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

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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)
66
Total
Institutional Inflows
(last 12 months)
$257.10M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$52.60M
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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
9/4/2025 Osaic Holdings Inc.1,460,443$44.98M0.1%-5.7%9.226%
8/29/2025 Centaurus Financial Inc.324,706$10.00M0.6%+12.4%2.051%
8/27/2025 Orion Porfolio Solutions LLC29,427$906K0.0%N/A0.186%
8/19/2025 Advisory Services Network LLC36,982$1.16M0.0%+7.9%0.234%
8/15/2025 Sugar Maple Asset Management LLC30,000$924K0.7%+8.0%0.190%
8/15/2025 Captrust Financial Advisors739,363$22.77M0.1%-11.0%4.671%
8/15/2025 Orion Porfolio Solutions LLC29,427$906K0.0%N/A0.186%
8/15/2025 MML Investors Services LLC51,477$1.59M0.0%-66.8%0.325%
8/15/2025 Gallagher Fiduciary Advisors LLC188,705$5.81M0.0%-23.6%1.192%
8/14/2025 Jane Street Group LLC26,239$808K0.0%N/A0.166%
8/14/2025 Ausdal Financial Partners Inc.48,680$1.50M0.1%+152.7%0.308%
8/14/2025 Raymond James Financial Inc.655,353$20.19M0.0%+58.0%4.140%
8/14/2025 NewEdge Advisors LLC422,343$13.01M0.1%+17.9%2.668%
8/13/2025 Wealthquest Corp3,319,457$102.24M8.1%-11.5%20.969%
8/12/2025 CreativeOne Wealth LLC12,592$388K0.0%N/A0.080%
8/8/2025 Kingsview Wealth Management LLC29,774$917K0.0%+49.4%0.188%
8/8/2025 Cetera Investment Advisers112,606$3.47M0.0%+11.7%0.711%
8/8/2025 Foundations Investment Advisors LLC144,694$4.46M0.1%+8.9%0.914%
8/6/2025 AE Wealth Management LLC18,952$584K0.0%+22.5%0.120%
8/5/2025 Claro Advisors LLC38,445$1.18M0.2%-12.1%0.243%
8/5/2025 Sigma Planning Corp122,891$3.79M0.1%+2.7%0.776%
8/4/2025 Integrity Alliance LLC.8,332$257K0.0%+7.8%0.053%
8/4/2025 Atria Investments Inc175,317$5.40M0.1%-33.7%1.107%
8/4/2025 Grant Street Asset Management Inc.739,128$22.77M5.1%N/A4.669%
8/4/2025 Daymark Wealth Partners LLC13,446$414K0.0%+15.8%0.085%
8/1/2025 Envestnet Asset Management Inc.32,032$987K0.0%-71.4%0.202%
7/30/2025 Brookstone Capital Management121,519$3.74M0.0%+77.6%0.768%
7/29/2025 Crux Wealth Advisors11,497$354K0.2%+7.7%0.073%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV23,652$728K0.1%+25.9%0.149%
7/29/2025 Stratos Wealth Advisors LLC7,756$239K0.0%N/A0.049%
7/28/2025 Mutual Advisors LLC104,317$3.26M0.1%N/A0.659%
7/28/2025 Harbour Investments Inc.24,026$740K0.0%+11.6%0.152%
7/28/2025 Sagespring Wealth Partners LLC81,050$2.50M0.0%+1.7%0.512%
7/24/2025 Vantage Point Financial LLC8,015$247K0.1%N/A0.051%
7/24/2025 IFP Advisors Inc3,237$100K0.0%N/A0.020%
7/23/2025 Secured Retirement Advisors LLC44,179$1.36M0.8%+7.7%0.279%
7/23/2025 Motiv8 Investments LLC109,615$3.38M2.1%+71.1%0.692%
7/22/2025 D.B. Root & Company LLC180,148$5.55M1.6%-0.5%1.138%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.125,729$3.87M1.3%+2.7%0.794%
7/22/2025 Belpointe Asset Management LLC8,527$263K0.0%+13.1%0.054%
7/21/2025 Keystone Financial Group Inc.15,394$475K0.3%-6.0%0.097%
7/21/2025 Ameritas Advisory Services LLC33,529$1.03M0.1%-22.7%0.212%
7/18/2025 Truist Financial Corp61,471$1.89M0.0%+1.4%0.388%
7/15/2025 Pitti Group Wealth Management LLC659,766$20.32M17.5%+52.7%4.168%
7/15/2025 Accurate Wealth Management LLC7,259$225K0.0%N/A0.046%
7/14/2025 CRA Financial Services LLC313,602$9.66M1.5%+25.7%1.981%
7/14/2025 KFG Wealth Management LLC28,155$867K0.1%+12.7%0.178%
7/11/2025 Silver Oak Securities Incorporated8,142$251K0.0%+4.7%0.051%
7/10/2025 Oliver Lagore Vanvalin Investment Group9,029$269K0.1%N/A0.057%
7/9/2025 Central Valley Advisors LLC425,463$13.10M4.5%+1.5%2.688%
7/9/2025 Pallas Capital Advisors LLC232,937$7.17M0.3%+9.2%1.471%
7/9/2025 Triumph Capital Management20,048$617K0.2%-2.8%0.127%
7/8/2025 Range Financial Group LLC16,068$495K0.2%N/A0.102%
7/8/2025 PTM Wealth Management LLC248,756$7.71M5.1%-7.1%1.571%
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%
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%
(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, 75 institutional investors and hedge funds held shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly. The most heavily invested institutionals were Wealthquest Corp ($102.24M), Osaic Holdings Inc. ($44.98M), Captrust Financial Advisors ($22.77M), Grant Street Asset Management Inc. ($22.77M), Pitti Group Wealth Management LLC ($20.32M), Raymond James Financial Inc. ($20.19M), and Central Valley Advisors LLC ($13.10M).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 70 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), Grant Street Asset Management Inc. ($739.13K), Pitti Group Wealth Management LLC ($659.77K), Raymond James Financial Inc. ($655.35K), Central Valley Advisors LLC ($425.46K), Woodard & Co. Asset Management Group Inc. ADV ($396.37K), and NewEdge Advisors LLC ($385.83K).

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

Institutional investors have bought a total of 8,573,308 shares in the last 24 months. This purchase volume represents approximately $257.10M in transactions.

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

Of the 20 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: Wealthquest Corp ($433.37K), Woodard & Co. Asset Management Group Inc. ADV ($378.72K), Crown Wealth Group LLC ($275.77K), MML Investors Services LLC ($103.47K), Captrust Financial Advisors ($91.58K), Atria Investments Inc ($89.23K), and Osaic Holdings Inc. ($87.56K).

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

Institutional investors have sold a total of 1,727,948 shares in the last 24 months. This volume of shares sold represents approximately $52.60M in transactions.


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This page (BATS:ZALT) was last updated on 9/15/2025 by MarketBeat.com Staff
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