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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Old Mission Capital Llc, Susquehanna International Group, Llp, Beacon Pointe Advisors, Llc, Osaic Holdings, Inc., and Captrust Financial Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +400 | — | 400 | $12.98K | Q1 2026 | Jul 08, 2026 |
| Newedge Advisors, Llc | Buy | +8,758 | +1.6% | 550,618 | $550.62K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +6,419 | +1.9% | 342,799 | $11.13M | Q1 2026 | May 18, 2026 |
| Old Mission Capital Llc | Buy | +4,382,473 | — | 4,382,473 | $142.26M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +424,181 | +3017.6% | 438,238 | $14.23M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +157,131 | — | 157,131 | $5.10M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -156,964 | -10.7% | 1,303,270 | $42.30M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -100,672 | -11.7% | 762,945 | $24.77M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -17,965 | -53.8% | 15,455 | $501.67K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +11,544 | — | 11,544 | $374.72K | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +9,490 | +5.5% | 181,097 | $5.88M | Q1 2026 | May 15, 2026 |
| Pitti Group Wealth Management, Llc | Buy | +8,180 | +2.2% | 372,509 | $12.09M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +7,851 | +121.3% | 14,326 | $465.02K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +4,262 | +22.9% | 22,855 | $741.87K | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Buy | +2,275 | +37.3% | 8,372 | $271.75K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +926 | +2.3% | 42,035 | $1.36M | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | Sell | -620 | -3.8% | 15,717 | $510.17K | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Sell | -96 | -45.9% | 113 | $3.67K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +47,193 | +7.2% | 703,610 | $22.84M | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +46,352 | +55.1% | 130,454 | $4.23M | Q1 2026 | May 14, 2026 |
| Planvest Financial, Inc | Buy | +31,368 | — | 31,368 | $1.02M | Q1 2026 | May 14, 2026 |
| Insight Wealth Partners, Llc | Buy | +26,192 | +113.2% | 49,328 | $1.60M | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | Buy | +35,472 | +32.7% | 144,048 | $4.68M | Q1 2026 | May 13, 2026 |
| Newedge Wealth, Llc | Buy | +21,880 | — | 21,880 | $710.21K | Q1 2026 | May 13, 2026 |
| Trek Financial, Llc | Buy | +6,357 | — | 6,357 | $206.35K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +2,339 | +16.2% | 16,758 | $543.96K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +2,273 | +0.8% | 302,531 | $9.82M | Q1 2026 | May 13, 2026 |
| D.B. Root & Company, Llc | Buy | +712 | +0.2% | 321,005 | $10.42M | Q1 2026 | May 13, 2026 |
| Calton & Associates, Inc. | Buy | +505 | +7.3% | 7,395 | $240.04K | Q1 2026 | May 13, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Buy | +422 | — | 422 | $13.70K | Q1 2026 | May 13, 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.