INNOVATOR INTL DEV EQ POWER (ISEP) Institutional Shareholders
INNOVATOR INTL DEV EQ POWER (ISEP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $41.59M in ISEP holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of ISEP tracked by InsiderSet, reporting ownership valued at approximately $7.94M in its March 31, 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 $8.50M, representing an estimated gain of +7.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed ISEP value among the investors covered in this analysis. Major shareholders include Creative Planning, Commonwealth Equity Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INNOVATOR INTL DEV EQ POWER (ISEP).
This page ranks the largest institutional ISEP 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
64
Total Reported Value
$41.59M
Largest Holder
Creative Planning
Largest Position
$7.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.01% | 242,130 | $7,939,443 | $8,502,201 | +$562,758 | +7.09% | |
| Commonwealth Equity Services, Llc | 0.00% | 80,249 | $2,776,620 | $2,817,879 | +$41,259 | +1.49% | |
| Raymond James Financial Inc | 0.00% | 65,053 | $2,133,088 | $2,284,284 | +$151,196 | +7.09% | |
| Cetera Investment Advisers | 0.00% | 64,009 | $2,098,855 | $2,247,625 | +$148,770 | +7.09% | |
| Susquehanna International Group, Llp | 0.00% | 62,224 | $2,040,325 | $2,184,946 | +$144,621 | +7.09% | |
| Corrado Advisors, Llc | 0.93% | 58,534 | $2,025,277 | $2,055,375 | +$30,098 | +1.49% | |
| Old Mission Capital Llc | 0.04% | 48,243 | $1,581,887 | $1,694,014 | +$112,127 | +7.09% | |
| Fragasso Financial Advisors Inc | 0.07% | 35,622 | $1,232,521 | $1,250,838 | +$18,317 | +1.49% | |
| Americana Partners, Llc | 0.03% | 32,280 | $1,058,461 | $1,133,486 | +$75,025 | +7.09% | |
| Sigma Planning Corp | 0.03% | 31,823 | $1,043,476 | $1,117,439 | +$73,963 | +7.09% | |
| Kfg Wealth Management, Llc | 0.11% | 29,330 | $1,014,818 | $1,029,899 | +$15,081 | +1.49% | |
| Hightower Advisors, Llc | 0.00% | 28,437 | $932,449 | $998,543 | +$66,094 | +7.09% | |
| Soltis Investment Advisors Llc | 0.05% | 26,161 | $905,178 | $918,623 | +$13,445 | +1.49% | |
| Goldman Sachs Group Inc | 0.00% | 27,174 | $891,035 | $954,193 | +$63,158 | +7.09% | |
| Secured Retirement Advisors, Llc | 0.44% | 24,844 | $859,602 | $872,377 | +$12,775 | +1.49% | |
| Creativeone Wealth, Llc | 0.02% | 26,061 | $854,540 | $915,111 | +$60,571 | +7.09% | |
| Diligent Investors, Llc | 0.18% | 23,345 | $807,737 | $819,741 | +$12,004 | +1.49% | |
| Kestra Advisory Services, Llc | 0.00% | 22,477 | $777,704 | $789,262 | +$11,558 | +1.49% | |
| Osaic Holdings, Inc. | 0.00% | 23,662 | $775,868 | $830,872 | +$55,004 | +7.09% | |
| Pfs Partners, Llc | 0.25% | 17,574 | $608,061 | $617,097 | +$9,036 | +1.49% | |
| Advisornet Financial, Inc | 0.03% | 16,239 | $561,869 | $570,219 | +$8,350 | +1.49% | |
| Berger Financial Group, Inc | 0.03% | 16,652 | $546,020 | $584,722 | +$38,702 | +7.09% | |
| Focus Partners Wealth | 0.00% | 15,528 | $509,163 | $545,253 | +$36,090 | +7.09% | |
| Citadel Advisors Llc | 0.00% | 14,828 | $486,210 | $520,673 | +$34,463 | +7.09% | |
| Wpwealth Llp | 0.06% | 12,448 | $408,170 | $437,102 | +$28,932 | +7.09% | |
| Truist Financial Corp | 0.00% | 11,552 | $399,699 | $405,639 | +$5,940 | +1.49% | |
| Frisch Financial Group, Inc. | 0.08% | 11,805 | $387,086 | $414,523 | +$27,437 | +7.09% | |
| Cerity Partners Llc | 0.00% | 11,367 | $372,724 | $399,143 | +$26,419 | +7.09% | |
| Cypress Financial Planning Llc | 0.09% | 10,280 | $355,688 | $360,974 | +$5,286 | +1.49% | |
| Ferguson Shapiro Llc | 0.10% | 9,951 | $344,305 | $349,421 | +$5,116 | +1.49% | |
| Snowden Capital Advisors Llc | 0.01% | 10,203 | $334,556 | $358,270 | +$23,714 | +7.09% | |
| Straight Path Wealth Management | 0.08% | 9,580 | $331,468 | $336,394 | +$4,926 | +1.49% | |
| Liberty Atlantic Advisors Llc | 0.24% | 9,538 | $330,015 | $334,919 | +$4,904 | +1.49% | |
| Brown Financial Advisors | 0.12% | 9,277 | $304,193 | $325,754 | +$21,561 | +7.09% | |
| Mai Capital Management | 0.00% | 8,572 | $281,063 | $300,999 | +$19,936 | +7.09% | |
| Beacon Financial Advisory Llc | 0.06% | 8,080 | $264,943 | $283,723 | +$18,780 | +7.09% | |
| Cresset Asset Management, Llc | 0.00% | 7,970 | $261,336 | $279,860 | +$18,524 | +7.09% | |
| Scs Capital Management Llc | 0.00% | 7,654 | $250,975 | $268,764 | +$17,789 | +7.09% | |
| Worth Financial Advisory Group, Llc | 0.10% | 7,190 | $248,774 | $252,471 | +$3,697 | +1.49% | |
| Envestnet Asset Management Inc | 0.00% | 7,558 | $247,827 | $265,393 | +$17,566 | +7.09% | |
| Fiduciary Financial Group, Llc | 0.03% | 6,964 | $240,954 | $244,535 | +$3,581 | +1.49% | |
| Beacon Pointe Advisors, Llc | 0.00% | 6,924 | $227,038 | $243,131 | +$16,093 | +7.09% | |
| Gill Capital Partners, Llc | 0.07% | 6,894 | $226,054 | $242,077 | +$16,023 | +7.09% | |
| Dana Investment Advisors, Inc. | 0.01% | 6,827 | $223,857 | $239,725 | +$15,868 | +7.09% | |
| Pinnacle Wealth Management Group, Inc. | 0.10% | 5,900 | $204,140 | $207,174 | +$3,034 | +1.49% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,777 | $189,428 | $202,855 | +$13,427 | +7.09% | |
| Dhjj Financial Advisors, Ltd. | 0.05% | 4,580 | $158,468 | $160,823 | +$2,355 | +1.49% | |
| Harbour Investments, Inc. | 0.00% | 4,091 | $134,144 | $143,652 | +$9,508 | +7.09% | |
| Corecap Advisors, Llc | 0.00% | 3,330 | $115,218 | $116,930 | +$1,712 | +1.49% | |
| Signaturefd, Llc | 0.00% | 2,336 | $80,826 | $82,027 | +$1,201 | +1.49% |
Frequently asked questions about ISEP
Who owns the most ISEP stock?
The largest holders of ISEP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR INTL DEV EQ POWER (ISEP).
Is ISEP widely held by superinvestors?
Many widely followed stocks like ISEP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ISEP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.