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

$34.70 -0.11 (-0.30%)
As of 01:09 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)
85
Total
Institutional Inflows
(last 12 months)
$194.09M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$22.48M
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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
10/14/2026Red Crane Wealth Management LLC9,972$344K0.2%+39.7%0.063%
10/8/2026Farther Finance Advisors LLC5,022$173K0.0%+151.1%0.032%
10/8/2026CoreCap Advisors LLC16,324$564K0.0%+9.7%0.103%
9/23/2026Envestnet Asset Management Inc.246,813$8.36M0.0%+6.1%1.559%
9/11/2026Bullseye Investment Management LLC247,707$8.39M4.2%N/A1.565%
9/9/2026Capital Analysts LLC5,628$191K0.0%N/A0.036%
9/9/2026Insight Wealth Partners LLC45,284$1.53M0.2%-8.2%0.286%
9/9/2026NewEdge Advisors LLC636,780$21.57M0.1%+15.6%4.023%
8/26/2026Schulz Wealth LTD.43,935$1.49M0.8%N/A0.278%
8/23/2026Ameritas Advisory Services LLC26,048$882K0.0%+21.8%0.165%
8/22/2026SMART Wealth LLC37,185$1.26M0.3%-39.1%0.235%
8/21/2026KFG Wealth Management LLC79,251$2.68M0.3%+113.8%0.501%
8/21/2026Triumph Capital Management139,149$4.71M0.8%-3.4%0.879%
7/7/2026CoreCap Advisors LLC14,887$504K0.0%+23.1%0.094%
6/23/2026MTM Financial Group LLC90,496$2.94M1.4%+3.7%0.572%
6/3/2026Wealthquest 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%
5/6/2026Independent 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%
4/22/2026Keystone Financial Group Inc.3,290$102K0.1%-74.2%0.021%
4/21/2026KFG 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%
4/20/2026Blue Trust Inc.2,680$87K0.0%N/A0.017%
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4/17/2026Summit Wealth Partners LLC15,923$517K0.1%N/A0.101%
4/17/2026Brookstone 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%
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%
2/12/2026Triumph 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%
2/9/2026Wealthquest Corp3,103,032$101.07M7.6%+9.5%19.602%
2/6/2026IFP 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%
1/30/2026Secured Retirement Advisors LLC37,821$1.23M0.7%-8.1%0.239%
1/30/2026Sigma Planning Corp182,789$5.95M0.2%+18.3%1.155%
1/29/2026Comprehensive 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%
1/23/2026Farther Finance Advisors LLC1,476$48K0.0%+250.6%0.009%
1/23/2026Diversify Advisory Services LLC23,055$756K0.0%+26.6%0.146%
1/21/2026Capital Investment Advisory Services LLC5,477$178K0.0%N/A0.035%
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1/21/2026Crux Wealth Advisors12,757$415K0.2%+11.0%0.081%
1/21/2026KFG 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%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors204,900$6.67M0.4%N/A1.294%
1/20/2026October Effect Ltd8,142$265K0.3%-45.7%0.051%
1/16/2026Keystone 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%
1/15/2026Range Financial Group LLC21,973$716K0.2%+28.6%0.139%
1/15/2026Brookstone Capital Management179,756$5.86M0.1%+32.9%1.136%


ZALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 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), NewEdge Advisors LLC ($21.57M), and Raymond James Financial Inc. ($21.56M).Learn more on Innovator U.S. Equity 10 Buffer ETF - Quarterly's institutional investors.

Of the 105 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 ($609.02K), and Central Valley Advisors LLC ($431.38K).

Institutional investors have bought a total of 5,990,445 shares in the last 24 months. This purchase volume represents approximately $194.09M in transactions.

Of the 19 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 ($485.83K), SMART Wealth LLC ($50.02K), Captrust Financial Advisors ($33.69K), Atria Investments Inc ($21.97K), Triumph Capital Management ($15.51K), ATX Financial Planning LLC ($14.98K), and Gladstone Institutional Advisory LLC ($12.03K).

Institutional investors have sold a total of 700,474 shares in the last 24 months. This volume of shares sold represents approximately $22.48M in transactions.


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Institutional ownership data for BATS:ZALT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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