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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

743 managers (757 13F filers) reported a position in SPLV shares at 2026-06-30, 57,143,255 shares in all. 55 filers opened a position and 49 filers sold out during the quarter.

Managers
743
13F filers
757
New
55
Added
251
Reduced
277
Sold out
49
Shares held by filers
57,143,255

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,966,141$522M0.03%+823,48913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,943,390$370M0.02%+72,06813F-HRTimelineGroup
LPL Financial LLC3,827,985$287M0.06%+797,41413F-HRTimeline
FMR LLCin group FMR LLC2,186,519$164M0.01%-173,63913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,839,172$138M0.02%+355,12513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,536,900$115M0.09%-2,619,70013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,396,456$105M0.02%-280,39313F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT1,254,188$93.9M0.87%+302,57613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,240,133$92.9M0.02%-554,58913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,121,670$84M0.02%+184,01113F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,058,154$79.3M0.25%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…990,440$74.2M0.04%-34,44013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding959,796$71.9M+94,592Timeline
COMMONWEALTH EQUITY SERVICES, LLC836,710$62.7M0.08%-287,99013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.740,238$55.5M0.07%+153,29513F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC690,000$52.8M1.9%013F-HRTimeline
Qube Research & Technologies Ltd617,466$46.2M0.05%+465,89813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding611,813$45.8M+6,672Timeline
Armbruster Capital Management, Inc.540,041$40.4M6.03%+10,22813F-HRTimeline
Cetera Investment Advisers519,513$38.9M0.04%+78,20513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management512,689$38.4M0.39%-47,49713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO500,430$37.8M<0.01%+141,12813F-HRTimelineGroup
Private Advisor Group, LLC480,267$36M0.16%+111,21913F-HRTimeline
Genworth Financial Inc476,493$35.7M7.34%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC439,459$32.9M0.02%+381,66613F-HRTimelineGroup
Berman McAleer LLC402,028$30.1M3.49%+24,97713F-HRTimeline
New England Private Wealth Advisors LLC366,189$28.3M2.73%+53813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC331,823$24.9M0.33%-19,30513F-HRTimeline
Painted Porch Advisors LLC323,825$24.3M10.6%+4213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP309,928$23.5M0.01%-17,58713F-HRTimelineGroup
Janney Montgomery Scott LLC303,836$22.8M0.04%+19,40213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…296,112$22.5M0.04%+28,21813F-HRTimeline
Cambria Investment Management, L.P.297,416$22.3M1.1%+22,65813F-HRTimeline
Empowered Funds, LLC297,416$22.3M0.12%+22,45313F-HRTimeline
Scarborough Advisors, LLC288,651$21.5M2.47%+288,43213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.280,102$21M0.28%+2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…272,595$20.4M0.05%-132,43013F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV270,128$20.2M0.03%-27,09113F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding269,034$20.2M-146,669Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP256,200$19.2M0.02%-6,92313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO239,390$17.9M0.02%-7,55713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC233,427$17.5M<0.01%-749,82013F-HRTimelineGroup
