HoldingsChannel.com
On this page, we present all of the funds holding ISEP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ISEP, with a link to that fund's top holdings. The next columns indicate the amount of ISEP stock held by each of the funds holding ISEP, followed by the ISEP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 23 funds holding ISEP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ferguson Shapiro LLC. For more details on the positions held by Ferguson Shapiro LLC (or by any of the other funds holding ISEP), click the fund name in the "Holder" column of the funds-holding-ISEP table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Ferguson Shapiro LLC | 799,570 | $21,772 | 03/31/2024 |
| ISEP | 799,570 | $21,772 | 03/31/2024 |
| IHT Wealth Management LLC | 81,205 | $2,123 | 12/31/2023 |
| ISEP | 81,205 | $2,123 | 12/31/2023 |
| KFG Wealth Management LLC | 57,928 | $1,577 | 03/31/2024 |
| ISEP | 57,928 | $1,577 | 03/31/2024 |
| Raymond James & Associates | 53,310 | $1,452 | 03/31/2024 |
| ISEP | 53,310 | $1,452 | 03/31/2024 |
| Envestnet Asset Management Inc. | 53,564 | $1,400 | 12/31/2023 |
| ISEP | 53,564 | $1,400 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 40,601 | $1,061 | 12/31/2023 |
| ISEP | 40,601 | $1,061 | 12/31/2023 |
| We Are One Seven LLC | 40,605 | $1,061 | 12/31/2023 |
| ISEP | 40,605 | $1,061 | 12/31/2023 |
| Corrado Advisors LLC | 20,222 | $529 | 12/31/2023 |
| ISEP | 20,222 | $529 | 12/31/2023 |
| Snowden Capital Advisors LLC | 20,218 | $529 | 12/31/2023 |
| ISEP | 20,218 | $529 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 16,001 | $436 | 03/31/2024 |
| ISEP | 16,001 | $436 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 15,004 | $409 | 03/31/2024 |
| ISEP | 15,004 | $409 | 03/31/2024 |
| Citadel Advisors LLC | 15,420 | $403 | 12/31/2023 |
| ISEP | 15,420 | $403 | 12/31/2023 |
| Susquehanna International Group LLP | 15,167 | $396 | 12/31/2023 |
| ISEP | 15,167 | $396 | 12/31/2023 |
| Cypress Financial Planning LLC | 10,940 | $298 | 03/31/2024 |
| ISEP | 10,940 | $298 | 03/31/2024 |
| Commonwealth Equity Services LLC | 9,887 | $269 | 03/31/2024 |
| ISEP | 9,887 | $269 | 03/31/2024 |
| Straight Path Wealth Management | 9,580 | $261 | 03/31/2024 |
| ISEP | 9,580 | $261 | 03/31/2024 |
| Diligent Investors LLC | 9,295 | $243 | 12/31/2023 |
| ISEP | 9,295 | $243 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 3,200 | $87 | 03/31/2024 |
| ISEP | 3,200 | $87 | 03/31/2024 |
| NBC Securities Inc. | 1,984 | $54 | 03/31/2024 |
| ISEP | 1,984 | $54 | 03/31/2024 |
| Advisor Group Holdings Inc. | 1,209 | $32 | 12/31/2023 |
| ISEP | 1,209 | $32 | 12/31/2023 |
| AdvisorNet Financial Inc | 993 | $27 | 03/31/2024 |
| ISEP | 993 | $27 | 03/31/2024 |
| Capital Analysts LLC | 900 | $24 | 12/31/2023 |
| ISEP | 900 | $24 | 12/31/2023 |
| UBS Group AG | 520 | $14 | 12/31/2023 |
| ISEP | 520 | $14 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| ISEP | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of ISEP
See Details: Top 10 Hedge Funds Holding ISEP
Also See: ISEP Holdings Changes
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