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Innovator Defined Wealth Shield ETF

254 hedge funds and large institutions have $1.48B invested in Innovator Defined Wealth Shield ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$133M
2 +$22.9M
3 +$9.35M
4
Jane Street
Jane Street
New York
+$8.47M
5
ACA
Aptus Capital Advisors
Alabama
+$7.69M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Stratos Investment Management
Ohio
$6.18M
AWM
52
Axxcess Wealth Management
California
$5.83M
CIAS
53
Capital Investment Advisory Services
North Carolina
$5.8M
BAM
54
Belpointe Asset Management
Nevada
$5.67M
KPWS
55
Kestra Private Wealth Services
Texas
$5.64M
HIW
56
Holos Integrated Wealth
Pennsylvania
$5.53M
WIA
57
World Investment Advisors
California
$5.46M
Truist Financial
58
Truist Financial
North Carolina
$5.43M
PCA
59
Prosperity Capital Advisors
Ohio
$5.28M
WW
60
Winnow Wealth
Texas
$5.07M
BWM
61
Brown Wealth Management
Illinois
$4.83M
WA
62
Whipplewood Advisors
Colorado
$4.77M
TF
63
Trek Financial
Arizona
$4.75M
KWM
64
KFG Wealth Management
Indiana
$4.56M
AFP
65
Ausdal Financial Partners
Iowa
$4.54M
CA
66
CoreCap Advisors
Michigan
$4.45M
FD
67
Financial Designs
California
$4.42M
CW
68
Code Waechter
Florida
$4.33M
USCWA
69
U.S. Capital Wealth Advisors
Texas
$4.21M
SPIA
70
Steward Partners Investment Advisory
New York
$4.07M
ACS
71
Archford Capital Strategies
Illinois
$4.02M
DC
72
Davenport & Co
Virginia
$3.78M
RA
73
RFG Advisory
Alabama
$3.75M
IAS
74
Integrity Advisory Solutions
Texas
$3.67M
MAM
75
Milestone Asset Management
Pennsylvania
$3.64M