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

$34.62 +0.15 (+0.44%)

As of 09/3/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 82
Total Institutional Inflows (last 12 months): $181.89M

Number of Institutional Sellers (last 12 months): 19
Total Institutional Outflows (last 12 months): $22.34M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2026	Schulz Wealth LTD.	43,935	$1.49M	0.8%	N/A	0.278%
8/23/2026	Ameritas Advisory Services LLC	26,048	$882K	0.0%	+21.8%	0.165%
8/22/2026	SMART Wealth LLC	37,185	$1.26M	0.3%	-39.1%	0.235%
8/21/2026	KFG Wealth Management LLC	79,251	$2.68M	0.3%	+113.8%	0.501%
8/21/2026	Triumph Capital Management	139,149	$4.71M	0.8%	-3.4%	0.879%
7/7/2026	CoreCap Advisors LLC	14,887	$504K	0.0%	+23.1%	0.094%
6/23/2026	MTM Financial Group LLC	90,496	$2.94M	1.4%	+3.7%	0.572%
6/3/2026	Wealthquest Corp	4,662,358	$151.34M	10.7%	+50.3%	29.453%
6/3/2026	NewEdge Advisors LLC	550,618	$17.87M	0.1%	+1.6%	3.478%
5/19/2026	NewEdge Advisors LLC	550,618	$17.87M	0.3%	+1.6%	3.478%
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5/19/2026	Centaurus Financial Inc.	342,799	$11.13M	0.5%	+1.9%	2.166%
5/13/2026	Cetera Investment Advisers	302,531	$9.82M	0.0%	+0.8%	1.911%
5/13/2026	NewEdge Wealth LLC	21,880	$710K	0.0%	N/A	0.138%
5/7/2026	Legacy Wealth Managment LLC ID	2,909	$94K	0.0%	N/A	0.018%
5/7/2026	Hollencrest Capital Management	1,232,961	$40.01M	1.5%	+0.7%	7.789%
5/6/2026	Independent Financial Group LLC	75,455	$2.45M	0.1%	N/A	0.477%
5/5/2026	Sigma Planning Corp	212,860	$6.91M	0.2%	+16.5%	1.345%
5/4/2026	Vantage Point Financial LLC	9,815	$319K	0.1%	+6.6%	0.062%
5/2/2026	Arlington Capital Management Inc.	7,781	$253K	0.1%	+5.4%	0.049%
5/2/2026	Diversify Wealth Management LLC	22,450	$749K	0.0%	N/A	0.142%
5/1/2026	Sovran Advisors LLC	29,181	$976K	0.1%	N/A	0.184%
4/30/2026	ATX Financial Planning LLC	10,474	$340K	0.3%	-58.9%	0.066%
4/30/2026	Kestra Advisory Services LLC	19,464	$632K	0.0%	-2.2%	0.123%
4/29/2026	Axxcess Wealth Management LLC	18,086	$587K	0.0%	N/A	0.114%
4/29/2026	Addison Capital Co	25,161	$817K	0.1%	N/A	0.159%
4/27/2026	Private Advisor Group LLC	6,280	$204K	0.0%	N/A	0.040%
4/24/2026	SMART Wealth LLC	61,018	$1.98M	0.6%	-9.6%	0.385%
4/23/2026	Macco Financial Group Inc.	109,177	$3.54M	2.7%	-1.6%	0.690%
4/22/2026	Keystone Financial Group Inc.	3,290	$102K	0.1%	-74.2%	0.021%
4/21/2026	KFG Wealth Management LLC	37,072	$1.20M	0.2%	+5.2%	0.234%
4/20/2026	Kestra Private Wealth Services LLC	29,835	$968K	0.0%	-20.6%	0.188%
4/20/2026	Blue Trust Inc.	2,680	$87K	0.0%	N/A	0.017%
4/17/2026	Summit Wealth Partners LLC	15,923	$517K	0.1%	N/A	0.101%
4/17/2026	Brookstone Capital Management	186,200	$6.04M	0.1%	+3.6%	1.176%
4/16/2026	Ballast Rock Private Wealth LLC	18,708	$607K	0.3%	+39.3%	0.118%
2/24/2026	Macco Financial Group Inc.	110,938	$3.61M	3.1%	N/A	0.701%
2/19/2026	ATX Financial Planning LLC	25,455	$829K	0.6%	N/A	0.161%
2/18/2026	NewEdge Advisors LLC	541,860	$17.65M	0.1%	+21.0%	3.423%
