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Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT) Institutional Ownership

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$27.66
-0.02 (-0.07%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity 10 Buffer ETF - Quarterly (BATS:ZALT)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$54.23M
Number of
Institutional Sellers
(last 12 months)
0
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ZALT Institutional Buying and Selling by Quarter

Innovator U.S. Equity 10 Buffer ETF - Quarterly Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Kingsview Wealth Management LLC10,774$295K0.0%N/A0.274%
5/9/2024 Wealthquest Corp1,432,809$39.27M4.2%+66.6%36.458%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.81,375$2.23M0.9%N/A2.071%
4/29/2024Commonwealth Equity Services LLC99,445$2.73M0.0%+151.1%2.530%
4/24/2024 Capasso Planning Partners LLC53,077$1.46M0.6%+5.3%1.351%
4/23/2024 Raymond James Financial Services Advisors Inc.67,157$1.84M0.0%N/A1.709%
4/17/2024 D.B. Root & Company LLC72,488$1.99M0.7%+40.7%0.000%
4/17/2024 CRA Financial Services LLC158,537$4.35M0.9%+3.9%0.000%
4/15/2024 Brookstone Capital Management42,871$1.18M0.0%+79.1%0.000%
2/16/2024 Wealthquest Corp860,001$22.87M2.5%N/A0.000%
2/9/2024 Advisory Services Network LLC58,626$1.56M0.0%N/A0.000%
2/1/2024 CRA Financial Services LLC152,637$4.06M1.0%N/A0.000%
1/26/2024 Capasso Planning Partners LLC50,386$1.34M0.6%N/A0.000%
1/16/2024 D.B. Root & Company LLC51,503$1.37M0.5%N/A0.000%
(Data available from 1/1/2016 forward)

ZALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZALT shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly. The most heavily invested institutionals were Wealthquest Corp ($39.27M), CRA Financial Services LLC ($4.35M), Commonwealth Equity Services LLC ($2.73M), Comprehensive Financial Consultants Institutional Inc. ($2.23M), D.B. Root & Company LLC ($1.99M), Raymond James Financial Services Advisors Inc. ($1.84M), and Advisory Services Network LLC ($1.56M).Learn more on ZALT's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity 10 Buffer ETF - Quarterly stock?

Of the 10 institutional investors that purchased Innovator U.S. Equity 10 Buffer ETF - Quarterly stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthquest Corp ($1.43M), CRA Financial Services LLC ($158.54K), Comprehensive Financial Consultants Institutional Inc. ($81.38K), D.B. Root & Company LLC ($72.49K), Raymond James Financial Services Advisors Inc. ($67.16K), Commonwealth Equity Services LLC ($59.84K), and Advisory Services Network LLC ($58.63K).

How much institutional buying is happening at Innovator U.S. Equity 10 Buffer ETF - Quarterly?

Institutional investors have bought a total of 2,013,620 shares in the last 24 months. This purchase volume represents approximately $54.23M in transactions.


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This page (BATS:ZALT) was last updated on 5/20/2024 by MarketBeat.com Staff

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