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Innovator IBD Breakout Opps (BOUT)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$234 (+$38)
Filed 2026-07-20
Comprehensive Wealth Management, LLC
CLOSED
Shares0 from 43,741
Change-43,741 (-100%)
Value$0 (-$1.7M)
Filed 2026-08-12
Susquehanna International Group, LLP
CLOSED
Shares0 from 40,727
Change-40,727 (-100%)
Value$0 (-$1.6M)
Filed 2026-08-14
Comprehensive Money Management Services LLC
CLOSED
Shares0 from 28,898
Change-28,898 (-100%)
Value$0 (-$1.1M)
Filed 2026-08-17
Citadel Advisors LLC
CLOSED
Shares0 from 20,649
Change-20,649 (-100%)
Value$0 (-$811.3K)
Filed 2026-09-02
Osaic Holdings, Inc.
CLOSED
Shares0 from 2,102
Change-2,102 (-100%)
Value$0 (-$82.6K)
Filed 2026-08-14
Murphy & Mullick Capital Management Corp
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$25.7K)
Filed 2026-08-14
UBS Group AG
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$13.0K)
Filed 2026-08-13
Russell Investments Group, Ltd.
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$1.4K)
Filed 2026-08-06
Decker Retirement Planning Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.3K)
Filed 2026-07-16
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$197)
Filed 2026-07-24
Farther Finance Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$80)
Filed 2026-07-17
Wells Fargo & Company
CLOSED
Shares0 from 0
Change0
Value$0 (-$15)
Filed 2026-08-14
Status
IFP Advisors, Inc
UNCHANGED5500%$196$234+$382026-07-20
Comprehensive Wealth Management, LLC
CLOSED043,741-43,741-100%$1.7M$0-$1.7M2026-08-12
Susquehanna International Group, LLP
CLOSED040,727-40,727-100%$1.6M$0-$1.6M2026-08-14
Comprehensive Money Management Services LLC
CLOSED028,898-28,898-100%$1.1M$0-$1.1M2026-08-17
Citadel Advisors LLC
CLOSED020,649-20,649-100%$811.3K$0-$811.3K2026-09-02
Osaic Holdings, Inc.
CLOSED02,102-2,102-100%$82.6K$0-$82.6K2026-08-14
Murphy & Mullick Capital Management Corp
CLOSED0655-655-100%$25.7K$0-$25.7K2026-08-14
UBS Group AG
CLOSED0330-330-100%$13.0K$0-$13.0K2026-08-13
Russell Investments Group, Ltd.
CLOSED036-36-100%$1.4K$0-$1.4K2026-08-06
Decker Retirement Planning Inc.
CLOSED033-33-100%$1.3K$0-$1.3K2026-07-16
Dhjj Financial Advisors, Ltd.
CLOSED05-5-100%$197$0-$1972026-07-24
Farther Finance Advisors, LLC
CLOSED02-2-100%$80$0-$802026-07-17
Wells Fargo & Company
CLOSED000—$15$0-$152026-08-14
Showing 13 of 13 institutions