INNOVATOR ETFS TRUST (ZALT)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
101
Reporting holders
$505.7M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Wealthquest Corp | $132.1M | 3,901,450 | 8.34% | 11q | +25.7%+$27.0M |
| OSAIC HOLDINGS, INC. | $53.6M | 1,583,793 | 0.06% | 11q | +21.5%+$9.5M |
| CAPTRUST FINANCIAL ADVISORS | $26.7M | 787,692 | 0.04% | 10q | +3.2%+$838.2K |
| Grant Street Asset Management, Inc. | $26.2M | 774,762 | 4.30% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $23.2M | 685,455 | 0.01% | 7q | -2.6%-$614.9K |
| NewEdge Advisors, LLC | $21.6M | 636,780 | 0.06% | 10q | +15.6%+$2.9M |
| Brookstone Capital Management | $15.9M | 470,206 | 0.16% | 11q | +152.5%+$9.6M |
| CRA Financial Services, LLC | $14.1M | 416,213 | 1.62% | 11q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 381,132 | 0.02% | 11q | +3.0%+$370.5K |
| Pitti Group Wealth Management, LLC | $12.8M | 378,737 | 9.34% | 7q | +1.7%+$210.9K |
| D.B. Root & Company, LLC | $11.6M | 343,193 | 2.47% | 11q | +6.9%+$751.5K |
| MML INVESTORS SERVICES, LLC | $9.2M | 270,813 | 0.02% | 6q | +12.6%+$1.0M |
| Cetera Investment Advisers | $8.5M | 250,620 | 0.01% | 8q | -17.2%-$1.8M |
| ENVESTNET ASSET MANAGEMENT INC | $8.4M | 246,813 | 0.00% | 7q | +6.1%+$478.6K |
| Sigma Planning Corp | $8.0M | 235,381 | 0.20% | 8q | +10.6%+$762.8K |
| Foundations Investment Advisors, LLC | $7.5M | 221,613 | 0.08% | 10q | +24.5%+$1.5M |
| TRUIST FINANCIAL CORP | $6.2M | 184,059 | 0.01% | 6q | +6.1%+$357.3K |
| Sovran Advisors, LLC | $6.2M | 183,027 | 0.46% | 2q | +527.2%+$5.2M |
| Gallagher Fiduciary Advisors, LLC | $6.1M | 180,326 | 0.20% | 6q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $6.0M | 175,776 | 0.09% | 2q | +871.9%+$5.3M |
| Atria Investments, Inc | $5.4M | 158,566 | 0.05% | 8q | -2.9%-$162.9K |
| Beacon Pointe Advisors, LLC | $5.4M | 158,286 | 0.02% | 2q | +0.7%+$39.1K |
| Pallas Capital Advisors LLC | $5.3M | 155,183 | 0.16% | 6q | -1.6%-$84.5K |
| Triumph Capital Management | $4.7M | 139,149 | 0.85% | 7q | -3.4%-$165.9K |
| Comprehensive Financial Consultants Institutional, Inc. | $4.6M | 136,367 | 1.22% | 10q | +3.1%+$139.4K |
| SAGESPRING WEALTH PARTNERS, LLC | $3.7M | 108,936 | 0.06% | 6q | +8.0%+$272.7K |
| Macco Financial Group, Inc. | $3.5M | 103,128 | 2.27% | 3q | -5.5%-$204.9K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.2M | 93,983 | 0.16% | 3q | -34.2%-$1.7M |
| MTM FINANCIAL GROUP, LLC | $3.1M | 90,907 | 1.32% | new | FIRST |
| Gladstone Institutional Advisory LLC | $3.1M | 90,064 | 0.10% | 8q | -31.0%-$1.4M |
| KFG WEALTH MANAGEMENT, LLC | $2.7M | 79,251 | 0.30% | 6q | +113.8%+$1.4M |
| CreativeOne Wealth, LLC | $2.3M | 68,492 | 0.05% | 5q | +199.7%+$1.5M |
| Belpointe Asset Management LLC | $2.1M | 61,057 | 0.07% | 6q | -4.6%-$99.1K |
| Advisory Services Network, LLC | $2.0M | 58,493 | 0.02% | 11q | +39.2%+$557.4K |
