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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 %
SEIA
76
Signature Estate & Investment Advisors
California
$1.97M 61,398 +6,601 +12%
OIA
77
OneDigital Investment Advisors
Kansas
$1.92M 59,900 +31,100 +108%
KWM
78
KFG Wealth Management
Indiana
$1.89M 58,937 +14,956 +34%
CFP
79
Comprehensive Financial Planning
Pennsylvania
$1.89M 58,795 +1,323 +2%
CB
80
Chris Bulman
California
$1.8M 56,170 -9,212 -14%
IIA
81
Integral Investment Advisors
California
$1.78M 55,471 – –
BPA
82
Beacon Pointe Advisors
California
$1.76M 54,794 +2,348 +4%
MSFS
83
Main Street Financial Solutions
Pennsylvania
$1.71M 53,348 – –
CAL
84
Capital Analysts LLC
Pennsylvania
$1.66M 51,871 +221 +0.4%
GFA
85
Gallagher Fiduciary Advisors
Illinois
$1.6M 49,966 +4,122 +9%
RIL
86
Rothschild Investment LLC
Illinois
$1.57M 48,800 +48,800 New
HAS
87
HBW Advisory Services
California
$1.55M 48,355 +26,712 +123%
NWWA
88
New Wave Wealth Advisors
Arkansas
$1.53M 47,840 +47,840 New
MOS
89
MGO One Seven
Ohio
$1.41M 43,921 -200 -0.5%
PWM
90
Palumbo Wealth Management
New York
$1.36M 42,462 +13,041 +44%
IA
91
Integrity Alliance
Iowa
$1.3M 40,506 +1,224 +3%
TCM
92
Triumph Capital Management
Colorado
$1.29M 40,118 -14,768 -27%
HighTower Advisors
93
HighTower Advisors
Illinois
$1.28M 40,041 -376 -0.9%
ATPW
94
Ashton Thomas Private Wealth
Arizona
$1.28M 39,961 -1,471 -4%
PA
95
PFG Advisors
Arizona
$1.28M 39,854 +39,854 New
MMA
96
Miracle Mile Advisors
California
$1.28M 39,853 -4,139 -9%
CA
97
CoreCap Advisors
Michigan
$1.21M 37,845 +225 +0.6%
RWP
98
Reliant Wealth Planning
Kentucky
$1.17M 36,443 +36,443 New
AC
99
Applied Capital
Arkansas
$1.16M 36,299 +15,240 +72%
BIG
100
Brookwood Investment Group
Arizona
$1.15M 35,983 +5,171 +17%
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4
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