Innovator US Eq 10 BufferZALT ETF 13F holders, Q1 2024 (March 31) 24 holders
$27.41 avg. 13F price*
At the end of Q1 2024 , 24 institutions reported holding Innovator US Eq 10 Buffer (ZALT) in their 13F filings. The largest holders were Wealthquest Corp ($39.3M), Osaic Holdings, Inc. ($6.3M) and CRA Financial Services, LLC ($4.3M).
Company Innovator US Eq 10 Buffer
CUSIP 45783Y442
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 15 $13.0M Exits 1 $239K
Ownership 24 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Wealthquest Corp 4.21% Add +66.6% 1,432,809 $39.3M Osaic Holdings, Inc. 0.01% Add +57.7% 229,446 $6.3M CRA Financial Services, LLC 0.94% Add +3.9% 158,537 $4.3M Commonwealth Equity Services, LLC 0.00% Add +151.1% 99,445 $2.7M Centaurus Financial, Inc. 0.19% New 96,485 $2.6M Comprehensive Financial Consultants Institutional, Inc. 0.93% New 81,375 $2.2M D.B. Root & Company, LLC 0.67% Add +40.8% 72,488 $2.0M Captrust Financial Advisors 0.01% New 67,273 $1.8M Raymond James Financial Services Advisors, Inc. 0.00% New 67,157 $1.8M Capasso Planning Partners LLC 0.60% Add +5.3% 53,077 $1.5M MTM Financial Group, LLC 0.95% New 52,421 $1.4M Brookstone Capital Management 0.02% Add +79.1% 42,871 $1.2M Advisory Services Network, LLC 0.02% Reduce -40.7% 34,783 $953K Jane Street Group, LLC 0.00% New 26,083 $715K NewEdge Advisors, LLC 0.00% New 16,420 $450K Lincoln National Corp. 0.01% New 16,050 $440K Steward Partners Investment Advisory, LLC 0.00% New 12,068 $331K Kingsview Wealth Management, LLC 0.01% New 10,774 $295K Foundations Investment Advisors, LLC 0.01% New 9,264 $254K Wealth Enhancement Advisory Services, LLC 0.00% New 8,079 $221K CoreCap Advisors, LLC 0.01% New 7,541 $207K Harbour Investments, Inc. 0.00% Add +356.7% 4,147 $114K Oliver Lagore Vanvalin Investment Group 0.03% New 3,962 $109K Orion Capital Management LLC 0.01% New 521 $14K
"% of holder's portfolio" is ZALT's weight in each manager's 13F, not the share of Innovator US Eq 10 Buffer the manager owns.