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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

749 managers (761 13F filers) reported a position in SPLV shares at 2026-03-31, 58,601,655 shares in all. 77 filers opened a position and 60 filers sold out during the quarter.

Managers
749
13F filers
761
New
77
Added
226
Reduced
269
Sold out
60
Shares held by filers
58,601,655

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ridgewood Investments LLC22,107$1.62M0.66%13F-HRTimeline
Terril Brothers, Inc.22,084$1.62M0.44%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP22,062$1.61M0.13%-1,35613F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding21,939$1.6M+13,381Timeline
HARBOUR INVESTMENTS, INC.21,906$1.6M0.02%+13,81013F-HRTimeline
Laurel Wealth Planning LLC21,772$1.59M0.84%-1,51413F-HRTimeline
Vise Technologies, Inc.22,284$1.59M0.03%013F-HRTimeline
Acorn Wealth Advisors, LLC21,587$1.58M0.46%-3,24613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC20,934$1.53M0.01%-1,83913F-HRTimeline
Advisory Services Network, LLC20,730$1.52M0.02%+4513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,524$1.5M0.02%-46,10313F-HRTimelineGroup
Wealthspire Retirement, LLC20,276$1.48M0.09%-86613F-HRTimeline
Long Island Wealth Management, Inc.20,102$1.47M0.68%-1,78113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,038$1.47M0.02%-9,77313F-HRTimelineGroup
Verition Fund Management LLC20,000$1.46M0.01%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC19,964$1.46M0.66%-70113F-HRTimeline
Troutman Wealth Management, LLC19,778$1.45M1.21%-3513F-HRTimeline
MassMutual Private Wealth & Trust, FSB19,757$1.45M0.04%+5,78013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,474$1.42M0.07%+1,07613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,072$1.39M<0.01%-20,33613F-HRTimelineGroup
Santori & Peters, Inc.18,918$1.38M0.43%+1613F-HRTimeline
Aptus Capital Advisors, LLC18,865$1.38M0.01%-47413F-HRTimeline
Ashton Thomas Private Wealth, LLC18,827$1.38M0.03%+20013F-HRTimeline
Paragon Private Wealth Management, LLC18,774$1.37M0.43%-1,28513F-HRTimeline
Trilogy Capital Inc.18,763$1.37M0.06%-20,51613F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,591$1.36M0.03%+1,15513F-HRTimeline
Tempus Wealth Planning, LLC18,529$1.36M0.31%+25613F-HRTimeline
FINANCIAL LIFE ADVISORS18,474$1.35M0.42%+82413F-HRTimeline
Midwest Financial Group LLC18,380$1.34M0.57%+13513F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,328$1.34M0.02%013F-HRTimeline
Laraway Financial Advisors Inc18,095$1.32M0.93%+5313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding17,891$1.32M-14Timeline
Amundiin group Amundi18,002$1.32M<0.01%-40013F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC17,803$1.3M0.8%+9413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…17,258$1.26M0.78%+7313F-HRTimelineGroup
Integrated Wealth Concepts LLC16,761$1.23M0.01%+7,33613F-HRTimeline
Flagship Private Wealth, LLC16,714$1.22M0.5%-40513F-HRTimeline
Lunt Capital Management, Inc.16,440$1.2M0.46%-16,24213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.16,400$1.2M<0.01%-11,10013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.16,329$1.19M<0.01%-913F-HRTimelineGroup
Heirloom Wealth Management16,248$1.19M0.21%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.16,097$1.18M0.05%+15,71813F-HRTimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC16,021$1.17M0.32%-1,59013F-HRTimeline
