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Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT) Institutional Ownership

$30.96 +0.12 (+0.39%)
As of 07/3/2025 12:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity 10 Buffer ETF - Quarterly (BATS:ZALT)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$205.15M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$24.59M
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ZALT Institutional Buying and Selling by Quarter

Innovator U.S. Equity 10 Buffer ETF - Quarterly Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe Asset Management LLC7,541$224K0.0%N/A0.052%
5/20/2025Integrity Alliance LLC.7,727$230K0.0%N/A0.053%
5/16/2025NewEdge Advisors LLC358,355$10.67M0.1%+29.4%2.466%
5/15/2025Insight Wealth Partners LLC11,055$329K0.1%N/A0.076%
5/14/2025D.B. Root & Company LLC181,050$5.39M1.7%+10.1%1.246%
5/13/2025Raymond James Financial Inc.414,816$12.35M0.0%+12.7%2.855%
5/8/2025Wealthquest Corp3,752,828$111.72M5.0%+14.0%25.828%
5/8/2025Harbour Investments Inc.21,525$641K0.0%+49.6%0.148%
5/7/2025PTM Wealth Management LLC267,688$7.47M7.2%N/A1.842%
5/7/2025Foundations Investment Advisors LLC132,896$3.96M0.1%+2.7%0.915%
5/7/2025Woodard & Co. Asset Management Group Inc. ADV18,779$559K0.1%+15.1%0.129%
5/7/2025Vantage Financial Partners LLC20,151$600K0.1%+33.3%0.139%
5/7/2025First Heartland Consultants Inc.8,297$247K0.0%-73.3%0.057%
5/7/2025Keystone Financial Group Inc.16,376$488K0.3%N/A0.113%
5/6/2025Cetera Investment Advisers100,806$3.00M0.0%+58.7%0.694%
5/6/2025AE Wealth Management LLC15,467$460K0.0%+636.2%0.106%
5/6/2025Triumph Capital Management20,635$614K0.2%-65.7%0.142%
5/5/2025Hollencrest Capital Management1,708$51K0.0%N/A0.012%
5/2/2025Kingsview Wealth Management LLC19,925$593K0.0%+10.4%0.137%
5/2/2025Sigma Planning Corp119,674$3.56M0.1%+111.7%0.824%
5/1/2025Secured Retirement Advisors LLC41,016$1.22M0.8%+13.3%0.282%
4/29/2025Envestnet Asset Management Inc.111,951$3.33M0.0%+708.9%0.750%
4/29/2025Brookstone Capital Management68,407$2.04M0.0%+6.0%0.458%
4/29/2025Silver Oak Securities Incorporated7,778$231K0.0%N/A0.052%
4/25/2025Ameritas Advisory Services LLC43,360$1.29M0.1%-1.0%0.290%
4/25/2025Crown Wealth Group LLC7,388$220K0.1%-97.4%0.049%
4/24/2025Motiv8 Investments LLC64,076$1.91M1.3%-13.2%0.429%
4/22/2025Tanglewood Legacy Advisors LLC17,700$527K0.2%N/A0.119%
4/22/2025Cambridge Investment Research Advisors Inc.19,604$584K0.0%N/A0.131%
4/17/2025Share Andrew L.9,930$296K0.2%N/A0.067%
4/17/2025Sagespring Wealth Partners LLC79,676$2.37M0.0%N/A0.534%
4/16/2025CRA Financial Services LLC249,534$7.43M1.3%+14.3%1.671%
4/15/2025Central Valley Advisors LLC419,101$12.48M4.7%+6.1%2.807%
4/14/2025Pallas Capital Advisors LLC213,378$6.35M0.3%N/A1.429%
4/14/2025Daymark Wealth Partners LLC11,607$346K0.0%N/A0.078%
4/11/2025KFG Wealth Management LLC24,988$744K0.1%N/A0.167%
4/11/2025Pitti Group Wealth Management LLC431,998$12.86M13.2%+39.5%2.893%
4/10/2025Sugar Maple Asset Management LLC27,774$827K0.7%+89.6%0.186%
3/12/2025Centaurus Financial Inc.254,871$7.59M0.5%+12.4%1.891%
2/18/2025First Heartland Consultants Inc.31,104$926K0.1%+158.7%0.808%
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2/17/2025Cetera Investment Advisers63,506$1.89M0.0%+3.9%1.650%
2/17/2025Citadel Advisors LLC14,746$439K0.0%N/A0.383%
2/17/2025Captrust Financial Advisors435,080$12.95M0.0%+8.4%11.301%
2/17/2025Bank of America Corp DE2,815$84K0.0%-19.7%0.073%
2/14/2025Triumph Capital Management60,182$1.79M0.6%N/A1.563%
2/13/2025Garden State Investment Advisory Services LLC18,587$553K0.2%N/A0.483%
