Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT) Institutional Ownership $30.17 +0.35 (+1.17%) As of 03:58 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnership Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity 10 Buffer ETF - Quarterly (BATS:ZALT)Number ofInstitutional Buyers(last 12 months)28TotalInstitutional Inflows(last 12 months)$162.26MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$2.63M Get ZALT Insider Trade Alerts Want to know when executives and insiders are buying or selling Innovator U.S. Equity 10 Buffer ETF - Quarterly stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/17/2025 D.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% 1/16/2025 Wealthquest Corp3,290,594$97.93M8.0%+43.9%85.470% 1/15/2025 Ameritas 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% 1/13/2025 Claro Advisors LLC40,260$1.20M0.2%+48.4%1.046% 1/13/2025 Brookstone Capital Management64,555$1.92M0.0%+49.3%1.677% 11/21/2024 Wealthquest 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% Get the Latest News and Ratings for ZALT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Innovator U.S. Equity 10 Buffer ETF - Quarterly and its competitors with MarketBeat's FREE daily newsletter. 11/12/2024Kingsview Wealth Management LLC13,441$393K0.0%+24.8%0.349% 11/7/2024 Claro 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% 10/31/2024 D.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% 10/25/2024 Mutual 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% 10/17/2024 Claro Advisors LLC11,292$348K0.0%-24.5%0.293% 10/10/2024CRA Financial Services LLC191,831$5.61M1.0%+3.3%4.983% 10/8/2024 Brookstone Capital Management43,236$1.27M0.0%-9.9%1.123% 9/23/2024Centaurus Financial Inc.155,836$4.42M0.3%+61.5%4.048% 8/26/2024 Wealthquest 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% 8/1/2024 Claro 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% 7/18/2024 Brookstone 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% 7/15/2024 D.B. Root & Company LLC93,489$2.65M0.9%+29.0%2.428% 7/12/2024CRA Financial Services LLC185,781$5.27M1.1%+17.2%4.825% 2025: Crypto Opportunities You Can’t Afford to Miss (Ad)Cryptocurrencies are once again gaining incredible momentum, and savvy investors are positioning themselves to capitalize on this surge in 2025. The question is—will you be among them? With groundbreaking advancements and increasing institutional adoption on the horizon, there's never been a better time to explore the potential gains in crypto. What’s Fueling the Crypto Comeback?Get our comprehensive guide, Navigating the Future: Cryptos to Watch in 20255/9/2024Kingsview Wealth Management LLC10,774$295K0.0%N/A0.274% 5/9/2024 Wealthquest 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% 4/17/2024 D.B. Root & Company LLC72,488$1.99M0.7%+40.7%0.000% 4/17/2024CRA Financial Services LLC158,537$4.35M0.9%+3.9%0.000% 4/15/2024 Brookstone Capital Management42,871$1.18M0.0%+79.1%0.000% 2/16/2024 Wealthquest Corp860,001$22.87M2.5%N/A0.000% 2/9/2024Advisory Services Network LLC58,626$1.56M0.0%N/A0.000% 2/1/2024CRA Financial Services LLC152,637$4.06M1.0%N/A0.000% 1/26/2024Capasso Planning Partners LLC50,386$1.34M0.6%N/A0.000% 1/16/2024 D.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, 29 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), Central Valley Advisors LLC ($11.75M), Captrust Financial Advisors ($11.74M), Woodard & Co. Asset Management Group Inc. ADV ($11.56M), Centaurus Financial Inc. ($6.63M), CRA Financial Services LLC ($5.61M), and D.B. Root & Company LLC ($4.89M).Learn more on ZALT's institutional investors. Which institutional investors have been buying Innovator U.S. Equity 10 Buffer ETF - Quarterly stock? Of the 28 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), Central Valley Advisors LLC ($394.86K), Woodard & Co. Asset Management Group Inc. ADV ($389.03K), Captrust Financial Advisors ($212.39K), CRA Financial Services LLC ($191.83K), D.B. Root & Company LLC ($164.39K), and Centaurus Financial Inc. ($130.26K). How much institutional buying is happening at Innovator U.S. Equity 10 Buffer ETF - Quarterly? Institutional investors have bought a total of 5,716,207 shares in the last 24 months. This purchase volume represents approximately $163.63M 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: Wealthquest Corp ($77.20K), Ameritas Advisory Services LLC ($6.33K), Brookstone Capital Management ($4.74K), and Claro Advisors LLC ($3.67K). How much institutional selling is happening at Innovator U.S. Equity 10 Buffer ETF - Quarterly? Institutional investors have sold a total of 91,939 shares in the last 24 months. This volume of shares sold represents approximately $2.63M in transactions. 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