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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
Modern Wealth Management, LLC7,579$568K0.01%new13F-HRTimeline
Hyundai Investments Co., Ltd.7,455$564K0.61%+4,04013F-HRTimeline
TRUST CO OF VERMONT7,480$560K0.02%13F-HRTimeline
IFP Advisors, Inc7,418$556K0.01%+45113F-HRTimeline
Asset Dedication, LLC7,319$548K0.03%-3,85013F-HRTimeline
WEDBUSH SECURITIES INC7,306$547K0.01%-9813F-HRTimeline
FSM Wealth Advisors, LLC7,279$545K0.06%-5613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,263$544K<0.01%-2,42913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,193$539K<0.01%-4,26413F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC7,164$537K0.03%+2,40213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,940$520K<0.01%+1,83013F-HRTimelineGroup
CFO4Life Group, LLC6,908$517K0.07%+813F-HRTimeline
East Coast Asset Management, LLC.6,887$516K0.15%-30413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,879$515K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,873$515K<0.01%-39213F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$514K0.12%013F-HRTimelineAmount filed as zero, left out of ratios.
GUERRA PAN ADVISORS, LLC6,863$514K0.29%013F-HRTimeline
Oakmont Advisory Group, LLC6,836$512K0.43%+46813F-HRTimeline
Olistico Wealth, LLC6,835$512K0.22%013F-HRTimeline
Foundations Investment Advisors, LLC6,768$507K0.01%+1,20813F-HRTimeline
Compass Advisory Group LLC6,722$503K0.12%+3713F-HRTimeline
Joseph P. Lucia & Associates, LLC6,718$503K0.15%-5013F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,714$503K0.02%+913F-HRTimeline
KINTRA WEALTH, LLC6,586$502K0.03%+1,52413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV6,692$501K0.16%+2113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,666$499K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.6,628$496K0.37%+3513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,618$496K0.02%-86313F-HRTimeline
Sensible Money, LLC6,603$495K0.13%-3,85013F-HRTimeline
Modera Wealth Management, LLC6,589$493K0.01%-1,21713F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,575$492K0.05%013F-HRTimeline
Family Capital Management, Inc.6,547$490K0.19%013F-HRTimeline
World Investment Advisors6,696$490K0.01%-47413F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,515$488K0.03%+2213F-HRTimeline
Lakeridge Wealth Management LLC6,384$478K0.18%new13F-HRTimeline
MATHER GROUP, LLC.6,382$478K<0.01%+1013F-HRTimeline
Creekside Partners6,380$478K0.17%-26213F-HRTimeline
TRUST POINT INC.6,373$477K0.04%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,346$475K0.13%+63713F-HRTimeline
Rockingstone Advisors LLC6,070$455K0.18%-17513F-HRTimeline
WBH ADVISORY INC6,059$454K0.03%+51213F-HRTimeline
Berger Financial Group, Inc6,032$452K0.02%-91513F-HRTimeline
Biltmore Family Office, LLC6,025$451K0.06%013F-HRTimeline
Gradient Capital Advisors, LLC6,014$450K0.1%+6713F-HRTimeline
ROMANO BROTHERS AND COMPANY5,952$446K0.04%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,877$440K0.15%+8613F-HRTimeline
Wealthfront Advisers LLC5,864$439K<0.01%-2,77213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,761$432K<0.01%+35213F-HRTimelineGroup
XPONANCE LLC5,760$431K<0.01%+1,98213F-HRTimeline
BXM Wealth LLC5,721$429K0.23%013F-HRTimeline
HTG Investment Advisors, Inc.5,721$428K0.11%013F-HRTimeline
FLP Wealth Management, LLC5,691$426K0.76%-5,26913F-HRTimeline
IAM Advisory, LLC5,689$426K0.08%+12013F-HRTimeline
Genesee Capital Advisors, LLC5,685$426K0.13%-9,01713F-HRTimeline
Dynamic Advisor Solutions LLC5,651$423K0.01%-12513F-HRTimeline
10Elms LLP5,624$421K0.18%+5,41513F-HRTimeline
Tanglewood Legacy Advisors, LLC5,621$421K0.14%013F-HRTimeline
CIBC WORLD MARKET INC.5,560$416K<0.01%+53713F-HRTimeline
Wealth Management Associates, Inc.5,555$416K0.11%-4413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,551$416K0.02%-20,27113F-HRTimelineGroup
AlphaStar Capital Management, LLC5,454$409K0.03%-53013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,438$407K<0.01%-24413F-HRTimelineGroup
MorganRosel Wealth Management, LLC5,433$407K0.14%-5113F-HRTimeline
TRUST CO OF OKLAHOMA5,425$406K0.1%+18513F-HRTimeline
Bluespring Wealth Management, LLC5,341$400K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,326$399K0.09%-130,59813F-HRTimeline
