Innovator US Eq 10 BufferZALTETF
13F holders, Q4 2024 (December 31)48holders +11
15new positions
3sold out
1famous investor
$29.76avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Innovator US Eq 10 Buffer (ZALT) in their 13F filings, up 11 from Q3 2024. 15 opened new positions and 3 sold out. The largest holders were Wealthquest Corp ($97.9M), Osaic Holdings, Inc. ($24.2M) and Captrust Financial Advisors ($12.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator US Eq 10 Buffer
- CUSIP
- 45783Y442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $28.7M |
| Exits | 3 | $3.4M |
All 13F filers, Q3 2024 → Q4 2024: 3,000,826 shares bought and 518,316 shares sold, net +2,482,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Wealthquest Corp | 7.97% | Add +43.9% | 3,290,594 | $97.9M |
| Osaic Holdings, Inc. | 0.05% | Add +59.3% | 813,830 | $24.2M |
| Captrust Financial Advisors | 0.04% | Add +8.4% | 435,080 | $12.9M |
| Central Valley Advisors, LLC | 5.34% | New | 394,862 | $11.8M |
| Raymond James Financial Inc. | 0.00% | — | 368,089 | $11.0M |
| Pitti Group Wealth Management, LLC | 9.34% | New | 309,744 | $9.2M |
| Crown Wealth Group, LLC | 3.43% | Add +7.4% | 283,158 | $8.4M |
| NewEdge Advisors, LLC | 0.05% | Add +658.2% | 276,862 | $8.2M |
| Centaurus Financial, Inc. | 0.46% | Add +12.4% | 254,871 | $7.6M |
| CRA Financial Services, LLC | 1.12% | Add +13.8% | 218,384 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.2% | 201,217 | $6.0M |
| D.B. Root & Company, LLC | 1.56% | Add +28.7% | 164,393 | $4.9M |
| Foundations Investment Advisors, LLC | 0.07% | Add +6.4% | 129,441 | $3.9M |
| Independent Financial Group, LLC | 0.13% | Add +271.0% | 128,257 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +188.2% | 117,836 | $3.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.19% | Add +2.9% | 109,781 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -10.9% | 106,821 | $3.2M |
| MTM Financial Group, LLC | 1.45% | Add +1.8% | 81,639 | $2.4M |
| Motiv8 Investments LLC | 1.54% | New | 73,792 | $2.2M |
| Brookstone Capital Management | 0.03% | Add +49.3% | 64,555 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 63,506 | $1.9M |
| Triumph Capital Management | 0.61% | New | 60,182 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +324.5% | 56,542 | $1.7M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -12.6% | 43,778 | $1.3M |
| Claro Advisors Inc. | 0.16% | Add +48.4% | 40,260 | $1.2M |
| Secured Retirement Advisors, LLC | 0.62% | New | 36,199 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -13.7% | 34,657 | $1.0M |
| First Heartland Consultants, Inc. | 0.09% | Add +158.7% | 31,104 | $926K |
| Atria Investments, Inc | 0.01% | Add +119.5% | 23,814 | $709K |
| Susquehanna International Group, LLP | 0.00% | New | 19,948 | $594K |
| Garden State Investment Advisory Services LLC | 0.17% | New | 18,587 | $553K |
| Kingsview Wealth Management, LLC | 0.01% | Add +34.2% | 18,043 | $537K |
| Woodard & Co. Asset Management Group Inc. | 0.10% | Reduce -95.9% | 16,313 | $485K |
| Vantage Financial Partners, LLC | 0.11% | Add +66.8% | 15,116 | $450K |
| Citadel Advisors | 0.00% | New | 14,746 | $439K |
| Sugar Maple Asset Management, LLC | 0.33% | New | 14,650 | $436K |
| Harbour Investments, Inc. | 0.01% | Add +36.2% | 14,387 | $428K |
| Envestnet Asset Management Inc. | 0.00% | New | 13,840 | $412K |
| LPL Financial LLC | 0.00% | Add +6.0% | 11,433 | $340K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,541 | $224K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +66.1% | 7,254 | $216K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Add +2.4% | 5,086 | $151K |
| WealthShield Partners, LLC | 0.01% | New | 3,400 | $101K |
| Bank of America Corp. | 0.00% | Reduce -19.7% | 2,815 | $84K |
| Principal Securities, Inc. | 0.00% | New | 2,500 | $74K |
| AE Wealth Management LLC | 0.00% | New | 2,101 | $63K |
| Orion Capital Management LLC | 0.00% | New | 42 | $1K |
| Stuart Chaussee & Associates, Inc. | 0.00% | New | 10 | $298 |
"% 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.