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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 %
GSAM
151
Grant Street Asset Management
Pennsylvania
$363K +$76.4K +2,382 +27%
CIA
152
Concurrent Investment Advisors
Florida
$362K +$362K +11,270 New
EWM
153
Elmwood Wealth Management
California
$359K – – –
AQR Capital Management
154
AQR Capital Management
Connecticut
$355K – – –
CG
155
CFO4Life Group
Texas
$348K -$765K -23,836 -69%
VPF
156
Vantage Point Financial
Illinois
$342K +$342K +10,663 New
VIM
157
Vista Investment Management
Pennsylvania
$336K – – –
SC
158
Sykon Capital
New York
$325K +$93.1K +2,902 +40%
IAN
159
Integrated Advisors Network
Texas
$314K -$165K -5,135 -34%
FIM
160
Freedom Investment Management
Connecticut
$307K -$19.1K -594 -6%
FCFC
161
First Commonwealth Financial Corp
Pennsylvania
$307K – – –
CA
162
Cambridge Advisors
Nebraska
$306K – – –
MWM
163
Modern Wealth Management
Kansas
$296K +$87.6K +2,732 +42%
RFG
164
Range Financial Group
Oregon
$274K +$274K +8,536 New
AG
165
AmeriFlex Group
Nevada
$274K +$261K +8,136 +2,034%
VAS
166
Vestmark Advisory Solutions
Massachusetts
$268K +$33.7K +1,050 +14%
DBRC
167
D.B. Root & Company
Pennsylvania
$262K +$39.5K +1,231 +18%
AAP
168
Arax Advisory Partners
Colorado
$259K -$449 -14 -0.2%
VPWA
169
Vestia Personal Wealth Advisors
Indiana
$259K – – –
IA
170
IFP Advisors
Florida
$247K +$143K +4,463 +137%
NF
171
Nikulski Financial
Iowa
$247K +$23.1K +720 +10%
AAS
172
Avantax Advisory Services
Texas
$243K -$123K -3,845 -34%
NS
173
NBC Securities
Alabama
$239K – – –
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$217K +$217K +6,768 New
FNWA
175
Financial Network Wealth Advisors
Utah
$217K +$200K +6,245 +1,203%
5 6
7
8 9