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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

195 hedge funds and large institutions have $997M invested in Innovator Defined Wealth Shield ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
26
Increased
96
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$18.9M
2
CPC
2
Consolidated Planning Corp
Georgia
$11.8M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$34.4M
4
AWM
4
AE Wealth Management
Kansas
$15.9M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$9.28M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.9M
4
W
4
Wealthquest
Ohio
$101M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$745K 23,213 -12,719 -35%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$744K 23,128 +6,517 +39%
AWA
128
Arete Wealth Advisors
Illinois
$740K 23,080 -4,793 -17%
RWM
129
Ritholtz Wealth Management
New York
$695K 21,655 -13,622 -39%
CA
130
CGN Advisors
Kansas
$694K 21,648 +2,535 +13%
WCP
131
Wick Capital Partners
Pennsylvania
$690K 90,804 +70,719 +352%
ASN
132
Advisory Services Network
Georgia
$651K 20,156 +20,156 New
OCFG
133
O'Connor Financial Group
Illinois
$647K 20,110 +478 +2%
IWP
134
Insight Wealth Partners
Texas
$616K 19,207 +6,835 +55%
KWS
135
Keystone Wealth Services
California
$597K 18,625 -14,844 -44%
SMC
136
Smith, Moore & Co
Missouri
$586K 18,278 +1,050 +6%
PWM
137
Partners Wealth Management
California
$581K 18,520 – –
SEA
138
Stegent Equity Advisors
Texas
$536K 16,721 +3,514 +27%
SI
139
Stephens Inc
Arkansas
$524K 16,338 +16,338 New
AIM
140
Advyzon Investment Management
Illinois
$521K 16,246 +16,246 New
VCM
141
Virtue Capital Management
Tennessee
$514K 16,021 +16,021 New
Mariner
142
Mariner
Kansas
$480K 14,960 -8,143 -35%
KFGG
143
Keystone Financial Group (Georgia)
Georgia
$467K 14,486 -10,613 -42%
MW
144
Maia Wealth
Colorado
$464K 14,455 +644 +5%
AA
145
ACT Advisors
North Carolina
$429K 13,388 – –
BCA
146
Bay Colony Advisors
Massachusetts
$429K 13,364 -6,519 -33%
PIAS
147
PCA Investment Advisory Services
Ohio
$406K 12,650 -150 -1%
W
148
WorthPointe
California
$383K 11,924 -170 -1%
WS
149
Wedbush Securities
California
$367K 11,450 +11,450 New
GSAM
150
Grant Street Asset Management
Pennsylvania
$363K 11,330 +2,382 +27%
4 5
6
7 8