ZALT Institutional Ownership & Shareholders
INNOVATOR US EQ 10 BUFFER (ZALT) is currently held by 106 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $516.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wealthquest Corp is currently the largest disclosed institutional shareholder of ZALT tracked by InsiderSet, reporting ownership valued at approximately $132.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $134.76M, representing an estimated gain of +1.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed ZALT value among the investors covered in this analysis. Major shareholders include Wealthquest Corp, Osaic Holdings, Inc., Grant Street Asset Management, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR US EQ 10 BUFFER (ZALT).
This page ranks the largest institutional ZALT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
106
Total Reported Value
$516.48M
Largest Holder
Wealthquest Corp
Largest Position
$132.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthquest Corp | 8.34% | 3,901,450 | $132,142,112 | $134,756,083 | +$2,613,971 | +1.98% | |
| Osaic Holdings, Inc. | 0.06% | 1,583,793 | $53,642,431 | $54,704,210 | +$1,061,779 | +1.98% | |
| Grant Street Asset Management, Inc. | 4.47% | 794,865 | $27,454,638 | $27,454,637 | -$1 | -0.00% | |
| Captrust Financial Advisors | 0.04% | 787,692 | $26,679,128 | $27,206,882 | +$527,754 | +1.98% | |
| Raymond James Financial Inc | 0.01% | 685,455 | $23,216,361 | $23,675,616 | +$459,255 | +1.98% | |
| Newedge Advisors, Llc | 0.06% | 636,780 | $21,567,739 | $21,994,381 | +$426,642 | +1.98% | |
| Centaurus Financial, Inc. | 0.67% | 505,210 | $17,111,000 | $17,449,953 | +$338,953 | +1.98% | |
| Cra Financial Services, Llc | 1.71% | 446,758 | $15,431,032 | $15,431,021 | -$11 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.02% | 381,132 | $12,908,930 | $13,164,299 | +$255,369 | +1.98% | |
| Pitti Group Wealth Management, Llc | 9.34% | 378,737 | $12,827,822 | $13,081,576 | +$253,754 | +1.98% | |
| D.B. Root & Company, Llc | 2.47% | 343,193 | $11,623,947 | $11,853,886 | +$229,939 | +1.98% | |
| Mml Investors Services, Llc | 0.02% | 270,813 | $9,172,433 | $9,353,881 | +$181,448 | +1.98% | |
| Sigma Planning Corp | 0.22% | 249,939 | $8,632,894 | $8,632,893 | -$1 | -0.00% | |
| Cetera Investment Advisers | 0.01% | 250,620 | $8,488,499 | $8,656,415 | +$167,916 | +1.98% | |
| Envestnet Asset Management Inc | 0.00% | 246,813 | $8,359,539 | $8,524,921 | +$165,382 | +1.98% | |
| Foundations Investment Advisors, Llc | 0.08% | 221,613 | $7,506,032 | $7,654,513 | +$148,481 | +1.98% | |
| Axxcess Wealth Management, Llc | 0.26% | 181,566 | $6,271,290 | $6,271,290 | -$0 | -0.00% | |
| Sovran Advisors, Llc | 0.46% | 183,027 | $6,210,106 | $6,321,753 | +$111,647 | +1.80% | |
| Truist Financial Corp | 0.01% | 178,496 | $6,165,238 | $6,165,252 | +$14 | +0.00% | |
| Gallagher Fiduciary Advisors, Llc | 0.20% | 180,326 | $6,107,656 | $6,228,460 | +$120,804 | +1.98% | |
| Atria Investments, Inc | 0.05% | 159,650 | $5,514,300 | $5,514,311 | +$11 | +0.00% | |
| Beacon Pointe Advisors, Llc | 0.02% | 158,286 | $5,361,147 | $5,467,198 | +$106,051 | +1.98% | |
| Pallas Capital Advisors Llc | 0.16% | 155,183 | $5,256,038 | $5,360,021 | +$103,983 | +1.98% | |
| Brookstone Capital Management | 0.05% | 149,174 | $5,152,470 | $5,152,470 | -$0 | -0.00% | |
| Comprehensive Financial Consultants Institutional, Inc. | 1.34% | 144,234 | $4,981,842 | $4,981,842 | +$0 | +0.00% | |
| Triumph Capital Management | 0.81% | 131,583 | $4,544,866 | $4,544,877 | +$11 | +0.00% | |
| Sagespring Wealth Partners, Llc | 0.06% | 113,611 | $3,924,124 | $3,924,124 | -$0 | -0.00% | |
