Go Pro
→ Buy this stock today (From Chaikin Analytics) (Ad)tc pixel Free ZALT Stock Alerts

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

$33.88 +0.03 (+0.09%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity 10 Buffer ETF - Quarterly (BATS:ZALT)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$222.85M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$50.61M
Get ZALT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity 10 Buffer ETF - Quarterly stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ZALT Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC14,887$504K0.0%+23.1%0.094%
6/23/2026MTM Financial Group LLC90,496$2.94M1.4%+3.7%0.572%
6/3/2026 Wealthquest Corp4,662,358$151.34M10.7%+50.3%29.453%
6/3/2026NewEdge Advisors LLC550,618$17.87M0.1%+1.6%3.478%
5/19/2026NewEdge Advisors LLC550,618$17.87M0.3%+1.6%3.478%
5/19/2026Centaurus Financial Inc.342,799$11.13M0.5%+1.9%2.166%
5/13/2026Cetera Investment Advisers302,531$9.82M0.0%+0.8%1.911%
5/13/2026NewEdge Wealth LLC21,880$710K0.0%N/A0.138%
5/7/2026Legacy Wealth Managment LLC ID2,909$94K0.0%N/A0.018%
5/7/2026Hollencrest Capital Management1,232,961$40.01M1.5%+0.7%7.789%
5/6/2026 Independent Financial Group LLC75,455$2.45M0.1%N/A0.477%
5/5/2026Sigma Planning Corp212,860$6.91M0.2%+16.5%1.345%
5/4/2026Vantage Point Financial LLC9,815$319K0.1%+6.6%0.062%
5/2/2026Arlington Capital Management Inc.7,781$253K0.1%+5.4%0.049%
5/2/2026Diversify Wealth Management LLC22,450$749K0.0%N/A0.142%
5/1/2026Sovran Advisors LLC29,181$976K0.1%N/A0.184%
4/30/2026ATX Financial Planning LLC10,474$340K0.3%-58.9%0.066%
4/30/2026Kestra Advisory Services LLC19,464$632K0.0%-2.2%0.123%
4/29/2026Axxcess Wealth Management LLC18,086$587K0.0%N/A0.114%
4/29/2026Addison Capital Co25,161$817K0.1%N/A0.159%
4/27/2026Private Advisor Group LLC6,280$204K0.0%N/A0.040%
4/24/2026SMART Wealth LLC61,018$1.98M0.6%-9.6%0.385%
4/23/2026Macco Financial Group Inc.109,177$3.54M2.7%-1.6%0.690%
4/22/2026 Keystone Financial Group Inc.3,290$102K0.1%-74.2%0.021%
4/21/2026 KFG Wealth Management LLC37,072$1.20M0.2%+5.2%0.234%
4/20/2026Kestra Private Wealth Services LLC29,835$968K0.0%-20.6%0.188%
4/20/2026 Blue Trust Inc.2,680$87K0.0%N/A0.017%
4/17/2026Summit Wealth Partners LLC15,923$517K0.1%N/A0.101%
4/17/2026 Brookstone Capital Management186,200$6.04M0.1%+3.6%1.176%
4/16/2026Ballast Rock Private Wealth LLC18,708$607K0.3%+39.3%0.118%
2/24/2026Macco Financial Group Inc.110,938$3.61M3.1%N/A0.701%
2/19/2026ATX Financial Planning LLC25,455$829K0.6%N/A0.161%
2/18/2026NewEdge Advisors LLC541,860$17.65M0.1%+21.0%3.423%
2/18/2026IHT Wealth Management LLC6,097$200K0.0%N/A0.039%
2/18/2026Claro Advisors Inc.47,220$1.54M0.2%+12.4%0.298%
2/17/2026Cetera Investment Advisers300,258$9.78M0.0%+52.1%1.897%
2/17/2026Osaic Holdings Inc.1,460,234$47.56M0.1%+0.3%9.224%
2/17/2026Captrust Financial Advisors863,617$28.13M0.1%-3.8%5.456%
2/16/2026MML Investors Services LLC258,554$8.42M0.0%+109.1%1.633%
2/16/2026Motiv8 Investments LLC9,504$310K0.2%-22.1%0.060%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/13/2026Kestra Advisory Services LLC19,900$648K0.0%N/A0.126%
2/13/2026CreativeOne Wealth LLC18,593$606K0.0%+50.4%0.117%
2/13/2026Ausdal Financial Partners Inc.68,611$2.24M0.1%+21.9%0.433%
2/13/2026Vistica Wealth Advisors LLC7,900$257K0.3%N/A0.050%
2/12/2026Hollencrest Capital Management1,224,536$39.87M1.4%+6.0%7.736%
2/12/2026Orion Porfolio Solutions LLC28,389$925K0.0%-15.1%0.179%
2/12/2026 Triumph Capital Management108,576$3.54M0.8%+636.4%0.686%
