Innovator US Eq 10 BufferZALTETF
13F holders, Q2 2025 (June 30)82holders +14
18new positions
6sold out
1famous investor
$30.81avg. 13F price*
At the end of Q2 2025, 82 institutions reported holding Innovator US Eq 10 Buffer (ZALT) in their 13F filings, up 14 from Q1 2025. 18 opened new positions and 6 sold out. The largest holders were Wealthquest Corp ($102.2M), Osaic Holdings, Inc. ($45.0M) and Captrust Financial Advisors ($22.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $33.6M |
| Exits | 6 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,023,191 shares bought and 1,050,440 shares sold, net +972,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Wealthquest Corp | 8.07% | Reduce -11.6% | 3,319,457 | $102.2M |
| Osaic Holdings, Inc. | 0.08% | Reduce -5.7% | 1,460,443 | $45.0M |
| Captrust Financial Advisors | 0.05% | Reduce -11.0% | 739,363 | $22.8M |
| Grant Street Asset Management, Inc. | 5.15% | New | 739,128 | $22.8M |
| Pitti Group Wealth Management, LLC | 17.54% | Add +52.7% | 659,766 | $20.3M |
| Raymond James Financial Inc. | 0.01% | Add +58.0% | 655,353 | $20.2M |
| Central Valley Advisors, LLC | 4.46% | Add +1.5% | 425,463 | $13.1M |
| NewEdge Advisors, LLC | 0.07% | Add +17.9% | 422,343 | $13.0M |
| Centaurus Financial, Inc. | 0.58% | Add +12.4% | 324,706 | $10.0M |
| CRA Financial Services, LLC | 1.48% | Add +25.7% | 313,602 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.0% | 302,164 | $9.3M |
| Independent Financial Group, LLC | 0.23% | Add +3.1% | 275,239 | $8.5M |
| PTM Wealth Management, LLC | 5.10% | Reduce -7.1% | 248,756 | $7.7M |
| Pallas Capital Advisors LLC | 0.27% | Add +9.2% | 232,937 | $7.2M |
| Gallagher Fiduciary Advisors, LLC | 0.22% | Reduce -23.6% | 188,705 | $5.8M |
| D.B. Root & Company, LLC | 1.64% | Reduce -0.5% | 180,148 | $5.5M |
| Atria Investments, Inc | 0.06% | Reduce -33.7% | 175,317 | $5.4M |
| Foundations Investment Advisors, LLC | 0.07% | Add +8.9% | 144,694 | $4.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.27% | Add +2.7% | 125,729 | $3.9M |
| Sigma Planning Corp | 0.11% | Add +2.7% | 122,891 | $3.8M |
| Brookstone Capital Management | 0.05% | Add +77.6% | 121,519 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +11.7% | 112,606 | $3.5M |
| Motiv8 Investments LLC | 2.07% | Add +71.1% | 109,615 | $3.4M |
| Mutual Advisors, LLC | 0.08% | New | 104,317 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -16.6% | 97,977 | $3.0M |
| MTM Financial Group, LLC | 1.49% | Add +0.1% | 88,847 | $2.7M |
| SMART Wealth LLC | 0.84% | New | 87,209 | $2.7M |
| Sagespring Wealth Partners, LLC | 0.05% | Add +1.7% | 81,050 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +1.4% | 61,471 | $1.9M |
| MML Investors Services, LLC | 0.00% | Reduce -66.8% | 51,477 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +152.7% | 48,680 | $1.5M |
| Secured Retirement Advisors, LLC | 0.81% | Add +7.7% | 44,179 | $1.4M |
| Claro Advisors Inc. | 0.20% | Reduce -12.1% | 38,445 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +7.9% | 36,982 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -22.7% | 33,529 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 32,046 | $987K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -71.4% | 32,032 | $987K |
| Sugar Maple Asset Management, LLC | 0.72% | Add +8.0% | 30,000 | $924K |
| Kingsview Wealth Management, LLC | 0.02% | Add +49.4% | 29,774 | $917K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 29,427 | $906K |
| KFG Wealth Management, LLC | 0.14% | Add +12.7% | 28,155 | $867K |
| Jane Street Group, LLC | 0.00% | New | 26,239 | $808K |
| Harbour Investments, Inc. | 0.02% | Add +11.6% | 24,026 | $740K |
| Woodard & Co. Asset Management Group Inc. | 0.13% | Add +25.9% | 23,652 | $728K |
| Triumph Capital Management | 0.19% | Reduce -2.8% | 20,048 | $617K |
| Vantage Financial Partners, LLC | 0.14% | Reduce -0.7% | 20,018 | $617K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 19,291 | $594K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.9% | 18,989 | $585K |
| AE Wealth Management LLC | 0.00% | Add +22.5% | 18,952 | $584K |
| LPL Financial LLC | 0.00% | Add +60.3% | 18,878 | $581K |
| Tanglewood Legacy Advisors, LLC | 0.22% | No change | 17,700 | $545K |
| Range Financial Group LLC | 0.19% | New | 16,068 | $495K |
| Keystone Financial Group, Inc. | 0.30% | Reduce -6.0% | 15,394 | $475K |
| Bullseye Investment Management, LLC | 0.30% | No change | 15,690 | $467K |
| Morgan Stanley | 0.00% | New | 14,010 | $432K |
| Daymark Wealth Partners, LLC | 0.02% | Add +15.8% | 13,446 | $414K |
| Garden State Investment Advisory Services LLC | 0.11% | No change | 12,658 | $390K |
| CreativeOne Wealth, LLC | 0.01% | New | 12,592 | $388K |
| Crux Wealth Advisors | 0.15% | Add +7.7% | 11,497 | $354K |
| Insight Wealth Partners, LLC | 0.19% | No change | 11,055 | $340K |
| October Effect Ltd | 0.37% | — | 9,979 | $307K |
| Share Andrew L. | 0.21% | No change | 9,930 | $306K |
| Oliver Lagore Vanvalin Investment Group | 0.11% | — | 9,029 | $269K |
| Belpointe Asset Management LLC | 0.01% | Add +13.1% | 8,527 | $263K |
| Integrity Alliance, Llc. | 0.01% | Add +7.8% | 8,332 | $257K |
| First Heartland Consultants, Inc. | 0.02% | No change | 8,297 | $256K |
| Silver Oak Securities, Incorporated | 0.02% | Add +4.7% | 8,142 | $251K |
| Vantage Point Financial LLC | 0.11% | New | 8,015 | $247K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 7,756 | $239K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,541 | $232K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.3% | 7,424 | $229K |
| Accurate Wealth Management, LLC | 0.03% | New | 7,259 | $225K |
| Citadel Advisors | 0.00% | Reduce -27.9% | 6,812 | $210K |
| Principal Securities, Inc. | 0.00% | Add +67.2% | 4,181 | $129K |
| WealthShield Partners, LLC | 0.01% | No change | 3,400 | $105K |
| IFP Advisors, Inc | 0.00% | New | 3,237 | $100K |
| UBS Group AG | 0.00% | New | 880 | $27K |
| Ameriflex Group, Inc. | 0.01% | New | 733 | $23K |
| US Bancorp \de | 0.00% | New | 667 | $21K |
| Farther Finance Advisors, LLC | 0.00% | New | 500 | $15K |
| Rothschild Investment LLC | 0.00% | New | 350 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 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.