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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
EWM
226
Elmwood Wealth Management
California
$225K
KFGG
227
Keystone Financial Group (Georgia)
Georgia
$223K
PA
228
PFG Advisors
Arizona
$214K
OC
229
Optima Capital
Oregon
$211K
AWM
230
Accurate Wealth Management
Florida
$206K
QIM
231
Quest Investment Management
Oregon
$206K
CS
232
Capital Square
Tennessee
$204K
APCM
233
Alaska Permanent Capital Management
Alaska
$174K
LWMI
234
Legacy Wealth Management (Idaho)
Idaho
$101K
WETS
235
Wealth Enhancement Trust Services
South Dakota
$89.8K
GIA
236
GHP Investment Advisors
Colorado
$84K
CJ
237
Caitlin John
Michigan
$83.4K
WP
238
WealthShield Partners
North Carolina
$70.1K
GF
239
GGM Financials
Ohio
$34K
NWMP
240
Noble Wealth Management PBC
Colorado
$33.5K
BWM
241
Benson Wealth Management
Tennessee
$30.9K
LFG
242
Larson Financial Group
Missouri
$18.9K
GWM
243
Gilpin Wealth Management
Colorado
$18.4K
HNB
244
Huntington National Bank
Ohio
$16.6K
UBS Group
245
UBS Group
Switzerland
$13.3K
GRP
246
Global Retirement Partners
California
$12.9K
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$6.97K
MCM
248
MAI Capital Management
Ohio
$6.17K
Bank of America
249
Bank of America
North Carolina
$3.35K
HBW
250
Hazlett, Burt & Watson
West Virginia
$3K