Who Owns Innovator U.S. Equity 10 Buffer ETF (ZALT)?Hedge Fund & Institutional Holders

$32.59+0.07 (+0.23%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$27.92$29.18$30.44$31.69$32.95Sep 24Jun 25Mar 26

ZALT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wealthquest CorpNew Position+3.1M+$101.1B
HOLLENCREST CAPITAL MANAGEMENTNew Position+1.2M+$39.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+368K+$11.0B
D.B. Root & Company, LLCNew Position+320K+$10.4B
PTM WEALTH MANAGEMENT, LLCNew Position+277K+$9.0B
Comprehensive Financial Consultants Institutional, Inc.New Position+128K+$4.2B
SAGESPRING WEALTH PARTNERS, LLCNew Position+102K+$3.3B
Triumph Capital ManagementIncreased+94K+$3.1B
Grant Street Asset Management, Inc.Increased+56K+$2.3B
Schulz Wealth, LTD.New Position+67K+$2.2B
Belpointe Asset Management LLCNew Position+62K+$2.0B
Gladstone Institutional Advisory LLCNew Position+84K+$2.0B
Sugar Maple Asset Management, LLCNew Position+44K+$1.4B
Sigma Planning CorpIncreased+28K+$1.0B
Pallas Capital Advisors LLCIncreased+18K+$760.2M

ZALT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CAPTRUST FINANCIAL ADVISORSDecreased-34K-$28.6B
Pitti Group Wealth Management, LLCDecreased-303K-$21.2B
Gallagher Fiduciary Advisors, LLCDecreased-22K-$6.2B
JANE STREET GROUP, LLCClosed Position-53K-$1.7B
Advisory Services Network, LLCDecreased-214-$1.3B
Orion Porfolio Solutions, LLCDecreased-5K-$1.1B
Atria Investments, IncDecreased-22K-$712.8M
RAYMOND JAMES FINANCIAL INCDecreased-20K-$561.8M
Bright Futures Wealth Management, LLC.Decreased-951-$244.8M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-7K-$213.8M
SMART Wealth LLCDecreased-7K-$165.8M
SECURED RETIREMENT ADVISORS, LLCDecreased-3K-$81.1M
Garden State Investment Advisory Services LLCDecreased-2K-$70.2M
CENTAURUS FINANCIAL, INC.Decreased-9K-$1.0M
Insight Wealth Partners, LLCDecreased-6K-$171K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Wealthquest Corp3,103,032$101.1B7.63%Share
2HOLLENCREST CAPITAL MANAGEMENT1,224,536$39.0B1.34%Share
3OSAIC HOLDINGS, INC.1,156,495$37.0B54.06%Share
4Grant Street Asset Management, Inc.828,911$27.0B5.44%Share
5CENTRAL VALLEY ADVISORS, LLC431,379$14.1B4.20%Share
6RAYMOND JAMES FINANCIAL INC401,981$13.0B4.04%Share
7COMMONWEALTH EQUITY SERVICES, LLC367,886$11.0B14.66%Share
8D.B. Root & Company, LLC320,293$10.4B2.54%Share
9PTM WEALTH MANAGEMENT, LLC276,559$9.0B5.09%Share
10OSAIC HOLDINGS, INC.303,739$9.0B13.15%Share
11Pallas Capital Advisors LLC261,495$8.5B0.28%Share
12RAYMOND JAMES FINANCIAL INC254,436$8.0B2.49%Share
13Sigma Planning Corp182,789$6.0B0.16%Share
14Atria Investments, Inc157,226$5.0B56.83%Share
15Comprehensive Financial Consultants Institutional, Inc.128,118$4.2B1.26%Share
16Triumph Capital Management108,576$3.5B0.76%Share
17SAGESPRING WEALTH PARTNERS, LLC102,235$3.3B60.48%Share
18SMART Wealth LLC67,532$2.2B0.67%Share
19Schulz Wealth, LTD.66,782$2.2B1.39%Share
20Belpointe Asset Management LLC61,854$2.0B0.07%Share
21Gladstone Institutional Advisory LLC84,102$2.0B0.08%Share
22Sugar Maple Asset Management, LLC43,545$1.4B0.95%Share
23SECURED RETIREMENT ADVISORS, LLC37,821$1.2B0.69%Share
24KFG WEALTH MANAGEMENT, LLC35,245$1.1B0.15%Share
25Tanglewood Legacy Advisors, LLC24,770$806.0M0.30%Share
26Vantage Financial Partners, LLC22,389$729.0M0.15%Share
27Range Financial Group LLC21,973$715.0M0.25%Share
28Stratos Wealth Advisors, LLC16,471$536.0M0.03%Share
29Bullseye Investment Management, LLC15,690$467.0M0.28%Share
30CRUX WEALTH ADVISORS12,757$415.0M0.15%Share
31Keystone Financial Group, Inc.12,771$410.0M0.21%Share
32CoreCap Advisors, LLC11,481$373.0M0.01%Share
33SILVER OAK SECURITIES, INCORPORATED10,311$338.0M0.02%Share
34Share Andrew L.9,930$323.0M0.16%Share
35Vantage Point Financial LLC9,204$299.0M0.11%Share
36Garden State Investment Advisory Services LLC8,997$293.0M0.06%Share
37INTEGRITY ALLIANCE, LLC.8,740$284.0M0.01%Share
38Arlington Capital Management, Inc.7,383$240.0M0.15%Share
39Accurate Wealth Management, LLC6,296$206.0M0.03%Share
40Capital Investment Advisory Services, LLC5,477$178.0M0.01%Share
41Farther Finance Advisors, LLC1,476$48.0M0.51%Share
42Caitlin John, LLC1,278$41.0M0.03%Share
43CAPTRUST FINANCIAL ADVISORS863,617$28.0M0.05%Share
44NewEdge Advisors, LLC541,860$17.0M0.06%Share
45CRA Financial Services, LLC396,346$12.9M1.69%Share
46Pitti Group Wealth Management, LLC364,329$11.9M9.76%Share
47CENTAURUS FINANCIAL, INC.336,380$10.0M0.46%Share
48Cetera Investment Advisers300,258$9.0M0.01%Share
49MML INVESTORS SERVICES, LLC258,554$8.0M0.02%Share
50C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors204,900$6.7M0.00%Share

ZALT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202591$328.1B+44
Q3 202547$226.2B-29
Q2 202576$206.9B+12
Q1 202564$207.9B+22
Q4 202442$2.1T+13
Q3 202429$2.6T+5
Q2 202424$429.3B+9
Q1 202415$1.0T—

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As of Q4 2025, 50 institutional investors hold ZALT (Innovator U.S. Equity 10 Buffer ETF). The largest holder is Wealthquest Corp with $101.1B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own ZALT?

As of Q4 2025, 50 institutional investors report holding ZALT (Innovator U.S. Equity 10 Buffer ETF) in their 13F filings.

Who is the largest institutional holder of ZALT?

The largest institutional holder of ZALT is Wealthquest Corp with $101.1B in shares.

Is institutional ownership of ZALT increasing or decreasing?

This quarter, 11 institutions opened new positions in ZALT and 2 closed their positions.