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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

191 hedge funds and large institutions have $926M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
191
Holders Change
+39
Holders Change %
+25.66%
% of All Funds
2.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
53
Increased
95
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$57.8M
2
KA
2
Kure Advisory
Minnesota
$18.3M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$18.6M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$18.6M
5
ACM
5
Arlington Capital Management
Illinois
$14.8M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$3.05M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AAS
5
Avantax Advisory Services
Texas
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
26
PTM Wealth Management
United States
$8.79M 289,663 +289,663 New
CFS
27
CRA Financial Services
New Jersey
$8.59M 273,747 +18,280 +7%
GEA
28
Glen Eagle Advisors
New Jersey
$8.15M 259,786 +65,476 +34%
AWS
29
Atria Wealth Solutions
New York
$7.9M 251,623 +23,939 +11%
MA
30
Mutual Advisors
Nebraska
$7.8M 248,451 +3,939 +2%
AWA
31
ARQ Wealth Advisors
Arizona
$7.56M 240,997 +240,997 New
SA
32
Sovran Advisors
California
$7.21M 232,792 +14,338 +7%
SB
33
Strategic Blueprint
Georgia
$7.06M 225,077 +9,484 +4%
PWA
34
Prairie Wealth Advisors
Nebraska
$6.92M 220,581 +125,256 +131%
LIWM
35
Long Island Wealth Management
New York
$6.71M 213,755 +58,934 +38%
MML Investors Services
36
MML Investors Services
Massachusetts
$6.6M 210,265 +114,735 +120%
DWMS
37
Dominguez Wealth Management Solutions
Virginia
$6.6M 210,247 +6,933 +3%
FIA
38
Foundations Investment Advisors
Arizona
$6.53M 208,238 +9,170 +5%
SPC
39
Sigma Planning Corp
Michigan
$6.08M 193,778 +5,477 +3%
FD
40
Financial Designs
California
$5.73M 182,581 +4,765 +3%
AWM
41
AE Wealth Management
Kansas
$5.63M 179,472 +164,253 +1,079%
SIM
42
Stratos Investment Management
Ohio
$5.34M 170,122 +170,122 New
TC
43
TownSquare Capital
Utah
$5.19M 165,428 -636 -0.4%
VWA
44
Visionary Wealth Advisors
Illinois
$4.58M 145,896 +29,882 +26%
RA
45
RFG Advisory
Alabama
$4.47M 142,603 +58,921 +70%
WW
46
Winnow Wealth
Texas
$4.38M 139,622 +139,622 New
CWA
47
Core Wealth Advisors
Florida
$4.26M 135,839 +25,859 +24%
BWM
48
Brown Wealth Management
Illinois
$4.2M 133,947 -4,236 -3%
HIW
49
Holos Integrated Wealth
Pennsylvania
$4.07M 129,850 +129,850 New
TF
50
Trek Financial
Arizona
$4.03M 128,425 -2,716 -2%
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