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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

748 managers (762 13F filers) reported a position in SPLV shares at 2026-06-30, 57,217,468 shares in all. 55 filers opened a position and 50 filers sold out during the quarter.

Managers
748
13F filers
762
New
55
Added
251
Reduced
279
Sold out
50
Shares held by filers
57,217,468

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
Simplicity Wealth,LLC23,893$1.79M0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.23,883$1.79M0.02%+1,97713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC23,791$1.78M0.34%-1,33313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,935$1.72M-782Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC22,868$1.71M0.08%-1,42713F-HRTimeline
Great Waters Wealth Management22,616$1.69M0.16%-57913F-HRTimeline
Robertson Stephens Wealth Management, L…22,269$1.67M0.04%-3,97713F-HRTimeline
Ridgewood Investments LLC22,126$1.66M0.62%+1913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,096$1.65M0.01%+1,57213F-HRTimelineGroup
Terril Brothers, Inc.22,084$1.65M0.43%013F-HRTimeline
Advisory Solutions Group, LLC22,071$1.65M0.57%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT21,865$1.64M0.16%-2,09013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC21,829$1.63M0.09%-38513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,537$1.61M0.01%+60313F-HRTimeline
Acorn Wealth Advisors, LLC21,296$1.6M0.39%-29113F-HRTimeline
Advisory Services Network, LLC21,091$1.58M0.02%+36113F-HRTimeline
TIAAgroup of 3 filers holding20,819$1.56M+16,301Timeline
Verity Asset Management, Inc.20,661$1.55M0.59%-3,29713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,363$1.53M0.07%+8,54213F-HRTimeline
LANARK FINANCIAL, INC.20,182$1.51M0.1%+13,72113F-HRTimeline
Long Island Wealth Management, Inc.20,175$1.51M0.62%+7313F-HRTimeline
Vise Technologies, Inc.20,162$1.51M0.02%-2,12213F-HRTimeline
Wealthspire Retirement, LLC20,133$1.51M0.08%-14313F-HRTimeline
Laurel Wealth Planning LLC20,064$1.5M0.66%-1,70813F-HRTimeline
Intesa Sanpaolo S.p.A.in group Intesa Sanpaolo S.p.A.20,000$1.5M0.05%new13F-HRTimelineGroup
Quantinno Capital Management LP19,978$1.5M<0.01%-2,44613F-HRTimeline
WealthPlan Investment Management, LLC19,669$1.47M0.07%+15,40213F-HRTimeline
Troutman Wealth Management, LLC19,562$1.47M1.13%-21613F-HRTimeline
MassMutual Private Wealth & Trust, FSB19,437$1.46M0.04%-32013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,425$1.45M0.06%-4913F-HRTimeline
Midwest Financial Group LLC19,046$1.43M0.5%+66613F-HRTimeline
FINANCIAL LIFE ADVISORS19,031$1.43M0.41%+55713F-HRTimeline
Ashton Thomas Private Wealth, LLC18,987$1.42M0.03%+16013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC18,762$1.41M0.57%-1,20213F-HRTimeline
Integrated Wealth Concepts LLC18,752$1.4M0.01%+1,99113F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP18,573$1.39M0.1%-3,48913F-HRTimelineGroup
QUANTUM FINANCIAL PARTNERS LLC18,552$1.39M0.71%13F-HRTimeline
Tempus Wealth Planning, LLC18,477$1.38M0.27%-5213F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,328$1.37M0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,286$1.37M0.02%-1,75213F-HRTimelineGroup
Paragon Private Wealth Management, LLC18,066$1.35M0.35%-70813F-HRTimeline
Laraway Financial Advisors Inc17,953$1.34M0.82%-14213F-HRTimeline
