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Innovator IBD Breakout Opportunities ETF
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Overview Fund Activity

18 hedge funds and large institutions have $1.71M invested in Innovator IBD Breakout Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$240K
2
UBS Group
2
UBS Group
Switzerland
$64.8K
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$5.23K
4
Raymond James Financial
4
Raymond James Financial
Florida
$731
5
IA
5
IFP Advisors
Florida
$183

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
NWM
2
Nova Wealth Management
Florida
$182K
3
CMMS
3
Comprehensive Money Management Services
Florida
$1.08M
4
PS
4
Principal Securities
Iowa
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$58.6K
Name Market Value Shares Shares
Change 		Shares
Change %
CMMS
1
Comprehensive Money Management Services
Florida
$1.08M 29,648 -855 -3%
CWM
2
Comprehensive Wealth Management
Washington
$240K 6,568 +6,568 New
NWM
3
Nova Wealth Management
Florida
$182K 4,978 -19,000 -79%
UBS Group
4
UBS Group
Switzerland
$64.8K 1,772 +1,511 +579%
Osaic Holdings
5
Osaic Holdings
Arizona
$58.6K 1,500 -5 -0.3%
MMCM
6
Murphy & Mullick Capital Management
New York
$23.9K 654 – –
ADL
7
Asset Dedication LLC
California
$21.1K 577 – –
HCM
8
Hollencrest Capital Management
California
$16.5K 450 – –
AF
9
Advisornet Financial
Minnesota
$7.31K 200 – –
Russell Investments Group
10
Russell Investments Group
United Kingdom
$5.23K 143 +143 New
SS
11
Sunbelt Securities
Texas
$2.34K 60 – –
Raymond James Financial
12
Raymond James Financial
Florida
$731 20 +20 New
DFA
13
DHJJ Financial Advisors
Illinois
$183 5 – –
IA
14
IFP Advisors
Florida
$183 5 +5 New
PSFG
15
Park Square Financial Group
Georgia
$110 3 – –
Morgan Stanley
16
Morgan Stanley
New York
$79 2 – –
FFA
17
Farther Finance Advisors
California
$73 2 +2 New
Wells Fargo
18
Wells Fargo
California
$28 1 +1 New
Citadel Advisors
19
Citadel Advisors
Florida
– – -35,313 Closed
PS
20
Principal Securities
Iowa
– – -125 Closed