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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
+$18.5M
2
CPC
Consolidated Planning Corp
Georgia
+$11.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.6M
4
AWM
AE Wealth Management
Kansas
+$10.1M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$8.6M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$17.6M
2
ACM
Arlington Capital Management
Illinois
-$14.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.3M
4
W
Wealthquest
Ohio
-$9.29M
5
TC
TownSquare Capital
Utah
-$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Whipplewood Advisors
Colorado
$4.4M +$4.39M +136,903 +91,269%
TF
52
Trek Financial
Arizona
$4.35M +$229K +7,134 +6%
BWM
53
Brown Wealth Management
Illinois
$4.28M -$14.5K -453 -0.3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$4.23M +$1.32M +41,085 +45%
MFG
55
Merit Financial Group
Georgia
$3.86M +$3.11M +96,881 +414%
AA
56
Armis Advisers
Georgia
$3.83M +$268K +8,351 +8%
WIA
57
World Investment Advisors
California
$3.68M +$306K +9,529 +9%
SPIA
58
Steward Partners Investment Advisory
New York
$3.58M +$1.95M +60,866 +120%
MAM
59
Milestone Asset Management
Pennsylvania
$3.53M -$46K -1,435 -1%
RA
60
RFG Advisory
Alabama
$3.53M -$1.04M -32,548 -23%
BFG
61
Beacon Financial Group
Texas
$3.52M +$1.12M +34,882 +47%
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$3.43M +$3.43M +109,187 New
NA
63
NewEdge Advisors
Louisiana
$3.12M +$1.6M +49,841 +105%
CW
64
Code Waechter
Florida
$3M +$278K +8,670 +10%
DC
65
Davenport & Co
Virginia
$2.83M +$2.83M +88,343 New
CFCI
66
Comprehensive Financial Consultants Institutional
Indiana
$2.82M +$19.9K +619 +0.7%
RC
67
Rovin Capital
Arizona
$2.78M +$143K +4,447 +5%
USCWA
68
U.S. Capital Wealth Advisors
Texas
$2.69M +$92.9K +2,896 +4%
SWA
69
SFMG Wealth Advisors
Texas
$2.64M – – –
CTFG
70
Capstone Triton Financial Group
Oklahoma
$2.62M +$2.62M +81,782 New
FFA
71
Farther Finance Advisors
California
$2.34M +$756K +23,577 +48%
CA
72
Cannon Advisors
North Carolina
$2.28M +$107K +3,341 +5%
SOS
73
Silver Oak Securities
Tennessee
$2.15M -$300K -9,337 -12%
FFN
74
Focus Financial Network
Minnesota
$2.12M +$201K +6,275 +10%
ACS
75
Archford Capital Strategies
Illinois
$2.06M +$292K +9,107 +17%
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