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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

745 managers (753 13F filers) reported a position in SPLV shares at 2025-12-31, 60,258,867 shares in all. 59 filers opened a position and 66 filers sold out during the quarter.

Managers
745
13F filers
753
New
59
Added
222
Reduced
284
Sold out
66
Shares held by filers
60,258,867

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP23,418$1.67M0.13%-76913F-HRTimelineGroup
Israel Discount Bank of New York23,364$1.67M4.54%new13F-HRTimeline
Great Waters Wealth Management23,302$1.66M0.18%+74413F-HRTimeline
Laurel Wealth Planning LLC23,286$1.66M0.92%-1,26513F-HRTimeline
Headlands Technologies LLC23,158$1.65M0.14%new13F-HRTimeline
Visionary Horizons, LLC23,087$1.65M0.85%-3,35013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,780$1.63M<0.01%-56713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC22,773$1.63M0.01%+36413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC22,686$1.62M0.1%-1,92213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,298$1.59M+4,861Timeline
Vise Technologies, Inc.22,284$1.59M0.03%+9,11113F-HRTimeline
PFG Advisors22,212$1.59M0.08%-29,41213F-HRTimeline
Terril Brothers, Inc.22,084$1.58M0.41%+27013F-HRTimeline
Long Island Wealth Management, Inc.21,883$1.56M0.74%+8213F-HRTimeline
Wealthspire Retirement, LLC21,142$1.51M0.09%013F-HRTimeline
Beacon Pointe Advisors, LLC20,862$1.49M0.01%+35513F-HRTimeline
Advisory Services Network, LLC20,685$1.48M0.02%-1,18213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC20,665$1.48M0.67%-1,20813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,586$1.47M<0.01%+16,20413F-HRTimelineGroup
Wealth Intelligence, LLC20,202$1.44M0.72%13F-HRTimeline
Paragon Private Wealth Management, LLC20,059$1.43M0.44%-32113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19,877$1.42M0.09%-52613F-HRTimeline
Troutman Wealth Management, LLC19,813$1.42M1.17%13F-HRTimeline
Aptus Capital Advisors, LLC19,339$1.38M0.01%-86313F-HRTimeline
Santori & Peters, Inc.18,902$1.35M0.46%+19913F-HRTimeline
Ashton Thomas Private Wealth, LLC18,627$1.33M0.03%+92113F-HRTimeline
MGB Wealth Management, LLC18,498$1.32M0.38%-34213F-HRTimeline
Amundiin group Amundi18,402$1.31M<0.01%-6,90013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC18,398$1.31M0.06%+4,59813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,905$1.31M0.04%-24013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…18,328$1.31M0.02%-82513F-HRTimeline
Tempus Wealth Planning, LLC18,273$1.31M0.3%-6113F-HRTimeline
Midwest Financial Group LLC18,245$1.3M0.58%+113F-HRTimeline
Winthrop Capital Management, LLC18,228$1.3M0.3%013F-HRTimeline
Laraway Financial Advisors Inc18,042$1.29M0.84%+20313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC18,026$1.29M<0.01%new13F-HRTimelineGroup
Hirtle & Co., LLC17,915$1.28M0.04%new13F-HRTimeline
Oakmont Advisory Group, LLC17,898$1.28M1.36%13F-HRTimeline
Kingstone Capital Partners Texas, LLC17,709$1.26M0.74%+9513F-HRTimeline
FINANCIAL LIFE ADVISORS17,650$1.26M0.39%+97713F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC17,611$1.26M0.36%-1,08713F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,436$1.25M0.03%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…17,185$1.23M0.74%+12613F-HRTimelineGroup
Flagship Private Wealth, LLC17,119$1.22M0.48%+98113F-HRTimeline
Summit Financial, LLC16,722$1.19M0.02%+6,31713F-HRTimeline
Trueblood Wealth Management, LLC16,507$1.18M0.46%+1013F-HRTimeline
Nikulski Financial, Inc.16,445$1.17M0.28%-8,65113F-HRTimeline
Golden State Wealth Management, LLC16,412$1.17M0.12%-1,26213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,338$1.17M<0.01%+2,21713F-HRTimelineGroup
Harfst & Associates, Inc.16,217$1.16M0.21%-1,16613F-HRTimeline
MidFirst Bank15,980$1.14M0.09%13F-HRTimeline
Compass Financial Group, Inc. (Ohio)15,979$1.14M0.84%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,800$1.13M0.07%+12,76713F-HRTimeline
Brooklyn Investment Group15,655$1.13M0.05%+12,57313F-HRTimeline
SageView Advisory Group, LLC15,735$1.12M0.04%-2,20413F-HRTimeline
HBW ADVISORY SERVICES LLC15,700$1.12M0.12%+49013F-HRTimeline
Cresset Asset Management, LLC15,561$1.11M<0.01%+4413F-HRTimeline
Gotham Asset Management, LLC15,518$1.11M<0.01%-12313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,410$1.1M0.05%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,389$1.1M0.04%new13F-HRTimeline
Cornerstone Wealth Management, LLC15,317$1.09M0.06%-27413F-HRTimeline
Meridian Financial Advisors, LLC15,011$1.07M0.58%+40113F-HRTimeline
Graham Capital Management, L.P.15,000$1.07M0.04%new13F-HRTimeline
Chicago Partners Investment Group LLC14,645$1.07M0.03%-79013F-HRTimeline
Onyx Bridge Wealth Group LLC14,757$1.05M0.11%-20913F-HRTimeline
Genesee Capital Advisors, LLC14,702$1.05M0.42%+7413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC14,647$1.05M0.28%+313F-HRTimeline
TPG Advisors LLC14,588$1.04M0.65%-42113F-HRTimeline
Park Edge Advisors, LLC14,531$1.04M0.23%-43,94413F-HRTimeline
Virtus Wealth Solutions LLC14,305$1.02M0.19%+7913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,300$1.02M0.1%+1413F-HRTimeline
Principle Wealth Partners LLC14,139$1.01M0.06%-69913F-HRTimeline
Waterloo Capital, L.P.14,105$1.01M0.07%+29413F-HRTimeline
AG Asset Advisory, LLC14,037$1M0.86%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,977$998K0.03%-2,27313F-HRTimeline
Optivise Advisory Services LLC13,946$996K0.57%+4,18613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,856$990K<0.01%new13F-HRTimelineGroup
SC&H Financial Advisors, Inc.13,748$982K0.15%-1,79513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,628$973K<0.01%013F-HRTimelineGroup
Arax Advisory Partners13,594$971K0.03%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,523$966K0.06%013F-HRTimelineGroup
Variant Private Wealth, LLC13,513$965K1%-23313F-HRTimeline
Taylor Securities Services, Inc.13,425$959K0.44%13F-HRTimeline
IHT Wealth Management, LLC13,291$949K0.02%-35313F-HRTimeline
JTC Employer Solutions Trustee Ltd13,000$929K0.06%013F-HRTimeline
Koshinski Asset Management, Inc.12,991$928K0.06%-1,24013F-HRTimeline
Orca Investment Management, LLC12,918$923K0.73%013F-HRTimeline
Kovack Advisors, Inc.12,913$922K0.04%+35413F-HR/ATimeline
Decker Wealth Management LLC12,828$916K0.2%13F-HRTimeline
LANDAAS & CO /WI /ADV12,828$916K0.2%+2813F-HRTimeline
PMG Wealth Management, Inc.12,824$916K0.67%-63113F-HRTimeline
City Center Advisors, LLC12,815$915K0.84%-10513F-HRTimeline
Magnus Financial Group LLC12,767$912K0.07%-9613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,766$912K0.06%013F-HRTimeline
Symphony Financial, Ltd. Co.12,565$904K0.12%+47613F-HRTimeline
