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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

195 hedge funds and large institutions have $997M invested in Innovator Defined Wealth Shield ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
26
Increased
96
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$18.9M
2
CPC
2
Consolidated Planning Corp
Georgia
$11.8M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$34.4M
4
AWM
4
AE Wealth Management
Kansas
$15.9M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$9.28M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.9M
4
W
4
Wealthquest
Ohio
$101M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$9.77M 304,525 -44,327 -13%
SPC
27
Sigma Planning Corp
Michigan
$9.73M 303,152 +109,374 +56%
SWA
28
Stratos Wealth Advisors
Ohio
$9.43M 293,951 -55,815 -16%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$9.28M 289,195 +268,213 +1,278%
GEA
30
Glen Eagle Advisors
New Jersey
$9.27M 288,917 +29,131 +11%
FIA
31
Foundations Investment Advisors
Arizona
$8.61M 268,323 +60,085 +29%
MA
32
Mutual Advisors
Nebraska
$8.37M 258,748 +10,297 +4%
SA
33
Sovran Advisors
California
$7.93M 246,517 +13,725 +6%
SB
34
Strategic Blueprint
Georgia
$7.75M 241,517 +16,440 +7%
AWA
35
ARQ Wealth Advisors
Arizona
$7.56M 240,997 – –
SIM
36
Stratos Investment Management
Ohio
$7.53M 234,673 +64,551 +38%
DWMS
37
Dominguez Wealth Management Solutions
Virginia
$7.17M 223,475 +13,228 +6%
LIWM
38
Long Island Wealth Management
New York
$6.81M 212,397 -1,358 -0.6%
PWA
39
Prairie Wealth Advisors
Nebraska
$6.72M 209,419 -11,162 -5%
LPL Financial
40
LPL Financial
California
$6.41M 199,870 +78,372 +65%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.11M 190,595 -19,670 -9%
FD
42
Financial Designs
California
$5.99M 186,679 +4,098 +2%
AWS
43
Atria Wealth Solutions
New York
$5.71M 177,994 -73,629 -29%
VWA
44
Visionary Wealth Advisors
Illinois
$5.3M 165,193 +19,297 +13%
CWA
45
Core Wealth Advisors
Florida
$5.22M 162,744 +26,905 +20%
Truist Financial
46
Truist Financial
North Carolina
$4.98M 155,324 +92,517 +147%
4WM
47
4J Wealth Management
Virginia
$4.94M 154,128 +88,531 +135%
HIW
48
Holos Integrated Wealth
Pennsylvania
$4.75M 146,428 +16,578 +13%
CIAS
49
Capital Investment Advisory Services
North Carolina
$4.7M 146,414 +37,137 +34%
KPWS
50
Kestra Private Wealth Services
Texas
$4.47M 139,322 +139,322 New
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