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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
Mullooly Asset Management, Inc.8,000$583K0.24%+3513F-HRTimeline
Atria Investments, Inc7,958$580K0.01%-9913F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,930$577K0.21%+12313F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC7,818$569K0.35%+6313F-HRTimeline
Centurion Wealth Management LLC7,755$565K0.16%013F-HRTimeline
TWO SIGMA SECURITIES, LLC7,747$564K0.07%-9,59213F-HRTimeline
XPONANCE LLC7,715$562K<0.01%new13F-HRTimeline
FSM Wealth Advisors, LLC7,649$558K0.09%new13F-HRTimeline
TRUST CO OF VERMONT7,630$556K0.03%013F-HRTimeline
Modera Wealth Management, LLC7,606$554K0.01%-15913F-HRTimeline
Redwood Financial Network Corp7,579$552K0.37%-4713F-HRTimeline
Lakeridge Wealth Management LLC7,538$549K0.25%-74813F-HRTimeline
Joseph P. Lucia & Associates, LLC7,506$547K0.22%-15013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,446$542K0.01%-63713F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC7,444$542K0.03%-95513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,387$538K0.04%-21313F-HRTimeline
Dakota Wealth Management7,311$532K0.01%+2,26113F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,207$525K0.03%-60013F-HRTimeline
East Coast Asset Management, LLC.7,191$524K0.17%013F-HRTimeline
SIMPLEX TRADING, LLC7,184$523K0.01%-15,90613F-HRTimeline
WEDBUSH SECURITIES INC7,077$515K0.02%-49913F-HRTimeline
Venture Visionary Partners LLC7,049$513K0.02%-6913F-HRTimeline
Heck Capital Advisors, LLC7,034$512K0.04%+6,53813F-HRTimeline
SIMON QUICK ADVISORS, LLC7,027$512K0.03%+3413F-HR/ATimeline
ASPIRIANT, LLC7,014$511K0.02%013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,013$511K0.34%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,992$509K0.06%-58613F-HRTimeline
Sequent Planning LLC6,891$502K0.16%+36913F-HRTimeline
Creekside Partners6,842$498K0.24%013F-HRTimeline
Olistico Wealth, LLC6,835$498K0.28%013F-HRTimeline
Tanglewood Legacy Advisors, LLC6,811$496K0.2%013F-HRTimeline
RFG Advisory, LLC6,777$494K0.01%-3,48813F-HRTimeline
CENTRAL TRUST Co6,775$493K0.01%-3,47013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,766$493K0.01%+17313F-HRTimeline
OneDigital Investment Advisors LLC6,696$488K0.01%-64213F-HRTimeline
Rockingstone Advisors LLC6,690$487K0.26%-89513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,652$484K0.01%new13F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC6,651$484K0.16%+3313F-HRTimeline
Berger Financial Group, Inc6,610$481K0.03%-83013F-HRTimeline
Compass Advisory Group LLC6,577$479K0.15%+3213F-HRTimeline
Family Capital Management, Inc.6,547$477K0.25%013F-HRTimeline
VestGen Investment Management6,534$476K0.34%new13F-HRTimeline
Harbor Asset Planning, Inc.6,494$473K0.45%13F-HRTimeline
Legacy Capital Group California, Inc.6,487$472K0.13%new13F-HRTimeline
CFO4Life Group, LLC6,447$469K0.07%+713F-HRTimeline
Northwest Financial Advisors6,380$465K0.65%-7113F-HRTimeline
TRUST POINT INC.6,373$464K0.04%-42813F-HRTimeline
Regal Investment Advisors LLC6,370$464K0.03%-21513F-HRTimeline
Bravias Capital Group, LLC6,363$463K0.34%+81813F-HRTimeline
Segment Wealth Management, LLC6,343$462K0.03%+913F-HRTimeline
Providence First Trust Co6,216$453K0.16%013F-HRTimeline
WESBANCO BANK INC6,215$453K0.01%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management6,156$448K<0.01%new13F-HRTimelineGroup
AlphaStar Capital Management, LLC6,156$448K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.6,161$448K0.04%+313F-HRTimeline