NewSquare Capital LLC228,650$17.1M1.27%+48,12613F-HRTimeline
Dynasty Wealth Management, LLC225,564$16.9M0.13%-94,38913F-HRTimeline
Diametric Capital, LP225,231$16.9M1.79%+185,49913F-HRTimeline
Arax Advisory Partners220,966$16.6M0.11%+207,32713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.216,756$16.2M0.1%-28,77013F-HRTimelineGroup
Prospera Financial Services Inc198,593$14.9M0.22%-2,68613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK193,882$14.5M0.06%-26,83013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC185,854$14.1M0.01%+149,95613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…187,615$14.1M0.01%-215,58613F-HRTimelineGroup
Geneos Wealth Management Inc.181,182$13.6M0.28%+62,97913F-HRTimeline
Ballast, Inc.173,437$13M2.45%+2,54713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC170,504$12.8M0.11%+88,86313F-HRTimelineGroup
Dominguez Wealth Management Solutions, …170,427$12.8M7.03%+1,17213F-HRTimeline
Bell Investment Advisors, Inc167,698$12.6M1.84%+10,61313F-HRTimeline
EP Wealth Advisors, LLC162,597$12.2M0.05%+130,56713F-HRTimeline
JFS WEALTH ADVISORS, LLC161,837$12.1M0.6%-2,01613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP158,154$11.8M0.02%-2,90713F-HR/ATimelineGroup
NewEdge Advisors, LLC157,048$11.8M0.04%+8,66813F-HRTimeline
Alliance Wealth Advisors, LLC /UT153,535$11.5M2.17%+37,86313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC152,649$11.4M0.04%-34,15713F-HRTimelineGroup
HighTower Advisors, LLC150,704$11.3M0.01%+4,30213F-HRTimeline
Capital Investment Advisory Services, L…150,473$11.3M0.7%-110,50613F-HRTimeline
Capital Advisors, Ltd. LLC150,472$11.3M1.14%-6,31713F-HRTimeline
MML INVESTORS SERVICES, LLC149,779$11.2M0.02%+63,35913F-HRTimeline
MAI Capital Management144,495$10.8M0.04%+66313F-HRTimeline
Creative Planningin group Creative Planning142,474$10.7M0.01%-2,19813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC140,523$10.5M0.01%+131,96613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.134,003$10M<0.01%-1,061,94713F-HRTimelineGroup
O'ROURKE & COMPANY, Inc131,930$9.88M3.45%-1,25813F-HRTimeline
Traynor Capital Management, Inc.130,074$9.74M0.46%+5713F-HRTimeline
Nilsine Partners, LLC122,667$9.19M0.64%+4,62313F-HRTimeline
Commonwealth Financial Services, LLC117,275$8.78M1.18%new13F-HRTimeline
Vigilare Wealth Management114,391$8.57M2.63%+79,21913F-HRTimeline
Waterloo Capital, L.P.113,513$8.5M0.48%-32,93713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…111,868$8.38M0.01%-1,69213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP111,620$8.36M0.01%+4,48113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding111,506$8.35M+2,133Timeline
Fortune Financial Group, Inc.110,796$8.3M6.5%-83,46213F-HRTimeline
Stewardship Advisors, LLC108,029$8.09M1.68%new13F-HRTimeline
Sequoia Financial Advisors, LLC101,327$7.59M0.04%-26413F-HRTimeline
HB Wealth Management, LLC100,929$7.56M0.04%+2813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.100,808$7.55M2.34%-6,18813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,802$7.4M0.05%+8,05113F-HRTimelineGroup
STRATEGIC ADVISORY PARTNERS, LLC96,573$7.23M5.13%+3,18913F-HRTimeline
GTS SECURITIES LLC95,221$7.13M0.15%new13F-HRTimeline
CFG Wealth Management Services, Inc.94,664$7.05M6.62%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD93,086$6.97M1.43%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth91,819$6.88M0.01%+6,56813F-HRTimelineGroup
First PREMIER Bank90,988$6.82M1.1%-15013F-HRTimeline
PETRA FINANCIAL ADVISORS INC89,546$6.71M3.11%+6,40513F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…88,300$6.61M0.01%new13F-HRTimeline
