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Innovator Defined Wealth Shield ETF

258 hedge funds and large institutions have $1.49B invested in Innovator Defined Wealth Shield ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
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
MAM
76
Milestone Asset Management
Pennsylvania
$3.64M
EH
77
Equitable Holdings
New York
$3.53M
LOWM
78
Laurel Oak Wealth Management
New Jersey
$3.36M
PI
79
Pachira Investments
California
$3.29M
TWP
80
Triad Wealth Partners
Kansas
$3.28M
CFCI
81
Comprehensive Financial Consultants Institutional
Indiana
$3.17M
SWA
82
SFMG Wealth Advisors
Texas
$3.11M
CTFG
83
Capstone Triton Financial Group
Oklahoma
$3M
RC
84
Rovin Capital
Arizona
$2.98M
BRPW
85
Ballast Rock Private Wealth
South Carolina
$2.93M
CW
86
CreativeOne Wealth
Kansas
$2.81M
VC
87
Vicus Capital
Pennsylvania
$2.79M
NFS
88
NewCorp Financial Services
Georgia
$2.75M
NWWA
89
New Wave Wealth Advisors
Arkansas
$2.75M
DAS
90
Diversify Advisory Services
Utah
$2.66M
AC
91
Applied Capital
Arkansas
$2.56M
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$2.52M
HAS
93
HBW Advisory Services
California
$2.48M
FFN
94
Focus Financial Network
Minnesota
$2.48M
SEIA
95
Signature Estate & Investment Advisors
California
$2.41M
AI
96
Atria Investments
North Carolina
$2.37M
CA
97
Cannon Advisors
North Carolina
$2.35M
MFG
98
Merit Financial Group
Georgia
$2.33M
BWM
99
BCS Wealth Management
Tennessee
$2.14M
BPA
100
Beacon Pointe Advisors
California
$2.12M