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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 %
SEIA
76
Signature Estate & Investment Advisors
California
$1.97M +$212K +6,601 +12%
OIA
77
OneDigital Investment Advisors
Kansas
$1.92M +$998K +31,100 +108%
KWM
78
KFG Wealth Management
Indiana
$1.89M +$480K +14,956 +34%
CFP
79
Comprehensive Financial Planning
Pennsylvania
$1.89M +$42.4K +1,323 +2%
CB
80
Chris Bulman
California
$1.8M -$296K -9,212 -14%
IIA
81
Integral Investment Advisors
California
$1.78M – – –
BPA
82
Beacon Pointe Advisors
California
$1.76M +$75.3K +2,348 +4%
MSFS
83
Main Street Financial Solutions
Pennsylvania
$1.71M – – –
CAL
84
Capital Analysts LLC
Pennsylvania
$1.66M +$7.09K +221 +0.4%
GFA
85
Gallagher Fiduciary Advisors
Illinois
$1.6M +$132K +4,122 +9%
RIL
86
Rothschild Investment LLC
Illinois
$1.57M +$1.57M +48,800 New
HAS
87
HBW Advisory Services
California
$1.55M +$857K +26,712 +123%
NWWA
88
New Wave Wealth Advisors
Arkansas
$1.53M +$1.53M +47,840 New
MOS
89
MGO One Seven
Ohio
$1.41M -$6.42K -200 -0.5%
PWM
90
Palumbo Wealth Management
New York
$1.36M +$418K +13,041 +44%
IA
91
Integrity Alliance
Iowa
$1.3M +$39.3K +1,224 +3%
TCM
92
Triumph Capital Management
Colorado
$1.29M -$474K -14,768 -27%
HighTower Advisors
93
HighTower Advisors
Illinois
$1.28M -$12.1K -376 -0.9%
ATPW
94
Ashton Thomas Private Wealth
Arizona
$1.28M -$47.2K -1,471 -4%
PA
95
PFG Advisors
Arizona
$1.28M +$1.28M +39,854 New
MMA
96
Miracle Mile Advisors
California
$1.28M -$133K -4,139 -9%
CA
97
CoreCap Advisors
Michigan
$1.21M +$7.22K +225 +0.6%
RWP
98
Reliant Wealth Planning
Kentucky
$1.17M +$1.17M +36,443 New
AC
99
Applied Capital
Arkansas
$1.16M +$489K +15,240 +72%
BIG
100
Brookwood Investment Group
Arizona
$1.15M +$166K +5,171 +17%
2 3
4
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