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Innov Prem Inc 30 Barr-July (JULJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares32,417 from 34,396
Change-1,979 (-6%)
Value$804.6K (-$48.1K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares16,998 from 16,683
Change+315 (+2%)
Value$421.9K (+$8.3K)
Filed 2026-10-08
Soltis Investment Advisors LLC
INCREASED
Shares12,734 from 9,854
Change+2,880 (+29%)
Value$316.1K (+$71.8K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
DECREASED
Shares8,243 from 9,197
Change-954 (-10%)
Value$204.6K (-$23.4K)
Filed 2026-10-29
Vima LLC
DECREASED
Shares3,968 from 4,492
Change-524 (-12%)
Value$98.5K (-$12.9K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares1,824 from 1,821
Change+3 (+0%)
Value$45.3K (+$126)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$18.3K (+$22)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares219 from 215
Change+4 (+2%)
Value$5.4K (+$106)
Filed 2026-10-16
Susquehanna International Group, LLP
N/A
Shares— from 64,099
Change-64,099 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 56,791
Change-56,791 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 37,978
Change-37,978 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 32,604
Change-32,604 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 25,132
Change-25,132 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED32,41734,396-1,979-6%$852.7K$804.6K-$48.1K2026-10-22
CoreCap Advisors, LLC
INCREASED16,99816,683+315+2%$413.6K$421.9K+$8.3K2026-10-08
Soltis Investment Advisors LLC
INCREASED12,7349,854+2,880+29%$244.3K$316.1K+$71.8K2026-10-28
Integrity Advisory Solutions, LLC
DECREASED8,2439,197-954-10%$228.0K$204.6K-$23.4K2026-10-29
Vima LLC
DECREASED3,9684,492-524-12%$111.4K$98.5K-$12.9K2026-10-23
Farther Finance Advisors, LLC
INCREASED1,8241,821+3+0%$45.1K$45.3K+$1262026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED73673600%$18.2K$18.3K+$222026-10-27
IFP Advisors, Inc
INCREASED219215+4+2%$5.3K$5.4K+$1062026-10-16
Susquehanna International Group, LLP
N/A—64,099-64,099-100%$1.6M———
World Investment Advisors
N/A—56,791-56,791-100%$1.4M———
Old Mission Capital LLC
N/A—37,978-37,978-100%$941.5K———
MTM Financial Group, LLC
N/A—32,604-32,604-100%$808.3K———
Raymond James Financial Inc
N/A—25,132-25,132-100%$623.0K———
UBS Group AG
N/A—1,707-1,707-100%$42.3K———
Morgan Stanley
N/A—1,170-1,170-100%$29.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—128-128-100%$3.2K———
BFC Planning, Inc.
N/A—128-128-100%$3.2K———
Osaic Holdings, Inc.
N/A—75-75-100%$1.9K———
Showing 18 of 18 institutions