ISEP

Innovator Intl Dev Eq Power

-$9.7M

Net Activity

Institutions Holding

65

Popularity Rank

#5382

Avg Weight

0.06%

Total Value

$69.7M

Ownership Trend

65 institutions currently hold ISEP, with 13 net buyers and 36 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

36

Net Buying Institutions

13

Key Holders

Key Holders

Top 5 by Value

GI
Gradient Investments LLC
$25.8M
CP
Creative Planning
$7.9M
CE
Commonwealth Equity Services, LLC
$2.8M
JM
Janney Montgomery Scott LLC
$2.2M
RJ
Raymond James Financial INC
$2.1M

Top 5 by Conviction

CA
Corrado Advisors, LLC
1.02%
SR
Secured Retirement Advisors, LLC
0.46%
GI
Gradient Investments LLC
0.40%
PP
PFS Partners, LLC
0.27%
LA
Liberty Atlantic Advisors LLC
0.27%
View all 65 holding institutions

Quarterly Activity

Recent Activity

+$42.9M

Total Buy Value

$30.5M

Total Sell Value

New buy7
Trim28
Add6
Sold out8

13

Net Buyers

36

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR INTL DEV EQ POWER (ISEP)?
Major stakeholders currently include Gradient Investments LLC ($25.8M), Creative Planning ($7.9M), Commonwealth Equity Services, LLC ($2.8M). Based on the latest 13F filings, there are a total of 65 tracked investment funds and institutions maintaining positions in ISEP.
What is the overall institutional sentiment toward ISEP recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $9.7M, driven by 13 managers accumulating shares while 36 reduced their exposure.
Which institutions have been selling or reducing their ISEP positions?
In the latest period, 28 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $30.5M.
Are there any notable investors adding ISEP to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 6 existing holders added to their shares. The total reported buy value for the quarter amounted to $42.9M.

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