PRIVATE TRUST CO NA5,320$398K0.03%+33013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,270$395K0.01%-66213F-HRTimelineGroup
First Command Advisory Services, Inc.5,249$393K<0.01%-4,30013F-HRTimeline
Curated Wealth Partners LLC5,235$392K0.05%013F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,138$385K<0.01%-3,90813F-HRTimelineGroup
Edgestream Partners, L.P.5,108$383K0.01%-5,58313F-HRTimeline
Compass Financial Group, Inc. (Ohio)5,063$379K0.25%-5,75613F-HRTimeline
Headland Capital, LLC5,056$379K0.09%-20213F-HRTimeline
Bravias Capital Group, LLC5,024$376K0.22%-50913F-HRTimeline
Apella Capital, LLC4,837$372K0.01%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,948$371K0.08%013F-HRTimeline
INVESTMENT PARTNERS, LTD.4,924$369K0.12%-11813F-HRTimeline
Valpey Financial Services, LLC4,922$369K0.22%+19413F-HRTimeline
Merkkuri Wealth Advisors LLC4,916$368K0.23%-44513F-HRTimeline
HCR Wealth Advisors4,892$366K0.03%-4413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC4,887$366K0.13%-22713F-HRTimeline
WESBANCO BANK INC4,886$366K0.01%-1,01313F-HRTimeline
Gen-Wealth Partners Inc4,876$365K0.1%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT4,857$364K0.15%-5713F-HRTimeline
Good Harbor Advisors, Inc.4,799$359K0.35%013F-HRTimeline
Mutual Advisors, LLC4,791$359K0.01%+413F-HRTimeline
Seneca House Advisors4,776$358K0.13%-28113F-HRTimeline
TrueWealth Advisors, LLC4,731$354K0.08%013F-HRTimeline
TLWM4,691$351K0.06%013F-HRTimeline
Jacobi Capital Management LLC4,682$351K0.02%+813F-HRTimeline
Cross Staff Investments Inc4,670$350K0.2%+27413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,668$350K0.05%013F-HRTimeline
PINNACLE ASSOCIATES LTD4,656$349K<0.01%-19913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,630$347K0.1%013F-HRTimeline
Meridian Financial Partners LLC4,431$341K0.12%+62413F-HRTimeline
Broyhill Asset Management, LLC4,500$337K0.3%013F-HR/ATimeline
Astoria Portfolio Advisors LLC.4,474$335K0.06%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,380$331K0.11%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,424$331K0.09%+413F-HRTimeline
Novak & Powell Financial Services, Inc.4,270$320K0.15%+113F-HRTimeline
Beacon Financial Advisory LLC4,245$318K0.06%013F-HRTimeline
Zhang Financial LLC4,227$317K0.01%013F-HRTimeline
Atlas Legacy Advisors, LLC4,129$309K0.05%-8213F-HRTimeline
Intellectus Partners, LLC4,061$304K0.05%+613F-HRTimeline
Centurion Wealth Management LLC4,057$304K0.07%-3,69813F-HRTimeline
First Heartland Consultants, Inc.4,056$304K0.02%+67013F-HRTimeline
Compass Financial Group, INC/SD4,054$304K0.03%-31013F-HRTimeline
Financial Engines Advisors L.L.C.4,034$302K<0.01%+5113F-HRTimeline
HighPoint Advisor Group LLC3,982$298K0.01%-2613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,981$298K0.01%-7,28613F-HRTimelineGroup
Pacific Sun Financial Corp3,916$293K0.12%013F-HRTimeline
PlanVest Financial, Inc3,897$292K0.2%-2313F-HRTimeline
CRA Financial Services, LLC3,895$292K0.03%-41013F-HRTimeline
ARS Wealth Advisors Group, LLC3,894$292K0.02%+1913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,881$291K<0.01%new13F-HRTimelineGroup
Index Fund Advisors, Inc.3,860$289K0.01%new13F-HRTimeline
Valmark Advisers, Inc.3,857$289K<0.01%+8213F-HRTimeline
Harvest Investment Services, LLC3,797$284K0.04%-2413F-HRTimeline
SeaCrest Wealth Management, LLC3,777$283K0.03%-4513F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC3,747$281K0.09%+313F-HRTimelineGroup
BSW Wealth Partners3,755$281K0.03%-60213F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,680$281K0.07%+1013F-HRTimeline
IEQ CAPITAL, LLC3,747$281K<0.01%-75113F-HRTimeline
FIRST AMERICAN TRUST, FSB3,726$279K0.02%-71,55113F-HRTimeline
Csenge Advisory Group3,722$279K0.01%-13713F-HRTimeline
Tyche Wealth Partners LLC3,720$279K0.04%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,711$278K<0.01%-9413F-HR/ATimeline
Smith Thornton Advisors LLC3,612$276K0.12%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,668$275K0.01%-2513F-HRTimeline
Galvin, Gaustad & Stein, LLC3,670$275K0.02%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.3,650$273K0.11%013F-HRTimeline
J. Goldman & Co LP3,645$273K0.01%-7,90713F-HRTimeline