2/18/2026	IHT Wealth Management LLC	6,097	$200K	0.0%	N/A	0.039%
2/18/2026	Claro Advisors Inc.	47,220	$1.54M	0.2%	+12.4%	0.298%
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2/17/2026	Cetera Investment Advisers	300,258	$9.78M	0.0%	+52.1%	1.897%
2/17/2026	Osaic Holdings Inc.	1,460,234	$47.56M	0.1%	+0.3%	9.224%
2/17/2026	Captrust Financial Advisors	863,617	$28.13M	0.1%	-3.8%	5.456%
2/16/2026	MML Investors Services LLC	258,554	$8.42M	0.0%	+109.1%	1.633%
2/16/2026	Motiv8 Investments LLC	9,504	$310K	0.2%	-22.1%	0.060%
2/13/2026	Kestra Advisory Services LLC	19,900	$648K	0.0%	N/A	0.126%
2/13/2026	CreativeOne Wealth LLC	18,593	$606K	0.0%	+50.4%	0.117%
2/13/2026	Ausdal Financial Partners Inc.	68,611	$2.24M	0.1%	+21.9%	0.433%
2/13/2026	Vistica Wealth Advisors LLC	7,900	$257K	0.3%	N/A	0.050%
2/12/2026	Hollencrest Capital Management	1,224,536	$39.87M	1.4%	+6.0%	7.736%
2/12/2026	Orion Porfolio Solutions LLC	28,389	$925K	0.0%	-15.1%	0.179%
2/12/2026	Triumph Capital Management	108,576	$3.54M	0.8%	+636.4%	0.686%
2/12/2026	Commonwealth Equity Services LLC	367,886	$11.98M	0.0%	+12.0%	2.324%
2/12/2026	Steward Partners Investment Advisory LLC	8,047	$262K	0.0%	+6.2%	0.051%
2/11/2026	LPL Financial LLC	30,652	$998K	0.0%	+15.4%	0.194%
2/10/2026	Goldman Sachs Group Inc.	6,475	$211K	0.0%	N/A	0.041%
2/10/2026	Calton & Associates Inc.	6,890	$224K	0.0%	N/A	0.044%
2/10/2026	Foundations Investment Advisors LLC	173,737	$5.66M	0.1%	+7.1%	1.098%
2/9/2026	Kingsview Wealth Management LLC	35,689	$1.16M	0.0%	+11.6%	0.225%
2/9/2026	Harbour Investments Inc.	33,420	$1.09M	0.0%	+3.0%	0.211%
2/9/2026	Wealthquest Corp	3,103,032	$101.07M	7.6%	+9.5%	19.602%
2/6/2026	IFP Advisors Inc	5,167	$168K	0.0%	+22.2%	0.033%
2/6/2026	Tanglewood Legacy Advisors LLC	24,770	$807K	0.3%	+39.9%	0.156%
2/5/2026	Schulz Wealth LTD.	66,782	$2.18M	1.4%	+55.1%	0.422%
2/5/2026	Atria Investments Inc	157,226	$5.12M	0.1%	-12.3%	0.993%
2/4/2026	Ameritas Advisory Services LLC	25,153	$819K	0.0%	+4,930.6%	0.159%
2/4/2026	Ballast Rock Private Wealth LLC	13,431	$437K	0.3%	N/A	0.085%
2/3/2026	Vantage Financial Partners LLC	22,389	$729K	0.1%	+2.7%	0.141%
2/3/2026	D.B. Root & Company LLC	320,293	$10.43M	2.5%	+13.2%	2.023%
2/2/2026	Truist Financial Corp	160,878	$5.24M	0.0%	+1.9%	1.016%
2/2/2026	Woodard & Co. Asset Management Group Inc. ADV	28,509	$929K	0.1%	+15.4%	0.180%
2/2/2026	Vantage Point Financial LLC	9,204	$300K	0.1%	+9.6%	0.058%
1/30/2026	Secured Retirement Advisors LLC	37,821	$1.23M	0.7%	-8.1%	0.239%
1/30/2026	Sigma Planning Corp	182,789	$5.95M	0.2%	+18.3%	1.155%
1/29/2026	Comprehensive Financial Consultants Institutional Inc.	128,118	$4.17M	1.3%	+0.6%	0.809%
1/29/2026	Kestra Private Wealth Services LLC	37,565	$1.22M	0.0%	-8.8%	0.237%
1/28/2026	Grant Street Asset Management Inc.	828,911	$27.00M	5.4%	+7.2%	5.236%
1/27/2026	Belpointe Asset Management LLC	61,854	$2.02M	0.1%	+5.5%	0.391%
1/26/2026	SMART Wealth LLC	67,532	$2.20M	0.7%	-9.0%	0.427%
