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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

760 managers (768 13F filers) reported a position in SPLV shares at 2025-06-30, 61,977,615 shares in all. 75 filers opened a position and 78 filers sold out during the quarter.

Managers
760
13F filers
768
New
75
Added
268
Reduced
252
Sold out
78
Shares held by filers
61,977,615

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Jaffetilchin Investment Partners, LLC27,252$1.98M0.13%+10613F-HRTimeline
Acorn Wealth Advisors, LLC26,983$1.96M0.73%+97813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC26,922$1.96M0.58%-54613F-HRTimeline
Wealthspire Retirement, LLC26,899$1.96M0.13%-1,08513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,167$1.91M0.13%-27513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC26,146$1.9M0.13%-28013F-HRTimeline
Nikulski Financial, Inc.26,070$1.9M0.52%-27513F-HRTimeline
Advisory Alpha, LLC25,775$1.88M0.06%-72413F-HRTimeline
Perigon Wealth Management, LLC25,397$1.85M0.04%-1,54213F-HRTimeline
Laurel Wealth Planning LLC24,551$1.79M1.02%-67013F-HRTimeline
MorganRosel Wealth Management, LLC24,527$1.79M0.49%-9313F-HRTimeline
Graham Capital Management, L.P.24,500$1.78M0.05%-45,50013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP24,187$1.76M0.16%013F-HRTimelineGroup
Old North State Trust, LLC24,174$1.76M1.2%-10713F-HRTimeline
ORG Partners LLC23,942$1.76M0.37%+4,48513F-HRTimeline
EP Wealth Advisors, LLC23,844$1.74M0.01%-9,30713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,663$1.72M0.11%+6,23013F-HRTimelineGroup
Northwest Capital Management Inc23,657$1.72M0.93%-8,10813F-HRTimeline
Consolidated Portfolio Review Corp23,562$1.72M0.24%+1,12713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,413$1.7M<0.01%new13F-HRTimelineGroup
SteelPeak Wealth, LLC22,982$1.67M0.07%-21913F-HRTimeline
Golden State Wealth Management, LLC22,735$1.66M0.2%+20,86213F-HRTimeline
Amplius Wealth Advisors, LLC22,673$1.65M0.15%+213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,622$1.65M0.01%+2,63213F-HRTimeline
Chicago Partners Investment Group LLC22,086$1.62M0.05%+4,38113F-HRTimeline
Great Waters Wealth Management22,135$1.61M0.21%-28013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC21,929$1.6M0.59%+97313F-HRTimeline
Long Island Wealth Management, Inc.21,723$1.58M0.82%+7313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC21,613$1.57M0.81%+2,61513F-HRTimeline
Paragon Private Wealth Management, LLC21,565$1.57M0.63%-2,17413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC21,207$1.54M<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL20,315$1.48M<0.01%-1,13613F-HRTimeline
IFP Advisors, Inc20,157$1.47M0.04%+11,01113F-HRTimeline
Tranquility Partners, LLC20,006$1.46M0.52%-5913F-HRTimeline
Visionary Wealth Advisors19,489$1.42M0.07%-1,38013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC19,439$1.42M0.14%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…19,152$1.39M0.03%+2013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC19,103$1.39M0.42%-1,42613F-HRTimeline
Santori & Peters, Inc.19,100$1.39M0.5%-1613F-HRTimeline
Tempus Wealth Planning, LLC18,905$1.38M0.34%-14613F-HRTimeline
Tyler-Stone Wealth Management18,885$1.38M0.22%+3,31213F-HRTimeline
Beacon Pointe Advisors, LLC18,868$1.37M0.01%+22713F-HRTimeline