| Macco Financial Group, Inc. | 2.27% | 103,128 | $3,492,945 | $3,562,041 | +$69,096 | +1.98% | |
| Gladstone Institutional Advisory Llc | 0.10% | 90,064 | $3,050,468 | $3,110,811 | +$60,343 | +1.98% | |
| Kfg Wealth Management, Llc | 0.31% | 83,098 | $2,870,205 | $2,870,205 | -$0 | -0.00% | |
| Transce3Nd, Llc | 2.75% | 79,425 | $2,762,402 | $2,743,340 | -$19,063 | -0.69% | |
| Creativeone Wealth, Llc | 0.05% | 68,492 | $2,319,824 | $2,365,714 | +$45,890 | +1.98% | |
| Belpointe Asset Management Llc | 0.07% | 61,057 | $2,068,001 | $2,108,909 | +$40,908 | +1.98% | |
| Advisory Services Network, Llc | 0.02% | 58,493 | $1,981,171 | $2,020,348 | +$39,177 | +1.98% | |
| Ausdal Financial Partners, Inc. | 0.08% | 57,050 | $1,932,284 | $1,970,507 | +$38,223 | +1.98% | |
| Insight Wealth Partners, Llc | 0.72% | 53,064 | $1,832,831 | $1,832,831 | -$0 | -0.00% | |
| Mutual Advisors, Llc | 0.03% | 46,291 | $1,567,876 | $1,598,891 | +$31,015 | +1.98% | |
| Prairie Wealth Advisors, Inc. | 0.32% | 0 | $1,504,765 | — | — | — | |
| Hollencrest Capital Management | 0.09% | 41,309 | $1,399,136 | $1,426,813 | +$27,677 | +1.98% | |
| Claro Advisors Inc. | 0.14% | 38,150 | $1,292,141 | $1,317,701 | +$25,560 | +1.98% | |
| Smart Wealth Llc | 0.27% | 37,185 | $1,259,456 | $1,284,370 | +$24,914 | +1.98% | |
| Secured Retirement Advisors, Llc | 0.64% | 37,021 | $1,253,901 | $1,278,705 | +$24,804 | +1.98% | |
| Lpl Financial Llc | 0.00% | 36,596 | $1,239,507 | $1,264,026 | +$24,519 | +1.98% | |
| Sugar Maple Asset Management, Llc | 0.69% | 35,137 | $1,213,632 | $1,213,632 | -$0 | -0.00% | |
| Steelpeak Wealth, Llc | 0.03% | 35,064 | $1,211,111 | $1,211,111 | -$0 | -0.00% | |
| Woodard & Co Asset Management Group Inc | 0.17% | 34,429 | $1,166,110 | $1,189,178 | +$23,068 | +1.98% | |
| Independent Financial Group, Llc | 0.02% | 31,986 | $1,104,792 | $1,104,796 | +$4 | +0.00% | |
| Planvest Financial, Inc | 0.72% | 31,706 | $1,073,882 | $1,095,125 | +$21,243 | +1.98% | |
| Kingsview Wealth Management, Llc | 0.01% | 29,723 | $1,006,718 | $1,026,632 | +$19,914 | +1.98% | |
| Ameritas Advisory Services, Llc | 0.02% | 26,048 | $882,246 | $899,698 | +$17,452 | +1.98% |
Frequently asked questions about ZALT
Who are the largest institutional holders of ZALT?
The largest institutional holders of ZALT reported in the latest SEC Form 13F filings include Wealthquest Corp, Osaic Holdings, Inc., Grant Street Asset Management, Inc., Captrust Financial Advisors, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported ZALT position.
What is ZALT institutional ownership?
This page tracks ZALT positions reported by institutional investment managers through SEC Form 13F. INNOVATOR US EQ 10 BUFFER (ZALT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZALT?
InsiderSet currently tracks 106 institutional managers reporting ZALT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ZALT shareholders.
How much ZALT stock do institutions own?
Institutional investment managers disclosed approximately $516.48M in ZALT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZALT institutional ownership last updated?
The latest ZALT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ZALT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ZALT position after the reporting date.
Are institutions buying or selling ZALT?
Institutional buying and selling can be analyzed by comparing ZALT positions across consecutive 13F reporting periods. InsiderSet's ZALT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZALT ownership changes.
How has ZALT institutional ownership changed over time?
InsiderSet tracks ZALT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.