INNOVATOR ETFS TRUST

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ISEP·45783Y533·US·etf·Unknown - Unknown

INNOVATOR INTER

ISEP (INNOVATOR ETFS TRUST) is held by 23 institutional investors as of Q1 2026. Largest holders: Creative Planning ($7.9M), COMMONWEALTH EQUITY SERVICES, LLC ($2.8M), RAYMOND JAMES FINANCIAL INC ($2.1M). Net institutional sentiment: Mixed.

23

Holders

Avg rating(6 Elite)

$23.9M

Total Value

44% (23)

Fund Consensus

8 buying - 10 selling

Smart Money Verdict

View all

53Mixed MomentumSingle Source

Institutional (13F)53

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how ISEP's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

8

★★★★

Strong

7

★★★

Solid

2

★★

Below

0

★

Weak

Held by 23 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (23)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	New	242,130	$7.9M	0.0%	+1.53%	38
COMMONWEALTH EQUITY SERVICES, LLC	Increased	85,860(+0.0%)	$2.8M	0.0%	+9.66%	26
RAYMOND JAMES FINANCIAL INC	Decreased	65,053(-3.4%)	$2.1M	0.0%	+17.26%	0
Cetera Investment Advisers	Decreased	64,009(-6.6%)	$2.1M	0.0%	+14.76%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	62,224(+614.0%)	$2M	0.0%	+2.54%	42
Kestra Advisory Services, LLC	Increased	32,214(+19.1%)	$1.1M	0.0%	+11.51%	30
HighTower Advisors, LLC	Decreased	28,437(-1.1%)	$932,449	0.0%	+14.36%	0
GOLDMAN SACHS GROUP INC	Increased	27,174(+45.1%)	$891,035	0.0%	+2.81%	34
OSAIC HOLDINGS, INC.	Decreased	23,662(-34.4%)	$775,868	0.0%	+11.72%	0
FWFocus Partners Wealth	Unchanged	15,528	$509,163	0.0%	+3.40%	0
CITADEL ADVISORS LLC	New	14,828	$486,210	0.0%	+1.53%	33
TRUIST FINANCIAL CORP	Decreased	11,552(-9.0%)	$378,790	0.0%	+16.78%	0
Cerity Partners LLC	Unchanged	11,367	$372,724	0.0%	+9.33%	0
MAI Capital Management	Decreased	8,572(-8.1%)	$281,063	0.0%	+22.63%	0
Cresset Asset Management, LLC	Unchanged	7,970	$261,336	0.0%	+6.30%	0
SCSCS Capital Management LLC	Unchanged	7,654	$250,975	0.0%	+16.78%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	7,558(-12.1%)	$247,827	0.0%	+17.19%	0
Beacon Pointe Advisors, LLC	New	6,924	$227,038	0.0%	+1.53%	32
Steward Partners Investment Advisory, LLC	Decreased	5,777(-4.8%)	$189,428	0.0%	+23.11%	0
JPMORGAN CHASE & CO	Decreased	1,122(-0.4%)	$36,160	0.0%	+6.30%	0

Showing 1-20 of 23

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer