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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

721 managers (730 13F filers) reported a position in SPLV shares at 2025-09-30, 62,392,198 shares in all. 40 filers opened a position and 70 filers sold out during the quarter.

Managers
721
13F filers
730
New
40
Added
239
Reduced
281
Sold out
70
Shares held by filers
62,392,198

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Laurel Wealth Planning LLC24,551$1.8M0.95%013F-HRTimeline
Consolidated Portfolio Review Corp24,398$1.79M0.23%+83613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP24,187$1.78M0.15%013F-HRTimelineGroup
Old North State Trust, LLC24,155$1.77M1.08%-1913F-HRTimeline
Perigon Wealth Management, LLC23,475$1.72M0.04%-1,92213F-HRTimeline
Ridgewood Investments LLC23,418$1.72M0.73%-4,81913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,347$1.72M<0.01%-5,45313F-HRTimelineGroup
Cubist Systematic Strategies, LLC22,951$1.69M0.02%new13F-HRTimeline
Great Waters Wealth Management22,558$1.66M0.2%+42313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,409$1.65M0.01%-21313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC21,873$1.61M0.76%+26013F-HRTimeline
Advisory Services Network, LLC21,867$1.61M0.02%+3,09213F-HRTimeline
Terril Brothers, Inc.21,814$1.6M0.49%+18,81513F-HRTimeline
Long Island Wealth Management, Inc.21,801$1.6M0.78%+7813F-HRTimeline
COMERICA BANK21,277$1.56M0.01%-7,62513F-HRTimeline
Wealthspire Retirement, LLC21,142$1.55M0.1%-5,75713F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC20,840$1.53M0.03%+14,18813F-HRTimeline
Beacon Pointe Advisors, LLC20,507$1.51M0.01%+1,63913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,403$1.5M0.1%+3,11413F-HRTimeline
Paragon Private Wealth Management, LLC20,380$1.5M0.49%-1,18513F-HRTimeline
Aptus Capital Advisors, LLC20,202$1.48M0.01%+7,28413F-HRTimeline
BLAIR WILLIAM & CO/IL19,777$1.45M<0.01%-53813F-HRTimeline
IFP Advisors, Inc19,209$1.41M0.04%-94813F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…19,153$1.41M0.03%+113F-HRTimeline
MGB Wealth Management, LLC18,840$1.38M0.39%+1113F-HRTimeline
Santori & Peters, Inc.18,703$1.37M0.49%-39713F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC18,698$1.37M0.4%-40513F-HRTimeline
Integrated Wealth Concepts LLC18,553$1.36M0.01%-25,08913F-HRTimeline
Tempus Wealth Planning, LLC18,334$1.35M0.31%-57113F-HRTimeline
Midwest Financial Group LLC18,244$1.34M0.64%013F-HRTimeline
Winthrop Capital Management, LLC18,228$1.34M0.32%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,091$1.33M<0.01%-31,50813F-HRTimelineGroup
SageView Advisory Group, LLC17,939$1.32M0.05%-42913F-HRTimeline
Laraway Financial Advisors Inc17,839$1.31M0.89%+15713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,745$1.3M<0.01%-1,04813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,706$1.3M0.03%-94013F-HRTimeline
Golden State Wealth Management, LLC17,674$1.3M0.14%-5,06113F-HRTimeline
Kingstone Capital Partners Texas, LLC17,614$1.29M0.75%+2213F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding17,437$1.28M+166Timeline
Harfst & Associates, Inc.17,383$1.28M0.24%-12013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …18,145$1.28M0.04%-8413F-HRTimelineGroup
Tranquility Partners, LLC17,318$1.27M0.43%-2,68813F-HRTimeline
Northwest Capital Management Inc17,095$1.26M1.32%-6,56213F-HRTimeline