MGB Wealth Management, LLC18,829$1.37M0.45%-66713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,793$1.37M<0.01%-1,42013F-HRTimelineGroup
Advisory Services Network, LLC18,775$1.36M0.02%+36413F-HRTimeline
Ashton Thomas Private Wealth, LLC18,646$1.36M0.05%-69513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP18,421$1.34M0.09%+14,41213F-HRTimeline
SageView Advisory Group, LLC18,368$1.34M0.05%-98113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …18,229$1.34M0.05%-20113F-HRTimelineGroup
Midwest Financial Group LLC18,244$1.33M0.7%-28413F-HRTimeline
Winthrop Capital Management, LLC18,228$1.33M0.34%013F-HRTimeline
Trilogy Capital Inc.17,879$1.3M0.06%+5213F-HRTimeline
Laraway Financial Advisors Inc17,682$1.29M0.98%-12213F-HRTimeline
Kingstone Capital Partners Texas, LLC17,592$1.28M0.84%-9,20613F-HR/ATimeline
TPG Advisors LLC17,509$1.28M0.92%-14513F-HRTimeline
Harfst & Associates, Inc.17,503$1.27M0.26%-68513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…17,409$1.27M0.92%-55913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV17,289$1.26M0.09%+4,34313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding17,271$1.26M-14,032Timeline
Pinnacle Family Advisors, LLC16,997$1.23M0.6%new13F-HRTimeline
Flagship Private Wealth, LLC16,579$1.21M0.51%+80313F-HR/ATimeline
Trueblood Wealth Management, LLC16,519$1.2M0.5%-24313F-HRTimeline
FINANCIAL LIFE ADVISORS16,103$1.17M0.4%+5,09613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding16,018$1.17M+1,772Timeline
Cornerstone Wealth Management, LLC15,756$1.15M0.07%+7213F-HRTimeline
City Center Advisors, LLC15,747$1.15M1.23%+1,74813F-HRTimeline
SC&H Financial Advisors, Inc.15,514$1.13M0.19%-8513F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,428$1.12M0.03%+79113F-HRTimeline
Cresset Asset Management, LLC15,373$1.12M0.01%-2,07013F-HR/ATimeline
IHT Wealth Management, LLC15,256$1.11M0.03%+97813F-HRTimeline
Sollinda Capital Management LLC15,228$1.11M0.29%new13F-HRTimeline
HBW ADVISORY SERVICES LLC15,223$1.11M0.14%+4113F-HRTimeline
GC Wealth Management RIA, LLC15,155$1.1M0.09%new13F-HRTimeline
Onyx Bridge Wealth Group LLC15,097$1.1M0.15%+5013F-HRTimeline
Vise Technologies, Inc.15,034$1.09M0.05%13F-HRTimeline
Perennial Investment Advisors, LLC14,989$1.09M0.11%+6913F-HRTimeline
Principle Wealth Partners LLC14,837$1.08M0.07%+113F-HRTimeline
Koshinski Asset Management, Inc.14,676$1.07M0.08%-36413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC14,641$1.07M0.33%-17013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,410$1.05M0.05%-3,75013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,337$1.04M0.12%+1313F-HRTimeline
Sigma Planning Corp14,241$1.04M0.03%+1,21013F-HRTimeline
Virtus Wealth Solutions LLC14,151$1.03M0.21%-2,66513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,121$1.03M<0.01%+1,69413F-HRTimelineGroup
AG Asset Advisory, LLC14,037$1.02M0.89%013F-HRTimeline
Meridian Financial Advisors, LLC14,009$1.02M0.66%+1,00113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,973$1.02M0.02%-6713F-HRTimelineGroup
Sound Financial Strategies Group, LLC13,883$1.01M0.85%-12013F-HRTimeline
Variant Private Wealth, LLC13,775$1M1.04%-22813F-HRTimeline
PATTEN & PATTEN INC/TN13,639$993K0.06%-47413F-HRTimeline
DAVENPORT & Co LLC13,601$990K0.01%+3,86313F-HRTimeline
American Capital Advisory, LLC13,586$989K0.5%-36613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,527$985K-3,052Timeline
PMG Wealth Management, Inc.13,455$980K0.81%013F-HRTimeline
