BALT icon

Innovator Defined Wealth Shield ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
PWP
101
Prasad Wealth Partners
Ohio
$1.06M 33,876 +5,201 +18%
KWS
102
Keystone Wealth Services
California
$1.05M 33,469 +33,469 New
RA
103
RiverTree Advisors
Florida
$1,000K 31,866 -539 -2%
BIG
104
Brookwood Investment Group
Arizona
$967K 30,812 +30,812 New
PWM
105
Palumbo Wealth Management
New York
$923K 29,421 +22,298 +313%
AFP
106
Ausdal Financial Partners
Iowa
$914K 29,122 +7,734 +36%
OIA
107
OneDigital Investment Advisors
Kansas
$904K 28,800 +3,100 +12%
WAS
108
Wealth Advisory Solutions
Indiana
$900K 28,691 +10,073 +54%
AWA
109
Arete Wealth Advisors
Illinois
$875K 27,873 +15,723 +129%
CA
110
Claro Advisors
Massachusetts
$866K 27,600 +10,565 +62%
SL
111
SWMG LLC
Texas
$840K 26,768 +1,907 +8%
AF
112
Allworth Financial
California
$805K 25,705 +31 +0.1%
SWP
113
Sagespring Wealth Partners
Tennessee
$796K 25,362 +25,362 New
KFGG
114
Keystone Financial Group (Georgia)
Georgia
$791K 25,099 +25,099 New
CPP
115
Capasso Planning Partners
South Carolina
$759K 24,191 +5,063 +26%
EMAM
116
Encompass More Asset Management
California
$742K 23,657 +8,433 +55%
MFG
117
Merit Financial Group
Georgia
$734K 23,379 -422 -2%
FHC
118
First Heartland Consultants
Missouri
$725K 23,116 +1,033 +5%
Mariner
119
Mariner
Kansas
$725K 23,103 -3,466 -13%
HAS
120
HBW Advisory Services
California
$679K 21,643 +6,610 +44%
BW
121
Balance Wealth
Ohio
$671K 21,396 +21,396 New
AC
122
Applied Capital
Arkansas
$661K 21,059 +10,993 +109%
WCAMG
123
Woodard & Company Asset Management Group
North Carolina
$658K 20,982 +5,727 +38%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$653K 20,797 +20,163 +3,180%
GS
125
GWN Securities
Florida
$641K 20,437 +20,437 New