INNOVATOR US EQ 10 BUFFER (ZALT) Institutional Ownership Changes & 13F Activity
INNOVATOR US EQ 10 BUFFER (ZALT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hollencrest Capital Management, Osaic Holdings, Inc., Centaurus Financial, Inc., Newedge Advisors, Llc, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Atx Financial Planning, Llc | Sell | -4,446 | -42.4% | 6,028 | $204.17K | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -6,881 | -18.8% | 29,723 | $1.01M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,155 | +0.7% | 158,286 | $5.36M | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Buy | +162,411 | +47.4% | 505,210 | $17.11M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -86 | -8.3% | 951 | $32.21K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +280,523 | +21.5% | 1,583,793 | $53.64M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +46,291 | — | 46,291 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +43,677 | +24.5% | 221,613 | $7.51M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -19,741 | -25.7% | 57,050 | $1.93M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -18,155 | -2.6% | 685,455 | $23.22M | Q2 2026 | Aug 14, 2026 |
| Beck Capital Management, Llc | Buy | +6,450 | — | 6,450 | $218.46K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +4,654 | +21.8% | 26,048 | $882.25K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,098 | — | 1,098 | $37.19K | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, Llc | Sell | -771 | -0.4% | 180,326 | $6.11M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -363 | -90.8% | 37 | $1.25K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +169 | +2.0% | 8,541 | $289.28K | Q2 2026 | Aug 14, 2026 |
| Hollencrest Capital Management | Sell | -1,191,652 | -96.6% | 41,309 | $1.40M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +45,637 | +199.7% | 68,492 | $2.32M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +24,747 | +3.2% | 787,692 | $26.68M | Q2 2026 | Aug 13, 2026 |
| D.B. Root & Company, Llc | Buy | +22,188 | +6.9% | 343,193 | $11.62M | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +7,551 | +118.8% | 13,908 | $471.06K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -1,888 | -22.9% | 6,342 | $214.80K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +86,162 | +15.6% | 636,780 | $21.57M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -51,911 | -17.2% | 250,620 | $8.49M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +16,458 | +39.2% | 58,493 | $1.98M | Q2 2026 | Aug 12, 2026 |
| Pitti Group Wealth Management, Llc | Buy | +6,228 | +1.7% | 378,737 | $12.83M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -2,965 | -19.2% | 12,490 | $423.04K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2 | — | 2 | $83.00 | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Buy | +3,121 | +19.1% | 19,444 | $658.57K | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | Buy | +791 | +5.0% | 16,508 | $559.13K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about ZALT activity
Which institutional owners are buying ZALT?
Institutional owners buying ZALT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ZALT activity?
"Buy" means an investor increased their reported position in ZALT compared to the prior reporting period. This reflects growing exposure to INNOVATOR US EQ 10 BUFFER (ZALT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ZALT increasing?
Institutional interest in ZALT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.