Northwest & Ethical Investments L.P.17,200$1.26M0.03%+4,35313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…17,059$1.25M0.8%-35013F-HRTimelineGroup
FINANCIAL LIFE ADVISORS16,673$1.23M0.39%+57013F-HRTimeline
Trueblood Wealth Management, LLC16,497$1.21M0.47%-2213F-HRTimeline
MassMutual Private Wealth & Trust, FSB16,250$1.19M0.03%+82213F-HRTimeline
Flagship Private Wealth, LLC16,138$1.19M0.48%-44113F-HRTimeline
Pinnacle Family Advisors, LLC15,788$1.16M0.51%-1,20913F-HRTimeline
Gotham Asset Management, LLC15,641$1.15M0.01%+3,03113F-HRTimeline
Cornerstone Wealth Management, LLC15,591$1.15M0.06%-16513F-HRTimeline
SC&H Financial Advisors, Inc.15,543$1.14M0.19%+2913F-HRTimeline
Cresset Asset Management, LLC15,517$1.14M0.01%+14413F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp15,410$1.13M0.05%+1,00013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC15,210$1.12M0.13%-1313F-HRTimeline
Chicago Partners Investment Group LLC15,435$1.11M0.03%-6,65113F-HRTimeline
TPG Advisors LLC15,009$1.1M0.73%-2,50013F-HRTimeline
Onyx Bridge Wealth Group LLC14,966$1.1M0.12%-13113F-HRTimeline
Principle Wealth Partners LLC14,838$1.09M0.06%+113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC14,644$1.08M0.3%+313F-HRTimeline
Genesee Capital Advisors, LLC14,628$1.07M0.47%-23,09113F-HRTimeline
Meridian Financial Advisors, LLC14,610$1.07M0.6%+60113F-HRTimeline
Perennial Investment Advisors, LLC14,366$1.06M0.09%-62313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,286$1.05M0.11%-5113F-HRTimeline
Koshinski Asset Management, Inc.14,231$1.05M0.07%-44513F-HRTimeline
Virtus Wealth Solutions LLC14,226$1.05M0.2%+7513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,121$1.04M<0.01%013F-HRTimelineGroup
AG Asset Advisory, LLC14,037$1.03M0.86%013F-HRTimeline
Waterloo Capital, L.P.13,811$1.01M0.08%+3,24013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,800$1.01M0.06%+1,50113F-HRTimeline
Variant Private Wealth, LLC13,746$1.01M0.93%-2913F-HRTimeline
IHT Wealth Management, LLC13,644$1M0.03%-1,61213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,628$1M<0.01%+1,95013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,523$994K0.05%-10,14013F-HRTimelineGroup
PMG Wealth Management, Inc.13,455$985K0.75%013F-HRTimeline
SIMPLEX TRADING, LLC13,377$982K0.02%+6,19313F-HRTimeline
American Capital Advisory, LLC13,209$971K0.45%-37713F-HRTimeline
Vise Technologies, Inc.13,173$968K0.04%-1,86113F-HRTimeline
JTC Employer Solutions Trustee Ltd13,000$955K0.08%013F-HRTimeline
City Center Advisors, LLC12,920$949K0.92%-2,82713F-HRTimeline
Orca Investment Management, LLC12,918$949K0.78%013F-HRTimeline
Wood Tarver Financial Group, LLC12,923$949K0.28%-5613F-HRTimeline
Magnus Financial Group LLC12,863$945K0.07%+96613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC12,807$941K0.4%-15313F-HRTimeline
LANDAAS & CO /WI /ADV12,800$941K0.21%+19213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,766$938K0.06%013F-HRTimeline
MTM Investment Management, LLC12,693$933K0.3%013F-HRTimeline
Round Rock Advisors LLC12,674$931K0.15%+213F-HRTimeline
Sage Mountain Advisors LLC12,635$928K0.05%013F-HRTimeline
Kingsview Wealth Management, LLC12,610$927K0.01%+3,74013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,606$926K0.02%-1,36713F-HRTimelineGroup
DAVENPORT & Co LLC12,584$925K<0.01%-1,01713F-HRTimeline
MONEYWISE, INC.12,563$923K0.42%-83613F-HRTimeline
Kovack Advisors, Inc.12,559$923K0.09%-84,96313F-HRTimeline
GPS Wealth Strategies Group, LLC12,546$922K0.1%-40013F-HRTimeline
PATTEN & PATTEN INC/TN12,482$917K0.05%-1,15713F-HRTimeline
MONECO ADVISORS, LLC12,322$905K0.08%-26813F-HRTimeline
BRIGHTON JONES LLC12,272$902K0.02%-57513F-HRTimeline
CHOREO, LLC12,246$900K0.01%013F-HRTimeline
Allied Investment Advisors, LLC12,200$896K0.14%013F-HRTimeline
Summit Trail Advisors, LLC12,102$889K0.01%013F-HRTimeline
Symphony Financial, Ltd. Co.12,089$885K0.11%-51313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,977$880K0.02%+1213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,958$879K0.87%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,781$866K0.02%-1,47513F-HRTimelineGroup
Wolff Financial Management LLC11,674$858K0.2%+4613F-HRTimeline
EASTERN BANK11,506$845K0.02%013F-HRTimeline
Arrowroot Family Office, LLC11,499$845K0.34%+37113F-HRTimeline
J. Goldman & Co LP11,445$841K0.03%+5,63613F-HRTimeline
WESPAC Advisors SoCal, LLC11,395$837K0.17%-1,23213F-HRTimeline
Clearwater Capital Advisors, LLC11,351$834K0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,343$833K0.01%+1,15613F-HRTimelineGroup
WHITTIER TRUST CO11,400$832K0.01%-513F-HRTimeline
Brookwood Investment Group LLC11,315$831K0.11%-1,97313F-HRTimeline
Grey Fox Wealth Advisors, LLC11,267$828K0.17%+36113F-HRTimeline
Clark Asset Management, LLC11,200$823K0.1%013F-HRTimeline
Asset Dedication, LLC11,169$821K0.06%013F-HRTimeline
Runnymede Capital Advisors, Inc.11,167$821K0.68%-41213F-HRTimeline
DHJJ Financial Advisors, Ltd.10,969$806K0.27%-25113F-HRTimeline
Wealthspire Advisors, LLC10,961$805K<0.01%+70413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,890$800K0.01%-5713F-HRTimelineGroup
SYNOVUS FINANCIAL CORP10,867$799K0.01%-18213F-HRTimeline
Cutler Capital Management, LLC10,150$795K0.25%new13F-HRTimeline
Whipplewood Advisors, LLC10,751$790K0.52%+64913F-HRTimeline
Amplius Wealth Advisors, LLC10,734$789K0.07%-11,93913F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,725$788K1.29%+413F-HRTimeline
Legacy Private Trust Co.10,703$786K0.05%-1,89013F-HRTimeline
UPTICK PARTNERS, LLC10,690$786K0.21%-1,41713F-HRTimeline
Bedel Financial Consulting, Inc.10,685$785K0.1%+413F-HRTimeline
VIAWEALTH, LLC10,536$774K0.42%+47913F-HRTimeline
Sensible Money, LLC10,453$768K0.26%013F-HRTimeline
Smith Salley Wealth Management10,433$767K0.04%+5913F-HRTimeline
B. Riley Wealth Advisors, Inc.10,429$766K0.04%-46113F-HRTimeline
Summit Financial, LLC10,405$765K0.01%-42,03613F-HRTimeline
NorthCoast Asset Management LLC10,286$756K<0.01%-5913F-HRTimeline
Allred Capital Management, LLC10,280$755K0.26%-31113F-HRTimeline
First Command Advisory Services, Inc.10,201$750K0.01%-78013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,150$744K0.06%013F-HRTimeline
CAPITAL ADVISORS INC/OK10,122$744K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,120$744K0.01%013F-HRTimeline
Sigma Planning Corp10,090$741K0.02%-4,15113F-HRTimeline
Brick & Kyle, Associates10,084$741K0.27%+1913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.10,462$739K0.35%-37413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,020$736K0.03%-1,10713F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC10,016$736K0.06%new13F-HRTimeline
Yarbrough Capital, LLC10,000$735K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,867$725K<0.01%+2413F-HRTimelineGroup
