Innovator U.S. Equity 10 Buffer ETF
ZALT • BATS
Innovator U.S. Equity 10 Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 79 institutional investors hold shares in this ETF, with total holdings valued at $443.1M. Wealthquest Corp is the largest holder with a position valued at $90.3M.
Overview
Overview of institutional ownership in ZALT as of Q3 2025
All Institutions
- Institutions
- 79
- Value Held
- $443.1M
- Shares Held
- 13.9M
- Avg Position
- $5.6M
- Median Position
- $1.0M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in ZALT as of Q3 2025
| Institution | Position Value |
|---|---|
 Wealthquest Corp RIA/Wealth | $90.3M 7.21% of portfolio |
A Advisor Group Holdings, Inc. Institution | $46.1M 0.06% of portfolio |
 HOLLENCREST SECURITIES LLC RIA/Wealth | $36.8M 1.35% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $28.6M 0.06% of portfolio |
 Grant Street Asset Management, Inc. RIA/Wealth | $24.7M 5.21% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $21.6M 0.01% of portfolio |
P Pitti Group Wealth Management, LLC Institution | $21.3M 18.15% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $14.3M 0.07% of portfolio |
C CENTRAL VALLEY ADVISORS, LLC Institution | $13.6M 4.27% of portfolio |
 CRA Financial Services, LLC RIA/Wealth | $12.1M 1.68% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ZALT in Q3 2025
- Traded
- +$49.1M
- Buyers
- 58
- Sellers
- 19
- Total Bought
- +$73.2M
- Total Sold
- −$24.1M
- Avg Position
- $5.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
HOLLENCREST SECURITIES LLC RIA/Wealth | +$36.8M +1.2M shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$5.0M +157.9K shares |
 D.B. Root & Company, LLC RIA/Wealth | +$3.3M +102.8K shares |
 BB&T CORP Institution | +$3.1M +96.4K shares |
 Cetera Investment Advisers RIA/Wealth | +$2.7M +84.8K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$2.3M +72.2K shares |
CRA Financial Services, LLC RIA/Wealth | +$2.1M +66.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.8M +57.3K shares |
 Belpointe Asset Management LLC RIA/Wealth | +$1.6M +50.1K shares |
 Schulz Wealth, LTD. RIA/Wealth | +$1.4M +43.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Wealthquest Corp RIA/Wealth | −$15.5M −485.8K shares |
 Mutual Advisors, LLC RIA/Wealth | −$3.3M −104.3K shares |
M Motiv8 Investments LLC RIA/Wealth | −$3.1M −97.4K shares |
 SMART Wealth LLC RIA/Wealth | −$415.4K −13.0K shares |
 Gladstone Institutional Advisory LLC RIA/Wealth | −$383.4K −12.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$329.7K −10.3K shares |
 First Heartland Consultants, Inc. RIA/Wealth | −$255.5K −8.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$209.8K −6.8K shares |
 Triumph Capital Management RIA/Wealth | −$169.1K −5.3K shares |
A Advisor Group Holdings, Inc. Institution | −$148.8K −4.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ZALT in Q3 2025
- New Positions
- 5
- New Value
- $2.5M
- Exited Positions
- 6
- Exited Value
- $3.8M
New Positions
| Institution | Position Value |
|---|---|
Schulz Wealth, LTD. RIA/Wealth | $1.4M 43.1K shares |
 Diversify Advisory Services, LLC RIA/Wealth | $586.9K 18.2K shares |
B Bright Futures Wealth Management, LLC. RIA/Wealth | $245.0K 7.7K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $213.8K 6.7K shares |
 Caitlin John, LLC RIA/Wealth | $38.2K 1.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Mutual Advisors, LLC RIA/Wealth | $3.3M 104.3K shares |
First Heartland Consultants, Inc. RIA/Wealth | $255.5K 8.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $209.8K 6.8K shares |
 UBS Group AG Institution | $27.1K 880.0 shares |
A AMERIFLEX GROUP, INC. Institution | $22.6K 733.0 shares |
 US BANCORP \DE\ Institution | $20.5K 667.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ZALT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ZALT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P Pitti Group Wealth Management, LLC Institution | 18.15% $21.3M |
Wealthquest Corp RIA/Wealth | 7.21% $90.3M |
Grant Street Asset Management, Inc. RIA/Wealth | 5.21% $24.7M |
 PTM WEALTH MANAGEMENT, LLC RIA/Wealth | 4.99% $8.3M |
C CENTRAL VALLEY ADVISORS, LLC Institution | 4.27% $13.6M |
D.B. Root & Company, LLC RIA/Wealth | 2.30% $9.0M |
CRA Financial Services, LLC RIA/Wealth | 1.68% $12.1M |
HOLLENCREST SECURITIES LLC RIA/Wealth | 1.35% $36.8M |
1.27% $4.1M | |
 Sugar Maple Asset Management, LLC RIA/Wealth | 1.00% $1.4M |
