BALT icon

Innovator Defined Wealth Shield ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
CWA
176
Continuum Wealth Advisors
New York
$209K 6,503
SAW
177
Signal Advisors Wealth
Michigan
$204K 6,370 -2,400 -27%
NB
178
NBT Bank
New York
$201K 6,279 +6,279 New
APCM
179
Alaska Permanent Capital Management
Alaska
$167K 5,198 +5,198 New
AAS
180
Ameritas Advisory Services
Nebraska
$159K 4,951 -6,780 -58%
PS
181
Principal Securities
Iowa
$143K 4,457 +3,503 +367%
Royal Bank of Canada
182
Royal Bank of Canada
Ontario, Canada
$139K 4,340
Morgan Stanley
183
Morgan Stanley
New York
$139K 4,324 +941 +28%
GIA
184
GHP Investment Advisors
Colorado
$80.5K 2,508
LWMI
185
Legacy Wealth Management (Idaho)
Idaho
$79.7K 2,485 -96,628 -97%
LIS
186
Legacy Investment Solutions
Idaho
$79.7K 2,485 +2,485 New
WP
187
WealthShield Partners
North Carolina
$67.1K 2,092
HBW
188
Hazlett, Burt & Watson
West Virginia
$42K 1,287 +527 +69%
LFG
189
Larson Financial Group
Missouri
$32.2K 1,004 -913 -48%
BA
190
Bellwether Advisors
Nebraska
$24.9K 775
JPMorgan Chase & Co
191
JPMorgan Chase & Co
New York
$20.2K 631 -20,166 -97%
GRP
192
Global Retirement Partners
California
$12.4K 385 +385 New
MCM
193
MAI Capital Management
Ohio
$9.18K 286
WSFS
194
Wilmington Savings Fund Society
Delaware
$1.86K 58
DFA
195
DHJJ Financial Advisors
Illinois
$1.28K 40
GI
196
Gradient Investments
Minnesota
-559,401 Closed
ACM
197
Arlington Capital Management
Illinois
-473,139 Closed
TC
198
TownSquare Capital
Utah
-165,428 Closed
WW
199
Winnow Wealth
Texas
-139,622 Closed
BAM
200
Belpointe Asset Management
Nevada
-44,734 Closed