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

$33.86 0.00 (0.00%)
As of 07/2/2026 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)
90
Total
Institutional Inflows
(last 12 months)
$235.66M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$51.57M
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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
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%
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%
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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%
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%
1/14/2026Pallas Capital Advisors LLC261,495$8.52M0.3%+7.5%1.652%
1/14/2026Accurate Wealth Management LLC6,296$206K0.0%-19.5%0.040%
1/12/2026Central Valley Advisors LLC431,379$14.05M4.2%+1.1%2.725%
1/9/2026PTM Wealth Management LLC276,559$9.02M5.1%+6.1%1.747%
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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%
12/23/2025Triumph Capital Management14,744$470K0.1%-26.5%0.093%
12/2/2025IFP 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%
11/17/2025Triumph Capital Management14,744$470K0.1%-26.5%0.093%


ZALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 108 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 104 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 7,384,410 shares in the last 24 months. This purchase volume represents approximately $235.66M in transactions.

Of the 26 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 1,647,755 shares in the last 24 months. This volume of shares sold represents approximately $51.57M in transactions.


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This page (BATS:ZALT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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