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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 %
CIA
151
Concurrent Investment Advisors
Florida
$362K 11,270 +11,270 New
EWM
152
Elmwood Wealth Management
California
$359K 11,200 – –
AQR Capital Management
153
AQR Capital Management
Connecticut
$355K 11,070 – –
CG
154
CFO4Life Group
Texas
$348K 10,856 -23,836 -69%
VPF
155
Vantage Point Financial
Illinois
$342K 10,663 +10,663 New
VIM
156
Vista Investment Management
Pennsylvania
$336K 10,465 – –
SC
157
Sykon Capital
New York
$325K 10,129 +2,902 +40%
IAN
158
Integrated Advisors Network
Texas
$314K 9,780 -5,135 -34%
FIM
159
Freedom Investment Management
Connecticut
$307K 9,577 -594 -6%
FCFC
160
First Commonwealth Financial Corp
Pennsylvania
$307K 9,557 – –
CA
161
Cambridge Advisors
Nebraska
$306K 9,554 – –
MWM
162
Modern Wealth Management
Kansas
$296K 9,224 +2,732 +42%
RFG
163
Range Financial Group
Oregon
$274K 8,536 +8,536 New
AG
164
AmeriFlex Group
Nevada
$274K 8,536 +8,136 +2,034%
VAS
165
Vestmark Advisory Solutions
Massachusetts
$268K 8,345 +1,050 +14%
DBRC
166
D.B. Root & Company
Pennsylvania
$262K 8,160 +1,231 +18%
AAP
167
Arax Advisory Partners
Colorado
$259K 8,071 -14 -0.2%
VPWA
168
Vestia Personal Wealth Advisors
Indiana
$259K 8,058 – –
IA
169
IFP Advisors
Florida
$247K 7,710 +4,463 +137%
NF
170
Nikulski Financial
Iowa
$247K 7,700 +720 +10%
AAS
171
Avantax Advisory Services
Texas
$243K 7,582 -3,845 -34%
NS
172
NBC Securities
Alabama
$239K 7,459 – –
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$217K 6,768 +6,768 New
FNWA
174
Financial Network Wealth Advisors
Utah
$217K 6,764 +6,245 +1,203%
GIA
175
Gladstone Institutional Advisory
Florida
$212K 6,600 -1,000 -13%
5 6
7
8 9