INNOVATOR US EQ 10 BUFFER ZALT
$33.86
0.0% 52w: $30.70 – $33.87
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data30.7032.2933.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
103
+10 QoQ
13F value
$798.9M
+60.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ZALT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Wealthquest Corp | Wealth advisor | 7.8M | $252.4M | 9.2% | +150.3% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 4.4M | $142.3M | 3.4% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.3M | $42.3M | 0.1% | -10.7% |
| HOLLENCREST CAPITAL MANAGEMENT | Wealth advisor | 1.2M | $40.0M | 1.5% | +0.7% |
| Grant Street Asset Management, Inc. | Wealth advisor | 773.2K | $25.1M | 4.8% | -6.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 762.9K | $24.8M | 0.0% | -11.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 703.6K | $22.8M | 0.0% | +7.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 550.6K | $17.9M | 0.1% | +1.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 438.2K | $14.2M | 0.0% | +3017.6% |
| CENTRAL VALLEY ADVISORS, LLC | Wealth advisor | 437.2K | $14.2M | 3.9% | +1.3% |
| CRA Financial Services, LLC | Wealth advisor | 415.8K | $13.5M | 1.8% | +4.9% |
| Pitti Group Wealth Management, LLC | Wealth advisor | 372.5K | $12.1M | 9.8% | +2.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 370.2K | $12.0M | 0.0% | +0.6% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 342.8K | $11.1M | 0.5% | +1.9% |
| D.B. Root & Company, LLC | Wealth advisor | 321.0K | $10.4M | 2.5% | +0.2% |
| Cetera Investment Advisers | Wealth advisor | 302.5K | $9.8M | 0.0% | +0.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 240.6K | $7.8M | 0.0% | -7.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 232.7K | $7.6M | 0.0% | +11.7% |
| Sigma Planning Corp | Wealth advisor | 212.9K | $6.9M | 0.2% | +16.5% |
| Brookstone Capital Management | Wealth advisor | 186.2K | $6.0M | 0.1% | +3.6% |
| Gallagher Fiduciary Advisors, LLC | Other | 181.1K | $5.9M | 0.2% | +5.5% |
| Foundations Investment Advisors, LLC | Wealth advisor | 177.9K | $5.8M | 0.1% | +2.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 173.5K | $5.6M | 0.0% | +7.9% |
| Atria Investments, Inc | Wealth advisor | 163.4K | $5.3M | 0.1% | +3.9% |
| Pallas Capital Advisors LLC | Other | 157.7K | $5.1M | 0.2% | -39.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 157.1K | $5.1M | 0.0% | New |
| Triumph Capital Management | Wealth advisor | 144.0K | $4.7M | 1.0% | +32.7% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 142.9K | $4.6M | 0.3% | -30.3% |
| Comprehensive Financial Consultants Institutional, Inc. | Other | 132.3K | $4.3M | 1.3% | +3.2% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 130.5K | $4.2M | 0.2% | +55.1% |
| Macco Financial Group, Inc. | Wealth advisor | 109.2K | $3.5M | 2.7% | -1.6% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 100.9K | $3.3M | 0.1% | -1.3% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 90.5K | $2.9M | 1.4% | +3.7% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 76.8K | $2.5M | 0.1% | +11.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 75.5K | $2.4M | 0.1% | -33.0% |
| Belpointe Asset Management LLC | Wealth advisor | 64.0K | $2.1M | 0.1% | +3.4% |
| SMART Wealth LLC | Wealth advisor | 61.0K | $2.0M | 0.6% | -9.6% |
| JANE STREET GROUP, LLC | Market maker | 50.1K | $1.6M | 0.0% | New |
| Insight Wealth Partners, LLC | Wealth advisor | 49.3K | $1.6M | 0.6% | +113.2% |
| Claro Advisors Inc. | Wealth advisor | 46.9K | $1.5M | 0.2% | -0.6% |
| Sugar Maple Asset Management, LLC | Wealth advisor | 43.5K | $1.4M | 0.9% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 42.0K | $1.4M | 0.0% | +2.3% |
| LPL Financial LLC | Bank broker | 40.8K | $1.3M | 0.0% | +33.1% |
| SECURED RETIREMENT ADVISORS, LLC | Other | 37.6K | $1.2M | 0.7% | -0.5% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 37.1K | $1.2M | 0.2% | +5.2% |
| Kingsview Wealth Management, LLC | Wealth advisor | 36.6K | $1.2M | 0.0% | +2.6% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | Wealth advisor | 34.6K | $1.1M | 0.2% | +21.5% |
| PlanVest Financial, Inc | Wealth advisor | 31.4K | $1.0M | 0.8% | — |
| Sovran Advisors, LLC | Wealth advisor | 29.2K | $976K | 0.1% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 29.8K | $968K | 0.0% | -20.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.