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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

196 hedge funds and large institutions have $998M invested in Innovator Defined Wealth Shield ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
2.63%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
27
Increased
96
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
GI
Gradient Investments
Minnesota
$0
2
ACM
Arlington Capital Management
Illinois
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$45.9M
4
W
Wealthquest
Ohio
$101M
5
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$9.77M -$1.42M -44,327 -13%
SPC
27
Sigma Planning Corp
Michigan
$9.73M +$3.51M +109,374 +56%
SWA
28
Stratos Wealth Advisors
Ohio
$9.43M -$1.79M -55,815 -16%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$9.28M +$8.6M +268,213 +1,278%
GEA
30
Glen Eagle Advisors
New Jersey
$9.27M +$935K +29,131 +11%
FIA
31
Foundations Investment Advisors
Arizona
$8.61M +$1.93M +60,085 +29%
MA
32
Mutual Advisors
Nebraska
$8.37M +$333K +10,297 +4%
SA
33
Sovran Advisors
California
$7.93M +$441K +13,725 +6%
SB
34
Strategic Blueprint
Georgia
$7.75M +$527K +16,440 +7%
AWA
35
ARQ Wealth Advisors
Arizona
$7.56M – – –
SIM
36
Stratos Investment Management
Ohio
$7.53M +$2.07M +64,551 +38%
DWMS
37
Dominguez Wealth Management Solutions
Virginia
$7.17M +$424K +13,228 +6%
LIWM
38
Long Island Wealth Management
New York
$6.81M -$43.6K -1,358 -0.6%
PWA
39
Prairie Wealth Advisors
Nebraska
$6.72M -$358K -11,162 -5%
LPL Financial
40
LPL Financial
California
$6.41M +$2.51M +78,372 +65%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.11M -$631K -19,670 -9%
FD
42
Financial Designs
California
$5.99M +$131K +4,098 +2%
AWS
43
Atria Wealth Solutions
New York
$5.71M -$2.36M -73,629 -29%
VWA
44
Visionary Wealth Advisors
Illinois
$5.3M +$619K +19,297 +13%
CWA
45
Core Wealth Advisors
Florida
$5.22M +$863K +26,905 +20%
Truist Financial
46
Truist Financial
North Carolina
$4.98M +$2.97M +92,517 +147%
4WM
47
4J Wealth Management
Virginia
$4.94M +$2.84M +88,531 +135%
HIW
48
Holos Integrated Wealth
Pennsylvania
$4.75M +$538K +16,578 +13%
CIAS
49
Capital Investment Advisory Services
North Carolina
$4.7M +$1.19M +37,137 +34%
KPWS
50
Kestra Private Wealth Services
Texas
$4.47M +$4.47M +139,322 New
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