MTM Investment Management, LLC12,643$903K0.29%-5013F-HRTimeline
Sage Mountain Advisors LLC12,635$902K0.05%013F-HRTimeline
Kingsview Wealth Management, LLC12,616$901K0.01%+613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,607$900K0.02%+113F-HRTimelineGroup
Wood Tarver Financial Group, LLC12,576$898K0.25%-34713F-HRTimeline
Round Rock Advisors LLC12,558$897K0.13%-11613F-HR/ATimeline
American Capital Advisory, LLC12,480$891K0.39%-72913F-HRTimeline
Edgestream Partners, L.P.12,476$891K0.03%new13F-HRTimeline
Strategic Wealth Advisors LLC12,425$887K0.76%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,418$887K0.02%+63713F-HRTimelineGroup
Perennial Investment Advisors, LLC12,320$880K0.07%-2,04613F-HRTimeline
MONECO ADVISORS, LLC12,276$877K0.07%-4613F-HRTimeline
Tranquility Partners, LLC12,228$873K0.31%-5,09013F-HRTimeline
Allied Investment Advisors, LLC12,200$871K0.13%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC12,194$871K0.34%-61313F-HRTimeline
Summit Trail Advisors, LLC12,102$864K0.01%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,958$854K0.7%013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,950$853K0.12%new13F-HRTimeline
PATTEN & PATTEN INC/TN11,876$848K0.05%-60613F-HRTimeline
Northstar Advisory Group, LLC11,823$844K0.3%new13F-HRTimeline
Wolff Financial Management LLC11,724$837K0.19%+5013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,696$835K<0.01%+7,53413F-HRTimelineGroup
NorthRock Partners, LLC11,695$835K0.01%+3,57913F-HRTimeline
Sowell Financial Services LLC11,563$826K0.03%-49,01613F-HRTimeline
Arrowroot Family Office, LLC11,541$824K0.3%+4213F-HRTimeline
EASTERN BANK11,506$822K0.01%013F-HRTimeline
WHITTIER TRUST CO11,400$817K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC11,351$811K0.07%013F-HRTimeline
Whipplewood Advisors, LLC11,310$808K0.52%+55913F-HRTimeline
CHOREO, LLC11,222$807K0.01%-1,02413F-HRTimeline
Asset One Wealth Management LLC10,907$802K0.11%13F-HRTimeline
Clark Asset Management, LLC11,200$800K0.08%013F-HRTimeline
MONEYWISE, INC.11,190$799K0.33%-1,37313F-HRTimeline
Asset Dedication, LLC11,169$798K0.05%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,135$796K0.01%13F-HR/ATimelineGroup
Quantinno Capital Management LP11,054$790K<0.01%+5,68013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,846$775K0.01%-4413F-HRTimelineGroup
Brookwood Investment Group LLC10,763$769K0.09%-55213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,729$766K0.77%+413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,729$766K<0.01%+2,72213F-HRTimelineGroup
Bedel Financial Consulting, Inc.10,688$763K0.08%+313F-HRTimeline
Grey Fox Wealth Advisors, LLC10,624$759K0.16%-64313F-HRTimeline
Segment Wealth Management, LLC10,609$758K0.04%+3,05213F-HRTimeline
Strategic Blueprint, LLC10,587$756K0.04%+2,44313F-HRTimeline
Symmetry Partners, LLC10,585$756K0.04%+1,02513F-HRTimeline
Sensible Money, LLC10,453$747K0.24%013F-HRTimeline
Savvy Advisors, Inc.10,430$745K0.02%new13F-HRTimeline
Wealthspire Advisors, LLC10,423$744K0.01%-53813F-HRTimeline
Smith Salley Wealth Management10,403$743K0.04%-3013F-HRTimeline
Legacy Private Trust Co.10,370$741K0.04%-33313F-HRTimeline
B. Riley Wealth Advisors, Inc.10,334$738K0.03%-9513F-HRTimeline
Allred Capital Management, LLC10,283$735K0.27%+313F-HRTimeline
Sigma Planning Corp10,273$734K0.02%+18313F-HRTimeline
