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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
W
1
Wealthquest
Ohio
$101M +$8.68M +269,403 +10%
Osaic Holdings
2
Osaic Holdings
Arizona
$47.6M +$145K +4,485 +0.3%
HCM
3
Hollencrest Capital Management
California
$39.9M +$2.24M +69,588 +6%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$28.1M -$1.09M -33,694 -4%
GSAM
5
Grant Street Asset Management
Pennsylvania
$27M +$1.79M +55,582 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$21.4M -$642K -19,926 -3%
NA
7
NewEdge Advisors
Louisiana
$17.6M +$3.03M +94,088 +21%
CVA
8
Central Valley Advisors
California
$14.1M +$158K +4,889 +1%
CFS
9
CRA Financial Services
New Jersey
$12.9M +$528K +16,395 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12M +$1.27M +39,290 +12%
PGWM
11
Pitti Group Wealth Management
New York
$11.9M -$9.75M -302,503 -45%
CF
12
Centaurus Financial
California
$11M -$283K -8,773 -3%
DBRC
13
D.B. Root & Company
Pennsylvania
$10.4M +$1.2M +37,334 +13%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$9.78M +$3.31M +102,883 +52%
PWM
15
PTM Wealth Management
United States
$9.02M +$509K +15,813 +6%
PCA
16
Pallas Capital Advisors
Massachusetts
$8.52M +$587K +18,214 +7%
MML Investors Services
17
MML Investors Services
Massachusetts
$8.42M +$4.35M +134,876 +109%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.79M +$3.83M +118,975 +133%
PCA
19
Prosperity Capital Advisors
Ohio
$6.67M +$6.6M +204,900 New
SPC
20
Sigma Planning Corp
Michigan
$5.95M +$909K +28,217 +18%
BCM
21
Brookstone Capital Management
Illinois
$5.85M +$1.43M +44,488 +33%
FIA
22
Foundations Investment Advisors
Arizona
$5.66M +$372K +11,548 +7%
GFA
23
Gallagher Fiduciary Advisors
Illinois
$5.59M -$705K -21,874 -11%
Truist Financial
24
Truist Financial
North Carolina
$5.24M +$98.3K +3,052 +2%
AI
25
Atria Investments
North Carolina
$5.12M -$708K -21,971 -12%

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.