2/12/2026Commonwealth Equity Services LLC367,886$11.98M0.0%+12.0%2.324%
2/12/2026Steward Partners Investment Advisory LLC8,047$262K0.0%+6.2%0.051%
2/11/2026LPL Financial LLC30,652$998K0.0%+15.4%0.194%
2/10/2026Goldman Sachs Group Inc.6,475$211K0.0%N/A0.041%
2/10/2026Calton & Associates Inc.6,890$224K0.0%N/A0.044%
2/10/2026Foundations Investment Advisors LLC173,737$5.66M0.1%+7.1%1.098%
2/9/2026Kingsview Wealth Management LLC35,689$1.16M0.0%+11.6%0.225%
2/9/2026Harbour Investments Inc.33,420$1.09M0.0%+3.0%0.211%
2/9/2026 Wealthquest Corp3,103,032$101.07M7.6%+9.5%19.602%
2/6/2026 IFP Advisors Inc5,167$168K0.0%+22.2%0.033%
2/6/2026Tanglewood Legacy Advisors LLC24,770$807K0.3%+39.9%0.156%
2/5/2026Schulz Wealth LTD.66,782$2.18M1.4%+55.1%0.422%
2/5/2026Atria Investments Inc157,226$5.12M0.1%-12.3%0.993%
2/4/2026Ameritas Advisory Services LLC25,153$819K0.0%+4,930.6%0.159%
2/4/2026Ballast Rock Private Wealth LLC13,431$437K0.3%N/A0.085%
2/3/2026Vantage Financial Partners LLC22,389$729K0.1%+2.7%0.141%
2/3/2026D.B. Root & Company LLC320,293$10.43M2.5%+13.2%2.023%
2/2/2026Truist Financial Corp160,878$5.24M0.0%+1.9%1.016%
2/2/2026Woodard & Co. Asset Management Group Inc. ADV28,509$929K0.1%+15.4%0.180%
2/2/2026Vantage Point Financial LLC9,204$300K0.1%+9.6%0.058%
1/30/2026 Secured Retirement Advisors LLC37,821$1.23M0.7%-8.1%0.239%
1/30/2026Sigma Planning Corp182,789$5.95M0.2%+18.3%1.155%
1/29/2026 Comprehensive Financial Consultants Institutional Inc.128,118$4.17M1.3%+0.6%0.809%
1/29/2026Kestra Private Wealth Services LLC37,565$1.22M0.0%-8.8%0.237%
1/28/2026Grant Street Asset Management Inc.828,911$27.00M5.4%+7.2%5.236%
1/27/2026Belpointe Asset Management LLC61,854$2.02M0.1%+5.5%0.391%
1/26/2026SMART Wealth LLC67,532$2.20M0.7%-9.0%0.427%
1/23/2026 Farther Finance Advisors LLC1,476$48K0.0%+250.6%0.009%
1/23/2026Diversify Advisory Services LLC23,055$756K0.0%+26.6%0.146%
1/21/2026 Capital Investment Advisory Services LLC5,477$178K0.0%N/A0.035%
1/21/2026 Crux Wealth Advisors12,757$415K0.2%+11.0%0.081%
1/21/2026 KFG Wealth Management LLC35,245$1.15M0.2%+25.2%0.223%
1/20/2026Sugar Maple Asset Management LLC43,545$1.42M1.0%+0.8%0.275%
1/20/2026Stratos Wealth Advisors LLC16,471$536K0.0%+81.9%0.104%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors204,900$6.67M0.4%N/A1.294%
1/20/2026 October Effect Ltd8,142$265K0.3%-45.7%0.051%
1/16/2026 Keystone Financial Group Inc.12,771$411K0.2%-15.9%0.081%
1/16/2026CRA Financial Services LLC396,346$12.91M1.7%+4.3%2.504%
1/15/2026 Range Financial Group LLC21,973$716K0.2%+28.6%0.139%
1/15/2026 Brookstone Capital Management179,756$5.86M0.1%+32.9%1.136%
1/14/2026Pallas Capital Advisors LLC261,495$8.52M0.3%+7.5%1.652%
1/14/2026 Accurate Wealth Management LLC6,296$206K0.0%-19.5%0.040%
1/12/2026 Central Valley Advisors LLC431,379$14.05M4.2%+1.1%2.725%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
1/9/2026PTM Wealth Management LLC276,559$9.02M5.1%+6.1%1.747%
1/7/2026Sagespring Wealth Partners LLC102,235$3.33M0.0%+24.7%0.646%
1/6/2026Arlington Capital Management Inc.7,383$240K0.1%N/A0.047%
12/23/2025 Triumph Capital Management14,744$470K0.1%-26.5%0.093%
12/2/2025 IFP Advisors Inc4,227$135K0.0%+30.6%0.027%
11/20/2025Centaurus Financial Inc.345,153$11.00M0.5%+6.3%2.180%
11/19/2025Captrust Financial Advisors897,311$28.61M0.1%+21.4%5.668%
11/18/2025Advisory Services Network LLC41,323$1.32M0.0%+11.7%0.261%
11/17/2025Kestra Private Wealth Services LLC41,185$1.31M0.0%+28.5%0.260%
11/17/2025NewEdge Advisors LLC447,772$14.28M0.1%+6.0%2.829%


ZALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 institutional investors and hedge funds held shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly. The most heavily invested institutionals were Wealthquest Corp ($151.34M), Osaic Holdings Inc. ($47.56M), Hollencrest Capital Management ($40.01M), Captrust Financial Advisors ($28.13M), Grant Street Asset Management Inc. ($27.00M), Raymond James Financial Inc. ($21.56M), and Pitti Group Wealth Management LLC ($21.26M).Learn more on Innovator U.S. Equity 10 Buffer ETF - Quarterly's institutional investors.

Of the 103 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 ($4.23M), Hollencrest Capital Management ($1.23M), Grant Street Asset Management Inc. ($828.91K), Raymond James Financial Inc. ($676.34K), Pitti Group Wealth Management LLC ($666.83K), NewEdge Advisors LLC ($522.86K), and Central Valley Advisors LLC ($431.38K).

Institutional investors have bought a total of 6,968,548 shares in the last 24 months. This purchase volume represents approximately $222.85M in transactions.

Of the 23 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 ($919.20K), Captrust Financial Advisors ($125.27K), Atria Investments Inc ($111.20K), MML Investors Services LLC ($103.47K), Osaic Holdings Inc. ($87.56K), Envestnet Asset Management Inc. ($79.92K), and Gallagher Fiduciary Advisors LLC ($58.42K).

Institutional investors have sold a total of 1,616,521 shares in the last 24 months. This volume of shares sold represents approximately $50.61M in transactions.


Related Companies

This page (BATS:ZALT) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel