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

$29.33
+0.06 (+0.20%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity 10 Buffer ETF - Quarterly (BATS:ZALT)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$82.18M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.43M
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ZALT Institutional Buying and Selling by Quarter

Innovator U.S. Equity 10 Buffer ETF - Quarterly Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc10,849$317K0.0%N/A0.282%
11/1/2024 Comprehensive 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%
10/28/2024 Gladstone Institutional Advisory LLC40,881$1.20M0.1%N/A1.062%
10/25/2024 Mutual Advisors LLC67,864$2.00M0.1%N/A1.763%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV395,028$11.56M2.6%+6,483.8%10.260%
10/21/2024 Foundations 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%
10/8/2024 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%
8/26/2024Wealthquest 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%
8/2/2024 Foundations 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%
7/18/2024 Brookstone Capital Management47,973$1.37M0.0%+11.9%1.246%
7/17/2024 Comprehensive 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%
7/12/2024 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%
5/3/2024 Comprehensive 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%
4/17/2024 CRA 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%
2/16/2024Wealthquest Corp860,001$22.87M2.5%N/A0.000%
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%
1/16/2024 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, 23 institutional investors and hedge funds held shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly. The most heavily invested institutionals were Wealthquest Corp ($38.43M), Woodard & Co. Asset Management Group Inc. ADV ($11.56M), CRA Financial Services LLC ($5.61M), Centaurus Financial Inc. ($4.42M), Commonwealth Equity Services LLC ($4.13M), D.B. Root & Company LLC ($3.74M), and Foundations Investment Advisors LLC ($3.56M).Learn more on ZALT's institutional investors.

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

Of the 23 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 ($1.43M), Woodard & Co. Asset Management Group Inc. ADV ($389.03K), CRA Financial Services LLC ($191.83K), D.B. Root & Company LLC ($127.72K), Foundations Investment Advisors LLC ($112.39K), Comprehensive Financial Consultants Institutional Inc. ($106.66K), and Commonwealth Equity Services LLC ($105.95K).

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

Institutional investors have bought a total of 2,976,032 shares in the last 24 months. This purchase volume represents approximately $82.18M 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), 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 85,608 shares in the last 24 months. This volume of shares sold represents approximately $2.43M in transactions.



This page (BATS:ZALT) was last updated on 11/2/2024 by MarketBeat.com Staff
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