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| 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 | | Straight Path Wealth Management | 9,580 | $250 | 12/31/2023 | | ISEP | 9,580 | $250 | 12/31/2023 | | Diligent Investors LLC | 9,295 | $243 | 12/31/2023 | | ISEP | 9,295 | $243 | 12/31/2023 | | Commonwealth Equity Services LLC | 8,592 | $225 | 12/31/2023 | | ISEP | 8,592 | $225 | 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 |
See All: Funds Holding ISEP
See Details: Top 10 Hedge Funds Holding ISEP
Also See: ISEP Holdings Changes
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