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

$33.47 +0.04 (+0.12%)
As of 04:10 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)
88
Total
Institutional Inflows
(last 12 months)
$209.92M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$53.43M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Sigma Planning Corp212,860$6.91M0.2%+16.5%1.345%
5/4/2026 Vantage Point Financial LLC9,815$319K0.1%+6.6%0.062%
5/2/2026 Arlington Capital Management Inc.7,781$253K0.1%+5.4%0.049%
5/2/2026 Diversify Wealth Management LLC22,450$749K0.0%N/A0.142%
5/1/2026 Sovran Advisors LLC29,181$976K0.1%N/A0.184%
4/30/2026 ATX Financial Planning LLC10,474$340K0.3%-58.9%0.066%
4/30/2026 Kestra Advisory Services LLC19,464$632K0.0%-2.2%0.123%
4/29/2026 Axxcess Wealth Management LLC18,086$587K0.0%N/A0.114%
4/29/2026 Addison Capital Co25,161$817K0.1%N/A0.159%
4/27/2026 Private Advisor Group LLC6,280$204K0.0%N/A0.040%
4/24/2026 SMART Wealth LLC61,018$1.98M0.6%-9.6%0.385%
4/23/2026 Macco 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%
4/20/2026 Kestra Private Wealth Services LLC29,835$968K0.0%-20.6%0.188%
4/20/2026 Blue Trust Inc.2,680$87K0.0%N/A0.017%
4/17/2026 Summit Wealth Partners LLC15,923$517K0.1%N/A0.101%
4/17/2026 Brookstone Capital Management186,200$6.04M0.1%+3.6%1.176%
4/16/2026 Ballast Rock Private Wealth LLC18,708$607K0.3%+39.3%0.118%
2/24/2026 Macco Financial Group Inc.110,938$3.61M3.1%N/A0.701%
2/19/2026 ATX 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%
2/18/2026 Claro 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%
2/16/2026 MML Investors Services LLC258,554$8.42M0.0%+109.1%1.633%
2/16/2026Motiv8 Investments LLC9,504$310K0.2%-22.1%0.060%
2/13/2026 Kestra 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%
2/13/2026 Vistica 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%
2/12/2026 Commonwealth 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%
2/6/2026 IFP Advisors Inc5,167$168K0.0%+22.2%0.033%
2/6/2026 Tanglewood 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%
2/4/2026 Ballast 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%
2/2/2026 Truist Financial Corp160,878$5.24M0.0%+1.9%1.016%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV28,509$929K0.1%+15.4%0.180%
2/2/2026 Vantage 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%
1/30/2026 Sigma 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%
1/29/2026 Kestra 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%
1/27/2026 Belpointe Asset Management LLC61,854$2.02M0.1%+5.5%0.391%
1/26/2026 SMART Wealth LLC67,532$2.20M0.7%-9.0%0.427%
1/23/2026 Farther Finance Advisors LLC1,476$48K0.0%+250.6%0.009%
1/23/2026 Diversify Advisory Services LLC23,055$756K0.0%+26.6%0.146%
1/21/2026Capital 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%
1/20/2026 Sugar Maple Asset Management LLC43,545$1.42M1.0%+0.8%0.275%
1/20/2026 Stratos 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%
1/16/2026 CRA 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%
1/14/2026 Pallas 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%
1/9/2026 PTM 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%
1/6/2026 Arlington Capital Management Inc.7,383$240K0.1%N/A0.047%
12/23/2025Triumph 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%
11/17/2025 Kestra 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%
11/17/2025Triumph Capital Management14,744$470K0.1%-26.5%0.093%
11/17/2025Susquehanna International Group LLP8,648$276K0.0%-54.5%0.055%
11/17/2025Mercer Global Advisors Inc. ADV6,706$214K0.0%N/A0.042%
11/17/2025Ausdal Financial Partners Inc.56,297$1.80M0.1%+15.6%0.356%
11/14/2025Raymond James Financial Inc.676,343$21.56M0.0%+3.2%4.273%
11/13/2025 Diversify Advisory Services LLC18,205$587K0.0%N/A0.115%
11/12/2025Orion Porfolio Solutions LLC33,419$1.07M0.0%+13.6%0.211%
11/12/2025 Claro Advisors LLC42,005$1.34M0.2%+9.3%0.265%
11/12/2025Kingsview Wealth Management LLC31,986$1.02M0.0%+7.4%0.202%
11/12/2025 Bright Futures Wealth Management LLC.7,686$245K0.2%N/A0.049%
11/12/2025Caitlin John LLC1,199$38K0.0%N/A0.008%


ZALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZALT shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly. The most heavily invested institutionals were Wealthquest Corp ($101.07M), Osaic Holdings Inc. ($47.56M), Hollencrest Capital Management ($39.87M), 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.

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

Of the 100 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 ($3.24M), 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 ($505.34K), and Central Valley Advisors LLC ($431.38K).

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

Institutional investors have bought a total of 6,673,195 shares in the last 24 months. This purchase volume represents approximately $209.92M in transactions.

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

Of the 27 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).

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

Institutional investors have sold a total of 1,710,109 shares in the last 24 months. This volume of shares sold represents approximately $53.43M in transactions.


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This page (BATS:ZALT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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