MidFirst Bank15,980$1.17M0.1%013F-HRTimeline
Wealth Intelligence, LLC15,898$1.16M0.56%-4,30413F-HRTimeline
SageView Advisory Group, LLC15,741$1.15M0.04%+613F-HRTimeline
Kingsview Wealth Management, LLC15,634$1.14M0.02%+3,01813F-HRTimeline
Chicago Partners Investment Group LLC15,527$1.14M0.03%+88213F-HRTimeline
Gotham Asset Management, LLC15,518$1.13M<0.01%013F-HRTimeline
Fulcrum Equity Management15,440$1.13M1.1%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,410$1.13M0.05%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC15,318$1.12M0.06%+113F-HRTimeline
Trueblood Wealth Management, LLC14,956$1.09M0.43%-1,55113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,871$1.09M0.06%-92913F-HRTimeline
Gateway Wealth Partners, LLC14,868$1.09M0.04%+8,09213F-HRTimeline
Meridian Financial Advisors, LLC14,776$1.08M0.59%-23513F-HRTimeline
Genesee Capital Advisors, LLC14,702$1.08M0.45%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC14,649$1.07M0.28%+213F-HRTimeline
Virtus Wealth Solutions LLC14,282$1.04M0.2%-2313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,241$1.04M0.1%-5913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,160$1.04M<0.01%+13,81513F-HRTimelineGroup
Principle Wealth Partners LLC14,140$1.03M0.06%+113F-HRTimeline
AG Asset Advisory, LLC14,037$1.03M0.85%013F-HRTimeline
Onyx Bridge Wealth Group LLC13,992$1.02M0.11%-76513F-HRTimeline
HBW ADVISORY SERVICES LLC13,782$1.01M0.11%-1,91813F-HRTimeline
Nikulski Financial, Inc.13,640$998K0.25%-2,80513F-HRTimeline
Arax Advisory Partners13,639$998K0.03%+4513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,628$997K<0.01%013F-HRTimelineGroup
Variant Private Wealth, LLC13,583$993K1.2%+7013F-HRTimeline
TPG Advisors LLC13,516$989K0.62%-1,07213F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,178$964K0.01%+7,45213F-HRTimeline
Symphony Financial, Ltd. Co.13,167$957K0.13%+60213F-HRTimeline
SC&H Financial Advisors, Inc.13,080$957K0.14%-66813F-HRTimeline
GC Wealth Management RIA, LLC13,038$954K0.04%+3,76613F-HRTimeline
JTC Employer Solutions Trustee Ltd13,000$951K0.08%013F-HRTimeline
Orca Investment Management, LLC12,918$945K0.8%013F-HRTimeline
Taylor Securities Services, Inc.12,907$944K0.44%-51813F-HRTimeline
WELLINGTON-ALTUS USA INC.12,575$942K0.55%-35,19113F-HRTimeline
IHT Wealth Management, LLC12,866$941K0.02%-42513F-HRTimeline
LANDAAS & CO /WI /ADV12,856$940K0.21%+2813F-HRTimeline
Decker Wealth Management LLC12,828$938K0.21%013F-HRTimeline
PMG Wealth Management, Inc.12,824$938K0.68%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,766$934K0.06%013F-HRTimeline
Koshinski Asset Management, Inc.12,681$927K0.06%-31013F-HRTimeline
NorthRock Partners, LLC12,646$925K0.01%+95113F-HRTimeline
MTM Investment Management, LLC12,643$925K0.29%013F-HRTimeline
Sage Mountain Advisors LLC12,635$924K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,608$922K0.02%+113F-HRTimelineGroup
Round Rock Advisors LLC12,558$919K0.14%013F-HRTimeline
City Center Advisors, LLC12,539$917K0.85%-27613F-HRTimeline
Kovack Advisors, Inc.12,486$915K0.05%-42713F-HRTimeline
Brooklyn Investment Group12,490$913K0.03%-3,16513F-HRTimeline
Quantbot Technologies LP12,468$912K0.04%new13F-HRTimeline
Perennial Investment Advisors, LLC12,411$908K0.07%+9113F-HRTimeline
American Capital Advisory, LLC12,306$900K0.36%-17413F-HRTimeline
