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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 %
GIA
176
Gladstone Institutional Advisory
Florida
$212K -$32.1K -1,000 -13%
CWA
177
Continuum Wealth Advisors
New York
$209K – – –
SAW
178
Signal Advisors Wealth
Michigan
$204K -$77K -2,400 -27%
NB
179
NBT Bank
New York
$201K +$201K +6,279 New
APCM
180
Alaska Permanent Capital Management
Alaska
$167K +$167K +5,198 New
AAS
181
Ameritas Advisory Services
Nebraska
$159K -$218K -6,780 -58%
PS
182
Principal Securities
Iowa
$143K +$112K +3,503 +367%
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$139K – – –
Morgan Stanley
184
Morgan Stanley
New York
$139K +$30.2K +941 +28%
GIA
185
GHP Investment Advisors
Colorado
$80.5K – – –
LWMI
186
Legacy Wealth Management (Idaho)
Idaho
$79.7K -$3.1M -96,628 -97%
LIS
187
Legacy Investment Solutions
Idaho
$79.7K +$79.7K +2,485 New
WP
188
WealthShield Partners
North Carolina
$67.1K – – –
HBW
189
Hazlett, Burt & Watson
West Virginia
$42K +$17.2K +527 +69%
LFG
190
Larson Financial Group
Missouri
$32.2K -$29.3K -913 -48%
BA
191
Bellwether Advisors
Nebraska
$24.9K – – –
JPMorgan Chase & Co
192
JPMorgan Chase & Co
New York
$20.2K -$647K -20,166 -97%
GRP
193
Global Retirement Partners
California
$12.4K +$12.4K +385 New
MCM
194
MAI Capital Management
Ohio
$9.18K – – –
WSFS
195
Wilmington Savings Fund Society
Delaware
$1.86K – – –
DFA
196
DHJJ Financial Advisors
Illinois
$1.28K – – –
GI
197
Gradient Investments
Minnesota
– -$17.6M -559,401 Closed
ACM
198
Arlington Capital Management
Illinois
– -$14.8M -473,139 Closed
TC
199
TownSquare Capital
Utah
– -$5.19M -165,428 Closed
WW
200
Winnow Wealth
Texas
– -$4.38M -139,622 Closed
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