925180,664-4,739-3%$7.6M$7.7M+$109.3K2026-10-27
Accordant Advisory Group Inc
NEW35,750—+35,750——$1.6M—2026-10-29
Wealth Effects LLC
INCREASED28,77128,321+450+2%$1.2M$1.3M+$69.1K2026-10-23
Triumph Capital Management
INCREASED20,2555,553+14,702+265%$232.3K$882.7K+$650.4K2026-10-14
Ritholtz Wealth Management
UNCHANGED16,51316,51300%$690.8K$719.6K+$28.9K2026-11-05
Womack Financial LLC
INCREASED12,44112,160+281+2%$508.7K$542.2K+$33.5K2026-10-14
Soltis Investment Advisors LLC
NEW6,598—+6,598——$287.5K—2026-10-28
Kennedy Investment Group, Inc.
NEW6,551—+6,551——$285.5K—2026-10-21
AlphaCore Capital LLC
NEW887—+887——$38.7K—2026-11-04
Noble Wealth Management PBC
UNCHANGED65065000%$27.2K$28.3K+$1.1K2026-10-01
Integrated Wealth Concepts LLC
N/A—89,659-89,659-100%$3.8M———
Savvy Advisors, Inc.
N/A—75,024-75,024-100%$3.1M———
Proficio Capital Partners LLC
N/A—43,335-43,335-100%$1.8M———
NewEdge Advisors, LLC
N/A—38,562-38,562-100%$1.6M———
Royal Bank of Canada
N/A—11,151-11,151-100%$466.0K———
OneDigital Investment Advisors LLC
N/A—10,432-10,432-100%$436.4K———
Bravias Capital Group, LLC
N/A—9,500-9,500-100%$397.4K———
Steward Partners Investment Advisory, LLC
N/A—582-582-100%$24.3K———
JPMorgan Chase & Co
N/A—158-158-100%$6.6K———
Morgan Stanley
N/A—1-1-100%$68———
Showing 21 of 21 institutions