2/13/2025NewEdge Advisors LLC276,862$8.24M0.0%+658.2%7.191%
2/13/2025Advisory Services Network LLC34,657$1.03M0.0%-13.7%0.900%
2/13/2025Envestnet Asset Management Inc.13,840$412K0.0%N/A0.359%
2/11/2025LPL Financial LLC11,433$340K0.0%+6.0%0.297%
2/10/2025Pitti Group Wealth Management LLC309,744$9.22M9.3%N/A8.045%
2/10/2025Harbour Investments Inc.14,387$428K0.0%+36.2%0.374%
2/10/2025Commonwealth Equity Services LLC201,217$5.99M0.0%+18.2%5.226%
2/6/2025Raymond James Financial Inc.368,089$10.95M0.0%N/A9.561%
2/6/2025Vantage Financial Partners LLC15,116$450K0.1%+66.8%0.393%
2/6/2025Atria Investments Inc23,814$709K0.0%+119.5%0.619%
2/6/2025Steward Partners Investment Advisory LLC7,254$216K0.0%+66.1%0.188%
2/5/2025Crown Wealth Group LLC283,158$8.43M3.4%+7.4%7.355%
2/5/2025Motiv8 Investments LLC73,792$2.20M1.5%N/A1.917%
2/4/2025WealthShield Partners LLC3,400$101K0.0%N/A0.088%
2/3/2025Sigma Planning Corp56,542$1.68M0.1%+324.5%1.469%
1/31/2025CRA Financial Services LLC218,384$6.50M1.1%+13.8%5.672%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV16,313$485K0.1%-95.9%0.424%
1/30/2025Secured Retirement Advisors LLC36,199$1.08M0.6%N/A0.940%
1/30/2025Principal Securities Inc.2,500$74K0.0%N/A0.065%
1/29/2025Gladstone Institutional Advisory LLC117,836$3.51M0.2%+188.2%3.061%
1/28/2025Kingsview Wealth Management LLC18,043$537K0.0%+34.2%0.469%
1/24/2025Comprehensive Financial Consultants Institutional Inc.109,781$3.27M1.2%+2.9%2.851%
1/22/2025Foundations Investment Advisors LLC129,441$3.85M0.1%+6.4%3.362%
1/17/2025D.B. Root & Company LLC164,393$4.89M1.6%+28.7%4.270%
1/16/2025Sugar Maple Asset Management LLC14,650$436K0.3%N/A0.381%
1/16/2025Wealthquest Corp3,290,594$97.93M8.0%+43.9%85.470%
1/15/2025Ameritas Advisory Services LLC43,778$1.30M0.0%-12.6%1.137%
1/15/2025Central Valley Advisors LLC394,862$11.75M5.3%N/A10.256%
1/13/2025Claro Advisors LLC40,260$1.20M0.2%+48.4%1.046%
1/13/2025Brookstone Capital Management64,555$1.92M0.0%+49.3%1.677%
11/21/2024Wealthquest Corp2,286,412$66.54M5.9%+68.7%59.387%
11/14/2024Captrust Financial Advisors401,246$11.74M0.0%+112.5%10.422%
11/12/2024Centaurus Financial Inc.226,745$6.63M0.4%+45.5%5.889%
11/12/2024Kingsview Wealth Management LLC13,441$393K0.0%+24.8%0.349%
11/7/2024Claro Advisors LLC27,125$793K0.1%+81.3%0.705%
11/5/2024First Heartland Consultants Inc.12,024$351K0.0%N/A0.312%
11/5/2024Harbour Investments Inc.10,566$309K0.0%+11.2%0.274%
11/4/2024Sigma Planning Corp13,321$390K0.0%N/A0.346%
11/1/2024Atria Investments Inc10,849$317K0.0%N/A0.282%
11/1/2024Comprehensive Financial Consultants Institutional Inc.106,656$3.12M1.1%+1.6%2.770%
10/31/2024D.B. Root & Company LLC127,716$3.74M1.2%+36.6%3.317%
10/28/2024Gladstone Institutional Advisory LLC40,881$1.20M0.1%N/A1.062%
10/25/2024Mutual Advisors LLC67,864$2.00M0.1%N/A1.763%
10/23/2024Woodard & Co. Asset Management Group Inc. ADV395,028$11.56M2.6%+6,483.8%10.260%
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10/21/2024Foundations Investment Advisors LLC121,649$3.56M0.1%+480.3%3.160%
10/18/2024Raymond James & Associates95,796$2.80M0.0%+383.8%2.488%
10/17/2024Claro Advisors LLC11,292$348K0.0%-24.5%0.293%
10/10/2024CRA Financial Services LLC191,831$5.61M1.0%+3.3%4.983%
10/8/2024Brookstone Capital Management43,236$1.27M0.0%-9.9%1.123%
9/23/2024Centaurus Financial Inc.155,836$4.42M0.3%+61.5%4.048%
8/26/2024Wealthquest Corp1,355,606$38.43M5.0%-5.4%35.211%
8/15/2024Oliver Lagore Vanvalin Investment Group5,449$154K0.0%+37.5%0.142%
8/7/2024Vantage Financial Partners LLC9,061$257K0.1%N/A0.235%
8/2/2024Foundations Investment Advisors LLC20,962$594K0.0%+126.3%0.544%
(Data available from 1/1/2016 forward)

ZALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZALT shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly. The most heavily invested institutionals were Wealthquest Corp ($111.72M), Captrust Financial Advisors ($12.95M), Pitti Group Wealth Management LLC ($12.86M), Central Valley Advisors LLC ($12.48M), Raymond James Financial Inc. ($12.35M), NewEdge Advisors LLC ($10.67M), and Centaurus Financial Inc. ($7.59M).Learn more on Innovator U.S. Equity 10 Buffer ETF - Quarterly's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity 10 Buffer ETF - Quarterly's stock?

Of the 58 institutional investors that purchased Innovator U.S. Equity 10 Buffer ETF - Quarterly's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthquest Corp ($3.83M), Pitti Group Wealth Management LLC ($432.00K), Central Valley Advisors LLC ($419.10K), Raymond James Financial Inc. ($414.82K), Woodard & Co. Asset Management Group Inc. ADV ($391.49K), NewEdge Advisors LLC ($321.84K), and PTM Wealth Management LLC ($267.69K).

How much institutional buying is happening at Innovator U.S. Equity 10 Buffer ETF - Quarterly?

Institutional investors have bought a total of 6,901,679 shares in the last 24 months. This purchase volume represents approximately $205.15M in transactions.

Which of Innovator U.S. Equity 10 Buffer ETF - Quarterly's major shareholders have been selling company stock?

Of the 11 institutional investors that sold Innovator U.S. Equity 10 Buffer ETF - Quarterly's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Woodard & Co. Asset Management Group Inc. ADV ($378.72K), Crown Wealth Group LLC ($275.77K), Wealthquest Corp ($77.20K), Triumph Capital Management ($39.55K), First Heartland Consultants Inc. ($22.81K), Motiv8 Investments LLC ($9.72K), and Ameritas Advisory Services LLC ($6.75K).

How much institutional selling is happening at Innovator U.S. Equity 10 Buffer ETF - Quarterly?

Institutional investors have sold a total of 825,094 shares in the last 24 months. This volume of shares sold represents approximately $24.59M in transactions.


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This page (BATS:ZALT) was last updated on 7/6/2025 by MarketBeat.com Staff
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