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Innovator Defined Wealth Shield ETF

254 hedge funds and large institutions have $1.48B invested in Innovator Defined Wealth Shield ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
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
CA
201
Cambridge Advisors
Nebraska
$320K
KFAS
202
Keating Financial Advisory Services
Kansas
$313K
TWM
203
Tradition Wealth Management
Minnesota
$304K
EWA
204
EverSource Wealth Advisors
Alabama
$302K
WAM
205
Worth Asset Management
Texas
$301K
NB
206
NBT Bank
New York
$297K
AAP
207
Arax Advisory Partners
Colorado
$293K
MCC
208
Money Concepts Capital
Florida
$289K
Morgan Stanley
209
Morgan Stanley
New York
$280K
CWM
210
Castle Wealth Management
Florida
$277K
GWANC
211
Guardian Wealth Advisors (North Carolina)
North Carolina
$273K
VCM
212
Virtue Capital Management
Tennessee
$262K
DAS
213
Dynamic Advisor Solutions
Arizona
$261K
TLA
214
Tanglewood Legacy Advisors
Texas
$260K
W
215
WorthPointe
California
$255K
NF
216
Nikulski Financial
Iowa
$255K
NS
217
NBC Securities
Alabama
$250K
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$247K
CWM
219
Collaborative Wealth Management
Florida
$243K
CA
220
Continuum Advisory
Idaho
$238K
4WM
221
4J Wealth Management
Virginia
$236K
SAW
222
Signal Advisors Wealth
Michigan
$234K
AWA
223
Alaska Wealth Advisors
Alaska
$232K
KIM
224
Kestra Investment Management
Texas
$230K
CAG
225
Csenge Advisory Group
Florida
$226K