Who Owns INNOVATOR (ZALT)? -- Institutional Holders (2026-06-30)

117 institutions reported holding $534.0M of INNOVATOR (ZALT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthquest Corp ($132.1M), OSAIC HOLDINGS, INC. ($53.6M), CAPTRUST FINANCIAL ADVISORS ($26.7M), Grant Street Asset Management, Inc. ($26.2M), RAYMOND JAMES FINANCIAL INC ($23.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Wealthquest Corp$132.1M3.9MTrimmed
2OSAIC HOLDINGS, INC.$53.6M1.6MAdded
3CAPTRUST FINANCIAL ADVISORS$26.7M787,692Added
4Grant Street Asset Management, Inc.$26.2M774,762Added
5RAYMOND JAMES FINANCIAL INC$23.2M685,455Trimmed
6NewEdge Advisors, LLC$21.6M636,780Added
7CENTAURUS FINANCIAL, INC.$17.1M505,210Added
8Brookstone Capital Management$15.9M470,206Added
9CRA Financial Services, LLC$14.1M416,213Added
10COMMONWEALTH EQUITY SERVICES, LLC$12.9M381,132Added
11Pitti Group Wealth Management, LLC$12.8M378,737Added
12D.B. Root & Company, LLC$11.6M343,193Added
13MML INVESTORS SERVICES, LLC$9.2M270,813Added
14Cetera Investment Advisers$8.5M250,620Trimmed
15Bullseye Investment Management, LLC$8.4M247,707Added
16ENVESTNET ASSET MANAGEMENT INC$8.4M246,813Added
17Sigma Planning Corp$8.0M235,381Added
18Foundations Investment Advisors, LLC$7.5M221,613Added
19TRUIST FINANCIAL CORP$6.2M184,059Added
20Sovran Advisors, LLC$6.2M183,027Added
21Gallagher Fiduciary Advisors, LLC$6.1M180,326Trimmed
22AXXCESS WEALTH MANAGEMENT, LLC$6.0M175,776Added
23Atria Investments, Inc$5.4M158,566Trimmed
24Beacon Pointe Advisors, LLC$5.4M158,286Added
25Pallas Capital Advisors LLC$5.3M155,183Trimmed

Source: SEC Form 13F filings · as of 2026-06-30