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Innov Prem Inc 20 Barr-July (JULH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares51,235 from 51,436
Change-201 (0%)
Value$1.3M (-$3.4K)
Filed 2026-10-22
Whipplewood Advisors, LLC
INCREASED
Shares33,742 from 31,382
Change+2,360 (+8%)
Value$841.3K (+$59.9K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares27,716 from 27,265
Change+451 (+2%)
Value$691.0K (+$12.1K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares22,861 from 22,660
Change+201 (+1%)
Value$570.0K (+$5.7K)
Filed 2026-11-02
Rose Capital Advisors LLC
NEW
Shares22,739
Change+22,739
Value$566.9K
Filed 2026-11-04
Weaver Consulting Group
NEW
Shares14,811
Change+14,811
Value$369.3K
Filed 2026-10-07
Soltis Investment Advisors LLC
INCREASED
Shares11,934 from 10,059
Change+1,875 (+19%)
Value$297.5K (+$47.1K)
Filed 2026-10-28
Accurate Wealth Management, LLC
UNCHANGED
Shares11,931 from 11,931
Change0 (0%)
Value$298.4K (+$1.0K)
Filed 2026-10-20
Visionary Wealth Advisors
NEW
Shares9,002
Change+9,002
Value$224.4K
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$50.4K (+$65)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares365 from 385
Change-20 (-5%)
Value$9.1K (-$487)
Filed 2026-10-08
TD Waterhouse Canada Inc.
NEW
Shares215
Change+215
Value$5.4K
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.5K (+$3)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.0K (+$3)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$997 (+$1)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$823 (+$1)
Filed 2026-10-27
World Investment Advisors
N/A
Shares— from 81,027
Change-81,027 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 51,329
Change-51,329 (-100%)
Value—
Stephens Inc
N/A
Shares— from 36,914
Change-36,914 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,002
Change-26,002 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED51,23551,436-2010%$1.3M$1.3M-$3.4K2026-10-22
Whipplewood Advisors, LLC
INCREASED33,74231,382+2,360+8%$781.4K$841.3K+$59.9K2026-10-20
Farther Finance Advisors, LLC
INCREASED27,71627,265+451+2%$678.9K$691.0K+$12.1K2026-10-08
Commonwealth Equity Services, LLC
INCREASED22,86122,660+201+1%$564.2K$570.0K+$5.7K2026-11-02
Rose Capital Advisors LLC
NEW22,739—+22,739——$566.9K—2026-11-04
Weaver Consulting Group
NEW14,811—+14,811——$369.3K—2026-10-07
Soltis Investment Advisors LLC
INCREASED11,93410,059+1,875+19%$250.5K$297.5K+$47.1K2026-10-28
Accurate Wealth Management, LLC
UNCHANGED11,93111,93100%$297.4K$298.4K+$1.0K2026-10-20
Visionary Wealth Advisors
NEW9,002—+9,002——$224.4K—2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED2,0202,02000%$50.3K$50.4K+$652026-10-13
CoreCap Advisors, LLC
DECREASED365385-20-5%$9.6K$9.1K-$4872026-10-08
TD Waterhouse Canada Inc.
NEW215—+215——$5.4K—2026-10-16
IFP Advisors, Inc
UNCHANGED10010000%$2.5K$2.5K+$32026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED808000%$2.0K$2.0K+$32026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED404000%$996$997+$12026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED333300%$822$823+$12026-10-27
World Investment Advisors
N/A—81,027-81,027-100%$2.0M———
Susquehanna International Group, LLP
N/A—51,329-51,329-100%$1.3M———
Stephens Inc
N/A—36,914-36,914-100%$919.2K———
Raymond James Financial Inc
N/A—26,002-26,002-100%$647.5K———
Luminist Capital LLC
N/A—1,424-1,424-100%$35.5K———
Morgan Stanley
N/A—1,063-1,063-100%$26.5K———
AE Wealth Management LLC
N/A—970-970-100%$24.2K———
Osaic Holdings, Inc.
N/A—189-189-100%$4.7K———
Showing 24 of 24 institutions