INNOVATOR US EQ 10 BUFFER (ZALT) Institutional Shareholders
INNOVATOR US EQ 10 BUFFER (ZALT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $651.31M in ZALT holdings during the latest filing period.
Old Mission Capital Llc is currently the largest disclosed institutional shareholder of ZALT tracked by InsiderSet, reporting ownership valued at approximately $142.26M in its March 31, 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 $149.31M, representing an estimated gain of +4.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed ZALT value among the investors covered in this analysis. Major shareholders include Old Mission Capital Llc, Wealthquest Corp, Osaic Holdings, 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
101
Total Reported Value
$651.31M
Largest Holder
Old Mission Capital Llc
Largest Position
$142.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | 3.37% | 4,382,473 | $142,255,073 | $149,310,855 | +$7,055,782 | +4.96% | |
| Wealthquest Corp | 8.34% | 3,901,450 | $132,142,112 | $132,922,402 | +$780,290 | +0.59% | |
| Osaic Holdings, Inc. | 0.06% | 1,303,270 | $42,303,628 | $44,402,409 | +$2,098,781 | +4.96% | |
| Hollencrest Capital Management | 1.49% | 1,232,961 | $40,010,588 | $42,006,981 | +$1,996,393 | +4.99% | |
| Grant Street Asset Management, Inc. | 4.84% | 773,231 | $25,099,079 | $26,343,980 | +$1,244,901 | +4.96% | |
| Captrust Financial Advisors | 0.04% | 762,945 | $24,765,195 | $25,993,536 | +$1,228,341 | +4.96% | |
| Raymond James Financial Inc | 0.01% | 703,610 | $22,839,181 | $23,971,993 | +$1,132,812 | +4.96% | |
| Brookstone Capital Management | 0.16% | 470,206 | $15,925,877 | $16,019,918 | +$94,041 | +0.59% | |
| Susquehanna International Group, Llp | 0.02% | 438,238 | $14,225,205 | $14,930,769 | +$705,564 | +4.96% | |
| Cra Financial Services, Llc | 1.62% | 416,213 | $14,097,145 | $14,180,377 | +$83,232 | +0.59% | |
| Commonwealth Equity Services, Llc | 0.02% | 381,132 | $12,908,930 | $12,985,167 | +$76,237 | +0.59% | |
| Pitti Group Wealth Management, Llc | 9.82% | 372,509 | $12,091,642 | $12,691,382 | +$599,740 | +4.96% | |
| D.B. Root & Company, Llc | 2.49% | 321,005 | $10,419,822 | $10,936,640 | +$516,818 | +4.96% | |
| Cetera Investment Advisers | 0.01% | 302,531 | $9,820,156 | $10,307,231 | +$487,075 | +4.96% | |
| Mml Investors Services, Llc | 0.02% | 240,552 | $7,808,318 | $8,195,607 | +$387,289 | +4.96% | |
| Envestnet Asset Management Inc | 0.00% | 232,681 | $7,552,809 | $7,927,442 | +$374,633 | +4.96% | |
| Sigma Planning Corp | 0.19% | 212,860 | $6,909,440 | $7,252,140 | +$342,700 | +4.96% | |
| Truist Financial Corp | 0.01% | 184,059 | $6,234,065 | $6,270,890 | +$36,825 | +0.59% | |
| Sovran Advisors, Llc | 0.46% | 183,027 | $6,210,106 | $6,235,730 | +$25,624 | +0.41% | |
| Axxcess Wealth Management, Llc | 0.09% | 175,776 | $5,953,533 | $5,988,688 | +$35,155 | +0.59% | |
| Gallagher Fiduciary Advisors, Llc | 0.23% | 181,097 | $5,878,398 | $6,169,975 | +$291,577 | +4.96% | |
| Foundations Investment Advisors, Llc | 0.07% | 177,936 | $5,775,803 | $6,062,280 | +$286,477 | +4.96% | |
