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Innovator Intl DEV EQ Power (ISEP)

CUSIP: 45783Y533 | NYSE | 111 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Creative Planning229,776
0.0% of portfolio›$8.0M
Commonwealth Equity Services, LLC103,948
0.0% of portfolio›$3.6M
Corrado Advisors, LLC70,756
1.2% of portfolio›$2.5M
LPL Financial LLC54,783
0.0% of portfolio›$1.9M
Clear Point Advisors Inc.43,225
1.1% of portfolio›$1.5M
Kestra Advisory Services, LLC34,491
0.0% of portfolio›$1.2M
Diligent Investors, LLC33,945
0.3% of portfolio›$1.2M
Fragasso Financial Advisors Inc32,922
0.1% of portfolio›$1.1M
KFG Wealth Management, LLC31,133
0.1% of portfolio›$1.1M
Sigma Planning Corp31,029
0.0% of portfolio›$1.1M
PFG Advisors26,254
0.0% of portfolio›$916.7K
Soltis Investment Advisors LLC26,161
0.0% of portfolio›$913.5K
PFS Partners, LLC18,640
0.3% of portfolio›$650.9K
Ballast Rock Private Wealth LLC17,605
0.3% of portfolio›$614.7K
Cypress Financial Planning LLC17,059
0.2% of portfolio›$595.6K
Cambridge Investment Research Advisors, Inc.16,677
0.0% of portfolio›$582.0K
Beacon Financial Advisory LLC14,507
0.1% of portfolio›$506.6K
Americana Partners, LLC14,335
0.0% of portfolio›$500.5K
Gill Capital Partners, LLC12,839
0.1% of portfolio›$448.3K
AdvisorNet Financial, Inc11,160
0.0% of portfolio›$387.5K
Vestment Financial LLC10,632
0.2% of portfolio›$368.5K
Straight Path Wealth Management9,580
0.1% of portfolio›$334.5K
Liberty Atlantic Advisors LLC9,538
0.2% of portfolio›$333.0K
Cornerstone Wealth, LLC8,877
0.1% of portfolio›$308.0K
Advus Financial Partners, LLC8,824
0.1% of portfolio›$308.1K
Dhjj Financial Advisors, Ltd.8,767
0.1% of portfolio›$306.1K
Worth Financial Advisory Group, LLC7,190
0.1% of portfolio›$251.1K
Trek Financial, LLC7,173
0.0% of portfolio›$250.5K
Fiduciary Financial Group, LLC6,964
0.0% of portfolio›$243.2K
Pinnacle Wealth Management Group, Inc.5,900
0.1% of portfolio›$206.0K
CoreCap Advisors, LLC3,330
0.0% of portfolio›$116.3K
Signaturefd, LLC2,336
0.0% of portfolio›$81.6K
IFP Advisors, Inc985
0.0% of portfolio›$34.4K
Archer Investment Corp700
0.0% of portfolio›$24.4K
Ashton Thomas Private Wealth, LLC560
0.0% of portfolio›$19.6K
Noble Wealth Management PBC500
0.0% of portfolio›$17.5K
EverSource Wealth Advisors, LLC467
0.0% of portfolio›$16.3K
Lanark Financial, Inc.401
0.0% of portfolio›$14.0K
Blue Bell Private Wealth Management, LLC400
0.0% of portfolio›$14.0K
James T. Borello RIA358
0.0% of portfolio›$12.5K
Capital Investment Advisory Services, LLC300
0.0% of portfolio›$10.5K
IFS Advisors, LLC253
0.0% of portfolio›$8.8K
Creative Financial Designs Inc180
0.0% of portfolio›$6.3K
Financial Network Wealth Advisors LLC158
0.0% of portfolio›$5.5K
PNC Financial Services Group, Inc.147
0.0% of portfolio›$5.1K
Beacon Financial Strategies Corp106
0.0% of portfolio›$3.7K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$3.5K
Farther Finance Advisors, LLC32
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Creative Planning
229,776$8.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
103,948$3.6M0.0%ETFLowWaltham, MA2026-11-02
Corrado Advisors, LLC
70,756$2.5M1.2%CoreMediumRamsey, NJ2026-10-27
LPL Financial LLC
54,783$1.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Clear Point Advisors Inc.