SteelPeak Wealth, LLC85,394$6.4M0.17%+10,71913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding85,166$6.38M+700Timeline
Waverly Advisors, LLC84,895$6.36M0.04%+45,94613F-HRTimeline
Strategic Family Wealth Counselors, L.L…84,613$6.34M1.47%-813F-HRTimeline
Mariner, LLCin group Mariner, LLC83,931$6.29M0.01%-36,19313F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC81,484$6.1M2.76%-41413F-HRTimeline
J.W. COLE ADVISORS, INC.80,047$6M0.1%+3,02913F-HRTimeline
Curi Capital, LLC79,817$5.98M0.09%+4,63613F-HRTimeline
Arkadios Wealth Advisors77,631$5.81M0.09%+37,37913F-HRTimeline
Allworth Financial LP76,779$5.75M0.02%-4,95913F-HRTimeline
Coppell Advisory Solutions LLC1,752$5.59M0.6%new13F-HRTimeline
Value Investment Professionals, LLC74,417$5.57M4.69%new13F-HRTimeline
Israel Discount Bank of New York73,385$5.5M10.18%+15,63113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA72,480$5.43M0.02%013F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.71,724$5.37M2.51%+73613F-HRTimeline
Blue Door Asset Management, LLC70,000$5.24M2.7%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC68,293$5.12M0.2%+18,77213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS65,014$4.87M0.01%+1,32713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS64,033$4.8M<0.01%+49,87313F-HRTimelineGroup
G&S Capital LLC63,792$4.78M1.39%+2,59313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.62,979$4.72M0.01%-53013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC62,348$4.67M0.3%-2,38213F-HRTimeline
Fortis Group Advisors, LLC62,002$4.64M0.74%+1,53813F-HRTimeline
Trinity Wealth Management, LLC60,713$4.55M1.44%+24,17413F-HRTimeline
&PARTNERS58,991$4.53M0.02%+22,72513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA60,168$4.51M0.1%+18,85713F-HRTimelineGroup
MGO ONE SEVEN LLC57,917$4.34M0.07%+2,26913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC57,217$4.29M0.29%+21,83713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC55,222$4.14M0.09%+44313F-HRTimelineGroup
Klingman & Associates, LLC55,186$4.13M0.18%013F-HRTimeline
Trilogy Capital Inc.54,849$4.11M0.16%+36,08613F-HRTimeline
TWO SIGMA SECURITIES, LLC53,565$4.01M0.35%new13F-HRTimeline
Steward Partners Investment Advisory, L…52,981$3.97M0.02%-2,52113F-HRTimeline
Sanctuary Advisors, LLC52,814$3.96M0.02%+92513F-HRTimeline
Burns Matteson Capital Management, LLC51,690$3.87M1.23%-2,88613F-HRTimeline
TUDOR INVESTMENT CORP ET AL50,789$3.8M0.02%+37,61113F-HRTimeline
Pacific Center for Financial Services50,777$3.8M0.85%-6413F-HRTimeline
PFG Investments, LLC50,098$3.75M0.15%+1,91513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/49,043$3.67M<0.01%+42113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding48,204$3.61M+2,029Timeline
Johnson & White Wealth Management, LLC47,405$3.55M1.33%-1,32913F-HRTimeline
Corundum Group, Inc.47,322$3.54M1.05%+97613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,682$3.5M0.07%+2,37913F-HRTimeline
Focus Financial Network, Inc.46,538$3.49M0.11%-2,62513F-HRTimeline
Beacon Pointe Advisors, LLC46,467$3.48M0.02%+19,47913F-HRTimeline
Western Wealth Management, LLC46,451$3.48M0.11%+4,08513F-HRTimeline
Milestone Investment Advisors LLC46,372$3.47M0.75%-3013F-HRTimeline
Farther Finance Advisors, LLC44,677$3.35M0.03%-63313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC44,147$3.31M0.09%new13F-HRTimeline
Ellis Investment Partners, LLC42,943$3.22M0.49%-1,23113F-HRTimeline
Merit Financial Group, LLC41,979$3.14M0.02%-81113F-HR/ATimeline
Global Assets Advisory, LLC41,672$3.14M0.69%-42713F-HRTimeline
Garden State Investment Advisory Servic…41,684$3.12M0.61%new13F-HRTimeline
