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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 %
MSFS
76
Main Street Financial Solutions
Pennsylvania
$1.67M 53,348 +4,968 +10%
BPA
77
Beacon Pointe Advisors
California
$1.65M 52,446 +178 +0.3%
CAL
78
Capital Analysts LLC
Pennsylvania
$1.62M 51,650 -600 -1%
SPIA
79
Steward Partners Investment Advisory
New York
$1.59M 50,697 +36,616 +260%
FFA
80
Farther Finance Advisors
California
$1.55M 49,352 +49,352 New
NA
81
NewEdge Advisors
Louisiana
$1.49M 47,367 +6,922 +17%
GFA
82
Gallagher Fiduciary Advisors
Illinois
$1.44M 45,844 +7,213 +19%
BWM
83
BCS Wealth Management
Tennessee
$1.43M 45,526 +2,293 +5%
BAM
84
Belpointe Asset Management
Nevada
$1.4M 44,734 +44,734 New
MOS
85
MGO One Seven
Ohio
$1.38M 44,121 -2,000 -4%
MMA
86
Miracle Mile Advisors
California
$1.38M 43,992 – –
KWM
87
KFG Wealth Management
Indiana
$1.38M 43,981 +43,981 New
AWA
88
Arkadios Wealth Advisors
Georgia
$1.37M 43,634 – –
MWP
89
Madison Wealth Partners
Wisconsin
$1.3M 41,501 +6,010 +17%
ATPW
90
Ashton Thomas Private Wealth
Arizona
$1.3M 41,432 +41,432 New
HighTower Advisors
91
HighTower Advisors
Illinois
$1.27M 40,417 +4,902 +14%
IA
92
Integrity Alliance
Iowa
$1.23M 39,282 +39,282 New
CA
93
CoreCap Advisors
Michigan
$1.18M 37,620 -2,232 -6%
VFPW
94
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.17M 37,212 +8,714 +31%
BTI
95
Blue Trust Inc
Georgia
$1.13M 36,060 +6,367 +21%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$1.13M 35,932 +748 +2%
RWM
97
Ritholtz Wealth Management
New York
$1.11M 35,277 – –
PI
98
Pachira Investments
California
$1.09M 34,846 +20,219 +138%
CG
99
CFO4Life Group
Texas
$1.09M 34,692 +34,692 New
DAS
100
Diversify Advisory Services
Utah
$1.09M 34,650 – –
2 3
4
5 6