43,225$1.5M1.1%ETFMediumMelville, NY2026-10-30
Kestra Advisory Services, LLC
34,491$1.2M0.0%CoreLowAustin, TX2026-11-02
Diligent Investors, LLC
33,945$1.2M0.3%CoreLowRedlands, CA2026-10-21
Fragasso Financial Advisors Inc
32,922$1.1M0.1%ETFLowSewickley, PA2026-10-13
KFG Wealth Management, LLC
31,133$1.1M0.1%ETFMediumGranger, IN2026-10-16
Sigma Planning Corp
31,029$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
PFG Advisors
26,254$916.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Soltis Investment Advisors LLC
26,161$913.5K0.0%CoreMediumSt. George, UT2026-10-28
PFS Partners, LLC
18,640$650.9K0.3%ETFVery LowMine Hill, NJ2026-10-21
Ballast Rock Private Wealth LLC
17,605$614.7K0.3%ETFMediumCharleston, SC2026-10-26
Cypress Financial Planning LLC
17,059$595.6K0.2%ETFLowHaddon Heights, NJ2026-10-09
Cambridge Investment Research Advisors, Inc.
16,677$582.0K0.0%ETFLowFairfield, IA2026-11-02
Beacon Financial Advisory LLC
14,507$506.6K0.1%ETFLowCleveland, OH2026-10-16
Americana Partners, LLC
14,335$500.5K0.0%CoreMediumHouston, TX2026-10-28
Gill Capital Partners, LLC
12,839$448.3K0.1%ETFLowDenver, CO2026-10-13
AdvisorNet Financial, Inc
11,160$387.5K0.0%ETFLowMinnetonka, MN2026-10-15
Vestment Financial LLC
10,632$368.5K0.2%ETFVery LowChanhassen, MN2026-10-13
Straight Path Wealth Management
9,580$334.5K0.1%ETFLowJenison, MI2026-10-23
Liberty Atlantic Advisors LLC
9,538$333.0K0.2%ETFLowOlympia, WA2026-10-14
Cornerstone Wealth, LLC
8,877$308.0K0.1%ETFMediumGreeneville, TN2026-10-28
Advus Financial Partners, LLC
8,824$308.1K0.1%ETFLowWinter Park, FL2026-10-20
Dhjj Financial Advisors, Ltd.
8,767$306.1K0.1%ETFVery LowNaperville, IL2026-10-23
Worth Financial Advisory Group, LLC
7,190$251.1K0.1%GrowthVery LowCharlotte, NC2026-10-19
Trek Financial, LLC
7,173$250.5K0.0%ETFHighScottsdale, AZ2026-10-29
Fiduciary Financial Group, LLC
6,964$243.2K0.0%ETFLowSan Rafael, CA2026-10-13
Pinnacle Wealth Management Group, Inc.
5,900$206.0K0.1%ETFMediumPlymouth, MI2026-10-15
CoreCap Advisors, LLC
3,330$116.3K0.0%ETFMediumSouthfield, MI2026-10-08
Signaturefd, LLC
2,336$81.6K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
985$34.4K0.0%GrowthLowTampa, FL2026-10-16
Archer Investment Corp
700$24.4K0.0%CoreMediumCarmel, IN2026-11-05
Ashton Thomas Private Wealth, LLC
560$19.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Noble Wealth Management PBC
500$17.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
EverSource Wealth Advisors, LLC
467$16.3K0.0%CoreMediumBirmingham, AL2026-11-04
Lanark Financial, Inc.
401$14.0K0.0%CoreMediumBirmingham, AL2026-10-26
Blue Bell Private Wealth Management, LLC
400$14.0K0.0%YieldVery LowBlue Bell, PA2026-10-29
James T. Borello RIA
358$12.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Capital Investment Advisory Services, LLC
300$10.5K0.0%CoreMediumRaleigh, NC2026-10-30
IFS Advisors, LLC
253$8.8K0.0%ETFLowOverland Park, KS2026-10-14
Creative Financial Designs Inc
180$6.3K0.0%ETFMediumKokomo, IN2026-11-04
Financial Network Wealth Advisors LLC
158$5.5K0.0%ETFLowMurray, UT2026-10-28
PNC Financial Services Group, Inc.
147$5.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Beacon Financial Strategies Corp
106$3.7K0.0%ETFVery LowRaleigh, NC2026-10-14
Cape Investment Advisory, Inc.
100$3.5K0.0%ETFLowMcdonough, GA2026-10-13
Farther Finance Advisors, LLC
32$1.1K0.0%IndexLowSan Francisco, CA2026-10-08