Kingstone Capital Partners Texas, LLC17,898$1.34M0.71%+9513F-HRTimeline
Santori & Peters, Inc.17,181$1.29M0.36%-1,73713F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…17,110$1.28M0.77%13F-HRTimelineGroup
Flagship Private Wealth, LLC16,944$1.27M0.45%+23013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.16,850$1.26M<0.01%+45013F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC16,687$1.25M0.09%+10,64013F-HRTimeline
MidFirst Bank15,980$1.2M0.08%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC15,856$1.19M0.31%-16513F-HRTimeline
Wealth Intelligence, LLC15,829$1.19M0.55%-6913F-HRTimeline
SageView Advisory Group, LLC15,815$1.18M0.04%+7413F-HRTimeline
Gotham Asset Management, LLC15,518$1.16M<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,410$1.15M0.05%013F-HRTimelineGroup
XML Financial, LLC15,017$1.12M0.08%-14,75613F-HRTimeline
Trueblood Wealth Management, LLC15,013$1.12M0.39%+5713F-HRTimeline
Cornerstone Wealth Management, LLC14,979$1.12M0.05%-33913F-HRTimeline
Aptus Capital Advisors, LLC14,683$1.1M0.01%-4,18213F-HRTimeline
Meridian Financial Advisors, LLC14,677$1.1M0.53%-9913F-HRTimeline
Venture Visionary Partners LLC14,665$1.1M0.03%+7,77913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC14,652$1.1M0.25%+313F-HRTimeline
Chicago Partners Investment Group LLC14,200$1.08M0.02%-1,32713F-HRTimeline
Virtus Wealth Solutions LLC14,353$1.08M0.15%+7113F-HRTimeline
Wealthspire Advisors, LLC14,332$1.07M0.01%+3,90913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,188$1.06M0.09%-5313F-HRTimeline
Principle Wealth Partners LLC14,141$1.06M0.05%+113F-HRTimeline
Onyx Bridge Wealth Group LLC14,069$1.05M0.09%+7713F-HRTimeline
AG Asset Advisory, LLC14,037$1.05M0.85%013F-HRTimeline
Kingsview Wealth Management, LLC13,895$1.04M0.01%-1,73913F-HRTimeline
Symphony Financial, Ltd. Co.13,749$1.04M0.11%+58213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,628$1.02M<0.01%013F-HRTimelineGroup
TPG Advisors LLC13,598$1.02M0.56%+8213F-HRTimeline
Variant Private Wealth, LLC13,559$1.02M1.14%-2413F-HRTimeline
Pettinga Financial Advisors LLC13,400$1M0.16%new13F-HRTimeline
GC Wealth Management RIA, LLC13,308$997K0.06%+27013F-HRTimeline
SC&H Financial Advisors, Inc.13,106$982K0.13%+2613F-HRTimeline
Innova Wealth Partners13,030$976K0.4%+1,30313F-HRTimeline
Northwest & Ethical Investments L.P.12,892$975K0.02%-33,40113F-HRTimeline
JTC Employer Solutions Trustee Ltd13,000$974K0.08%013F-HRTimeline
Orca Investment Management, LLC12,918$968K0.7%013F-HRTimeline
LANDAAS & CO /WI /ADV12,885$965K0.18%+2913F-HRTimeline
Decker Wealth Management LLC12,828$961K0.2%013F-HRTimeline
PMG Wealth Management, Inc.12,824$961K0.59%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,783$957K0.08%+63613F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,766$956K0.06%013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,039$954K0.04%new13F-HRTimeline
HBW ADVISORY SERVICES LLC12,687$950K0.09%-1,09513F-HRTimeline
Sage Mountain Advisors LLC12,635$946K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,609$944K0.02%+113F-HRTimelineGroup
Arrowroot Family Office, LLC12,552$940K0.27%+99613F-HRTimeline
Kovack Advisors, Inc.12,460$937K0.05%-2613F-HRTimeline
MTM Investment Management, LLC12,489$935K0.27%-15413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,483$935K0.03%+2,58013F-HRTimelineGroup
