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Innovator Defined Wealth Shield ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
IA
176
IFP Advisors
Florida
$102K 3,247 +3,247 New
GIA
177
GHP Investment Advisors
Colorado
$78.7K 2,508
WP
178
WealthShield Partners
North Carolina
$65.6K 2,092
LFG
179
Larson Financial Group
Missouri
$60.2K 1,917 +1,917 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$42.3K 1,347 +1,347 New
William Blair & Company
181
William Blair & Company
Illinois
$37.7K 1,200
PS
182
Principal Securities
Iowa
$30K 954
Wells Fargo
183
Wells Fargo
California
$25.7K 818
BA
184
Bellwether Advisors
Nebraska
$24.3K 775
HBW
185
Hazlett, Burt & Watson
West Virginia
$24K 760 +760 New
FNWA
186
Financial Network Wealth Advisors
Utah
$16.3K 519 +519 New
AG
187
AmeriFlex Group
Nevada
$12.6K 400 +400 New
MCM
188
MAI Capital Management
Ohio
$8.98K 286
AssetMark Inc
189
AssetMark Inc
California
$4.39K 140 -75 -35%
WSFS
190
Wilmington Savings Fund Society
Delaware
$1.82K 58 +58 New
DFA
191
DHJJ Financial Advisors
Illinois
$1.26K 40
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
-28,849 Closed
IA
193
IFG Advisory
Georgia
-15,000 Closed
CFGS
194
Concourse Financial Group Securities
Alabama
-9,489 Closed
PW
195
Paladin Wealth
Minnesota
-9,154 Closed
Bank of America
196
Bank of America
North Carolina
-5,953 Closed
CJ
197
Caitlin John
Michigan
-1,457 Closed
Jones Financial Companies
198
Jones Financial Companies
Missouri
-645 Closed
OCM
199
Orion Capital Management
California
-79 Closed