Who owns ITAN
Which tracked institutional funds hold ITAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ITAN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ITAN is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ITAN’s largest tracked holder by dollar value, Revolve Wealth Partners, LLC, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ITAN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 17 tracked filers holding ITAN, 11 increased or opened the position and 4 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ITAN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- Revolve Wealth Partners, LLC$5M
- NewEdge Advisors, LLC$2M
- Philip James Wealth Mangement, LLC$755K
- Integrated Wealth Concepts LLC$676K
- Savvy Advisors, Inc.$637K
- Proficio Capital Partners LLC$259K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC added | 747,367 | $31M | 56.7% | 2026-Q2 |
| Philip James Wealth Mangement, LLC trimmed | 180,664 | $8M | 13.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 89,628 | $4M | 6.8% | 2026-Q2 |
| Savvy Advisors, Inc. added | 75,024 | $3M | 5.7% | 2026-Q2 |
| Proficio Capital Partners LLC | 43,335 | $2M | 3.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 38,562 | $2M | 2.9% | 2026-Q2 |
| WEALTH EFFECTS LLC added | 28,321 | $1M | 2.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 16,513 | $691K | 1.3% | 2026-Q2 |
| Womack Financial LLC trimmed | 12,160 | $509K | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 11,151 | $466K | 0.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 10,432 | $436K | 0.8% | 2026-Q2 |
| Bravias Capital Group, LLC added | 9,500 | $397K | 0.7% | 2026-Q2 |
| Triumph Capital Management new | 5,553 | $232K | 0.4% | 2026-Q2 |
| Noble Wealth Management PBC | 650 | $27K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 582 | $24K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 158 | $7K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $68 | 0.0% | 2026-Q2 |
| Signature Wealth Management Group added | 10,620 | $381K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Compound Planning, Inc. new | 14,344 | $531K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 14,199 | $526K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| AlphaCore Capital LLC new | 887 | $33K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Inlight Wealth Management, LLC | 774 | $29K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 31 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SAX WEALTH ADVISORS, LLC new | 8,064 | $280K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| CLUNE & ASSOCIATES, LTD. added | 7,052 | $245K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.