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Innovator US Equity 10 Buffer ETF Quarterly
ZALT

92 hedge funds and large institutions have $499M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

12% more funds holding

Funds holding: 82 → 92 (+10)

11% more capital invested

Capital invested by funds: $451M → $499M (+$47.8M)

2.47% less ownership

Funds ownership: 82.2% → 79.73% (-2.5%)

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.12%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
15
Increased
47
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
W
Wealthquest
Ohio
+$8.68M
2
PCA
Prosperity Capital Advisors
Ohio
+$6.6M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.35M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.83M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.31M

Top Sellers

Rank Fund Capital Flow
1
PGWM
Pitti Group Wealth Management
New York
-$9.75M
2
Jane Street
Jane Street
New York
-$1.68M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.09M
4
IFG
Independent Financial Group
California
-$1.05M
5
AI
Atria Investments
North Carolina
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
26
Comprehensive Financial Consultants Institutional
Indiana
$4.17M +$24.6K +763 +0.6%
IFG
27
Independent Financial Group
California
$3.67M -$1.05M -32,622 -22%
MFG
28
Macco Financial Group
Wisconsin
$3.61M +$3.57M +110,938 New
TCM
29
Triumph Capital Management
Colorado
$3.54M +$3.02M +93,832 +636%
SWP
30
Sagespring Wealth Partners
Tennessee
$3.33M +$653K +20,256 +25%
MFG
31
MTM Financial Group
Pennsylvania
$2.84M -$82K -2,545 -3%
GIA
32
Gladstone Institutional Advisory
Florida
$2.74M -$59.6K -1,850 -2%
AFP
33
Ausdal Financial Partners
Iowa
$2.23M +$397K +12,314 +22%
SW
34
SMART Wealth
Nebraska
$2.2M -$214K -6,648 -9%
SW
35
Schulz Wealth
Texas
$2.18M +$764K +23,719 +55%
BAM
36
Belpointe Asset Management
Nevada
$2.01M +$105K +3,246 +6%
CA
37
Claro Advisors
Massachusetts
$1.54M +$168K +5,215 +12%
SMAM
38
Sugar Maple Asset Management
Wisconsin
$1.42M +$11.1K +345 +0.8%
ASN
39
Advisory Services Network
Georgia
$1.34M -$6.89K -214 -0.5%
SRA
40
Secured Retirement Advisors
Minnesota
$1.23M -$107K -3,335 -8%
KPWS
41
Kestra Private Wealth Services
Texas
$1.22M -$117K -3,620 -9%
KWM
42
Kingsview Wealth Management
Oregon
$1.16M +$119K +3,703 +12%
KWM
43
KFG Wealth Management
Indiana
$1.15M +$228K +7,090 +25%
HI
44
Harbour Investments
Wisconsin
$1.09M +$31.1K +966 +3%
LPL Financial
45
LPL Financial
California
$998K +$132K +4,096 +15%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$985K +$270K +8,377 +38%
WCAMG
47
Woodard & Company Asset Management Group
North Carolina
$929K +$123K +3,807 +15%
BCI
48
Brinker Capital Investments
Pennsylvania
$925K -$162K -5,030 -15%
AFP
49
ATX Financial Planning
Texas
$829K +$820K +25,455 New
AAS
50
Ameritas Advisory Services
Nebraska
$819K +$794K +24,653 +4,931%
1
2
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ZALT Hedge Fund Activity: Q4 2025 in Review

92 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q4 2025, worth a combined $499M — up 11% from $451M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ZALT positions and 4 closed out — a net gain of 11 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Wealthquest, adding an estimated $8.68M. The largest seller was Pitti Group Wealth Management, cutting an estimated $9.75M.

  • 92 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q4 2025, up from 82 in Q3 2025.
  • Funds reported $499M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q4 2025, up 11% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q4 2025 and 4 closed out, a net change of +11 holders.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q4 2025 was Wealthquest, an estimated $8.68M added.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q4 2025 was Pitti Group Wealth Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q4 2025.