INNOVATOR INTL DEV EQ POWER (ISEP) Institutional Ownership Changes & 13F Activity
INNOVATOR INTL DEV EQ POWER (ISEP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creative Planning, Susquehanna International Group, Llp, Old Mission Capital Llc, Americana Partners, Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Wealth, Llc/Tn | Buy | +11,100 | — | 11,100 | $373.02K | Q1 2026 | May 19, 2026 |
| Susquehanna International Group, Llp | Buy | +53,509 | +614.0% | 62,224 | $2.04M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +48,243 | — | 48,243 | $1.58M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +14,828 | — | 14,828 | $486.21K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -12,426 | -34.4% | 23,662 | $775.87K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -10,685 | -72.3% | 4,091 | $134.14K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +8,445 | +45.1% | 27,174 | $891.03K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,924 | — | 6,924 | $227.04K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Sell | -5,951 | -18.6% | 26,061 | $854.54K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -751 | -8.1% | 8,572 | $281.06K | Q1 2026 | May 15, 2026 |
| Brown Financial Advisors | Sell | -130 | -1.4% | 9,277 | $304.19K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Sell | -2,266 | -3.4% | 65,053 | $2.13M | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | Sell | -905 | -11.7% | 6,827 | $223.86K | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -466 | -99.8% | 1 | $84.00 | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -4,550 | -6.6% | 64,009 | $2.10M | Q1 2026 | May 13, 2026 |
| Creative Planning | Buy | +242,130 | — | 242,130 | $7.94M | Q1 2026 | May 12, 2026 |
| Americana Partners, Llc | Sell | -45,180 | -58.3% | 32,280 | $1.06M | Q1 2026 | May 12, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +400 | — | 400 | $13.12K | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -293 | -4.8% | 5,777 | $189.43K | Q1 2026 | May 08, 2026 |
| Frisch Financial Group, Inc. | Sell | -2,354 | -16.6% | 11,805 | $387.09K | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Buy | +367 | +202.8% | 548 | $17.97K | Q1 2026 | May 05, 2026 |
| Hightower Advisors, Llc | Sell | -307 | -1.1% | 28,437 | $932.45K | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | Sell | -1,540 | -4.6% | 31,823 | $1.04M | Q1 2026 | May 04, 2026 |
| Envestnet Asset Management Inc | Sell | -1,037 | -12.1% | 7,558 | $247.83K | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, Llc | Buy | +5,165 | +19.1% | 32,214 | $1.06M | Q1 2026 | Apr 30, 2026 |
| Corrado Advisors, Llc | Sell | -1,330 | -2.2% | 59,411 | $1.95M | Q1 2026 | Apr 30, 2026 |
| Liberty Atlantic Advisors Llc | Sell | -1,960 | -16.9% | 9,644 | $316.23K | Q1 2026 | Apr 27, 2026 |
| Truist Financial Corp | Sell | -1,138 | -9.0% | 11,552 | $378.79K | Q1 2026 | Apr 27, 2026 |
| Commonwealth Equity Services, Llc | Buy | +30 | +0.0% | 85,860 | $2.82M | Q1 2026 | Apr 27, 2026 |
| Secured Retirement Advisors, Llc | Sell | -327 | -1.3% | 24,797 | $813.09K | Q1 2026 | Apr 24, 2026 |
Frequently asked questions about ISEP activity
Which institutional owners are buying ISEP?
Institutional owners buying ISEP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ISEP activity?
"Buy" means an investor increased their reported position in ISEP compared to the prior reporting period. This reflects growing exposure to INNOVATOR INTL DEV EQ POWER (ISEP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ISEP increasing?
Institutional interest in ISEP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.