Who Owns ZALT?
Innovator U.S. Equity 10 Buffer ETF — Institutional Ownership & 13F Holdings
$33.40
+0.04 (+0.12%)
Market Cap
$686.7M
Shares Outstanding
20,924,073
Institutional Holders
64
Total Inst. Value
$179.1M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
29
Closed Positions
7
Increased
22
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $46.1M | 1,548,007 |
| 2 | Pitti Group Wealth Management, LLC | $12.9M | 431,998 |
| 3 | CENTRAL VALLEY ADVISORS, LLCNew | $12.5M | 419,101 |
| 4 | RAYMOND JAMES FINANCIAL INC | $12.3M | 414,816 |
| 5 | NewEdge Advisors, LLC | $10.7M | 358,355 |
| 6 | CENTAURUS FINANCIAL, INC. | $8.6M | 288,962 |
| 7 | PTM WEALTH MANAGEMENT, LLCNew | $7.5M | 267,688 |
| 8 | CRA Financial Services, LLC | $7.4M | 249,534 |
| 9 | Gallagher Fiduciary Advisors, LLCNew | $7.4M | 247,120 |
| 10 | Pallas Capital Advisors LLCNew | $6.4M | 213,378 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +1.1M | $46.1M |
| Pitti Group Wealth Management, LLC | +122K | $12.9M |
| CENTRAL VALLEY ADVISORS, LLCNew | +419K | $12.5M |
| RAYMOND JAMES FINANCIAL INC | +47K | $12.3M |
| NewEdge Advisors, LLC | +81K | $10.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Crown Wealth Group, LLC | -276K | $220K |
| Triumph Capital Management | -40K | $614K |
| First Heartland Consultants, Inc. | -23K | $247K |
| Motiv8 Investments LLC | -10K | $1.9M |
| Garden State Investment Advisory Services LLC | -6K | $377K |
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Frequently Asked Questions
How many institutional investors hold ZALT?
As of Q1 2025, 64 institutional investors report holding ZALT (Innovator U.S. Equity 10 Buffer ETF) in their 13F filings.
Which hedge fund owns the most ZALT?
The largest institutional holder of ZALT is OSAIC HOLDINGS, INC. with $46.1M in shares.
Are institutions buying or selling ZALT?
This quarter, 29 institutions opened new positions in ZALT and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.