ISEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +30.0% ·
net new positions +13.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 242.13K | New | $7.94M | 0.0% | New | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 85.86K | 0.0% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 65.05K | -3.4% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 64.01K | -6.6% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 62.22K | +614.0% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 28.44K | -1.1% | $932,449 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 27.17K | +45.1% | $891,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 23.66K | -34.4% | $775,868 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Focus Partners Wealth | 15.53K | 0.0% | $509,163 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 14.83K | New | $486,210 | 0.0% | New | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 11.55K | -9.0% | $378,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 11.37K | 0.0% | $372,724 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 7.56K | -12.1% | $247,827 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.12K | -0.4% | $36,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 548 | +202.8% | $17,969 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $7.94M | 0.0% |
| Citadel Advisors | $486,210 | 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.