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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 %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$745K -$408K -12,719 -35%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$744K +$210K +6,517 +39%
AWA
128
Arete Wealth Advisors
Illinois
$740K -$154K -4,793 -17%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$733K +$733K +22,857 New
RWM
130
Ritholtz Wealth Management
New York
$695K -$437K -13,622 -39%
CA
131
CGN Advisors
Kansas
$694K +$81.3K +2,535 +13%
WCP
132
Wick Capital Partners
Pennsylvania
$690K +$537K +70,719 +352%
ASN
133
Advisory Services Network
Georgia
$651K +$651K +20,156 New
OCFG
134
O'Connor Financial Group
Illinois
$647K +$15.4K +478 +2%
IWP
135
Insight Wealth Partners
Texas
$616K +$219K +6,835 +55%
KWS
136
Keystone Wealth Services
California
$597K -$476K -14,844 -44%
SMC
137
Smith, Moore & Co
Missouri
$586K +$33.7K +1,050 +6%
PWM
138
Partners Wealth Management
California
$581K – – –
SEA
139
Stegent Equity Advisors
Texas
$536K +$113K +3,514 +27%
SI
140
Stephens Inc
Arkansas
$524K +$524K +16,338 New
AIM
141
Advyzon Investment Management
Illinois
$521K +$521K +16,246 New
VCM
142
Virtue Capital Management
Tennessee
$514K +$514K +16,021 New
Mariner
143
Mariner
Kansas
$480K -$261K -8,143 -35%
KFGG
144
Keystone Financial Group (Georgia)
Georgia
$467K -$342K -10,613 -42%
MW
145
Maia Wealth
Colorado
$464K +$20.7K +644 +5%
AA
146
ACT Advisors
North Carolina
$429K – – –
BCA
147
Bay Colony Advisors
Massachusetts
$429K -$209K -6,519 -33%
PIAS
148
PCA Investment Advisory Services
Ohio
$406K -$4.81K -150 -1%
W
149
WorthPointe
California
$383K -$5.45K -170 -1%
WS
150
Wedbush Securities
California
$367K +$367K +11,450 New
4 5
6
7 8