INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY

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ZALT·45783Y442·US·ETF·Unknown - Unknown

ZALT (INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY) is held by 22 institutional investors as of Q2 2026. Largest holders: OSAIC HOLDINGS, INC. ($53.6M), CAPTRUST FINANCIAL ADVISORS ($26.7M), RAYMOND JAMES FINANCIAL INC ($23.2M). Net institutional sentiment: Mixed.

22

Holders

(3 Elite)

$180.3M

Total Value

40% (25)

Consensus

10 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)57

Insider (Form 4)63

Activist (13D/13G)75

Congressional (STOCK Act)57

Holder Quality

26

★★★★★

Elite

68

★★★★

Strong

34

★★★

Solid

72

★★

Below

53

★

Weak

Held by 22 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ZALT.

Top Holders

Top Holders (22)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OSAIC HOLDINGS, INC.	Increased	1.6M(+21.5%)	$53.6M	0.1%	+14.80%	35
CAPTRUST FINANCIAL ADVISORS	Increased	787,692(+3.2%)	$26.7M	0.0%	+15.67%	30
RAYMOND JAMES FINANCIAL INC	Decreased	685,455(-2.6%)	$23.2M	0.0%	+13.24%	0
NewEdge Advisors, LLC	Increased	636,780(+15.7%)	$21.6M	0.1%	+11.34%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	381,132(+3.0%)	$12.9M	0.0%	+16.42%	29
MML INVESTORS SERVICES, LLC	Increased	270,813(+12.6%)	$9.2M	0.0%	+7.29%	31
Cetera Investment Advisers	Decreased	250,620(-17.2%)	$8.5M	0.0%	+10.09%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	246,813(+6.1%)	$8.4M	0.0%	+6.95%	29
TRUIST FINANCIAL CORP	Increased	184,059(+6.1%)	$6.2M	0.0%	+10.00%	29
AXXCESS WEALTH MANAGEMENT, LLC	Increased	175,776(+871.9%)	$6M	0.1%	+2.17%	44
LPL Financial LLC	Decreased	36,596(-10.3%)	$1.2M	0.0%	+11.02%	0
NewEdge Wealth, LLC	Decreased	20,351(-7.0%)	$689,293	0.0%	+5.25%	0
OneDigital Investment Advisors LLC	Increased	19,829(+154.4%)	$671,608	0.0%	+3.15%	40
Kestra Advisory Services, LLC	Decreased	18,014(-7.5%)	$610,134	0.0%	+5.15%	0
AE Wealth Management LLC	Increased	16,893(+0.8%)	$572,166	0.0%	+13.52%	24
Steward Partners Investment Advisory, LLC	Decreased	6,342(-22.9%)	$214,804	0.0%	+19.41%	0
Farther Finance Advisors, LLC	Decreased	2,000(-91.9%)	$67,740	0.0%	+5.35%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Unchanged	422	$14,293	0.0%	+5.25%	0
HUNTINGTON NATIONAL BANK	Unchanged	113	$3,827	0.0%	+5.15%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Unchanged	43	$1,456	0.0%	+14.80%	0

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ZALTINNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer