Innovator US Eq 10 BufferZALTETF

13F holders, Q4 2025 (December 31)
94holders +12
11new positions
3sold out
$32.57avg. 13F price*

At the end of Q4 2025, 94 institutions reported holding Innovator US Eq 10 Buffer (ZALT) in their 13F filings, up 12 from Q3 2025. 11 opened new positions and 3 sold out. The largest holders were Wealthquest Corp ($101.1M), Osaic Holdings, Inc. ($47.6M) and Hollencrest Capital Management ($39.9M).

Company
Innovator US Eq 10 Buffer
CUSIP
45783Y442
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 24Q1 2024Q2 2024: 33Q2 2024Q3 2024: 37Q3 2024Q4 2024: 48Q4 2024Q1 2025: 68Q1 2025Q2 2025: 82Q2 2025Q3 2025: 82Q3 2025Q4 2025: 94Q4 2025Q1 2026: 105Q1 2026Q2 2026: 105Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$8.4M
Exits3$2.0M

All 13F filers, Q3 2025 → Q4 2025: 1,793,186 shares bought and 551,401 shares sold, net +1,241,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 94 holders

Wealthquest Corp 7.63% Add +9.5% 3,103,032 $101.1M
Osaic Holdings, Inc. 0.07% Add +0.3% 1,460,234 $47.6M
Hollencrest Capital Management 1.38% Add +6.0% 1,224,536 $39.9M
Captrust Financial Advisors 0.05% Reduce -3.8% 863,617 $28.1M
Grant Street Asset Management, Inc. 5.44% Add +7.2% 828,911 $27.0M
Raymond James Financial Inc. 0.01% Reduce -3.0% 656,417 $21.4M
NewEdge Advisors, LLC 0.06% Add +21.0% 541,860 $17.6M
Central Valley Advisors, LLC 4.20% Add +1.1% 431,379 $14.1M
CRA Financial Services, LLC 1.69% Add +4.3% 396,346 $12.9M
Commonwealth Equity Services, LLC 0.02% Add +12.0% 367,886 $12.0M
Pitti Group Wealth Management, LLC 9.76% Reduce -45.4% 364,329 $11.9M
Centaurus Financial, Inc. 0.50% Reduce -2.5% 336,380 $11.0M
D.B. Root & Company, LLC 2.54% Add +13.2% 320,293 $10.4M
Cetera Investment Advisers 0.01% Add +52.1% 300,258 $9.8M
PTM Wealth Management, LLC 5.09% Add +6.1% 276,559 $9.0M
Pallas Capital Advisors LLC 0.28% Add +7.5% 261,495 $8.5M
MML Investors Services, LLC 0.02% Add +109.0% 258,554 $8.4M
Bullseye Investment Management, LLC 3.88% Add +1357.6% 228,692 $7.4M
Envestnet Asset Management Inc. 0.00% Add +133.1% 208,341 $6.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.40% New 204,900 $6.7M
Sigma Planning Corp 0.16% Add +18.3% 182,789 $6.0M
Brookstone Capital Management 0.07% Add +32.9% 179,756 $5.9M
Foundations Investment Advisors, LLC 0.07% Add +7.1% 173,737 $5.7M
Gallagher Fiduciary Advisors, LLC 0.18% Reduce -11.3% 171,607 $5.6M
Truist Financial Corp. 0.01% Add +1.9% 160,878 $5.2M
Atria Investments, Inc 0.06% Reduce -12.3% 157,226 $5.1M
Comprehensive Financial Consultants Institutional, Inc. 1.26% Add +0.6% 128,118 $4.2M
Independent Financial Group, LLC 0.08% Reduce -22.5% 112,589 $3.7M
Macco Financial Group, Inc. 3.11% — 110,938 $3.6M
Triumph Capital Management 0.76% Add +636.4% 108,576 $3.5M
Sagespring Wealth Partners, LLC 0.06% Add +24.7% 102,235 $3.3M
MTM Financial Group, LLC 1.36% Reduce -2.8% 87,226 $2.8M
Gladstone Institutional Advisory LLC 0.10% Reduce -2.1% 84,102 $2.7M
Ausdal Financial Partners, Inc. 0.10% Add +21.9% 68,611 $2.2M
SMART Wealth LLC 0.67% Reduce -9.0% 67,532 $2.2M
Schulz Wealth, LTD. 1.39% Add +55.1% 66,782 $2.2M
Belpointe Asset Management LLC 0.07% Add +5.5% 61,854 $2.0M
Claro Advisors Inc. 0.21% Add +12.4% 47,220 $1.5M