MONEYWISE, INC.13,399$976K0.46%-2,95113F-HRTimeline
Brookwood Investment Group LLC13,288$968K0.16%-23313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,256$965K0.02%-21413F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd13,000$947K0.09%013F-HRTimeline
Wood Tarver Financial Group, LLC12,979$945K0.28%-9813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC12,960$944K0.45%-15013F-HRTimeline
GPS Wealth Strategies Group, LLC12,946$943K0.11%-19613F-HRTimeline
Aptus Capital Advisors, LLC12,918$941K0.01%-35213F-HRTimeline
Orca Investment Management, LLC12,918$941K0.85%013F-HRTimeline
BRIGHTON JONES LLC12,847$936K0.03%-5013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,766$930K0.06%013F-HRTimeline
Northwest & Ethical Investments L.P.12,847$928K0.02%-35,40013F-HRTimeline
MTM Investment Management, LLC12,693$924K0.31%-86513F-HRTimeline
Round Rock Advisors LLC12,672$923K0.16%-37013F-HRTimeline
Belpointe Asset Management LLC12,665$922K0.04%-5,91413F-HRTimeline
VestGen Advisors, LLC12,650$921K0.04%+8,76213F-HRTimeline
Sage Mountain Advisors LLC12,635$920K0.06%013F-HRTimeline
WESPAC Advisors SoCal, LLC12,627$919K0.21%+9,24313F-HRTimeline
Gotham Asset Management, LLC12,610$918K0.01%new13F-HRTimeline
LANDAAS & CO /WI /ADV12,608$918K0.22%+2113F-HRTimeline
Symphony Financial, Ltd. Co.12,602$917K0.12%new13F-HR/ATimeline
Legacy Private Trust Co.12,593$917K0.06%-7513F-HRTimeline
MONECO ADVISORS, LLC12,590$917K0.09%-21413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,513$911K0.02%+5,67313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,299$896K0.07%-14613F-HRTimeline
CHOREO, LLC12,246$892K0.01%+81313F-HRTimeline
Allied Investment Advisors, LLC12,200$888K0.16%013F-HRTimeline
UPTICK PARTNERS, LLC12,107$882K0.25%-8513F-HRTimeline
Summit Trail Advisors, LLC12,102$881K0.02%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,965$871K0.03%+1,71313F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,958$871K0.99%013F-HRTimeline
WealthShield Partners, LLC11,911$867K0.1%+9,69313F-HRTimeline
Magnus Financial Group LLC11,897$866K0.08%+46813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,678$850K<0.01%013F-HRTimelineGroup
Wolff Financial Management LLC11,628$847K0.22%+4413F-HRTimeline
Runnymede Capital Advisors, Inc.11,579$843K0.78%-40,61613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,572$843K<0.01%-29,05813F-HRTimelineGroup
Efficient Advisors, LLC11,524$839K0.05%new13F-HRTimeline
EASTERN BANK11,506$838K0.02%+6113F-HRTimeline
WHITTIER TRUST CO11,405$830K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC11,351$827K0.08%013F-HRTimeline
DHJJ Financial Advisors, Ltd.11,220$817K0.3%-25313F-HRTimeline
Clark Asset Management, LLC11,200$816K0.11%013F-HRTimeline
Asset Dedication, LLC11,169$813K0.06%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,127$810K0.03%-15613F-HRTimelineGroup
Arrowroot Family Office, LLC11,128$810K0.36%13F-HRTimeline
SYNOVUS FINANCIAL CORP11,049$805K0.01%-13913F-HRTimeline
First Command Advisory Services, Inc.10,981$800K0.01%-62513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,947$797K0.01%-40213F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC10,906$794K0.19%+3413F-HRTimeline
B. Riley Wealth Advisors, Inc.10,890$793K0.04%-1,00113F-HRTimeline