Quantitative Investment Management, LLC41,231$3.09M0.34%new13F-HRTimeline
Sovereign Investment Advisors, LLC40,458$3.03M0.57%+22013F-HRTimeline
UMB Bank, n.a.40,142$3.01M0.04%-3,07913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WT Wealth Management39,937$2.99M0.83%-913F-HRTimeline
LMCG INVESTMENTS, LLC39,926$2.99M0.16%+61413F-HRTimeline
Total Clarity Wealth Management, Inc.39,904$2.99M0.58%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC39,635$2.97M<0.01%+98713F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC39,447$2.95M1.41%-22213F-HRTimeline
Tennessee Valley Asset Management Partn…37,864$2.84M0.31%+86213F-HRTimeline
Clear Harbor Asset Management, LLC37,672$2.82M0.18%+1,71713F-HRTimeline
Global Retirement Partners, LLC37,040$2.77M0.04%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding35,638$2.75M+17,747Timeline
WFA of San Diego, LLC35,706$2.72M2.23%-2,27313F-HRTimeline
Schaeffer Financial LLC35,733$2.68M2.07%-73113F-HRTimeline
SCOTIA CAPITAL INC.35,524$2.66M0.01%+87213F-HRTimeline
Hansen & Associates Financial Group, In…34,871$2.66M1.52%+2,27113F-HRTimeline
Parallel Advisors, LLC34,775$2.6M0.04%+6,31513F-HRTimeline
Syntegra Private Wealth Group, LLC34,487$2.58M0.2%-25513F-HRTimeline
High Net Worth Advisory Group LLC33,469$2.51M0.53%-95413F-HRTimeline
Tradition Wealth Management, LLC33,451$2.51M0.15%-19113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32,702$2.45M0.06%+32,56513F-HRTimelineGroup
WealthBridge Capital Management, LLC32,498$2.43M0.48%-73213F-HRTimeline
Prosperity Consulting Group, LLC32,419$2.43M0.09%-6213F-HRTimeline
Sherman Wealth Management LLC32,329$2.42M1.82%+25013F-HRTimeline
FIRST HORIZON CORP31,149$2.33M0.09%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30,570$2.29M0.19%-1,96313F-HRTimelineGroup
AE Wealth Management LLC30,156$2.26M0.01%-67,40713F-HRTimeline
Medallion Wealth Advisors, LLC14,914$2.26M0.71%+10,09813F-HRTimeline
Selby Wealth Management, LLC29,827$2.23M0.79%-1,33613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,590$2.22M0.02%-59113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,527$2.21M<0.01%+5,57113F-HRTimelineGroup
IFG Advisory, LLC29,379$2.2M0.08%+27,97813F-HRTimeline
Avant Capital LLC29,057$2.18M1.36%-2,21813F-HRTimeline
Verdence Capital Advisors LLC28,958$2.17M0.11%+4013F-HRTimeline
COFG Advisors, LLC28,905$2.16M0.37%new13F-HRTimeline
Verition Fund Management LLC28,900$2.16M0.02%+8,90013F-HR/ATimeline
MATTERS CAPITAL LLC28,371$2.12M1.49%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd28,272$2.12M0.04%+18,79813F-HRTimeline
FLOW TRADERS U.S. LLC28,156$2.11M0.09%-40,65613F-HRTimeline
Weaver Capital Management LLC28,807$2.11M0.46%013F-HRTimeline
D.A. DAVIDSON & CO.27,895$2.09M0.01%-5,77313F-HRTimeline
WCG Wealth Advisors LLC27,791$2.08M0.05%-13,03913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…26,826$2.01M0.01%+313F-HRTimelineGroup
Smartleaf Asset Management LLC26,423$2M0.06%013F-HRTimeline
Investors Research Corp26,620$1.99M0.36%-70913F-HRTimeline
Integrated Advisors Network LLC26,599$1.99M0.09%-8,56613F-HRTimeline
Ausdal Financial Partners, Inc.26,516$1.99M0.08%-26,12913F-HRTimeline
PFG Advisors25,907$1.94M0.1%-176,34713F-HRTimeline
Amundiin group Amundi25,619$1.92M<0.01%+7,61713F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD24,999$1.87M0.25%-4,34013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.24,957$1.87M<0.01%+8,62813F-HRTimelineGroup
Integrated Wealth Concepts LLC24,601$1.84M0.01%+7,84013F-HRTimeline
BLAIR WILLIAM & CO/IL24,562$1.84M<0.01%+413F-HRTimeline
Old North State Trust, LLC24,111$1.81M0.93%-4413F-HRTimeline