Cresset Asset Management, LLC12,369$926K<0.01%+32013F-HRTimeline
Koshinski Asset Management, Inc.12,216$915K0.05%-46513F-HRTimeline
Perennial Investment Advisors, LLC12,211$915K0.06%-20013F-HRTimeline
Allied Investment Advisors, LLC12,200$914K0.11%013F-HRTimeline
Magnus Financial Group LLC12,189$913K0.06%-8813F-HRTimeline
WELLINGTON-ALTUS USA INC.12,464$912K0.65%-11113F-HRTimeline
American Capital Advisory, LLC12,160$911K0.33%-14613F-HRTimeline
BRIGHTON JONES LLC12,110$907K0.02%-16813F-HRTimeline
Summit Trail Advisors, LLC12,104$907K0.01%+213F-HRTimeline
Round Rock Advisors LLC12,103$907K0.12%-45513F-HRTimeline
OneDigital Investment Advisors LLC11,973$897K0.01%+5,04413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,958$896K0.61%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,868$889K0.01%-38513F-HRTimelineGroup
Strategic Wealth Advisors LLC12,425$887K0.76%+1,37413F-HRTimeline
Wolff Financial Management LLC11,820$885K0.18%+4713F-HRTimeline
Nikulski Financial, Inc.11,815$885K0.19%-1,82513F-HRTimeline
PATTEN & PATTEN INC/TN11,778$882K0.05%-9913F-HRTimeline
Symmetry Partners, LLC11,737$879K0.04%+48613F-HRTimeline
Whipplewood Advisors, LLC11,697$876K0.59%+40113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,573$867K<0.01%+81913F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding11,551$865K+4,816Timeline
Harfst & Associates, Inc.11,511$862K0.13%-7013F-HRTimeline
Tranquility Partners, LLC11,468$859K0.3%-66813F-HRTimeline
EASTERN BANK11,445$857K0.01%-6113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,393$856K<0.01%+6,86213F-HRTimelineGroup
Clark Asset Management, LLC11,375$852K0.07%+7613F-HRTimeline
Clearwater Capital Advisors, LLC11,351$850K0.06%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …11,345$850K0.06%new13F-HRTimelineGroup
IHT Wealth Management, LLC11,258$843K0.02%-1,60813F-HRTimeline
NorthRock Partners, LLC11,235$842K0.01%-1,41113F-HRTimeline
Savvy Advisors, Inc.11,186$838K0.02%+3013F-HRTimeline
Taylor Securities Services, Inc.11,142$835K0.34%-1,76513F-HRTimeline
WHITTIER TRUST CO10,800$823K0.01%-60013F-HRTimeline
MONEYWISE, INC.10,838$812K0.3%-2013F-HRTimeline
Bedel Financial Consulting, Inc.10,696$801K0.08%+413F-HRTimeline
Sowell Financial Services LLC10,682$800K0.03%-33213F-HRTimeline
Sigma Planning Corp10,627$796K0.02%+17813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,624$796K0.04%+5,59313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,593$793K<0.01%-8,47913F-HR/ATimelineGroup
Asset One Wealth Management LLC10,479$791K0.08%-7213F-HRTimeline
Optivise Advisory Services LLC10,510$787K0.4%+74813F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,437$782K0.64%+413F-HRTimeline
Grey Fox Wealth Advisors, LLC10,431$781K0.12%-12413F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC10,340$774K0.26%013F-HRTimeline
CHOREO, LLC10,325$773K0.01%-42413F-HRTimeline
Allred Capital Management, LLC10,283$771K0.25%+113F-HRTimeline
ASPIRIANT, LLC10,244$767K0.02%+3,23013F-HRTimeline
Legacy Private Trust Co.10,240$767K0.04%-13013F-HRTimeline
Amplius Wealth Advisors, LLC10,175$762K0.06%013F-HRTimeline
Perigon Wealth Management, LLC10,155$761K0.01%+2113F-HRTimeline
CAPITAL ADVISORS INC/OK10,122$758K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,120$758K0.01%013F-HRTimeline