Amplius Wealth Advisors, LLC10,175$727K0.06%-55913F-HRTimeline
CAPITAL ADVISORS INC/OK10,122$723K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,120$723K0.01%013F-HRTimeline
Perigon Wealth Management, LLC10,114$722K0.01%-13,36113F-HRTimeline
VIAWEALTH, LLC10,068$719K0.4%-46813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,967$712K0.02%-5313F-HRTimelineGroup
TopTier Wealth Management, LLC9,951$711K0.48%13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,902$707K0.33%-56013F-HRTimeline
DAVENPORT & Co LLC9,895$707K<0.01%-2,68913F-HRTimeline
Synergy Investment Management, LLC9,830$702K0.25%+32013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,691$692K0.23%-1,27813F-HRTimeline
First Command Advisory Services, Inc.9,549$682K<0.01%-65213F-HRTimeline
UPTICK PARTNERS, LLC9,502$679K0.14%-1,18813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding9,500$678K-125Timeline
Integrated Wealth Concepts LLC9,425$673K0.01%-9,12813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,355$668K0.03%+42513F-HRTimelineGroup
GC Wealth Management RIA, LLC9,272$662K0.02%013F-HRTimeline
Red Door Wealth Management, LLC9,207$658K0.07%+813F-HRTimeline
Verity Asset Management, Inc.9,144$653K0.28%+50213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,100$650K-342Timeline
Beaumont Financial Advisors, LLC9,032$645K0.04%-49113F-HRTimeline
CX Institutional8,991$642K0.02%+1,87613F-HRTimeline
TD Waterhouse Canada Inc.8,907$636K<0.01%+50013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,795$628K0.02%-3,18213F-HRTimeline
Brick & Kyle, Associates8,782$627K0.22%-1,30213F-HRTimeline
Snowden Capital Advisors LLC8,769$626K0.02%+71713F-HRTimeline
Intrepid Financial Planning Group LLC8,747$625K0.24%-3513F-HRTimeline
World Investment Advisors8,587$613K0.01%+48213F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,582$613K0.04%-1,56813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding8,558$611K-779Timeline
Advisor Resource Council8,266$607K0.22%new13F-HRTimeline
Rede Wealth, LLC8,447$603K0.21%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,387$599K<0.01%-1,48013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC8,335$595K<0.01%+313F-HRTimelineGroup
Regal Investment Advisors LLC8,182$584K0.03%+1,85513F-HRTimeline
Faithward Advisors, LLC8,177$584K0.09%+3813F-HRTimeline
HARBOUR INVESTMENTS, INC.8,096$578K0.01%+1,41813F-HRTimeline
Mission Creek Capital Partners, Inc.8,079$577K0.12%013F-HRTimeline
RFG Advisory, LLC8,067$576K0.01%+1,69813F-HRTimeline
Mullooly Asset Management, Inc.8,044$574K0.21%+213F-HRTimeline
Broussard Financial Group LLC7,981$570K0.46%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7,965$569K0.2%-9013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,892$564K0.31%+3813F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT7,857$561K0.26%+2313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,845$560K0.19%-2113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,799$557K<0.01%+1,00413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,793$557K<0.01%+31713F-HRTimeline
Centurion Wealth Management LLC7,755$554K0.12%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,694$550K<0.01%-24,81213F-HRTimelineGroup
FSM Wealth Advisors, LLC7,666$548K0.07%+1613F-HRTimeline
111 Capital7,653$547K0.12%-24,85313F-HRTimeline
TRUST CO OF VERMONT7,630$545K0.02%013F-HRTimeline