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Innovator IBD Breakout Opportunities ETF

19 hedge funds and large institutions have $2.38M invested in Innovator IBD Breakout Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
2
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMMS
1
Comprehensive Money Management Services
Florida
$1.08M -$31.3K -855 -3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$671K +$405K +11,071 +152%
CWM
3
Comprehensive Wealth Management
Washington
$240K +$240K +6,568 New
NWM
4
Nova Wealth Management
Florida
$182K -$695K -19,000 -79%
UBS Group
5
UBS Group
Switzerland
$64.8K +$55.3K +1,511 +579%
Osaic Holdings
6
Osaic Holdings
Arizona
$58.6K -$195 -5 -0.3%
MMCM
7
Murphy & Mullick Capital Management
New York
$23.9K
ADL
8
Asset Dedication LLC
California
$21.1K
HCM
9
Hollencrest Capital Management
California
$16.5K
AF
10
Advisornet Financial
Minnesota
$7.31K
Russell Investments Group
11
Russell Investments Group
United Kingdom
$5.23K +$5.23K +143 New
SS
12
Sunbelt Securities
Texas
$2.34K
Raymond James Financial
13
Raymond James Financial
Florida
$731 +$731 +20 New
DFA
14
DHJJ Financial Advisors
Illinois
$183
IA
15
IFP Advisors
Florida
$183 +$183 +5 New
PSFG
16
Park Square Financial Group
Georgia
$110
Morgan Stanley
17
Morgan Stanley
New York
$79
FFA
18
Farther Finance Advisors
California
$73 +$73 +2 New
Wells Fargo
19
Wells Fargo
California
$28 +$28 +1 New
Citadel Advisors
20
Citadel Advisors
Florida
-$1.28M -35,313 Closed
PS
21
Principal Securities
Iowa
-$4.88K -125 Closed