Innovator US Eq 10 BufferZALTETF
13F holders, Q3 2024 (September 30)37holders +4
11new positions
7sold out
$29.19avg. 13F price*
At the end of Q3 2024, 37 institutions reported holding Innovator US Eq 10 Buffer (ZALT) in their 13F filings, up 4 from Q2 2024. 11 opened new positions and 7 sold out. The largest holders were Wealthquest Corp ($66.5M), Osaic Holdings, Inc. ($14.9M) and Captrust Financial Advisors ($11.7M).
- Company
- Innovator US Eq 10 Buffer
- CUSIP
- 45783Y442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $16.9M |
| Exits | 7 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,791,185 shares bought and 72,967 shares sold, net +2,718,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Wealthquest Corp | 5.86% | Add +68.7% | 2,286,412 | $66.5M |
| Osaic Holdings, Inc. | 0.03% | Add +55.7% | 510,970 | $14.9M |
| Captrust Financial Advisors | 0.03% | Add +112.5% | 401,246 | $11.7M |
| Woodard & Co. Asset Management Group Inc. | 2.60% | Add +6483.8% | 395,028 | $11.6M |
| Crown Wealth Group, LLC | 3.35% | New | 263,683 | $7.7M |
| Centaurus Financial, Inc. | 0.42% | Add +45.5% | 226,745 | $6.6M |
| CRA Financial Services, LLC | 1.03% | Add +3.3% | 191,831 | $5.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +154.8% | 179,319 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.0% | 170,274 | $5.0M |
| D.B. Root & Company, LLC | 1.23% | Add +36.6% | 127,716 | $3.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +480.3% | 121,649 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.8% | 119,890 | $3.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.14% | Add +1.6% | 106,656 | $3.1M |
| Raymond James & Associates | 0.00% | Add +383.8% | 95,796 | $2.8M |
| MTM Financial Group, LLC | 1.43% | Add +20.2% | 80,219 | $2.3M |
| Mutual Advisors, LLC | 0.06% | New | 67,864 | $2.0M |
| Cetera Investment Advisers | 0.00% | New | 61,104 | $1.8M |
| Ameritas Advisory Services, LLC | 0.06% | New | 50,109 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -9.9% | 43,236 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | New | 40,881 | $1.2M |
| Advisory Services Network, LLC | 0.02% | No change | 40,149 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +57.5% | 36,517 | $1.1M |
| Independent Financial Group, LLC | 0.04% | New | 34,572 | $1.0M |
| Claro Advisors Inc. | 0.10% | Add +81.3% | 27,125 | $793K |
| Bullseye Investment Management, LLC | 0.47% | Add +235.4% | 26,584 | $791K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,571 | $572K |
| Kingsview Wealth Management, LLC | 0.01% | Add +24.8% | 13,441 | $393K |
| Sigma Planning Corp | 0.01% | New | 13,321 | $390K |
| First Heartland Consultants, Inc. | 0.04% | New | 12,024 | $351K |
| Atria Investments, Inc | 0.00% | New | 10,849 | $317K |
| LPL Financial LLC | 0.00% | Add +28.4% | 10,788 | $316K |
| Harbour Investments, Inc. | 0.01% | Add +11.2% | 10,566 | $309K |
| Vantage Financial Partners, LLC | 0.07% | No change | 9,061 | $265K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,541 | $221K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Reduce -8.9% | 4,966 | $145K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -64.0% | 4,368 | $128K |
| Bank of America Corp. | 0.00% | New | 3,505 | $103K |
"% 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.