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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

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
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$57.8M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$18.6M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$18.6M
4
ACM
4
Arlington Capital Management
Illinois
$14.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$55.7M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$3.05M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AAS
5
Avantax Advisory Services
Texas
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
151
AQR Capital Management
Connecticut
$347K 11,070 +11,070 New
VIM
152
Vista Investment Management
Pennsylvania
$328K 10,465 – –
CCFM
153
Clear Creek Financial Management
Washington
$328K 10,464 +10,464 New
FIM
154
Freedom Investment Management
Connecticut
$319K 10,171 +1,741 +21%
FCFC
155
First Commonwealth Financial Corp
Pennsylvania
$300K 9,557 +9,557 New
CA
156
Cambridge Advisors
Nebraska
$300K 9,554 +9,554 New
GSAM
157
Grant Street Asset Management
Pennsylvania
$281K 8,948 +8,948 New
SAW
158
Signal Advisors Wealth
Michigan
$275K 8,770 +1,290 +17%
AAP
159
Arax Advisory Partners
Colorado
$254K 8,085 +573 +8%
VPWA
160
Vestia Personal Wealth Advisors
Indiana
$253K 8,058 – –
GIA
161
Gladstone Institutional Advisory
Florida
$238K 7,600 – –
NS
162
NBC Securities
Alabama
$234K 7,459 +7,459 New
VAS
163
Vestmark Advisory Solutions
Massachusetts
$229K 7,295 +7,295 New
GSIAS
164
Garden State Investment Advisory Services
New Jersey
$228K 7,277 +7,277 New
SC
165
Sykon Capital
New York
$227K 7,227 +7,227 New
NF
166
Nikulski Financial
Iowa
$219K 6,980 +6,980 New
DBRC
167
D.B. Root & Company
Pennsylvania
$217K 6,929 -432 -6%
NA
168
Novus Advisors
South Carolina
$216K 6,878 +6,878 New
Creative Planning
169
Creative Planning
Kansas
$211K 6,712 +106 +2%
BFA
170
Brown Financial Advisors
Ohio
$207K 6,591 +6,591 New
CWA
171
Continuum Wealth Advisors
New York
$204K 6,503 – –
MWM
172
Modern Wealth Management
Kansas
$204K 6,492 +6,492 New
MFS
173
Mattson Financial Services
Michigan
$176K 5,598 +5,598 New
Royal Bank of Canada
174
Royal Bank of Canada
Ontario, Canada
$136K 4,340 -2,530 -37%
Morgan Stanley
175
Morgan Stanley
New York
$106K 3,383 +3,038 +881%
4 5 6
7
8