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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
Ameriprise
201
Ameriprise
Minnesota
$337K
BPW
202
BLVD Private Wealth
Kentucky
$327K
FCFC
203
First Commonwealth Financial Corp
Pennsylvania
$320K
CA
204
Cambridge Advisors
Nebraska
$320K
KFAS
205
Keating Financial Advisory Services
Kansas
$313K
TWM
206
Tradition Wealth Management
Minnesota
$304K
EWA
207
EverSource Wealth Advisors
Alabama
$302K
WAM
208
Worth Asset Management
Texas
$301K
NB
209
NBT Bank
New York
$297K
AAP
210
Arax Advisory Partners
Colorado
$293K
MCC
211
Money Concepts Capital
Florida
$289K
Morgan Stanley
212
Morgan Stanley
New York
$280K
CWM
213
Castle Wealth Management
Florida
$277K
GWANC
214
Guardian Wealth Advisors (North Carolina)
North Carolina
$273K
NAS
215
NWF Advisory Services
California
$269K
VCM
216
Virtue Capital Management
Tennessee
$262K
DAS
217
Dynamic Advisor Solutions
Arizona
$261K
TLA
218
Tanglewood Legacy Advisors
Texas
$260K
W
219
WorthPointe
California
$255K
NF
220
Nikulski Financial
Iowa
$255K
NS
221
NBC Securities
Alabama
$250K
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$247K
CWM
223
Collaborative Wealth Management
Florida
$243K
CA
224
Continuum Advisory
Idaho
$238K
4WM
225
4J Wealth Management
Virginia
$236K