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Innovator Defined Wealth Shield ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$3.81M
MAM
52
Milestone Asset Management
Pennsylvania
$3.5M
AA
53
Armis Advisers
Georgia
$3.49M
CIAS
54
Capital Investment Advisory Services
North Carolina
$3.43M
WIA
55
World Investment Advisors
California
$3.3M
LWMI
56
Legacy Wealth Management (Idaho)
Idaho
$3.11M
WA
57
Whipplewood Advisors
Colorado
$3.05M
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.85M
CFCI
59
Comprehensive Financial Consultants Institutional
Indiana
$2.74M
CW
60
Code Waechter
Florida
$2.66M
SWA
61
SFMG Wealth Advisors
Texas
$2.58M
RC
62
Rovin Capital
Arizona
$2.58M
USCWA
63
U.S. Capital Wealth Advisors
Texas
$2.54M
SOS
64
Silver Oak Securities
Tennessee
$2.39M
BFG
65
Beacon Financial Group
Texas
$2.35M
CA
66
Cannon Advisors
North Carolina
$2.12M
4WM
67
4J Wealth Management
Virginia
$2.06M
CB
68
Chris Bulman
California
$2.05M
Truist Financial
69
Truist Financial
North Carolina
$1.97M
FFN
70
Focus Financial Network
Minnesota
$1.88M
CFP
71
Comprehensive Financial Planning
Pennsylvania
$1.8M
IIA
72
Integral Investment Advisors
California
$1.74M
ACS
73
Archford Capital Strategies
Illinois
$1.73M
TCM
74
Triumph Capital Management
Colorado
$1.72M
SEIA
75
Signature Estate & Investment Advisors
California
$1.72M