Who Owns ISEP?
INNOVATOR ETFS TRUST — Institutional Ownership & 13F Holdings
$33.45
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
3,862,252
Institutional Holders
44
Total Inst. Value
$81.1M
% of Float Held
—
QoQ Holder Change
+31
Institutional data as of Q1 2025
New Positions
14
Closed Positions
5
Increased
11
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Stuart Chaussee & Associates, Inc.New | $40.2M | 1,396,432 |
| 2 | Ferguson Shapiro LLCNew | $13.0M | 451,187 |
| 3 | Janney Montgomery Scott LLCNew | $5.2M | 179,817 |
| 4 | Americana Partners, LLCNew | $2.3M | 80,598 |
| 5 | SageView Advisory Group, LLC | $2.1M | 72,497 |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.9M | 65,509 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 54,469 |
| 8 | Cetera Investment Advisers | $1.5M | 52,947 |
| 9 | KFG WEALTH MANAGEMENT, LLC | $1.5M | 52,682 |
| 10 | Fragasso Financial Advisors Inc | $1.4M | 47,196 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Stuart Chaussee & Associates, Inc.New | +1.4M | $40.2M |
| Ferguson Shapiro LLCNew | +451K | $13.0M |
| Janney Montgomery Scott LLCNew | +180K | $5.2M |
| Americana Partners, LLCNew | +81K | $2.3M |
| SageView Advisory Group, LLC | +30K | $2.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Siligmueller & Norvid Wealth Advisors LLC | -6K | $753K |
| Kestra Advisory Services, LLC | -4K | $558 |
| MGO ONE SEVEN LLC | -4K | $608K |
| ENVESTNET ASSET MANAGEMENT INC | -2K | $1K |
| IFP Advisors, Inc | -2K | $181K |
Frequently Asked Questions
How many institutional investors hold ISEP?
As of Q1 2025, 44 institutional investors report holding ISEP (INNOVATOR ETFS TRUST) in their 13F filings.
Which hedge fund owns the most ISEP?
The largest institutional holder of ISEP is Stuart Chaussee & Associates, Inc. with $40.2M in shares.
Are institutions buying or selling ISEP?
This quarter, 14 institutions opened new positions in ISEP and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.