# Innovator Defined Wealth Shield ETF

Innovator Defined Wealth Shield ETF is a security (CUSIP 45783Y855) tracked across SEC portfolio filings. 304 institutional managers reported $1.7B on Form 13F as of 2026-06-30.

## Summary

- Issuer: Innovator Defined Wealth Shield
- Class: ETF
- CUSIP: 45783Y855
- 13F holders: 304
- 13F value: $1.7B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 304 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Wealthquest Corp](https://search.stillhousedata.com/firm/141473) | CINCINNATI, OH | $87.1M | 2,542,279 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $85.1M | 2,542,556 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $82.4M | 2,463,381 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $66.5M | 1,939,719 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $53.3M | 1,592,364 |
| [LEE JOHNSON CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115009) | FORT WORTH, TX | $47.0M | 1,402,959 |
| [Foundations Investment Advisors, LLC](https://search.stillhousedata.com/firm/175083) | PHOENIX, AZ | $46.8M | 1,399,847 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $42.4M | 1,236,763 |
| [Kingsview Wealth Management, LLC](https://search.stillhousedata.com/firm/148107) | GRANTS PASS, OR | $38.7M | 1,155,711 |
| [Brookstone Capital Management](https://search.stillhousedata.com/firm/141413) | WHEATON, IL | $34.5M | 1,005,902 |
| Reliant Wealth Planning | LOUISVILLE, KY | $33.6M | 1,005,348 |
| [Crown Wealth Group, LLC](https://search.stillhousedata.com/firm/299732) | Charlotte, NC | $33.5M | 978,870 |
| PTM WEALTH MANAGEMENT, LLC | NORTH WALES, PA | $29.3M | 853,198 |
| Compass Advisory Group LLC | MELVILLE, NY | $28.8M | 859,423 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $27.4M | 817,663 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/45783Y855.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.