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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.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$108M
Raymond James Financial
2
Raymond James Financial
Florida
$57.8M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.6M
Osaic Holdings
4
Osaic Holdings
Arizona
$55.7M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.2M
PCA
6
Prosperity Capital Advisors
Ohio
$24.9M
CWG
7
Crown Wealth Group
North Carolina
$22.4M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$22.3M
CAG
9
Compass Advisory Group
New York
$22M
BCM
10
Brookstone Capital Management
Illinois
$19.1M
OPS
11
Orion Portfolio Solutions
Nebraska
$18.6M
BCI
12
Brinker Capital Investments
Pennsylvania
$18.6M
KA
13
Kure Advisory
Minnesota
$18.3M
GI
14
Gradient Investments
Minnesota
$17.6M
ACM
15
Arlington Capital Management
Illinois
$14.8M
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$14.8M
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$14.5M
HI
18
Harbour Investments
Wisconsin
$14.3M
CF
19
Centaurus Financial
California
$13.1M
SS
20
Sunbelt Securities
Texas
$13M
NIA
21
NBZ Investment Advisors
Tennessee
$12.8M
KWM
22
Kingsview Wealth Management
Oregon
$11M
SWA
23
Stratos Wealth Advisors
Ohio
$11M
KAS
24
Kestra Advisory Services
Texas
$10.9M
CVA
25
Central Valley Advisors
California
$9.77M