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Innovator Defined Wealth Shield ETF

254 hedge funds and large institutions have $1.48B invested in Innovator Defined Wealth Shield ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$133M
2 +$22.9M
3 +$9.35M
4
Jane Street
Jane Street
New York
+$8.47M
5
ACA
Aptus Capital Advisors
Alabama
+$7.69M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$135M
Osaic Holdings
2
Osaic Holdings
Arizona
$81.8M
W
3
Wealthquest
Ohio
$79.2M
Raymond James Financial
4
Raymond James Financial
Florida
$67M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$51.2M
FIA
6
Foundations Investment Advisors
Arizona
$41.1M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$37.3M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$37.1M
BCI
9
Brinker Capital Investments
Pennsylvania
$33.9M
KWM
10
Kingsview Wealth Management
Oregon
$33.8M
RWP
11
Reliant Wealth Planning
Kentucky
$32.7M
CWG
12
Crown Wealth Group
North Carolina
$31.8M
BCM
13
Brookstone Capital Management
Illinois
$30.7M
LJCM
14
Lee Johnson Capital Management
Texas
$27.5M
CAG
15
Compass Advisory Group
New York
$27M
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$26.4M
AWM
17
AE Wealth Management
Kansas
$23.1M
KA
18
Kure Advisory
Minnesota
$23.1M
CCFM
19
Clear Creek Financial Management
Washington
$20.3M
NA
20
NewEdge Advisors
Louisiana
$20.1M
CF
21
Centaurus Financial
California
$17M
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$16.7M
NIA
23
NBZ Investment Advisors
Tennessee
$16.4M
HI
24
Harbour Investments
Wisconsin
$15.5M
SS
25
Sunbelt Securities
Texas
$15.3M