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Innovator US Equity 10 Buffer ETF Quarterly

82 hedge funds and large institutions have $395M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

21% more funds holding

Funds holding: 6882 (+14)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $351M → $395M (+$43.3M)

0.82% less ownership

Funds ownership: 82.91%82.09% (-0.82%)

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
35
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$102M -$13M -433,371 -12%
Osaic Holdings
2
Osaic Holdings
Arizona
$45M -$2.63M -87,564 -6%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$22.8M -$2.75M -91,577 -11%
GSAM
4
Grant Street Asset Management
Pennsylvania
$22.8M +$22.2M +739,128 New
PGWM
5
Pitti Group Wealth Management
New York
$20.3M +$6.84M +227,768 +53%
Raymond James Financial
6
Raymond James Financial
Florida
$20.2M +$7.22M +240,537 +58%
CVA
7
Central Valley Advisors
California
$13.1M +$191K +6,362 +2%
NA
8
NewEdge Advisors
Louisiana
$13M +$1.92M +63,988 +18%
CF
9
Centaurus Financial
California
$10M +$1.07M +35,744 +12%
CFS
10
CRA Financial Services
New Jersey
$9.66M +$1.92M +64,068 +26%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.31M +$1.81M +60,353 +25%
IFG
12
Independent Financial Group
California
$8.48M +$252K +8,389 +3%
PWM
13
PTM Wealth Management
United States
$7.71M -$568K -18,932 -7%
PCA
14
Pallas Capital Advisors
Massachusetts
$7.17M +$587K +19,559 +9%
GFA
15
Gallagher Fiduciary Advisors
Illinois
$5.81M -$1.75M -58,415 -24%
DBRC
16
D.B. Root & Company
Pennsylvania
$5.55M -$27.1K -902 -0.5%
AI
17
Atria Investments
North Carolina
$5.4M -$2.68M -89,229 -34%
FIA
18
Foundations Investment Advisors
Arizona
$4.46M +$354K +11,798 +9%
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
$3.87M +$97.6K +3,252 +3%
SPC
20
Sigma Planning Corp
Michigan
$3.79M +$96.6K +3,217 +3%
BCM
21
Brookstone Capital Management
Illinois
$3.74M +$1.59M +53,112 +78%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.47M +$354K +11,800 +12%
MI
23
Motiv8 Investments
Florida
$3.38M +$1.37M +45,539 +71%
MA
24
Mutual Advisors
Nebraska
$3.26M +$3.13M +104,317 New
GIA
25
Gladstone Institutional Advisory
Florida
$3.02M -$585K -19,475 -17%

ZALT Hedge Fund Activity: Q2 2025 in Review

82 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q2 2025, worth a combined $395M — up 12% from $351M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ZALT positions and 6 closed out — a net gain of 14 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Grant Street Asset Management, opening a new position worth an estimated $22.2M. The largest seller was Wealthquest, cutting an estimated $13M.

  • 82 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $395M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q2 2025, up 12% quarter-over-quarter.
  • 20 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q2 2025 and 6 closed out, a net change of +14 holders.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q2 2025 was Grant Street Asset Management, an estimated $22.2M added.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q2 2025 was Wealthquest, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2025.