Sugar Maple Asset Management, LLC 0.95% Add +0.8% 43,545 $1.4M
Advisory Services Network, LLC 0.02% Reduce -0.5% 41,109 $1.3M
Secured Retirement Advisors, LLC 0.69% Reduce -8.1% 37,821 $1.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -8.8% 37,565 $1.2M
Kingsview Wealth Management, LLC 0.02% Add +11.6% 35,689 $1.2M
KFG Wealth Management, LLC 0.15% Add +25.2% 35,245 $1.1M
Harbour Investments, Inc. 0.02% Add +3.0% 33,420 $1.1M
LPL Financial LLC 0.00% Add +15.4% 30,652 $998K
Cambridge Investment Research Advisors, Inc. 0.00% Add +38.3% 30,240 $985K
Woodard & Co. Asset Management Group Inc. 0.15% Add +15.4% 28,509 $929K
Orion Porfolio Solutions, LLC 0.01% Reduce -15.1% 28,389 $925K
ATX Financial Planning, LLC 0.64% — 25,455 $829K
Ameritas Advisory Services, LLC 0.03% Add +4930.6% 25,153 $819K
Tanglewood Legacy Advisors, LLC 0.30% Add +39.9% 24,770 $807K
Diversify Advisory Services, LLC 0.02% Add +26.6% 23,055 $756K
Insight Wealth Partners, LLC 0.31% Reduce -20.2% 23,136 $754K
Vantage Financial Partners, LLC 0.15% Add +2.7% 22,389 $729K
Range Financial Group LLC 0.25% Add +28.6% 21,973 $716K
Nest Investments, LLC 0.57% — 20,932 $682K
Kestra Advisory Services, LLC 0.00% New 19,900 $648K
CreativeOne Wealth, LLC 0.01% Add +50.4% 18,593 $606K
Stratos Wealth Advisors, LLC 0.03% Add +81.9% 16,471 $536K
Keating Financial Advisory Services, Inc. 0.07% — 16,337 $532K
AE Wealth Management LLC 0.00% Reduce -2.5% 14,419 $470K
Susquehanna International Group, LLP 0.00% Add +62.5% 14,057 $458K
Daymark Wealth Partners, LLC 0.01% No change 13,446 $438K
Ballast Rock Private Wealth LLC 0.27% — 13,431 $437K
Crux Wealth Advisors 0.15% Add +11.0% 12,757 $415K
Keystone Financial Group, Inc. 0.22% Reduce -15.9% 12,771 $411K
CoreCap Advisors, LLC 0.01% No change 11,481 $374K
Silver Oak Securities, Incorporated 0.02% Reduce -2.6% 10,311 $338K
Share Andrew L. 0.17% No change 9,930 $323K
Motiv8 Investments LLC 0.17% Reduce -22.1% 9,504 $310K
Vantage Point Financial LLC 0.11% Add +9.6% 9,204 $300K
Garden State Investment Advisory Services LLC 0.07% Reduce -21.0% 8,997 $293K
Integrity Alliance, Llc. 0.01% Add +3.0% 8,740 $285K
October Effect Ltd 0.29% Reduce -45.7% 8,142 $265K
Steward Partners Investment Advisory, LLC 0.00% Add +6.2% 8,047 $262K
Vistica Wealth Advisors, LLC 0.26% — 7,900 $257K
Arlington Capital Management, Inc. 0.15% New 7,383 $240K
Calton & Associates, Inc. 0.03% New 6,890 $224K
Bright Futures Wealth Management, LLC. 0.16% Reduce -12.4% 6,735 $219K
Goldman Sachs Group Inc. 0.00% New 6,475 $211K
Accurate Wealth Management, LLC 0.03% Reduce -19.5% 6,296 $206K
IHT Wealth Management, LLC 0.00% New 6,097 $200K
Capital Investment Advisory Services, LLC 0.01% New 5,477 $178K
IFP Advisors, Inc 0.00% Add +22.2% 5,167 $168K
WealthShield Partners, LLC 0.01% No change 3,400 $111K
Farther Finance Advisors, LLC 0.00% Add +250.6% 1,476 $48K
Caitlin John, LLC 0.03% Add +6.6% 1,278 $42K
Rothschild Investment LLC 0.00% No change 350 $11K
Morgan Stanley 0.00% No change 224 $7K
Royal Bank of Canada 0.00% New 95 $3K
PNC Financial Services Group, Inc. 0.00% New 81 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% New 79 $3K
O'shaughnessy Asset Management, LLC 0.00% No change 43 $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.