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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+400—400$12.98KQ1 2026Jul 08, 2026
Newedge Advisors, LlcBuy+8,758+1.6%550,618$550.62KQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+6,419+1.9%342,799$11.13MQ1 2026May 18, 2026
Old Mission Capital LlcBuy+4,382,473—4,382,473$142.26MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+424,181+3017.6%438,238$14.23MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+157,131—157,131$5.10MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-156,964-10.7%1,303,270$42.30MQ1 2026May 15, 2026
Captrust Financial AdvisorsSell-100,672-11.7%762,945$24.77MQ1 2026May 15, 2026
Harbour Investments, Inc.Sell-17,965-53.8%15,455$501.67KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+11,544—11,544$374.72KQ1 2026May 15, 2026
Gallagher Fiduciary Advisors, LlcBuy+9,490+5.5%181,097$5.88MQ1 2026May 15, 2026
Pitti Group Wealth Management, LlcBuy+8,180+2.2%372,509$12.09MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+7,851+121.3%14,326$465.02KQ1 2026May 15, 2026
Creativeone Wealth, LlcBuy+4,262+22.9%22,855$741.87KQ1 2026May 15, 2026
Iht Wealth Management, LlcBuy+2,275+37.3%8,372$271.75KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+926+2.3%42,035$1.36MQ1 2026May 15, 2026
Keating Financial Advisory Services, Inc.Sell-620-3.8%15,717$510.17KQ1 2026May 15, 2026
Huntington National BankSell-96-45.9%113$3.67KQ1 2026May 15, 2026
Raymond James Financial IncBuy+47,193+7.2%703,610$22.84MQ1 2026May 14, 2026
Gladstone Institutional Advisory LlcBuy+46,352+55.1%130,454$4.23MQ1 2026May 14, 2026
Planvest Financial, IncBuy+31,368—31,368$1.02MQ1 2026May 14, 2026
Insight Wealth Partners, LlcBuy+26,192+113.2%49,328$1.60MQ1 2026May 14, 2026
Triumph Capital ManagementBuy+35,472+32.7%144,048$4.68MQ1 2026May 13, 2026
Newedge Wealth, LlcBuy+21,880—21,880$710.21KQ1 2026May 13, 2026
Trek Financial, LlcBuy+6,357—6,357$206.35KQ1 2026May 13, 2026
Ae Wealth Management LlcBuy+2,339+16.2%16,758$543.96KQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+2,273+0.8%302,531$9.82MQ1 2026May 13, 2026
D.B. Root & Company, LlcBuy+712+0.2%321,005$10.42MQ1 2026May 13, 2026
Calton & Associates, Inc.Buy+505+7.3%7,395$240.04KQ1 2026May 13, 2026
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LlcBuy+422—422$13.70KQ1 2026May 13, 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.