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Innovator US Equity 10 Buffer ETF Quarterly

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: 67 (+1)

12% more funds holding

Funds holding: 8292 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Calton & Associates
Florida
$224K +$222K +6,890 New
BFWM
77
Bright Futures Wealth Management
New York
$219K -$30.6K -951 -12%
Goldman Sachs
78
Goldman Sachs
New York
$211K +$209K +6,475 New
AWM
79
Accurate Wealth Management
Florida
$206K -$49.3K -1,529 -20%
IWM
80
IHT Wealth Management
Illinois
$200K +$196K +6,097 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$178K +$176K +5,477 New
IA
82
IFP Advisors
Florida
$168K +$30.3K +940 +22%
WP
83
WealthShield Partners
North Carolina
$111K
FFA
84
Farther Finance Advisors
California
$48.1K +$34K +1,055 +251%
CJ
85
Caitlin John
Michigan
$41.6K +$2.54K +79 +7%
RIL
86
Rothschild Investment LLC
Illinois
$11.4K
Morgan Stanley
87
Morgan Stanley
New York
$7.3K
HNB
88
Huntington National Bank
Ohio
$6.81K
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$3K +$3.06K +95 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$2.64K +$2.61K +81 New
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$2.57K +$2.54K +79 New
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$1.4K
MI
93
Motiv8 Investments
Florida
$310 -$87K -2,699 -22%
JP Morgan Chase
94
JP Morgan Chase
New York
$13
Jane Street
95
Jane Street
New York
-$1.68M -52,582 Closed
SCA
96
Stuart Chaussee & Associates
California
-$575K -18,047 Closed
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
-$214K -6,706 Closed
PS
98
Principal Securities
Iowa
-$133K -4,181 Closed

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.