Who Owns DTAN?
Sparkline International Intangible Value ETF — Institutional Ownership & 13F Holdings
$31.11
+0.00 (+0.00%)
Market Cap
$16.6M
Shares Outstanding
605,808
Institutional Holders
6
Total Inst. Value
$7.6M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Philip James Wealth Mangement, LLC | $5.7M | 214,775 |
| 2 | STAPP WEALTH MANAGEMENT, PLLC | $952K | 36,134 |
| 3 | Proficio Capital Partners LLC | $653K | 24,793 |
| 4 | GTS SECURITIES LLC | $324K | 12,300 |
| 5 | WELLS FARGO & COMPANY/MN | $7K | 277 |
| 6 | UBS Group AG | $2K | 85 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Philip James Wealth Mangement, LLC | +17K | $5.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -584K | $653K |
| GTS SECURITIES LLC | -13K | $324K |
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Frequently Asked Questions
How many institutional investors hold DTAN?
As of Q1 2025, 6 institutional investors report holding DTAN (Sparkline International Intangible Value ETF) in their 13F filings.
Which hedge fund owns the most DTAN?
The largest institutional holder of DTAN is Philip James Wealth Mangement, LLC with $5.7M in shares.
Are institutions buying or selling DTAN?
This quarter, 3 institutions opened new positions in DTAN and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.