BALT icon

Innovator Defined Wealth Shield ETF

258 hedge funds and large institutions have $1.49B invested in Innovator Defined Wealth Shield ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$133M
2 +$22.9M
3 +$9.35M
4
Jane Street
Jane Street
New York
+$8.47M
5
ACA
Aptus Capital Advisors
Alabama
+$7.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
176
Bay Colony Advisors
Massachusetts
$555K
SA
177
Sanctuary Advisors
Indiana
$510K
RFG
178
Range Financial Group
Oregon
$503K
IWP
179
Insight Wealth Partners
Texas
$484K
PFS
180
Prospera Financial Services
Texas
$473K
VPWA
181
Vestia Personal Wealth Advisors
Indiana
$468K
SMAM
182
Sugar Maple Asset Management
Wisconsin
$452K
AA
183
ACT Advisors
North Carolina
$449K
PIAS
184
PCA Investment Advisory Services
Ohio
$420K
MW
185
MBL Wealth
North Carolina
$419K
SFG
186
Sovereign Financial Group
Connecticut
$407K
WMP
187
Wealth Management Partners
Arizona
$387K
CA
188
COFG Advisors
Illinois
$383K
DBRC
189
D.B. Root & Company
Pennsylvania
$376K
KFG
190
Kelly Financial Group
Connecticut
$367K
GSAM
191
Grant Street Asset Management
Pennsylvania
$361K
FFG
192
Fortune Financial Group
Florida
$360K
FNWA
193
Financial Network Wealth Advisors
Utah
$357K
IA
194
IFP Advisors
Florida
$356K
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$356K
VIM
196
Vista Investment Management
Pennsylvania
$351K
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$343K
BFWM
198
Bright Futures Wealth Management
New York
$340K
BA
199
Bellwether Advisors
Nebraska
$340K
MWM
200
Modern Wealth Management
Kansas
$340K