Public ownership evidence

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

Read ZALT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Innovator U.S. Equity 10 Buffer ETF - Quarterly: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Schulz Wealth, LTD.
Report period
2026-06-30
Available
2026-08-27
Reported shares
43,935
Value (USD)
$1,488,078
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002011780-26-000002
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ZALT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ZALT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Schulz Wealth, LTD.2026-06-302026-08-2743,935$1,488,078None
ATX Financial Planning, LLC2026-06-302026-08-216,028$204,168None
Kingsview Wealth Management, LLC2026-06-302026-08-2029,723$1,006,718None
Beacon Pointe Advisors, LLC2026-06-302026-08-19158,286$5,361,147None
Nest Investments, LLC2026-03-312026-08-1924,005$779,210None
Nest Investments, LLC2025-12-312026-08-1920,932$681,739None
Caitlin John, LLC2026-06-302026-08-18951$32,210None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18505,210$17,111,000None
Vantage Point Financial LLC2026-06-302026-08-159,815$332,434None
Mutual Advisors, LLC2026-06-302026-08-1546,291$1,567,876None
Ameritas Advisory Services, LLC2026-06-302026-08-1526,048$882,246None
Foundations Investment Advisors, LLC2026-06-302026-08-15221,613$7,506,032None
OSAIC HOLDINGS, INC.2026-06-302026-08-15329,533$11,161,283None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,146$377,515None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,243,114$42,103,633None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-15180,326$6,107,656None
Nest Investments, LLC2026-06-302026-08-1524,546$831,384None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15470$15,919None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15628$21,270None
BECK CAPITAL MANAGEMENT, LLC2026-06-302026-08-156,450$218,462None
Ausdal Financial Partners, Inc.2026-06-302026-08-1557,050$1,932,284None
IHT Wealth Management, LLC2026-06-302026-08-158,541$289,284None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15523,617$17,734,908None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15161,838$5,481,453None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1537$1,253None
CreativeOne Wealth, LLC2026-06-302026-08-1468,492$2,319,824None
D.B. Root & Company, LLC2026-06-302026-08-14343,193$11,623,947None
Steward Partners Investment Advisory, LLC2026-06-302026-08-146,342$214,804None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1443$1,456None
HOLLENCREST CAPITAL MANAGEMENT2026-06-302026-08-1441,309$1,399,136None
Trek Financial, LLC2026-06-302026-08-1413,908$471,064None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14787,692$26,679,128None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-14422$14,293None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14113$3,827None
Pitti Group Wealth Management, LLC2026-06-302026-08-13378,737$12,827,822None
Cetera Investment Advisers2026-06-302026-08-13250,620$8,488,499None
Advisory Services Network, LLC2026-06-302026-08-1358,493$1,981,171None
WealthShield Partners, LLC2026-06-302026-08-133,400$115,158None
NewEdge Advisors, LLC2026-06-302026-08-13636,780$21,567,739None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1312,490$423,036None
JPMORGAN CHASE & CO2026-06-302026-08-132$69None
JPMORGAN CHASE & CO2026-06-302026-08-130$14None
Keating Financial Advisory Services, Inc.2026-06-302026-08-1216,508$559,126None
Stratos Wealth Advisors, LLC2026-06-302026-08-1219,444$658,568None
Garden State Investment Advisory Services LLC2026-06-302026-08-128,297$281,019None
PlanVest Financial, Inc2026-06-302026-08-1131,706$1,073,882None
Ballast Rock Private Wealth LLC2026-06-302026-08-1119,144$648,420None
Diversify Advisory Services, LLC2026-06-302026-08-1120,895$707,923None
Tanglewood Legacy Advisors, LLC2026-06-302026-08-1124,770$838,960None
NewEdge Wealth, LLC2026-06-302026-08-1120,351$689,293None

90-day public filing window, up to 50 source positions.

Schulz Wealth, LTD. ↗ATX Financial Planning, LLC ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗Nest Investments, LLC ↗Nest Investments, LLC ↗Caitlin John, LLC ↗CENTAURUS FINANCIAL, INC. ↗Vantage Point Financial LLC ↗Mutual Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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