ISEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +4.9% ·
net new positions +7.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 85.83K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 68.56K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 67.32K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 36.09K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 28.74K | n/a | $936,891 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 18.73K | New | $610,459 | 0.0% | New | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 15.53K | n/a | $506,124 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 12.69K | n/a | $413,622 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 11.37K | n/a | $370,499 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 8.71K | n/a | $284,059 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 8.60K | n/a | $280,148 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.13K | -60.7% | $36,701 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | UBS Group AG | 181 | n/a | $5,900 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $610,459 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 2.12M shares, $67.26M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.