BRIGHTON JONES LLC12,278$898K0.02%new13F-HR/ATimeline
Magnus Financial Group LLC12,277$898K0.07%-49013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …12,253$896K0.01%+1,11813F-HRTimelineGroup
Allied Investment Advisors, LLC12,200$892K0.13%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,147$888K0.08%-1,37613F-HRTimelineGroup
Summit Trail Advisors, LLC12,102$885K0.01%013F-HRTimeline
MONECO ADVISORS, LLC12,101$885K0.07%-17513F-HRTimeline
Cresset Asset Management, LLC12,049$881K<0.01%-3,51213F-HRTimeline
Tranquility Partners, LLC12,136$877K0.33%-9213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,958$875K0.71%013F-HRTimeline
PATTEN & PATTEN INC/TN11,877$869K0.05%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,821$865K0.05%-8,05613F-HRTimeline
Wolff Financial Management LLC11,773$861K0.19%+4913F-HRTimeline
Regal Investment Advisors LLC11,743$859K0.05%+3,56113F-HRTimeline
Innova Wealth Partners11,727$858K0.41%+7,46513F-HRTimeline
Harfst & Associates, Inc.11,581$847K0.15%-4,63613F-HRTimeline
Arrowroot Family Office, LLC11,556$845K0.28%+1513F-HR/ATimeline
J. Goldman & Co LP11,552$845K0.04%+7,02013F-HRTimeline
WHITTIER TRUST CO11,400$843K0.01%013F-HRTimeline
EASTERN BANK11,506$842K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,457$838K<0.01%-2,39913F-HRTimelineGroup
Clearwater Capital Advisors, LLC11,351$830K0.07%013F-HRTimeline
Clark Asset Management, LLC11,299$826K0.08%+9913F-HRTimeline
Whipplewood Advisors, LLC11,296$826K0.43%-1413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,267$824K0.02%-1,15113F-HRTimelineGroup
Symmetry Partners, LLC11,251$823K0.05%+66613F-HRTimeline
Asset Dedication, LLC11,169$817K0.06%013F-HRTimeline
Savvy Advisors, Inc.11,156$816K0.02%+72613F-HRTimeline
Strategic Wealth Advisors LLC11,051$808K0.65%-1,37413F-HRTimeline
Sowell Financial Services LLC11,014$806K0.03%-54913F-HRTimeline
FLP Wealth Management, LLC10,960$802K1.65%+5,21813F-HR/ATimeline
MONEYWISE, INC.10,858$794K0.35%-33213F-HRTimeline
Compass Financial Group, Inc. (Ohio)10,819$791K0.58%-5,16013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,754$787K<0.01%+2513F-HRTimelineGroup
CHOREO, LLC10,749$786K0.01%-47313F-HRTimeline
Bedel Financial Consulting, Inc.10,692$782K0.09%+413F-HRTimeline
Edgestream Partners, L.P.10,691$782K0.03%-1,78513F-HRTimeline
Synergy Investment Management, LLC10,640$778K0.25%+81013F-HRTimeline
Asset One Wealth Management LLC10,551$775K0.09%-35613F-HRTimeline
Runnymede Capital Advisors, Inc.10,592$775K0.67%new13F-HRTimeline
Strategic Blueprint, LLC10,587$774K0.05%013F-HRTimeline
Grey Fox Wealth Advisors, LLC10,555$772K0.15%-6913F-HRTimeline
Wood Tarver Financial Group, LLC10,514$768K0.21%-2,06213F-HRTimeline
Sensible Money, LLC10,453$765K0.23%013F-HRTimeline
Sigma Planning Corp10,449$764K0.02%+17613F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,433$763K0.76%-29613F-HRTimeline
Wealthspire Advisors, LLC10,423$762K0.01%013F-HRTimeline
Legacy Private Trust Co.10,370$758K0.05%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC10,340$756K0.31%-1,85413F-HRTimeline
Allred Capital Management, LLC10,282$752K0.27%-113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,120$746K0.01%013F-HRTimeline
Amplius Wealth Advisors, LLC10,175$744K0.06%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,159$743K0.01%-68713F-HRTimelineGroup
Perigon Wealth Management, LLC10,134$741K0.01%+2013F-HRTimeline