| Ausdal Financial Partners, Inc. | $1.9M | 57,050 | 0.08% | 6q | -25.7%-$668.6K |
| Mutual Advisors, LLC | $1.6M | 46,291 | 0.03% | new | NEW |
| Insight Wealth Partners, LLC | $1.5M | 45,284 | 0.21% | 6q | -8.2%-$137.0K |
| Sugar Maple Asset Management, LLC | $1.5M | 43,545 | 0.95% | 7q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $1.4M | 41,309 | 0.09% | 4q | -96.6%-$40.4M |
| Claro Advisors Inc. | $1.3M | 38,150 | 0.14% | 9q | -18.7%-$297.4K |
| SMART Wealth LLC | $1.3M | 37,185 | 0.27% | 5q | -39.1%-$807.2K |
| SECURED RETIREMENT ADVISORS, LLC | $1.3M | 37,021 | 0.64% | 7q | -1.7%-$21.1K |
| LPL Financial LLC | $1.2M | 36,596 | 0.00% | 9q | -10.3%-$142.4K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $1.2M | 34,429 | 0.17% | 9q | -0.6%-$6.8K |
| PlanVest Financial, Inc | $1.1M | 31,706 | 0.72% | 2q | +1.1%+$11.4K |
| Kingsview Wealth Management, LLC | $1.0M | 29,723 | 0.01% | 10q | -18.8%-$233.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $998.1K | 29,468 | 0.02% | 6q | -60.9%-$1.6M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $894.8K | 26,419 | 0.01% | 5q | -11.4%-$115.7K |
| Ameritas Advisory Services, LLC | $882.2K | 26,048 | 0.02% | 8q | +21.8%+$157.6K |
| Addison Capital Co | $861.7K | 25,440 | 0.14% | 2q | +1.1%+$9.4K |
| Tanglewood Legacy Advisors, LLC | $839.0K | 24,770 | 0.27% | 6q | HELD |
| Summit Wealth Partners, LLC | $836.5K | 24,697 | 0.12% | 2q | +55.1%+$297.2K |
| Nest Investments, LLC | $831.4K | 24,546 | 0.63% | 3q | +2.3%+$18.3K |
| Diversify Advisory Services, LLC | $707.9K | 20,895 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $707.9K | 20,895 | 0.01% | 2q | -6.9%-$52.7K |
| NewEdge Wealth, LLC | $689.3K | 20,351 | 0.01% | 2q | -7.0%-$51.8K |
| OneDigital Investment Advisors LLC | $671.6K | 19,829 | 0.01% | 2q | +154.4%+$407.6K |
| Stratos Wealth Advisors, LLC | $658.6K | 19,444 | 0.04% | 5q | +19.1%+$105.7K |
| Ballast Rock Private Wealth LLC | $648.4K | 19,144 | 0.30% | 3q | +2.3%+$14.8K |
| Kestra Advisory Services, LLC | $610.1K | 18,014 | 0.00% | 3q | -7.4%-$49.1K |
| CRUX WEALTH ADVISORS | $603.2K | 17,808 | 0.21% | 6q | +14.5%+$76.5K |
| N.E.W. Advisory Services LLC | $574.1K | 16,950 | 0.04% | new | NEW |
| AE Wealth Management LLC | $572.2K | 16,893 | 0.00% | 7q | +0.8%+$4.6K |
| October Effect Ltd | $563.0K | 16,623 | 0.53% | 5q | -38.4%-$351.7K |
| Keating Financial Advisory Services, Inc. | $559.1K | 16,508 | 0.07% | 3q | +5.0%+$26.8K |
| CoreCap Advisors, LLC | $504.2K | 14,887 | 0.01% | 10q | +23.1%+$94.8K |
| Trek Financial, LLC | $471.1K | 13,908 | 0.02% | 2q | +118.8%+$255.8K |
| HARBOUR INVESTMENTS, INC. | $423.0K | 12,490 | 0.01% | 11q | -19.2%-$100.4K |
| GWN SECURITIES INC. | $398.5K | 11,767 | 0.07% | new | NEW |
| CENTRAL VALLEY ADVISORS, LLC | $350.6K | 10,351 | 0.09% | 7q | -97.6%-$14.5M |
| SILVER OAK SECURITIES, INCORPORATED | $343.2K | 10,132 | 0.02% | 6q | -2.5%-$8.7K |