TKG Advisors, LLC10,117$758K0.26%+1,11413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,110$757K0.04%-4,76113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,102$757K0.01%-5713F-HRTimelineGroup
Sequent Planning LLC10,088$756K0.16%+6,31713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding10,061$754K+738Timeline
Snowden Capital Advisors LLC10,020$750K0.02%+51213F-HRTimeline
VIAWEALTH, LLC10,007$750K0.38%-6413F-HRTimeline
B. Riley Wealth Advisors, Inc.9,915$749K0.04%-12513F-HRTimeline
Heirloom Wealth Management10,002$749K0.11%-6,24613F-HRTimeline
Phillip James Consulting Co.10,001$749K0.5%new13F-HRTimeline
TopTier Wealth Management, LLC9,964$746K0.45%-1613F-HRTimeline
Cardinal Point Capital Management ULC9,909$742K0.04%+2913F-HRTimeline
Wood Tarver Financial Group, LLC9,914$742K0.18%-60013F-HRTimeline
Regal Investment Advisors LLC9,877$740K0.04%-1,86613F-HRTimeline
Summit Financial, LLC9,867$739K0.01%+68113F-HRTimeline
Synergy Investment Management, LLC9,777$732K0.18%-86313F-HRTimeline
Strategic Blueprint, LLC9,776$732K0.04%-81113F-HRTimeline
CENTRAL TRUST Co9,773$732K0.01%+2,99813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,607$720K0.03%+31313F-HRTimelineGroup
DAVENPORT & Co LLC9,595$719K<0.01%-17813F-HRTimeline
Brookwood Investment Group LLC9,529$714K0.08%+13313F-HRTimeline
Apex Wealth Management, LLC9,510$712K0.44%+3713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,487$711K0.29%-39013F-HRTimeline
Broussard Financial Group LLC9,236$692K0.55%+65013F-HRTimeline
Red Door Wealth Management, LLC9,207$690K0.06%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,170$687K0.2%-16513F-HRTimeline
MONECO ADVISORS, LLC9,116$683K0.04%-2,98513F-HRTimeline
Advisory Alpha, LLC8,973$672K0.02%-21,16913F-HRTimeline
UPTICK PARTNERS, LLC8,953$671K0.1%-46113F-HRTimeline
City Center Advisors, LLC8,892$666K0.54%-3,64713F-HRTimeline
Gateway Wealth Partners, LLC8,586$643K0.04%-6,28213F-HRTimeline
Runnymede Capital Advisors, Inc.8,542$640K0.38%-2,05013F-HRTimeline
Belpointe Asset Management LLC8,403$629K0.02%+4,60113F-HRTimeline
Advisor Resource Council8,227$626K0.21%-25713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,351$625K<0.01%-33413F-HRTimelineGroup
TD Waterhouse Canada Inc.8,277$623K<0.01%-33313F-HRTimeline
Beaumont Financial Advisors, LLC8,233$617K0.04%-213F-HRTimeline
EWA, LLC8,157$611K0.11%new13F-HRTimeline
RFG Advisory, LLC8,157$611K0.01%-11613F-HRTimeline
Keystone Financial Group8,138$610K0.04%+7013F-HRTimeline
Mullooly Asset Management, Inc.8,127$609K0.19%+4113F-HRTimeline
Brick & Kyle, Associates8,278$605K0.2%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding8,061$604K-835Timeline
ROTHSCHILD INVESTMENT LLC8,044$602K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,001$599K<0.01%-29013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,992$599K<0.01%+20313F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC7,987$598K<0.01%new13F-HRTimelineGroup
Intrepid Financial Planning Group LLC7,982$598K0.2%-35513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,964$597K0.29%+3613F-HRTimeline
Faithward Advisors, LLC7,938$595K0.07%-24413F-HRTimeline
Mission Creek Capital Partners, Inc.7,901$592K0.1%-17813F-HRTimeline
Persistent Asset Partners Ltd7,680$575K0.18%new13F-HRTimeline
Redwood Financial Network Corp7,659$574K0.32%+18613F-HRTimeline
Appalachian Capital Management Ltd7,618$571K0.41%+3913F-HRTimeline
Rede Wealth, LLC7,612$570K0.19%013F-HRTimeline