BOUT Institutional Ownership & Shareholders
CAPFORCE IBD BREAKOUT OPPORT (BOUT) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Comprehensive Wealth Management, Llc is currently the largest disclosed institutional shareholder of BOUT tracked by InsiderSet, reporting ownership valued at approximately $2.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.70M, representing an estimated loss of -16.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BOUT value among the investors covered in this analysis. Major shareholders include Comprehensive Wealth Management, Llc, Susquehanna International Group, Llp, Comprehensive Money Management Services Llc, and several other long-term asset managers with concentrated positions in CAPFORCE IBD BREAKOUT OPPORT (BOUT).
This page ranks the largest institutional BOUT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$5.86M
Largest Holder
Comprehensive Wealth Management, Llc
Largest Position
$2.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Comprehensive Wealth Management, Llc | 0.93% | 41,766 | $2,043,535 | $1,696,644 | -$346,891 | -16.98% | |
| Susquehanna International Group, Llp | 0.00% | 38,660 | $1,891,564 | $1,570,470 | -$321,094 | -16.98% | |
| Comprehensive Money Management Services Llc | 0.73% | 23,638 | $1,156,565 | $960,237 | -$196,328 | -16.98% | |
| Citadel Advisors Llc | 0.00% | 18,396 | $900,083 | $747,293 | -$152,790 | -16.98% | |
| Murphy & Mullick Capital Management Corp | 0.02% | 655 | $32,024 | $26,608 | -$5,416 | -16.91% | |
| Osaic Holdings, Inc. | 0.00% | 653 | $32,024 | $26,527 | -$5,497 | -17.17% | |
| Asset Dedication, Llc | 0.00% | 577 | $28,232 | $23,439 | -$4,793 | -16.98% | |
| Hollencrest Capital Management | 0.00% | 430 | $21,039 | $17,468 | -$3,571 | -16.97% | |
| Sunbelt Securities, Inc. | 0.00% | 60 | $2,357 | $2,437 | +$80 | +3.41% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $214 | $203 | -$11 | -5.09% | |
| Ifp Advisors, Inc | 0.00% | 5 | $213 | $203 | -$10 | -4.64% | |
| Farther Finance Advisors, Llc | 0.00% | 2 | $85 | $81 | -$4 | -4.42% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $46 | $41 | -$5 | -11.69% |
Frequently asked questions about BOUT
Who are the largest institutional holders of BOUT?
The largest institutional holders of BOUT reported in the latest SEC Form 13F filings include Comprehensive Wealth Management, Llc, Susquehanna International Group, Llp, Comprehensive Money Management Services Llc, Citadel Advisors Llc, and Murphy & Mullick Capital Management Corp. InsiderSet ranks institutional holders by their latest reported BOUT position.
What is BOUT institutional ownership?
This page tracks BOUT positions reported by institutional investment managers through SEC Form 13F. CAPFORCE IBD BREAKOUT OPPORT (BOUT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BOUT?
InsiderSet currently tracks 13 institutional managers reporting BOUT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BOUT shareholders.
How much BOUT stock do institutions own?
Institutional investment managers disclosed approximately $5.86M in BOUT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BOUT institutional ownership last updated?
The latest BOUT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BOUT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BOUT position after the reporting date.
Are institutions buying or selling BOUT?
Institutional buying and selling can be analyzed by comparing BOUT positions across consecutive 13F reporting periods. InsiderSet's BOUT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BOUT ownership changes.
How has BOUT institutional ownership changed over time?
InsiderSet tracks BOUT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.