| Share Andrew L. | $336.3K | 9,930 | 0.17% | 6q | HELD |
| Vantage Point Financial LLC | $332.4K | 9,815 | 0.10% | 5q | HELD |
| BFI Wealth Solutions, LLC | $328.0K | 9,685 | 0.24% | new | NEW |
| Range Financial Group LLC | $320.4K | 9,461 | 0.09% | 5q | -57.1%-$426.9K |
| IHT Wealth Management, LLC | $289.3K | 8,541 | 0.01% | 3q | +2.0%+$5.7K |
| INTEGRITY ALLIANCE, LLC. | $281.5K | 8,310 | 0.01% | 6q | -4.9%-$14.6K |
| Garden State Investment Advisory Services LLC | $281.0K | 8,297 | 0.05% | 7q | -7.8%-$23.7K |
| Virtue Capital Management, LLC | $276.5K | 8,163 | 0.04% | 2q | HELD |
| CALTON & ASSOCIATES, INC. | $275.1K | 8,121 | 0.04% | 3q | +9.8%+$24.6K |
| Vistica Wealth Advisors, LLC | $267.6K | 7,900 | 0.23% | 3q | HELD |
| DAYMARK WEALTH PARTNERS, LLC | $254.1K | 7,503 | 0.01% | 6q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $253.2K | 7,475 | 0.00% | new | NEW |
| RED CRANE WEALTH MANAGEMENT, LLC | $241.8K | 7,139 | 0.18% | 2q | HELD |
| BECK CAPITAL MANAGEMENT, LLC | $218.5K | 6,450 | 0.04% | new | NEW |
| Steward Partners Investment Advisory, LLC | $214.8K | 6,342 | 0.00% | 10q | -22.9%-$63.9K |
| CARY STREET PARTNERS FINANCIAL LLC | $207.4K | 6,123 | 0.00% | 2q | -2.4%-$5.1K |
| ATX Financial Planning, LLC | $204.2K | 6,028 | 0.14% | 3q | -42.4%-$150.6K |
| CASTLE WEALTH MANAGEMENT LLC | $201.4K | 5,945 | 0.06% | new | NEW |
| Capital Investment Advisory Services, LLC | $200.6K | 5,923 | 0.01% | 3q | +8.1%+$15.1K |
| IFP Advisors, Inc | $193.5K | 5,712 | 0.00% | 5q | +1.2%+$2.2K |
| WealthShield Partners, LLC | $115.2K | 3,400 | 0.02% | 7q | HELD |
| Keystone Financial Group, Inc. | $67.8K | 2,001 | 0.04% | 6q | -39.2%-$43.7K |
| Farther Finance Advisors, LLC | $67.7K | 2,000 | 0.00% | 5q | -91.9%-$770.5K |
| FIDUCIARY FINANCIAL ADVISORS | $37.2K | 1,098 | 0.00% | new | NEW |
| Caitlin John, LLC | $32.2K | 951 | 0.02% | 4q | -8.3%-$2.9K |
| CENTAURUS FINANCIAL, INC. | $17.1K | 505,210 | 0.66% | 10q | +47.4%+$5.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $14.3K | 422 | 0.00% | 2q | HELD |
| HUNTINGTON NATIONAL BANK | $3.8K | 113 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.4K | 70,180 | 0.00% | 6q | +147.8%+$1.4K |
Showing the largest 100 of 104 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 101 | $505.7M | 14,929,199 | 9 | 38 | 38 | 0.0% |
| Q1 2026 | 100 | $615.5M | 18,950,087 | 20 | 42 | 22 | 0.0% |
| Q4 2025 | 91 | $484.8M | 14,884,993 | 12 | 45 | 20 | 0.0% |
| Q3 2025 | 78 | $426.0M | 13,372,712 | 7 | 45 | 15 | 0.0% |
| Q2 2025 | 77 | $370.3M | 12,020,287 | 18 | 33 | 15 | 0.0% |
| Q1 2025 | 63 | $327.6M | 11,020,975 | 22 | 26 | 8 | 0.0% |
| Q4 2024 | 44 | $230.2M | 7,735,076 | 15 | 22 | 5 | 0.0% |
| Q3 2024 | 33 | $154.7M | 5,302,083 | 10 | 17 | 3 | 0.0% |
| Q2 2024 | 30 | $77.7M | 2,739,221 | 11 | 15 | 2 | 0.0% |
| Q1 2024 | 21 | $64.5M | 2,354,725 | 13 | 7 | 1 | 0.0% |
| Q4 2023 | 9 | $36.0M | 1,352,489 | 9 | 0 | 0 | 0.0% |