CAPITAL ADVISORS INC/OK10,122$740K0.01%013F-HRTimeline
VIAWEALTH, LLC10,071$737K0.41%+313F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,028$733K0.06%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.10,040$731K0.05%-29413F-HRTimeline
TopTier Wealth Management, LLC9,980$730K0.45%+2913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,903$724K0.02%-6413F-HRTimelineGroup
Cardinal Point Capital Management ULC9,880$723K0.04%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,877$722K0.34%-2513F-HRTimeline
DAVENPORT & Co LLC9,773$715K<0.01%-12213F-HRTimeline
Optivise Advisory Services LLC9,762$714K0.43%-4,18413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,692$709K<0.01%+1,89313F-HRTimeline
First Command Advisory Services, Inc.9,549$698K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC9,508$695K0.02%+73913F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,474$693K0.01%new13F-HRTimeline
Apex Wealth Management, LLC9,473$693K0.48%+6,62313F-HRTimeline
UPTICK PARTNERS, LLC9,414$689K0.14%-8813F-HRTimeline
Brookwood Investment Group LLC9,396$687K0.09%-1,36713F-HRTimeline
DHJJ Financial Advisors, Ltd.9,335$683K0.23%-35613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,323$682K+223Timeline
StoneX Group Inc.in group StoneX Group Inc.9,294$680K0.04%-6113F-HRTimelineGroup
Red Door Wealth Management, LLC9,207$673K0.07%013F-HRTimeline
Summit Financial, LLC9,186$672K0.01%-7,53613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,046$662K<0.01%+3,54713F-HRTimelineGroup
TKG Advisors, LLC9,003$658K0.27%-103,42213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding8,896$651K-604Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,685$635K<0.01%-853,26213F-HRTimelineGroup
Wealthfront Advisers LLC8,636$632K<0.01%+4,11013F-HRTimeline
TD Waterhouse Canada Inc.8,610$631K<0.01%-29713F-HRTimeline
Broussard Financial Group LLC8,586$628K0.5%+60513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,557$626K<0.01%+86313F-HRTimelineGroup
Advisor Resource Council8,484$621K0.25%+21813F-HRTimeline
Intrepid Financial Planning Group LLC8,337$610K0.25%-41013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,291$606K<0.01%+49813F-HRTimeline
Brick & Kyle, Associates8,278$605K0.2%-50413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,274$605K<0.01%-3,42213F-HRTimelineGroup
RFG Advisory, LLC8,273$605K0.01%+20613F-HRTimeline
Beaumont Financial Advisors, LLC8,235$602K0.04%-79713F-HRTimeline
Faithward Advisors, LLC8,182$598K0.09%+513F-HRTimeline
Mullooly Asset Management, Inc.8,086$591K0.22%+4213F-HRTimeline
Mission Creek Capital Partners, Inc.8,079$591K0.12%013F-HRTimeline
Keystone Financial Group8,068$590K0.04%+3,16213F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,044$588K0.03%+1,00013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,928$580K0.31%+3613F-HR/ATimeline
Modera Wealth Management, LLC7,806$571K0.01%+20013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,789$570K<0.01%-54613F-HRTimelineGroup
Centurion Wealth Management LLC7,755$567K0.13%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,721$565K0.01%-1,07413F-HRTimeline
Rede Wealth, LLC7,612$557K0.2%-83513F-HRTimeline
Appalachian Capital Management Ltd7,579$554K0.44%-3413F-HRTimeline
Centennial Advisors, LLC7,534$551K0.7%new13F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding7,488$549K+4,235Timeline