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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 %
WA
51
Whipplewood Advisors
Colorado
$4.4M 137,053 +136,903 +91,269%
TF
52
Trek Financial
Arizona
$4.35M 135,559 +7,134 +6%
BWM
53
Brown Wealth Management
Illinois
$4.28M 133,494 -453 -0.3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$4.23M 131,794 +41,085 +45%
MFG
55
Merit Financial Group
Georgia
$3.86M 120,260 +96,881 +414%
AA
56
Armis Advisers
Georgia
$3.83M 119,440 +8,351 +8%
WIA
57
World Investment Advisors
California
$3.68M 114,831 +9,529 +9%
SPIA
58
Steward Partners Investment Advisory
New York
$3.58M 111,563 +60,866 +120%
MAM
59
Milestone Asset Management
Pennsylvania
$3.53M 110,095 -1,435 -1%
RA
60
RFG Advisory
Alabama
$3.53M 110,055 -32,548 -23%
BFG
61
Beacon Financial Group
Texas
$3.52M 109,725 +34,882 +47%
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$3.43M 109,187 +109,187 New
NA
63
NewEdge Advisors
Louisiana
$3.12M 97,208 +49,841 +105%
CW
64
Code Waechter
Florida
$3M 93,416 +8,670 +10%
DC
65
Davenport & Co
Virginia
$2.83M 88,343 +88,343 New
CFCI
66
Comprehensive Financial Consultants Institutional
Indiana
$2.82M 88,028 +619 +0.7%
RC
67
Rovin Capital
Arizona
$2.78M 86,736 +4,447 +5%
USCWA
68
U.S. Capital Wealth Advisors
Texas
$2.69M 83,722 +2,896 +4%
SWA
69
SFMG Wealth Advisors
Texas
$2.64M 82,301 – –
CTFG
70
Capstone Triton Financial Group
Oklahoma
$2.62M 81,782 +81,782 New
FFA
71
Farther Finance Advisors
California
$2.34M 72,929 +23,577 +48%
CA
72
Cannon Advisors
North Carolina
$2.28M 71,001 +3,341 +5%
SOS
73
Silver Oak Securities
Tennessee
$2.15M 66,969 -9,337 -12%
FFN
74
Focus Financial Network
Minnesota
$2.12M 66,189 +6,275 +10%
ACS
75
Archford Capital Strategies
Illinois
$2.06M 64,214 +9,107 +17%
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