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Sparkline Intangible Value ETF

17 hedge funds and large institutions have $46M invested in Sparkline Intangible Value ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

21% more funds holding

Funds holding: 1417 (+3)

9% more capital invested

Capital invested by funds: $42.3M → $46M (+$3.69M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.24% less ownership

Funds ownership: 78.58%69.34% (-9.2%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
Revolve Wealth Partners
New Jersey
$29.4M -$252K -7,015 -0.9%
PJWM
2
Philip James Wealth Mangement
Georgia
$9.93M +$161K +4,475 +2%
PCP
3
Proficio Capital Partners
Massachusetts
$1.6M
NA
4
NewEdge Advisors
Louisiana
$1.42M +$2.12K +59 +0.2%
WE
5
Wealth Effects
Massachusetts
$832K +$106K +2,965 +15%
AFG
6
Atomi Financial Group
New York
$531K +$515K +14,344 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$526K +$510K +14,199 New
WF
8
Womack Financial
Texas
$442K +$52.1K +1,450 +14%
SWMG
9
Signature Wealth Management Group
Georgia
$387K -$1.04K -29 -0.3%
OIA
10
OneDigital Investment Advisors
Kansas
$387K +$375K +10,460 New
BCG
11
Bravias Capital Group
New Jersey
$276K +$42.6K +1,188 +19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$176K -$174K -4,855 -51%
AC
13
AlphaCore Capital
California
$32.9K +$31.8K +887 New
IWM
14
Inlight Wealth Management
Georgia
$28.7K
NWMP
15
Noble Wealth Management PBC
Colorado
$24.1K
JP Morgan Chase
16
JP Morgan Chase
New York
$5.85K +$5.67K +158 New
UBS Group
17
UBS Group
Switzerland
$1.15K +$1.11K +31 New
SWA
18
Sax Wealth Advisors
New Jersey
-$280K -8,064 Closed
CA
19
Clune & Associates
Illinois
-$245K -7,052 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$60 -1 Closed

ITAN Hedge Fund Activity: Q4 2025 in Review

17 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Sparkline Intangible Value ETF (ITAN) for Q4 2025, worth a combined $46M — up 8.7% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ITAN positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Atomi Financial Group, opening a new position worth an estimated $515K. The largest seller was Sax Wealth Advisors, exiting entirely with an estimated $280K sold.

  • 17 institutional investors held Sparkline Intangible Value ETF (ITAN) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $46M of Sparkline Intangible Value ETF stock for Q4 2025, up 8.7% quarter-over-quarter.
  • 6 funds opened new Sparkline Intangible Value ETF positions in Q4 2025 and 3 closed out, a net change of +3 holders.
  • The largest Sparkline Intangible Value ETF buyer in Q4 2025 was Atomi Financial Group, an estimated $515K added.
  • The largest Sparkline Intangible Value ETF seller in Q4 2025 was Sax Wealth Advisors, an estimated $280K sold.

Based on aggregated 13F filings for Q4 2025.