Who owns Innovator U.S. Equity 10 Buffer ETF - Quarterly?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ZALT from SEC Form 13F filings across 106 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 106 institutions disclosed 15.8M shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly worth $534.0M — about 69.1% of shares outstanding; the largest disclosed holder is Wealthquest Corp. Source: SEC Form 13F filings, parsed by EvidInvest.
106
13F holders
$534.0M
value, 2026 filers
69.1%
of shares outstanding (15.8M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ZALT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Wealthquest Corp | 3.9M | $132.1M | 8.3% | 17.1% | +25.7% |
| 2 | OSAIC HOLDINGS, INC. | 1.6M | $53.6M | 0.1% | 6.9% | +21.5% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 787,692 | $26.7M | 0.0% | 3.5% | +3.2% |
| 4 | Grant Street Asset Management, Inc. | 774,762 | $26.2M | 4.3% | 3.4% | +0.2% |
| 5 | RAYMOND JAMES FINANCIAL INC | 685,455 | $23.2M | 0.0% | 3% | -2.6% |
| 6 | NewEdge Advisors, LLC | 636,780 | $21.6M | 0.1% | 2.8% | +15.6% |
| 7 | CENTAURUS FINANCIAL, INC. | 505,210 | $17.1M | 0.7% | 2.2% | +47.4% |
| 8 | Brookstone Capital Management | 470,206 | $15.9M | 0.2% | 2.1% | +152.5% |
| 9 | CRA Financial Services, LLC | 416,213 | $14.1M | 1.6% | 1.8% | +0.1% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 381,132 | $12.9M | 0.0% | 1.7% | +3.0% |
| 11 | Pitti Group Wealth Management, LLC | 378,737 | $12.8M | 9.3% | 1.7% | +1.7% |
| 12 | D.B. Root & Company, LLC | 343,193 | $11.6M | 2.5% | 1.5% | +6.9% |
| 13 | MML INVESTORS SERVICES, LLC | 270,813 | $9.2M | 0.0% | 1.2% | +12.6% |
| 14 | Cetera Investment Advisers | 250,620 | $8.5M | 0.0% | 1.1% | -17.2% |
| 15 | Bullseye Investment Management, LLCNEW | 247,707 | $8.4M | 4.1% | 1.1% | new |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 246,813 | $8.4M | 0.0% | 1.1% | +6.1% |
| 17 | Sigma Planning Corp | 235,381 | $8.0M | 0.2% | 1% | +10.6% |
| 18 | Foundations Investment Advisors, LLC | 221,613 | $7.5M | 0.1% | 1% | +24.5% |
| 19 | TRUIST FINANCIAL CORP | 184,059 | $6.2M | 0.0% | 0.8% | +6.1% |
| 20 | Sovran Advisors, LLC | 183,027 | $6.2M | 0.5% | 0.8% | +527.2% |
| 21 | Gallagher Fiduciary Advisors, LLC | 180,326 | $6.1M | 0.2% | 0.8% | -0.4% |
| 22 | AXXCESS WEALTH MANAGEMENT, LLC | 175,776 | $6.0M | 0.1% | 0.8% | +871.9% |
| 23 | Atria Investments, Inc | 158,566 | $5.4M | 0.1% | 0.7% | -2.9% |
| 24 | Beacon Pointe Advisors, LLC | 158,286 | $5.4M | 0.0% | 0.7% | +0.7% |
| 25 | Pallas Capital Advisors LLC | 155,183 | $5.3M | 0.2% | 0.7% | -1.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.