ISEP Institutional Ownership & Shareholders
INNOVATOR INTL DEV EQ POWER (ISEP) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $44.07M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of ISEP tracked by InsiderSet, reporting ownership valued at approximately $8.02M in its September 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 $8.00M, representing an estimated loss of -0.27% 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, Corrado Advisors, Llc, 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
67
Total Reported Value
$44.07M
Largest Holder
Creative Planning
Largest Position
$8.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.00% | 229,776 | $8,023,253 | $8,001,949 | -$21,304 | -0.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 103,948 | $3,629,628 | $3,619,989 | -$9,639 | -0.27% | |
| Corrado Advisors, Llc | 1.22% | 70,756 | $2,470,637 | $2,464,078 | -$6,559 | -0.27% | |
| Cetera Investment Advisers | 0.00% | 63,809 | $2,207,791 | $2,222,148 | +$14,357 | +0.65% | |
| Raymond James Financial Inc | 0.00% | 63,180 | $2,186,028 | $2,200,244 | +$14,216 | +0.65% | |
| Susquehanna International Group, Llp | 0.00% | 50,381 | $1,743,183 | $1,754,518 | +$11,335 | +0.65% | |
| Clear Point Advisors Inc. | 1.06% | 43,225 | $1,546,493 | $1,505,311 | -$41,182 | -2.66% | |
| Kestra Advisory Services, Llc | 0.00% | 34,491 | $1,204,346 | $1,201,149 | -$3,197 | -0.27% | |
| Diligent Investors, Llc | 0.26% | 33,945 | $1,185,281 | $1,182,135 | -$3,146 | -0.27% | |
| Osaic Holdings, Inc. | 0.00% | 33,924 | $1,173,762 | $1,181,403 | +$7,641 | +0.65% | |
| Fragasso Financial Advisors Inc | 0.06% | 32,922 | $1,145,686 | $1,146,509 | +$823 | +0.07% | |
| Kfg Wealth Management, Llc | 0.12% | 31,133 | $1,087,093 | $1,084,207 | -$2,886 | -0.27% | |
| Sigma Planning Corp | 0.03% | 31,029 | $1,083,461 | $1,080,585 | -$2,876 | -0.27% | |
| Pfg Advisors | 0.05% | 26,254 | $916,726 | $914,296 | -$2,430 | -0.27% | |
| Soltis Investment Advisors Llc | 0.04% | 26,161 | $913,489 | $911,057 | -$2,432 | -0.27% | |
| Goldman Sachs Group Inc | 0.00% | 25,194 | $871,712 | $877,381 | +$5,669 | +0.65% | |
| Secured Retirement Advisors, Llc | 0.44% | 24,844 | $859,602 | $865,192 | +$5,590 | +0.65% | |
| Pfs Partners, Llc | 0.26% | 18,640 | $650,866 | $649,138 | -$1,728 | -0.27% | |
| Ballast Rock Private Wealth Llc | 0.29% | 17,605 | $614,738 | $613,094 | -$1,644 | -0.27% | |
| Cypress Financial Planning Llc | 0.16% | 17,059 | $595,649 | $594,080 | -$1,569 | -0.26% | |
| Focus Partners Wealth | 0.00% | 15,528 | $537,269 | $540,763 | +$3,494 | +0.65% | |
| Beacon Financial Advisory Llc | 0.10% | 14,507 | $506,551 | $505,206 | -$1,345 | -0.27% | |
| Americana Partners, Llc | 0.01% | 14,335 | $500,545 | $499,216 | -$1,329 | -0.27% | |
| Gill Capital Partners, Llc | 0.12% | 12,839 | $448,308 | $447,118 | -$1,190 | -0.27% | |
| Berger Financial Group, Inc | 0.02% | 12,663 | $438,140 | $440,989 | +$2,849 | +0.65% | |
| Wpwealth Llp | 0.06% | 12,448 | $430,701 | $433,502 | +$2,801 | +0.65% | |
| Cerity Partners Llc | 0.00% | 11,367 | $393,298 | $395,856 | +$2,558 | +0.65% | |
| Advisornet Financial, Inc | 0.02% | 11,160 | $387,490 | $388,647 | +$1,157 | +0.30% | |
| Vestment Financial Llc | 0.16% | 10,632 | $368,494 | $370,259 | +$1,765 | +0.48% | |
| Snowden Capital Advisors Llc | 0.01% | 10,203 | $353,024 | $355,319 | +$2,295 | +0.65% | |
