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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
IIA
101
Integral Investment Advisors
California
$2.08M
VFPW
102
Vantage Financial Partners (Wisconsin)
Wisconsin
$2M
FWWM
103
Fiscal Wisdom Wealth Management
Connecticut
$1.96M
CFP
104
Comprehensive Financial Planning
Pennsylvania
$1.89M
SWP
105
Sagespring Wealth Partners
Tennessee
$1.83M
MSFS
106
Main Street Financial Solutions
Pennsylvania
$1.8M
SOS
107
Silver Oak Securities
Tennessee
$1.79M
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$1.73M
CB
109
Chris Bulman
California
$1.73M
CAL
110
Capital Analysts LLC
Pennsylvania
$1.72M
JSL
111
JT Stratford LLC
Georgia
$1.64M
RIL
112
Rothschild Investment LLC
Illinois
$1.62M
RA
113
RiverTree Advisors
Florida
$1.6M
IA
114
Integrity Alliance
Iowa
$1.59M
TCM
115
Triumph Capital Management
Colorado
$1.57M
GFA
116
Gallagher Fiduciary Advisors
Illinois
$1.57M
FHC
117
First Heartland Consultants
Missouri
$1.54M
FOR
118
Family Office Research
Maryland
$1.49M
CA
119
CGN Advisors
Kansas
$1.49M
RRAL
120
RED REEF ADVISORS LLC
Florida
$1.48M
EMAM
121
Encompass More Asset Management
California
$1.42M
BIG
122
Brookwood Investment Group
Arizona
$1.42M
PWM
123
Palumbo Wealth Management
New York
$1.39M
MOS
124
MGO One Seven
Ohio
$1.35M
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1.34M