48 tracked 13F filers disclose a position in ISEP as of the latest SEC 13F filings, a combined $34.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $7.9M | 242K | ▲New +242K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 86K | ▲~0% Added · +30 sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.1M | 65K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $2.1M | 64K | ▼−6.6% Reduced · −5K sh | Q1 2026 | |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 62K | ▲+614% Added · +54K sh | Q1 2026 | |
| 6 | OLD MISSION CAPITAL LLC | $1.6M | 48K | ▲New +48K sh | Q1 2026 | |
| 7 | Fragasso Financial Advisors Inc | $1.2M | 36K | ▼−3.6% Reduced · −1K sh | Q2 2026 | |
| 8 | Americana Partners, LLC | $1.1M | 32K | ▼−58% Reduced · −45K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $1.1M | 32K | ▲+19% Added · +5K sh | Q1 2026 | |
| 10 | Sigma Planning Corp | $1.0M | 32K | ▼−4.6% Reduced · −2K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $932K | 28K | ▼−1.1% Reduced · −307 sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $891K | 27K | ▲+45% Added · +8K sh | Q1 2026 | |
| 13 | CreativeOne Wealth, LLC | $855K | 26K | ▼−19% Reduced · −6K sh | Q1 2026 | |
| 14 | SECURED RETIREMENT ADVISORS, LLC | $860K | 25K | ▲+0.2% Added · +47 sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $776K | 24K | ▼−34% Reduced · −12K sh | Q1 2026 | |
| 16 | PFS Partners, LLC | $608K | 18K | ▼−1.6% Reduced · −278 sh | Q2 2026 | |
| 17 | Berger Financial Group, Inc | $546K | 17K | —Held | Q1 2026 | |
| 18 | AdvisorNet Financial, Inc | $532K | 16K | —Held | Q1 2026 | |
| 19 | Focus Partners Wealth | $509K | 16K | —Held | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $486K | 15K | ▲New +15K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $379K | 12K | ▼−9.0% Reduced · −1K sh | Q1 2026 | |
| 22 | Cerity Partners LLC | $373K | 11K | —Held | Q1 2026 | |
| 23 | Cornerstone Wealth, LLC/TN | $373K | 11K | ▲New +11K sh | Q1 2026 | |
| 24 | CYPRESS FINANCIAL PLANNING LLC | $356K | 10K | ▼−4.8% Reduced · −513 sh | Q2 2026 | |
| 25 | Snowden Capital Advisors LLC | $335K | 10K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ISEP and 1 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $7.6B |
| NVIDIA CORPNVDA | 19 funds | $6.4B |
| APPLE INCAAPL | 19 funds | $5.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $4.7B |
| AMAZON.COM INCAMZN | 19 funds | $3.8B |
| MICROSOFT CORPMSFT | 19 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 19 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.5B |
| BROADCOM INCAVGO | 19 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 19 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 19 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 19 funds | $1.7B |
Ranked by how many of ISEP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 165 funds | $1.2B |
| SFLRmc | 128 funds | $1.0B |
| BUFFmc | 102 funds | $439.6M |
| QFLRmc | 79 funds | $230.9M |
| ZALTmc | 70 funds | $579.5M |
| ZJULmc | 61 funds | $52.1M |
| JAJLmc | 58 funds | $117.1M |
| BUFBmc | 54 funds | $115.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ISEP/capital-change-brief"
Use Arkolith's capital_change_brief for ISEP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ISEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.