| Straight Path Wealth Management | 0.07% | 9,580 | $334,512 | $333,624 | -$889 | -0.27% | |
| Liberty Atlantic Advisors Llc | 0.21% | 9,538 | $333,045 | $332,161 | -$884 | -0.27% | |
| Frisch Financial Group, Inc. | 0.06% | 9,451 | $327,005 | $329,131 | +$2,126 | +0.65% | |
| Cornerstone Wealth, Llc/Tn | 0.15% | 8,877 | $308,044 | $309,142 | +$1,098 | +0.36% | |
| Dhjj Financial Advisors, Ltd. | 0.09% | 8,767 | $306,124 | $305,311 | -$813 | -0.27% | |
| Mai Capital Management | 0.00% | 8,572 | $296,577 | $298,520 | +$1,943 | +0.66% | |
| Cresset Asset Management, Llc | 0.00% | 7,970 | $275,762 | $277,555 | +$1,793 | +0.65% | |
| Scs Capital Management Llc | 0.00% | 7,654 | $264,828 | $266,551 | +$1,723 | +0.65% | |
| Envestnet Asset Management Inc | 0.00% | 7,576 | $262,130 | $263,834 | +$1,704 | +0.65% | |
| Worth Financial Advisory Group, Llc | 0.10% | 7,190 | $251,058 | $250,392 | -$666 | -0.27% | |
| Trek Financial, Llc | 0.01% | 7,173 | $250,461 | $249,800 | -$661 | -0.26% | |
| Lpl Financial Llc | 0.00% | 7,031 | $243,273 | $244,855 | +$1,582 | +0.65% | |
| Fiduciary Financial Group, Llc | 0.03% | 6,964 | $243,167 | $242,521 | -$646 | -0.27% | |
| Beacon Pointe Advisors, Llc | 0.00% | 6,924 | $239,571 | $241,128 | +$1,557 | +0.65% | |
| Dana Investment Advisors, Inc. | 0.01% | 6,827 | $236,214 | $237,750 | +$1,536 | +0.65% | |
| Pinnacle Wealth Management Group, Inc. | 0.09% | 5,900 | $206,014 | $205,468 | -$546 | -0.27% | |
| Rothschild Wealth Llc | 0.02% | 5,801 | $200,715 | $202,020 | +$1,305 | +0.65% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,777 | $199,884 | $201,184 | +$1,300 | +0.65% | |
| Harbour Investments, Inc. | 0.00% | 4,091 | $141,549 | $142,469 | +$920 | +0.65% | |
| Arax Advisory Partners | 0.00% | 4,000 | $138,400 | $139,300 | +$900 | +0.65% |
Frequently asked questions about ISEP
Who are the largest institutional holders of ISEP?
The largest institutional holders of ISEP reported in the latest SEC Form 13F filings include Creative Planning, Commonwealth Equity Services, Llc, Corrado Advisors, Llc, Cetera Investment Advisers, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported ISEP position.
What is ISEP institutional ownership?
This page tracks ISEP positions reported by institutional investment managers through SEC Form 13F. INNOVATOR INTL DEV EQ POWER (ISEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ISEP?
InsiderSet currently tracks 67 institutional managers reporting ISEP 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 ISEP shareholders.
How much ISEP stock do institutions own?
Institutional investment managers disclosed approximately $44.07M in ISEP holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ISEP institutional ownership last updated?
The latest ISEP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 ISEP 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 ISEP position after the reporting date.
Are institutions buying or selling ISEP?
Institutional buying and selling can be analyzed by comparing ISEP positions across consecutive 13F reporting periods. InsiderSet's ISEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ISEP ownership changes.
How has ISEP institutional ownership changed over time?
InsiderSet tracks ISEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.