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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Atx Financial Planning, LlcSell-4,446-42.4%6,028$204.17KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-6,881-18.8%29,723$1.01MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,155+0.7%158,286$5.36MQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+162,411+47.4%505,210$17.11MQ2 2026Aug 17, 2026
Caitlin John, LlcSell-86-8.3%951$32.21KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+280,523+21.5%1,583,793$53.64MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+46,29146,291$1.57MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+43,677+24.5%221,613$7.51MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-19,741-25.7%57,050$1.93MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-18,155-2.6%685,455$23.22MQ2 2026Aug 14, 2026
Beck Capital Management, LlcBuy+6,4506,450$218.46KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+4,654+21.8%26,048$882.25KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+1,0981,098$37.19KQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcSell-771-0.4%180,326$6.11MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-363-90.8%37$1.25KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+169+2.0%8,541$289.28KQ2 2026Aug 14, 2026
Hollencrest Capital ManagementSell-1,191,652-96.6%41,309$1.40MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+45,637+199.7%68,492$2.32MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+24,747+3.2%787,692$26.68MQ2 2026Aug 13, 2026
D.B. Root & Company, LlcBuy+22,188+6.9%343,193$11.62MQ2 2026Aug 13, 2026
Trek Financial, LlcBuy+7,551+118.8%13,908$471.06KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-1,888-22.9%6,342$214.80KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+86,162+15.6%636,780$21.57MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-51,911-17.2%250,620$8.49MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+16,458+39.2%58,493$1.98MQ2 2026Aug 12, 2026
Pitti Group Wealth Management, LlcBuy+6,228+1.7%378,737$12.83MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-2,965-19.2%12,490$423.04KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+22$83.00Q2 2026Aug 12, 2026
Stratos Wealth Advisors, LlcBuy+3,121+19.1%19,444$658.57KQ2 2026Aug 11, 2026
Keating Financial Advisory Services, Inc.Buy+791+5.0%16,508$559.13KQ2 2026Aug 11, 2026
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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.