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Public ownership evidence

Sparkline Intangible Value ETF (ITAN) Ownership Disclosures

Read ITAN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Proficio Capital Partners LLC2026-06-302026-08-1843,335$1,812,703None
Womack Financial LLC2026-06-302026-08-1512,160$508,653None
ROYAL BANK OF CANADA2026-06-302026-08-1511,151$466,000None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14582$24,345None
MORGAN STANLEY2026-06-302026-08-141$68None
Integrated Wealth Concepts LLC2026-06-302026-08-1389,628$3,750,423None
NewEdge Advisors, LLC2026-06-302026-08-1338,562$1,613,029None
JPMORGAN CHASE & CO2026-06-302026-08-13158$6,622None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1216,513$690,758None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1116,513$690,758None
OneDigital Investment Advisors LLC2026-06-302026-08-0810,432$436,371None
WEALTH EFFECTS LLC2026-06-302026-08-0728,321$1,184,663None
Savvy Advisors, Inc.2026-06-302026-08-0475,024$3,138,273None
Bravias Capital Group, LLC2026-06-302026-07-319,500$397,378None
Philip James Wealth Mangement, LLC2026-06-302026-07-28180,664$7,557,175None
Triumph Capital Management2026-06-302026-07-225,553$232,282None

90-day public filing window, up to 50 source positions.

Proficio Capital Partners LLC ↗Womack Financial LLC ↗ROYAL BANK OF CANADA ↗Steward Partners Investment Advisory, LLC ↗MORGAN STANLEY ↗Integrated Wealth Concepts LLC ↗NewEdge Advisors, LLC ↗JPMORGAN CHASE & CO ↗RITHOLTZ WEALTH MANAGEMENT ↗RITHOLTZ WEALTH MANAGEMENT ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.