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Innovator Defined Wealth Shield ETF

191 hedge funds and large institutions have $926M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
191
Holders Change
+39
Holders Change %
+25.66%
% of All Funds
2.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
53
Increased
95
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$108M 3,442,846 +362,959 +12%
Raymond James Financial
2
Raymond James Financial
Florida
$57.8M 1,840,764 +1,046,019 +132%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.6M 1,834,621 +244,031 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$55.7M 1,776,440 +444,506 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.2M 1,059,425 -50,705 -5%
PCA
6
Prosperity Capital Advisors
Ohio
$24.9M 793,566 +150,815 +23%
CWG
7
Crown Wealth Group
North Carolina
$22.4M 712,329 +75,376 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$22.3M 711,538 -55,785 -7%
CAG
9
Compass Advisory Group
New York
$22M 699,626 +44,743 +7%
BCM
10
Brookstone Capital Management
Illinois
$19.1M 609,619 +12,372 +2%
BCI
11
Brinker Capital Investments
Pennsylvania
$18.6M 592,982 +533,381 +895%
OPS
12
Orion Portfolio Solutions
Nebraska
$18.6M 592,982 +533,381 +895%
KA
13
Kure Advisory
Minnesota
$18.3M 583,580 +583,580 New
GI
14
Gradient Investments
Minnesota
$17.6M 559,401 +11,239 +2%
ACM
15
Arlington Capital Management
Illinois
$14.8M 473,139 +473,139 New
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$14.8M 470,620 +38,202 +9%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$14.5M 463,447 +244,588 +112%
HI
18
Harbour Investments
Wisconsin
$14.3M 454,517 +288,457 +174%
CF
19
Centaurus Financial
California
$13.1M 419,036 +11,179 +3%
SS
20
Sunbelt Securities
Texas
$13M 415,671 -6,073 -1%
NIA
21
NBZ Investment Advisors
Tennessee
$12.8M 407,931 +12,663 +3%
KWM
22
Kingsview Wealth Management
Oregon
$11M 351,453 +174,663 +99%
SWA
23
Stratos Wealth Advisors
Ohio
$11M 349,766 +307,329 +724%
KAS
24
Kestra Advisory Services
Texas
$10.9M 348,852 +29,570 +9%
CVA
25
Central Valley Advisors
California
$9.77M 311,337 +19,924 +7%