Innovator US Eq 10 BufferZALTETF
13F holders, Q1 2025 (March 31)68holders +20
24new positions
4sold out
1famous investor
$29.73avg. 13F price*
At the end of Q1 2025, 68 institutions reported holding Innovator US Eq 10 Buffer (ZALT) in their 13F filings, up 20 from Q4 2024. 24 opened new positions and 4 sold out. The largest holders were Wealthquest Corp ($111.7M), Osaic Holdings, Inc. ($46.1M) and Captrust Financial Advisors ($24.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $28.7M |
| Exits | 4 | $3.3M |
All 13F filers, Q4 2024 → Q1 2025: 3,621,282 shares bought and 469,931 shares sold, net +3,151,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Wealthquest Corp | 9.32% | Add +14.1% | 3,752,828 | $111.7M |
| Osaic Holdings, Inc. | 0.10% | Add +90.2% | 1,548,007 | $46.1M |
| Captrust Financial Advisors | 0.06% | Add +91.0% | 830,940 | $24.7M |
| Pitti Group Wealth Management, LLC | 13.19% | Add +39.5% | 431,998 | $12.9M |
| Central Valley Advisors, LLC | 4.73% | Add +6.1% | 419,101 | $12.5M |
| Raymond James Financial Inc. | 0.00% | Add +12.7% | 414,816 | $12.3M |
| NewEdge Advisors, LLC | 0.06% | Add +29.4% | 358,355 | $10.7M |
| Centaurus Financial, Inc. | 0.52% | Add +13.4% | 288,962 | $8.6M |
| Independent Financial Group, LLC | 0.27% | Add +108.1% | 266,850 | $7.9M |
| Atria Investments, Inc | 0.10% | Add +1010.9% | 264,546 | $7.9M |
| PTM Wealth Management, LLC | 7.86% | — | 267,688 | $7.5M |
| CRA Financial Services, LLC | 1.27% | Add +14.3% | 249,534 | $7.4M |
| Gallagher Fiduciary Advisors, LLC | 0.24% | New | 247,120 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.2% | 241,811 | $7.2M |
| Pallas Capital Advisors LLC | 0.26% | New | 213,378 | $6.4M |
| D.B. Root & Company, LLC | 1.74% | Add +10.1% | 181,050 | $5.4M |
| MML Investors Services, LLC | 0.02% | New | 154,945 | $4.6M |
| Foundations Investment Advisors, LLC | 0.07% | Add +2.7% | 132,896 | $4.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.30% | Add +11.6% | 122,477 | $3.6M |
| Sigma Planning Corp | 0.11% | Add +111.7% | 119,674 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -0.3% | 117,452 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +708.9% | 111,951 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +58.7% | 100,806 | $3.0M |
| MTM Financial Group, LLC | 1.54% | Add +8.7% | 88,716 | $2.6M |
| Sagespring Wealth Partners, LLC | 0.06% | New | 79,676 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +6.0% | 68,407 | $2.0M |
| Motiv8 Investments LLC | 1.27% | Reduce -13.2% | 64,076 | $1.9M |
| Truist Financial Corp. | 0.00% | New | 60,647 | $1.8M |
| Claro Advisors Inc. | 0.17% | Add +8.6% | 43,725 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -0.9% | 43,360 | $1.3M |
| Secured Retirement Advisors, LLC | 0.79% | Add +13.3% | 41,016 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.1% | 34,285 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +50.8% | 30,074 | $895K |
| Sugar Maple Asset Management, LLC | 0.65% | Add +89.6% | 27,774 | $827K |
| KFG Wealth Management, LLC | 0.14% | New | 24,988 | $744K |
| Harbour Investments, Inc. | 0.02% | Add +49.6% | 21,525 | $641K |
| Triumph Capital Management | 0.20% | Reduce -65.7% | 20,635 | $614K |
| Vantage Financial Partners, LLC | 0.15% | Add +33.3% | 20,151 | $600K |
| Kingsview Wealth Management, LLC | 0.01% | Add +10.4% | 19,925 | $593K |
| Two Sigma Securities, LLC | 0.09% | New | 19,803 | $590K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 19,604 | $584K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 19,266 | $574K |
| Woodard & Co. Asset Management Group Inc. | 0.12% | Add +15.1% | 18,779 | $559K |
| Tanglewood Legacy Advisors, LLC | 0.23% | New | 17,700 | $527K |
| Keystone Financial Group, Inc. | 0.34% | New | 16,376 | $488K |
| Bullseye Investment Management, LLC | 0.30% | New | 15,690 | $467K |
| AE Wealth Management LLC | 0.00% | Add +636.2% | 15,467 | $460K |
| Garden State Investment Advisory Services LLC | 0.12% | Reduce -31.9% | 12,658 | $377K |
| LPL Financial LLC | 0.00% | Add +3.0% | 11,775 | $351K |
| Daymark Wealth Partners, LLC | 0.01% | New | 11,607 | $346K |
| Insight Wealth Partners, LLC | 0.20% | New | 11,055 | $329K |
| Crux Wealth Advisors | 0.17% | New | 10,677 | $318K |
| Share Andrew L. | 0.22% | New | 9,930 | $296K |
| Citadel Advisors | 0.00% | Reduce -35.9% | 9,446 | $281K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -73.3% | 8,297 | $247K |
| Silver Oak Securities, Incorporated | 0.02% | New | 7,778 | $231K |
| Integrity Alliance, Llc. | 0.01% | New | 7,727 | $230K |
| Belpointe Asset Management LLC | 0.01% | New | 7,541 | $224K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,541 | $224K |
| Crown Wealth Group, LLC | 0.11% | Reduce -97.4% | 7,388 | $220K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,254 | $216K |
| JPMorgan Chase & Co. | 0.00% | New | 3,641 | $108K |
| PFG Private Wealth Management, LLC | 0.06% | New | 3,483 | $104K |
| WealthShield Partners, LLC | 0.01% | No change | 3,400 | $101K |
| Principal Securities, Inc. | 0.00% | No change | 2,500 | $74K |
| Hollencrest Capital Management | 0.00% | New | 1,708 | $51K |
| Dagco, Inc. | 0.01% | New | 720 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 37 | $1K |
"% 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.