Verity Asset Management, Inc.10,878$792K0.38%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.10,836$789K0.42%+22513F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,721$781K1.24%+413F-HRTimeline
Bedel Financial Consulting, Inc.10,681$778K0.11%+213F-HRTimeline
Harvest Investment Services, LLC10,587$771K0.17%+2913F-HRTimeline
Allred Capital Management, LLC10,591$770K0.29%+88613F-HRTimeline
Waterloo Capital, L.P.10,571$770K0.06%-89,33813F-HRTimeline
Sensible Money, LLC10,453$761K0.29%013F-HRTimeline
Smith Salley Wealth Management10,374$755K0.04%+1213F-HRTimeline
L.M. KOHN & COMPANY10,361$754K0.2%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,348$754K0.06%-2,32713F-HRTimeline
NorthCoast Asset Management LLC10,345$753K<0.01%+4,48013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,337$753K+125Timeline
Wealthspire Advisors, LLC10,257$747K<0.01%-1,75513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,187$742K0.01%-1,10113F-HRTimelineGroup
Brick & Kyle, Associates10,065$740K0.33%+3513F-HRTimeline
World Investment Advisors10,151$739K0.02%-24,22113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,150$739K0.06%+2,71513F-HRTimeline
CAPITAL ADVISORS INC/OK10,122$737K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,120$737K0.01%013F-HRTimeline
Whipplewood Advisors, LLC10,102$736K0.4%-10,38813F-HRTimeline
TFG Advisers LLC10,087$735K0.25%-613F-HRTimeline
VIAWEALTH, LLC10,057$732K0.43%-1,22713F-HRTimeline
Yarbrough Capital, LLC10,000$728K0.03%013F-HRTimeline
Optivise Advisory Services LLC9,976$726K0.37%+22013F-HRTimeline
Apex Wealth Management, LLC9,938$724K0.58%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,843$717K<0.01%+1,38513F-HRTimelineGroup
Beaumont Financial Advisors, LLC9,730$709K0.05%-1,84213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,711$707K+235Timeline
Intrepid Financial Planning Group LLC9,402$685K0.29%013F-HRTimeline
Symmetry Partners, LLC9,354$681K0.08%+2,24213F-HRTimeline
Graypoint LLC9,226$672K0.04%-18313F-HRTimeline
Red Door Wealth Management, LLC9,199$670K0.08%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,050$659K<0.01%+75013F-HR/ATimelineGroup
TKG Advisors, LLC8,963$653K0.29%+79413F-HRTimeline
Rede Wealth, LLC8,949$652K0.24%-10013F-HRTimeline
Woodside Wealth Management LLC8,948$652K0.56%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,928$650K0.03%+1,26113F-HRTimelineGroup
Kingsview Wealth Management, LLC8,870$646K0.01%-2,25313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,825$643K<0.01%+513F-HRTimelineGroup
Private Advisory Group LLC8,743$637K0.06%+4,78613F-HRTimeline
TD Waterhouse Canada Inc.8,670$635K<0.01%-64013F-HRTimeline
Moloney Securities Asset Management, LLC8,717$635K0.08%+24613F-HRTimeline
Snowden Capital Advisors LLC8,689$633K0.02%+2,46113F-HRTimeline
111 Capital8,684$632K0.11%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,630$628K0.01%-8,99213F-HR/ATimeline
Fortis Capital Advisors, LLC8,588$625K0.11%-2,00313F-HRTimeline
Smartleaf Asset Management LLC8,567$619K0.05%+5,41113F-HRTimeline
Summit Wealth Partners, LLC8,445$615K0.12%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV8,277$603K0.22%+2613F-HRTimeline
Faithward Advisors, LLC8,096$590K0.09%+613F-HRTimeline
Mission Creek Capital Partners, Inc.8,079$588K0.13%+16113F-HRTimeline
Tradewinds, LLC.8,009$583K0.44%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,009$583K0.44%+4013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,007$583K<0.01%013F-HRTimelineGroup