| Atria Investments, Inc | 0.05% | 158,566 | $5,370,620 | $5,402,344 | +$31,724 | +0.59% | |
| Pallas Capital Advisors Llc | 0.19% | 157,678 | $5,118,218 | $5,372,089 | +$253,871 | +4.96% | |
| Beacon Pointe Advisors, Llc | 0.03% | 157,131 | $5,100,473 | $5,353,453 | +$252,980 | +4.96% | |
| Triumph Capital Management | 0.85% | 139,149 | $4,712,977 | $4,740,806 | +$27,829 | +0.59% | |
| Comprehensive Financial Consultants Institutional, Inc. | 1.22% | 136,367 | $4,618,750 | $4,646,024 | +$27,274 | +0.59% | |
| Macco Financial Group, Inc. | 2.68% | 109,177 | $3,543,885 | $3,719,660 | +$175,775 | +4.96% | |
| Sagespring Wealth Partners, Llc | 0.06% | 100,884 | $3,274,698 | $3,437,118 | +$162,420 | +4.96% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.16% | 93,983 | $3,183,204 | $3,202,001 | +$18,797 | +0.59% | |
| Gladstone Institutional Advisory Llc | 0.10% | 90,064 | $3,050,468 | $3,068,480 | +$18,012 | +0.59% | |
| Kfg Wealth Management, Llc | 0.30% | 79,251 | $2,684,231 | $2,700,082 | +$15,851 | +0.59% | |
| Ausdal Financial Partners, Inc. | 0.11% | 76,791 | $2,492,636 | $2,616,269 | +$123,633 | +4.96% | |
| Belpointe Asset Management Llc | 0.07% | 61,057 | $2,068,001 | $2,080,212 | +$12,211 | +0.59% | |
| Smart Wealth Llc | 0.58% | 61,018 | $1,980,644 | $2,078,883 | +$98,239 | +4.96% | |
| Jane Street Group, Llc | 0.00% | 50,069 | $1,625,240 | $1,705,851 | +$80,611 | +4.96% | |
| Insight Wealth Partners, Llc | 0.65% | 49,328 | $1,601,187 | $1,680,605 | +$79,418 | +4.96% | |
| Sugar Maple Asset Management, Llc | 0.95% | 43,545 | $1,474,869 | $1,483,578 | +$8,709 | +0.59% | |
| Advisory Services Network, Llc | 0.02% | 42,035 | $1,364,469 | $1,432,132 | +$67,663 | +4.96% | |
| Lpl Financial Llc | 0.00% | 40,800 | $1,324,368 | $1,390,056 | +$65,688 | +4.96% | |
| Claro Advisors Inc. | 0.14% | 38,150 | $1,292,141 | $1,299,771 | +$7,630 | +0.59% | |
| Secured Retirement Advisors, Llc | 0.64% | 37,021 | $1,253,901 | $1,261,305 | +$7,404 | +0.59% | |
| Kingsview Wealth Management, Llc | 0.02% | 36,604 | $1,188,166 | $1,247,098 | +$58,932 | +4.96% | |
| Woodard & Co Asset Management Group Inc | 0.17% | 34,429 | $1,166,110 | $1,172,996 | +$6,886 | +0.59% | |
| Planvest Financial, Inc | 0.77% | 31,368 | $1,018,205 | $1,068,708 | +$50,503 | +4.96% | |
| Independent Financial Group, Llc | 0.02% | 29,468 | $998,077 | $1,003,975 | +$5,898 | +0.59% | |
| Kestra Private Wealth Services, Llc | 0.01% | 26,419 | $894,812 | $900,095 | +$5,283 | +0.59% | |
| Addison Capital Co | 0.15% | 25,161 | $816,719 | $857,235 | +$40,516 | +4.96% | |
| Tanglewood Legacy Advisors, Llc | 0.29% | 24,770 | $804,034 | $843,914 | +$39,880 | +4.96% | |
| Creativeone Wealth, Llc | 0.02% | 22,855 | $741,873 | $778,670 | +$36,797 | +4.96% |
Frequently asked questions about ZALT
Who owns the most ZALT stock?
The largest holders of ZALT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR US EQ 10 BUFFER (ZALT).
Is ZALT widely held by superinvestors?
Many widely followed stocks like ZALT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ZALT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.