1/23/2026	Farther Finance Advisors LLC	1,476	$48K	0.0%	+250.6%	0.009%
1/23/2026	Diversify Advisory Services LLC	23,055	$756K	0.0%	+26.6%	0.146%
1/21/2026	Capital Investment Advisory Services LLC	5,477	$178K	0.0%	N/A	0.035%
1/21/2026	Crux Wealth Advisors	12,757	$415K	0.2%	+11.0%	0.081%
1/21/2026	KFG Wealth Management LLC	35,245	$1.15M	0.2%	+25.2%	0.223%
1/20/2026	Sugar Maple Asset Management LLC	43,545	$1.42M	1.0%	+0.8%	0.275%
1/20/2026	Stratos Wealth Advisors LLC	16,471	$536K	0.0%	+81.9%	0.104%
1/20/2026	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	204,900	$6.67M	0.4%	N/A	1.294%
1/20/2026	October Effect Ltd	8,142	$265K	0.3%	-45.7%	0.051%
1/16/2026	Keystone Financial Group Inc.	12,771	$411K	0.2%	-15.9%	0.081%
1/16/2026	CRA Financial Services LLC	396,346	$12.91M	1.7%	+4.3%	2.504%
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1/15/2026	Range Financial Group LLC	21,973	$716K	0.2%	+28.6%	0.139%
1/15/2026	Brookstone Capital Management	179,756	$5.86M	0.1%	+32.9%	1.136%
1/14/2026	Pallas Capital Advisors LLC	261,495	$8.52M	0.3%	+7.5%	1.652%
1/14/2026	Accurate Wealth Management LLC	6,296	$206K	0.0%	-19.5%	0.040%
1/12/2026	Central Valley Advisors LLC	431,379	$14.05M	4.2%	+1.1%	2.725%
1/9/2026	PTM Wealth Management LLC	276,559	$9.02M	5.1%	+6.1%	1.747%
1/7/2026	Sagespring Wealth Partners LLC	102,235	$3.33M	0.0%	+24.7%	0.646%
1/6/2026	Arlington Capital Management Inc.	7,383	$240K	0.1%	N/A	0.047%
12/23/2025	Triumph Capital Management	14,744	$470K	0.1%	-26.5%	0.093%
12/2/2025	IFP Advisors Inc	4,227	$135K	0.0%	+30.6%	0.027%

ZALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 106 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 102 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 5,630,551 shares in the last 24 months. This purchase volume represents approximately $181.89M in transactions.

Of the 18 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 696,430 shares in the last 24 months. This volume of shares sold represents approximately $22.34M 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 8/26/2026. New 13F filings are added each quarter as they're published.

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

ZALT Institutional Buying and Selling by Quarter

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

ZALT Institutional Ownership - Frequently Asked Questions

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

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

ZALT Institutional Buying and Selling by Quarter

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

ZALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZALT shares?

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

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

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

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

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