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

$29.02 -0.60 (-2.03%)
As of 04/17/2025 04:00 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)
47
Total
Institutional Inflows
(last 12 months)
$191.06M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$14.22M
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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
4/17/2025 Share Andrew L.9,930$296K0.2%N/A0.067%
4/17/2025 Sagespring Wealth Partners LLC79,676$2.37M0.0%N/A0.534%
4/16/2025 CRA Financial Services LLC249,534$7.43M1.3%+14.3%1.671%
4/15/2025 Central Valley Advisors LLC419,101$12.48M4.7%+6.1%2.807%
4/14/2025 Pallas Capital Advisors LLC213,378$6.35M0.3%N/A1.429%
4/14/2025 Daymark Wealth Partners LLC11,607$346K0.0%N/A0.078%
4/11/2025 KFG Wealth Management LLC24,988$744K0.1%N/A0.167%
4/11/2025 Pitti Group Wealth Management LLC431,998$12.86M13.2%+39.5%2.893%
4/10/2025 Sugar Maple Asset Management LLC27,774$827K0.7%+89.6%0.186%
3/12/2025Centaurus Financial Inc.254,871$7.59M0.5%+12.4%1.891%
2/18/2025First Heartland Consultants Inc.31,104$926K0.1%+158.7%0.808%
2/17/2025Cetera Investment Advisers63,506$1.89M0.0%+3.9%1.650%
2/17/2025Citadel Advisors LLC14,746$439K0.0%N/A0.383%
2/17/2025Captrust Financial Advisors435,080$12.95M0.0%+8.4%11.301%
2/17/2025Bank of America Corp DE2,815$84K0.0%-19.7%0.073%
2/14/2025Triumph Capital Management60,182$1.79M0.6%N/A1.563%
2/13/2025Garden State Investment Advisory Services LLC18,587$553K0.2%N/A0.483%
2/13/2025NewEdge Advisors LLC276,862$8.24M0.0%+658.2%7.191%
2/13/2025Advisory Services Network LLC34,657$1.03M0.0%-13.7%0.900%
2/13/2025Envestnet Asset Management Inc.13,840$412K0.0%N/A0.359%
2/11/2025LPL Financial LLC11,433$340K0.0%+6.0%0.297%
2/10/2025 Pitti Group Wealth Management LLC309,744$9.22M9.3%N/A8.045%
2/10/2025Harbour Investments Inc.14,387$428K0.0%+36.2%0.374%
2/10/2025Commonwealth Equity Services LLC201,217$5.99M0.0%+18.2%5.226%
2/6/2025Raymond James Financial Inc.368,089$10.95M0.0%N/A9.561%
2/6/2025Vantage Financial Partners LLC15,116$450K0.1%+66.8%0.393%
2/6/2025Atria Investments Inc23,814$709K0.0%+119.5%0.619%
2/6/2025Steward Partners Investment Advisory LLC7,254$216K0.0%+66.1%0.188%
2/5/2025Crown Wealth Group LLC283,158$8.43M3.4%+7.4%7.355%
2/5/2025Motiv8 Investments LLC73,792$2.20M1.5%N/A1.917%
2/4/2025WealthShield Partners LLC3,400$101K0.0%N/A0.088%
2/3/2025Sigma Planning Corp56,542$1.68M0.1%+324.5%1.469%
1/31/2025 CRA Financial Services LLC218,384$6.50M1.1%+13.8%5.672%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV16,313$485K0.1%-95.9%0.424%
1/30/2025Secured Retirement Advisors LLC36,199$1.08M0.6%N/A0.940%
1/30/2025Principal Securities Inc.2,500$74K0.0%N/A0.065%
1/29/2025Gladstone Institutional Advisory LLC117,836$3.51M0.2%+188.2%3.061%
1/28/2025Kingsview Wealth Management LLC18,043$537K0.0%+34.2%0.469%
1/24/2025Comprehensive Financial Consultants Institutional Inc.109,781$3.27M1.2%+2.9%2.851%
1/22/2025Foundations Investment Advisors LLC129,441$3.85M0.1%+6.4%3.362%
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1/17/2025D.B. Root & Company LLC164,393$4.89M1.6%+28.7%4.270%
1/16/2025 Sugar Maple Asset Management LLC14,650$436K0.3%N/A0.381%
1/16/2025Wealthquest Corp3,290,594$97.93M8.0%+43.9%85.470%
1/15/2025Ameritas Advisory Services LLC43,778$1.30M0.0%-12.6%1.137%
1/15/2025 Central Valley Advisors LLC394,862$11.75M5.3%N/A10.256%
1/13/2025Claro Advisors LLC40,260$1.20M0.2%+48.4%1.046%
1/13/2025Brookstone Capital Management64,555$1.92M0.0%+49.3%1.677%
11/21/2024Wealthquest Corp2,286,412$66.54M5.9%+68.7%59.387%
11/14/2024Captrust Financial Advisors401,246$11.74M0.0%+112.5%10.422%
11/12/2024Centaurus Financial Inc.226,745$6.63M0.4%+45.5%5.889%
11/12/2024Kingsview Wealth Management LLC13,441$393K0.0%+24.8%0.349%
11/7/2024Claro Advisors LLC27,125$793K0.1%+81.3%0.705%
11/5/2024First Heartland Consultants Inc.12,024$351K0.0%N/A0.312%
11/5/2024Harbour Investments Inc.10,566$309K0.0%+11.2%0.274%
11/4/2024Sigma Planning Corp13,321$390K0.0%N/A0.346%
11/1/2024Atria Investments Inc10,849$317K0.0%N/A0.282%
11/1/2024Comprehensive Financial Consultants Institutional Inc.106,656$3.12M1.1%+1.6%2.770%
10/31/2024D.B. Root & Company LLC127,716$3.74M1.2%+36.6%3.317%
10/28/2024Gladstone Institutional Advisory LLC40,881$1.20M0.1%N/A1.062%
10/25/2024Mutual Advisors LLC67,864$2.00M0.1%N/A1.763%
10/23/2024Woodard & Co. Asset Management Group Inc. ADV395,028$11.56M2.6%+6,483.8%10.260%
10/21/2024Foundations Investment Advisors LLC121,649$3.56M0.1%+480.3%3.160%
10/18/2024Raymond James & Associates95,796$2.80M0.0%+383.8%2.488%
10/17/2024Claro Advisors LLC11,292$348K0.0%-24.5%0.293%
10/10/2024 CRA Financial Services LLC191,831$5.61M1.0%+3.3%4.983%
10/8/2024Brookstone Capital Management43,236$1.27M0.0%-9.9%1.123%
9/23/2024Centaurus Financial Inc.155,836$4.42M0.3%+61.5%4.048%
8/26/2024Wealthquest Corp1,355,606$38.43M5.0%-5.4%35.211%
8/15/2024Oliver Lagore Vanvalin Investment Group5,449$154K0.0%+37.5%0.142%
8/7/2024Vantage Financial Partners LLC9,061$257K0.1%N/A0.235%
8/2/2024Foundations Investment Advisors LLC20,962$594K0.0%+126.3%0.544%
8/1/2024 Ritholtz Wealth Management8,448$240K0.0%N/A0.219%
8/1/2024Claro Advisors LLC14,960$424K0.1%N/A0.389%
7/31/2024Commonwealth Equity Services LLC145,553$4.13M0.0%+46.4%3.781%
7/26/2024Harbour Investments Inc.9,501$269K0.0%+129.1%0.247%
7/18/2024Brookstone Capital Management47,973$1.37M0.0%+11.9%1.246%
7/17/2024Comprehensive Financial Consultants Institutional Inc.104,973$2.98M1.2%+29.0%2.727%
7/16/2024 Wealth Enhancement Advisory Services LLC9,814$278K0.0%+21.5%0.255%
7/15/2024D.B. Root & Company LLC93,489$2.65M0.9%+29.0%2.428%
7/12/2024 CRA Financial Services LLC185,781$5.27M1.1%+17.2%4.825%
5/9/2024Kingsview Wealth Management LLC10,774$295K0.0%N/A0.274%
5/9/2024Wealthquest Corp1,432,809$39.27M4.2%+66.6%36.458%
5/3/2024Comprehensive Financial Consultants Institutional Inc.81,375$2.23M0.9%N/A2.071%
4/29/2024Commonwealth Equity Services LLC99,445$2.73M0.0%+151.1%2.530%
4/24/2024Capasso Planning Partners LLC53,077$1.46M0.6%+5.3%1.351%
4/23/2024Raymond James Financial Services Advisors Inc.67,157$1.84M0.0%N/A1.709%
4/17/2024D.B. Root & Company LLC72,488$1.99M0.7%+40.7%0.000%
4/17/2024 CRA Financial Services LLC158,537$4.35M0.9%+3.9%0.000%
4/15/2024Brookstone Capital Management42,871$1.18M0.0%+79.1%0.000%
2/16/2024Wealthquest Corp860,001$22.87M2.5%N/A0.000%
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2/9/2024Advisory Services Network LLC58,626$1.56M0.0%N/A0.000%
2/1/2024 CRA Financial Services LLC152,637$4.06M1.0%N/A0.000%
1/26/2024Capasso Planning Partners LLC50,386$1.34M0.6%N/A0.000%
1/16/2024D.B. Root & Company LLC51,503$1.37M0.5%N/A0.000%
(Data available from 1/1/2016 forward)

ZALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZALT shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly. The most heavily invested institutionals were Wealthquest Corp ($97.93M), Captrust Financial Advisors ($12.95M), Pitti Group Wealth Management LLC ($12.86M), Central Valley Advisors LLC ($12.48M), Raymond James Financial Inc. ($10.95M), Crown Wealth Group LLC ($8.43M), and NewEdge Advisors LLC ($8.24M).Learn more on ZALT's institutional investors.

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

Of the 48 institutional investors that purchased Innovator U.S. Equity 10 Buffer ETF - Quarterly stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthquest Corp ($3.37M), Pitti Group Wealth Management LLC ($432.00K), Central Valley Advisors LLC ($419.10K), Woodard & Co. Asset Management Group Inc. ADV ($389.03K), Raymond James Financial Inc. ($368.09K), CRA Financial Services LLC ($249.53K), and Captrust Financial Advisors ($246.22K).

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

Institutional investors have bought a total of 7,710,457 shares in the last 24 months. This purchase volume represents approximately $223.51M in transactions.

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

The following institutional investors have sold Innovator U.S. Equity 10 Buffer ETF - Quarterly stock in the last 24 months: Woodard & Co. Asset Management Group Inc. ADV ($378.72K), Wealthquest Corp ($77.20K), Ameritas Advisory Services LLC ($6.33K), Advisory Services Network LLC ($5.49K), Brookstone Capital Management ($4.74K), Claro Advisors LLC ($3.67K), and Bank of America Corp DE ($690.00).

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

Institutional investors have sold a total of 476,836 shares in the last 24 months. This volume of shares sold represents approximately $14.22M in transactions.


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This page (BATS:ZALT) was last updated on 4/20/2025 by MarketBeat.com Staff
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