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Capforce IBD Breakout Opport (BOUT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Comprehensive Wealth Management, LLC
INCREASED
Shares42,513 from 41,766
Change+747 (+2%)
Value$1.8M (-$231.6K)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$24.6K (-$3.6K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
DECREASED
Shares455 from 655
Change-200 (-31%)
Value$19.4K (-$12.7K)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$213 (-$32)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$214 (-$31)
Filed 2026-10-23
Farther Finance Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$85 (-$13)
Filed 2026-10-08
Susquehanna International Group, LLP
N/A
Shares— from 38,660
Change-38,660 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 23,638
Change-23,638 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,396
Change-18,396 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 653
Change-653 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 430
Change-430 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Comprehensive Wealth Management, LLC
INCREASED42,51341,766+747+2%$2.0M$1.8M-$231.6K2026-11-02
Asset Dedication, LLC
UNCHANGED57757700%$28.2K$24.6K-$3.6K2026-11-03
Murphy & Mullick Capital Management Corp
DECREASED455655-200-31%$32.0K$19.4K-$12.7K2026-11-02
IFP Advisors, Inc
UNCHANGED5500%$245$213-$322026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$245$214-$312026-10-23
Farther Finance Advisors, LLC
UNCHANGED2200%$98$85-$132026-10-08
Susquehanna International Group, LLP
N/A—38,660-38,660-100%$1.9M———
Comprehensive Money Management Services LLC
N/A—23,638-23,638-100%$1.2M———
Citadel Advisors LLC
N/A—18,396-18,396-100%$900.1K———
Osaic Holdings, Inc.
N/A—653-653-100%$32.0K———
Hollencrest Capital Management
N/A—430-430-100%$21.0K———
Wells Fargo & Company
N/A—1-1-100%$46———
Showing 12 of 12 institutions