BALT icon

Innovator Defined Wealth Shield ETF

79 hedge funds and large institutions have $308M invested in Innovator Defined Wealth Shield ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
15
Increased
39
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$52.1M 1,873,215 +114,305 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$29.1M 1,048,238 -74,401 -7%
KWM
3
Kingsview Wealth Management
Oregon
$25.3M 909,332 +831,511 +1,068%
BCM
4
Brookstone Capital Management
Illinois
$18.5M 663,471 +13,467 +2%
CWG
5
Crown Wealth Group
North Carolina
$10.3M 369,943 +33,628 +10%
CF
6
Centaurus Financial
California
$9.65M 347,185 +85,342 +33%
SPC
7
Sigma Planning Corp
Michigan
$8.52M 306,591 +15,928 +5%
SS
8
Sunbelt Securities
Texas
$8.33M 299,633 +14,580 +5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$8.11M 291,757 +205,243 +237%
PCS
10
Personal CFO Solutions
New Jersey
$8.07M 290,223 +5,772 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.4M 266,244 +17,419 +7%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$6.97M 250,749 -1,949 -0.8%
PCA
13
Prosperity Capital Advisors
Ohio
$6.92M 248,992 +198,181 +390%
RA
14
RFG Advisory
Alabama
$6.78M 243,771 +904 +0.4%
DWMS
15
Dominguez Wealth Management Solutions
Virginia
$5.45M 196,055 -827 -0.4%
MMA
16
Miracle Mile Advisors
California
$5.39M 193,794 +3,395 +2%
CPP
17
Capasso Planning Partners
South Carolina
$5.25M 188,924 +188,924 New
CFS
18
CRA Financial Services
New Jersey
$5.24M 188,370 +33,930 +22%
LNC
19
Lincoln National Corp
Pennsylvania
$4.88M 175,469 +43,088 +33%
Mariner
20
Mariner
Kansas
$4.86M 174,664 +114,628 +191%
IIA
21
Integral Investment Advisors
California
$4.37M 157,263 +3,227 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.35M 156,475 +41,239 +36%
CTFG
23
Capstone Triton Financial Group
Oklahoma
$3.68M 132,303 -1,741 -1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.48M 125,255 +124,808 +27,921%
MOS
25
MGO One Seven
Ohio
$3.38M 121,740 +121,740 New