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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
W
1
Wealthquest
Ohio
$90.3M -$15.3M -485,828 -15%
Osaic Holdings
2
Osaic Holdings
Arizona
$46.1M -$147K -4,694 -0.3%
HCM
3
Hollencrest Capital Management
California
$36.8M +$36.3M +1,154,948 New
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$28.6M +$4.96M +157,948 +21%
GSAM
5
Grant Street Asset Management
Pennsylvania
$24.7M +$1.07M +34,201 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$21.6M +$659K +20,990 +3%
PGWM
7
Pitti Group Wealth Management
New York
$21.3M +$222K +7,066 +1%
NA
8
NewEdge Advisors
Louisiana
$14.3M +$798K +25,429 +6%
CVA
9
Central Valley Advisors
California
$13.6M +$32.2K +1,027 +0.2%
CFS
10
CRA Financial Services
New Jersey
$12.1M +$2.08M +66,349 +21%
CF
11
Centaurus Financial
California
$11M +$642K +20,447 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.5M +$830K +26,432 +9%
DBRC
13
D.B. Root & Company
Pennsylvania
$9.02M +$3.23M +102,811 +57%
PWM
14
PTM Wealth Management
United States
$8.34M +$376K +11,990 +5%
PCA
15
Pallas Capital Advisors
Massachusetts
$7.76M +$325K +10,344 +4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.29M +$2.66M +84,769 +75%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$6.17M +$150K +4,776 +3%
AI
18
Atria Investments
North Carolina
$5.71M +$122K +3,880 +2%
FIA
19
Foundations Investment Advisors
Arizona
$5.17M +$549K +17,495 +12%
Truist Financial
20
Truist Financial
North Carolina
$5.03M +$3.03M +96,355 +157%
SPC
21
Sigma Planning Corp
Michigan
$4.93M +$995K +31,681 +26%
IFG
22
Independent Financial Group
California
$4.63M -$4.08M -130,028 -47%
BCM
23
Brookstone Capital Management
Illinois
$4.31M +$432K +13,749 +11%
CFCI
24
Comprehensive Financial Consultants Institutional
Indiana
$4.06M +$51.1K +1,626 +1%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.94M +$2.27M +72,201 +140%
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.