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Innovator US Equity 10 Buffer ETF Quarterly
ZALT

82 hedge funds and large institutions have $451M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 16

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $395M → $451M (+$56.6M)

0.1% more ownership

Funds ownership: 82.09% → 82.2% (+0.1%)

0% more funds holding

Funds holding: 82 → 82 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
7
Increased
50
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hollencrest Capital Management
California
+$36.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$4.96M
3
DBRC
D.B. Root & Company
Pennsylvania
+$3.23M
4
Truist Financial
Truist Financial
North Carolina
+$3.03M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.66M

Top Sellers

1
W
Wealthquest
Ohio
-$15.3M
2
IFG
Independent Financial Group
California
-$4.08M
3
MA
Mutual Advisors
Nebraska
-$3.26M
4
MI
Motiv8 Investments
Florida
-$3.06M
5
AAS
Ameritas Advisory Services
Nebraska
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
MTM Financial Group
Pennsylvania
$2.86M +$29K +924 +1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.85M +$1.8M +57,334 +179%
GIA
28
Gladstone Institutional Advisory
Florida
$2.74M -$378K -12,025 -12%
SWP
29
Sagespring Wealth Partners
Tennessee
$2.61M +$29.2K +929 +1%
SW
30
SMART Wealth
Nebraska
$2.36M -$409K -13,029 -15%
BAM
31
Belpointe Asset Management
Nevada
$1.87M +$1.57M +50,081 +587%
AFP
32
Ausdal Financial Partners
Iowa
$1.79M +$239K +7,617 +16%
Jane Street
33
Jane Street
New York
$1.68M +$827K +26,343 +100%
SMAM
34
Sugar Maple Asset Management
Wisconsin
$1.38M +$414K +13,200 +44%
SW
35
Schulz Wealth
Texas
$1.37M +$1.35M +43,063 New
CA
36
Claro Advisors
Massachusetts
$1.34M +$112K +3,560 +9%
ASN
37
Advisory Services Network
Georgia
$1.32M +$136K +4,341 +12%
KPWS
38
Kestra Private Wealth Services
Texas
$1.31M +$287K +9,139 +29%
SRA
39
Secured Retirement Advisors
Minnesota
$1.31M -$94.9K -3,023 -7%
BCI
40
Brinker Capital Investments
Pennsylvania
$1.07M +$125K +3,992 +14%
HI
41
Harbour Investments
Wisconsin
$1.03M +$265K +8,428 +35%
KWM
42
Kingsview Wealth Management
Oregon
$1.02M +$69.5K +2,212 +7%
IWP
43
Insight Wealth Partners
Texas
$924K +$563K +17,935 +162%
KWM
44
KFG Wealth Management
Indiana
$898K – – –
LPL Financial
45
LPL Financial
California
$847K +$241K +7,678 +41%
WCAMG
46
Woodard & Company Asset Management Group
North Carolina
$787K +$33K +1,050 +4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$697K +$80.8K +2,572 +13%
VFPW
48
Vantage Financial Partners (Wisconsin)
Wisconsin
$695K +$56K +1,784 +9%
DAS
49
Diversify Advisory Services
Utah
$587K +$572K +18,205 New
SCA
50
Stuart Chaussee & Associates
California
$575K +$567K +18,047 New
1
2
3 4

ZALT Hedge Fund Activity: Q3 2025 in Review

82 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q3 2025, worth a combined $451M — up 14% from $395M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ZALT positions and 6 closed out — a net gain of 1 holder — while 50 added to existing stakes and 16 trimmed.

The largest buyer was Hollencrest Capital Management, opening a new position worth an estimated $36.3M. The largest seller was Wealthquest, cutting an estimated $15.3M.

  • 82 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $451M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q3 2025, up 14% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q3 2025 and 6 closed out, a net change of +1 holder.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q3 2025 was Hollencrest Capital Management, an estimated $36.3M added.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q3 2025 was Wealthquest, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2025.