Apex Wealth Management, LLC9,773$718K0.51%-16513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,773$718K-3,754Timeline
Optivise Advisory Services LLC9,760$717K0.43%-21613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding9,625$707K-712Timeline
Symmetry Partners, LLC9,560$703K0.08%+20613F-HRTimeline
Beaumont Financial Advisors, LLC9,523$700K0.05%-20713F-HRTimeline
Synergy Investment Management, LLC9,510$699K0.27%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,442$694K-269Timeline
Harvest Investment Services, LLC9,386$690K0.14%-1,20113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,337$686K-6,681Timeline
GC Wealth Management RIA, LLC9,272$681K0.02%-5,88313F-HRTimeline
Red Door Wealth Management, LLC9,199$676K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,930$656K0.03%+213F-HRTimelineGroup
Intrepid Financial Planning Group LLC8,782$645K0.25%-62013F-HRTimeline
Verity Asset Management, Inc.8,642$635K0.21%-2,23613F-HRTimeline
TD Waterhouse Canada Inc.8,407$614K<0.01%-26313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,332$612K<0.01%-49313F-HRTimelineGroup
Clearstead Trust, LLC8,156$599K0.1%new13F-HRTimeline
Strategic Blueprint, LLC8,144$598K0.03%new13F-HRTimeline
Faithward Advisors, LLC8,139$598K0.09%+4313F-HRTimeline
NorthRock Partners, LLC8,116$596K0.01%new13F-HRTimeline
World Investment Advisors8,105$596K0.01%-2,04613F-HRTimeline
Mission Creek Capital Partners, Inc.8,079$594K0.12%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV8,055$592K0.21%-22213F-HRTimeline
Snowden Capital Advisors LLC8,052$592K0.02%-63713F-HRTimeline
Merkkuri Wealth Advisors LLC8,051$592K0.43%+4213F-HRTimeline
Mullooly Asset Management, Inc.8,042$591K0.23%+4213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,007$588K<0.01%013F-HRTimelineGroup
Moloney Securities Asset Management, LLC7,875$579K0.07%-84213F-HRTimeline
Quantbot Technologies LP7,874$579K0.02%+3,47613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,866$578K0.2%-6413F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC7,854$577K0.32%+3613F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT7,834$576K0.27%13F-HRTimeline
Centurion Wealth Management LLC7,755$570K0.13%013F-HRTimeline
FSM Wealth Advisors, LLC7,650$562K0.08%+113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,630$561K<0.01%-1,42013F-HR/ATimelineGroup
TRUST CO OF VERMONT7,630$561K0.02%013F-HRTimeline
Modera Wealth Management, LLC7,606$559K0.01%013F-HRTimeline
Sequent Planning LLC7,595$558K0.16%+70413F-HRTimeline
Segment Wealth Management, LLC7,557$555K0.03%+1,21413F-HRTimeline
Vigilare Wealth Management7,491$550K0.19%-41,61213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,476$549K<0.01%+1,80613F-HRTimeline
Woodside Wealth Management LLC7,468$549K0.43%-1,48013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC7,430$546K0.03%-1413F-HRTimeline
WEDBUSH SECURITIES INC7,394$543K0.02%+31713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,319$538K0.04%-6813F-HRTimeline
East Coast Asset Management, LLC.7,191$528K0.17%013F-HRTimeline
Joseph P. Lucia & Associates, LLC7,168$527K0.2%-33813F-HRTimeline
HRT FINANCIAL LP7,159$526K<0.01%new13F-HRTimeline
Visionary Wealth Advisors7,124$523K0.02%-12,36513F-HRTimeline
Redwood Financial Network Corp7,121$523K0.33%-45813F-HRTimeline
CX Institutional7,115$523K0.02%+4,45513F-HRTimeline