your badges 52W Range $35–$36 5% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

ISEP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $34.70
52W Range $35–$36

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 66 filers · $52.7M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 66
Value held $52.7M
New positions 8
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (+1 vs prior Q) 9 (+2 vs prior Q) 4 (-3 vs prior Q) 20 (-8 vs prior Q) -1.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
SageView Advisory Group, LLC $8,023,603 231,896 15.22% Shares
Creative Planning $8,023,602 231,896 15.22% Shares
Safe Harbor Wealth Advisors, LLC $5,524,738 163,599 10.48% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,776,620 80,249 5.27% Shares
Cetera Investment Advisers $2,207,791 63,809 4.19% Shares
RAYMOND JAMES FINANCIAL INC $2,186,028 63,180 4.15% Shares
CORRADO ADVISORS, LLC $2,025,277 58,534 3.84% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,743,183 50,381 3.31% Shares
Fragasso Financial Advisors Inc $1,232,521 35,622 2.34% Shares
OSAIC HOLDINGS, INC. $1,173,762 33,924 2.23% Shares
Sigma Planning Corp $1,084,952 31,357 2.06% Shares
KFG WEALTH MANAGEMENT, LLC $1,014,818 29,330 1.93% Shares
HighTower Advisors, LLC $983,920 28,437 1.87% Shares
Soltis Investment Advisors LLC $905,178 26,161 1.72% Shares
GOLDMAN SACHS GROUP INC $871,712 25,194 1.65% Shares
SECURED RETIREMENT ADVISORS, LLC $859,602 24,844 1.63% Shares
Diligent Investors, LLC $807,737 23,345 1.53% Shares
Kestra Advisory Services, LLC $777,704 22,477 1.48% Shares
Americana Partners, LLC $709,542 20,507 1.35% Shares
PFS Partners, LLC $608,061 17,574 1.15% Shares
AdvisorNet Financial, Inc $561,869 16,239 1.07% Shares
Focus Partners Wealth $537,269 15,528 1.02% Shares
Berger Financial Group, Inc $438,140 12,663 0.83% Shares
WPWealth LLP $430,701 12,448 0.82% Shares
TRUIST FINANCIAL CORP $399,699 11,552 0.76% Shares
Cerity Partners LLC $393,298 11,367 0.75% Shares
CYPRESS FINANCIAL PLANNING LLC $355,688 10,280 0.67% Shares
Snowden Capital Advisors LLC $353,024 10,203 0.67% Shares
Ferguson Shapiro LLC $344,305 9,951 0.65% Shares
Straight Path Wealth Management $331,468 9,580 0.63% Shares
Liberty Atlantic Advisors LLC $330,015 9,538 0.63% Shares
Frisch Financial Group, Inc. $327,005 9,451 0.62% Shares
MAI Capital Management $296,577 8,572 0.56% Shares
Cresset Asset Management, LLC $275,762 7,970 0.52% Shares
Beacon Financial Advisory LLC $269,534 7,790 0.51% Shares
SCS Capital Management LLC $264,828 7,654 0.50% Shares
ENVESTNET ASSET MANAGEMENT INC $262,130 7,576 0.50% Shares
Worth Financial Advisory Group, LLC $248,774 7,190 0.47% Shares
LPL Financial LLC $243,273 7,031 0.46% Shares
Beacon Pointe Advisors, LLC $239,571 6,924 0.45% Shares
GILL CAPITAL PARTNERS, LLC $238,532 6,894 0.45% Shares
Dana Investment Advisors, Inc. $236,214 6,827 0.45% Shares
FIDUCIARY FINANCIAL GROUP, LLC $228,350 6,964 0.43% Shares
Pinnacle Wealth Management Group, Inc. $204,140 5,900 0.39% Shares
Rothschild Wealth LLC $200,715 5,801 0.38% Shares
Steward Partners Investment Advisory, LLC $199,884 5,777 0.38% Shares
DHJJ Financial Advisors, Ltd. $158,468 4,580 0.30% Shares
HARBOUR INVESTMENTS, INC. $141,549 4,091 0.27% Shares
Arax Advisory Partners $138,400 4,000 0.26% Shares
CoreCap Advisors, LLC $115,218 3,330 0.22% Shares

Show all 66 institutional owners →

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