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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 %
LPL Financial
51
LPL Financial
California
$3.81M 121,498 +17,481 +17%
MAM
52
Milestone Asset Management
Pennsylvania
$3.5M 111,530 +132 +0.1%
AA
53
Armis Advisers
Georgia
$3.49M 111,089 +111,089 New
CIAS
54
Capital Investment Advisory Services
North Carolina
$3.43M 109,277 +56,521 +107%
WIA
55
World Investment Advisors
California
$3.3M 105,302 -3,698 -3%
LWMI
56
Legacy Wealth Management (Idaho)
Idaho
$3.11M 99,113 +96,447 +3,618%
WA
57
Whipplewood Advisors
Colorado
$3.05M 150 -68,388 -100%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.85M 90,709 +5,935 +7%
CFCI
59
Comprehensive Financial Consultants Institutional
Indiana
$2.74M 87,409 +11,411 +15%
CW
60
Code Waechter
Florida
$2.66M 84,746 +84,746 New
SWA
61
SFMG Wealth Advisors
Texas
$2.58M 82,301 – –
RC
62
Rovin Capital
Arizona
$2.58M 82,289 +10,724 +15%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$2.54M 80,826 +50,860 +170%
SOS
64
Silver Oak Securities
Tennessee
$2.39M 76,306 +1,643 +2%
BFG
65
Beacon Financial Group
Texas
$2.35M 74,843 +56,957 +318%
CA
66
Cannon Advisors
North Carolina
$2.12M 67,660 -382 -0.6%
4WM
67
4J Wealth Management
Virginia
$2.06M 65,597 +65,597 New
CB
68
Chris Bulman
California
$2.05M 65,382 -1,564 -2%
Truist Financial
69
Truist Financial
North Carolina
$1.97M 62,807 +10,320 +20%
FFN
70
Focus Financial Network
Minnesota
$1.88M 59,914 +34,899 +140%
CFP
71
Comprehensive Financial Planning
Pennsylvania
$1.8M 57,472 -559 -1%
IIA
72
Integral Investment Advisors
California
$1.74M 55,471 – –
ACS
73
Archford Capital Strategies
Illinois
$1.73M 55,107 +55,107 New
TCM
74
Triumph Capital Management
Colorado
$1.72M 54,886 -1,277 -2%
SEIA
75
Signature Estate & Investment Advisors
California
$1.72M 54,797 +4,531 +9%
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3
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