Falcon Wealth Planning3,639$273K0.02%013F-HRTimeline
Smith Salley Wealth Management3,604$270K0.01%013F-HRTimeline
One Capital Management, LLC3,685$270K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,575$268K0.03%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,572$268K0.16%+1613F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,569$267K0.01%-1,46213F-HRTimeline
Balance Wealth Partners LLC3,561$267K0.07%-1,09313F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.3,559$267K0.07%new13F-HRTimeline
Evernest Financial Advisors, LLC3,547$266K0.06%+1313F-HRTimeline
HUB Investment Partners, LLC3,545$266K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,540$265K<0.01%+6313F-HRTimelineGroup
Atlantic Private Wealth, LLC3,519$264K0.16%-2313F-HRTimeline
HORAN Wealth, LLC3,514$263K0.03%-86913F-HR/ATimeline
Equity Wealth Partners, LLC3,513$263K0.09%013F-HRTimeline
Manhattan West Asset Management, LLC3,500$262K0.04%013F-HRTimeline
HFG Advisors, Inc.3,500$262K0.16%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,493$262K0.02%-60413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC3,487$261K0.01%+3813F-HRTimeline
Visionary Wealth Advisors3,471$260K0.01%-1,13713F-HRTimeline
Grant Private Wealth Management Inc3,470$260K0.11%-5513F-HRTimeline
Woodside Wealth Management LLC3,468$260K0.18%-25013F-HRTimeline
Providence Capital Advisors, LLC3,462$259K0.04%013F-HRTimeline
AlphaCore Capital LLC3,438$258K<0.01%+2013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,426$257K<0.01%+2,92513F-HRTimelineGroup
Carr Financial Group Corp3,370$252K0.06%-24813F-HRTimeline
Riggs Asset Managment Co. Inc.3,355$251K0.04%new13F-HRTimeline
Anchor Investment Management, LLC3,354$251K0.02%013F-HRTimeline
Golden State Wealth Management, LLC3,348$251K0.02%-3,48113F-HRTimeline
Wilmington Savings Fund Society, FSB3,309$248K0.01%+51813F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,297$247K0.21%013F-HRTimeline
Maridea Wealth Management LLC3,295$247K0.03%new13F-HRTimeline
Stokes Family Office, LLC3,281$246K0.03%013F-HRTimeline
Opulen Financial Group LLC3,264$244K0.15%+1813F-HRTimeline
Goldstein Advisors, LLC3,264$244K0.02%013F-HRTimeline
Signal Advisors Wealth, LLC3,255$244K0.01%-26813F-HRTimeline
Investment Partners Asset Management, I…3,253$244K0.14%013F-HRTimeline
Heritage Family Offices, LLP3,249$243K0.09%-2,53213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.3,249$243K0.09%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,220$241K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC3,206$240K0.12%+1313F-HRTimeline
Northwest Bancshares, Inc.3,173$238K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO3,173$238K<0.01%013F-HRTimeline
James J. Burns & Company, LLC3,168$237K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,148$237K0.01%+29713F-HRTimeline
HBK Sorce Advisory LLC3,066$234K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust3,121$234K0.02%013F-HRTimeline
CX Institutional3,107$233K0.01%-30013F-HRTimeline
Federation des caisses Desjardins du Qu…3,102$232K<0.01%-1,31513F-HRTimeline
Detalus Advisors, LLC3,094$232K0.05%013F-HRTimeline
Opus Financial Solutions LLC3,067$230K0.19%013F-HRTimeline
Emergent Wealth Advisors, LLC3,067$230K0.12%+1513F-HRTimeline
Schrum Private Wealth Management LLC3,525$230K0.24%+37413F-HRTimeline
SPINNAKER TRUST3,050$228K0.01%013F-HRTimeline
Fragasso Financial Advisors Inc3,043$228K0.01%-20813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,035$227K<0.01%-3,82913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,014$226K<0.01%+113F-HRTimelineGroup
Balboa Wealth Partners3,000$225K0.03%013F-HRTimeline
Meriwether Wealth & Planning, LLC3,000$225K0.11%-66,92013F-HRTimeline
First Financial Bankshares Inc2,982$223K<0.01%013F-HRTimeline
Ring Mountain Capital, LLC2,924$219K0.09%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,922$219K0.01%+213F-HRTimelineGroup
Independent Advisor Alliance2,915$218K0.01%-151,23213F-HRTimeline
CARLSON FINANCIAL, INC.2,910$218K0.11%-5713F-HRTimeline
GAMMA Investing LLC2,907$218K0.01%-413F-HRTimeline
Apriem Advisors2,900$217K0.02%013F-HRTimeline
Diversified Enterprises, LLC2,899$217K0.01%-28713F-HRTimeline
Safeguard Investment Advisory Group, LLC2,891$217K0.05%-80313F-HRTimeline