Among active 13F managers last quarter, 2 opened and 2 added, while none reduced or exited; the largest holder to move was Savvy Advisors, Inc. (new position).
15 tracked 13F filers disclose a position in ITAN as of the latest SEC 13F filings, a combined $51.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 747K | $31.3M | ▲+2.1% Added · +16K sh | Q2 2026 | |
| 2 | Philip James Wealth Mangement, LLC | 181K | $7.6M | ▼−4.8% Reduced · −9K sh | Q2 2026 | |
| 3 | Integrated Wealth Concepts LLC | 90K | $3.8M | ▲+4.5% Added · +4K sh | Q2 2026 | |
| 4 | Savvy Advisors, Inc. | 70K | $2.5M | ▲New +70K sh | Q1 2026 | |
| 5 | Proficio Capital Partners LLC | 43K | $1.8M | —Held | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | 39K | $1.6M | ▲+13% Added · +4K sh | Q2 2026 | |
| 7 | Wealth Effects LLC | 28K | $1.2M | ▲+0.6% Added · +155 sh | Q2 2026 | |
| 8 | Ritholtz Wealth Management | 17K | $691K | ▲+1.1% Added · +182 sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 11K | $392K | ▲+130% Added · +6K sh | Q1 2026 | |
| 10 | OneDigital Investment Advisors LLC | 11K | $381K | ▲+1.5% Added · +160 sh | Q1 2026 | |
| 11 | Bravias Capital Group, LLC | 10K | $397K | ▲+27% Added · +2K sh | Q2 2026 | |
| 12 | Triumph Capital Management | 6K | $232K | ▲New +6K sh | Q2 2026 | |
| 13 | Noble Wealth Management PBC | 650 | $27K | —Held | Q2 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 582 | $24K | ▲+194% Added · +384 sh | Q2 2026 | |
| 15 | JPMorgan Chase & Co | 158 | $6K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in ITAN and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 5 funds | $522.7M |
| Apple IncAAPL | 5 funds | $291.6M |
| Nvidia CorpNVDA | 5 funds | $289.0M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $255.4M |
| Microsoft CorpMSFT | 5 funds | $166.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $144.7M |
| Amazon.com IncAMZN | 5 funds | $134.7M |
| Alphabet Inc-CL AGOOGL | 5 funds | $107.7M |
| Alphabet Inc-CL CGOOG | 5 funds | $86.6M |
| Ishares Core Msci Eafe ETFIEFA | 5 funds | $86.1M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $83.3M |
| Ishares Core U.S. AggregateAGG | 5 funds | $79.2M |
Ranked by how many of ITAN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ITAN.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 289 funds | $2.2B |
| BSVOFUND | 123 funds | $2.1B |
| STRVmc | 123 funds | $381.3M |
| DRLLmc | 91 funds | $35.5M |
| QMOMmc | 65 funds | $196.3M |
| BBLUmc | 64 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ITAN
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ITAN/capital-change-brief"
Use Arkolith's capital_change_brief for ITAN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ITAN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.