KWB Wealth5,958$445K0.05%+57713F-HRTimeline
MATHER GROUP, LLC.6,108$445K<0.01%-23713F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,102$444K0.02%-8,64713F-HRTimeline
Heritage Family Offices, LLP6,024$444K0.22%013F-HRTimeline
TLWM6,080$443K0.08%+6713F-HRTimeline
Biltmore Family Office, LLC6,025$439K0.07%+40013F-HRTimeline
Gradient Capital Advisors, LLC5,958$434K0.13%013F-HRTimeline
ROMANO BROTHERS AND COMPANY5,950$433K0.05%+10013F-HRTimeline
PRIVATE TRUST CO NA5,946$433K0.04%-13913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,941$433K0.2%-49713F-HRTimeline
Flaharty Asset Management, LLC5,920$431K0.06%013F-HR/ATimeline
Dynamic Advisor Solutions LLC5,905$430K0.01%+60813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,861$427K<0.01%013F-HRTimelineGroup
WBH ADVISORY INC5,859$427K0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,853$427K0.01%-20813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,812$423K<0.01%+4,00513F-HRTimeline
J. Goldman & Co LP5,809$423K0.01%new13F-HRTimeline
Wealth Management Associates, Inc.5,775$421K0.16%+31013F-HRTimeline
Brown Miller Wealth Management, LLC5,770$420K0.13%new13F-HRTimeline
HTG Investment Advisors, Inc.5,721$417K0.15%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,670$413K<0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,563$405K0.02%+2,80113F-HRTimeline
TRUST CO OF OKLAHOMA5,517$402K0.13%-2,83113F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,502$401K0.16%+913F-HRTimeline
SeaCrest Wealth Management, LLC5,475$399K0.04%013F-HRTimeline
PINNACLE ASSOCIATES LTD5,417$394K0.01%-7813F-HRTimeline
Advisor Resource Council5,327$388K0.19%-56,92813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,325$388K<0.01%+22513F-HR/ATimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC5,322$388K0.22%013F-HRTimeline
Quantinno Capital Management LP5,262$383K<0.01%+49013F-HRTimeline
Curated Wealth Partners LLC5,235$381K0.04%013F-HRTimeline
Mutual Advisors, LLC5,080$375K0.01%-4913F-HRTimeline
Seneca House Advisors5,138$374K0.16%-36513F-HRTimeline
Cross Staff Investments Inc5,134$374K0.28%013F-HRTimeline
HCR Wealth Advisors5,133$374K0.04%-20013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,133$374K0.01%013F-HRTimelineGroup
FLP Wealth Management, LLC5,109$372K1.04%-1,14013F-HRTimeline
Federation des caisses Desjardins du Qu…5,072$369K<0.01%-15,32013F-HRTimeline
High Falls Advisors, Inc5,065$369K0.08%+5213F-HRTimeline
Financial Engines Advisors L.L.C.5,017$365K<0.01%new13F-HRTimeline
Leo Wealth, LLC5,002$364K0.03%013F-HRTimeline
Nadler Financial Group, Inc.5,000$364K0.04%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.4,990$363K0.14%+1513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,948$360K0.1%013F-HRTimeline
IAM Advisory, LLC4,940$360K0.09%-1713F-HRTimeline
Valpey Financial Services, LLC4,909$357K0.25%13F-HRTimeline
Bay Rivers Group4,894$356K0.16%new13F-HRTimeline
Valmark Advisers, Inc.4,889$356K<0.01%-97613F-HRTimeline
Gen-Wealth Partners Inc4,876$355K0.14%013F-HRTimeline
Headland Capital, LLC4,874$355K0.11%-211,69513F-HR/ATimeline
Astoria Portfolio Advisors LLC.4,808$354K0.1%+6013F-HRTimeline
Novak & Powell Financial Services, Inc.4,842$353K0.24%+113F-HRTimeline
TrueWealth Advisors, LLC4,761$347K0.1%013F-HRTimeline
Medallion Wealth Advisors, LLC4,716$346K0.13%013F-HRTimeline
Divergent Planning, LLC4,706$345K0.1%013F-HR/ATimeline
One Capital Management, LLC4,735$345K0.01%-3,06713F-HRTimeline
BOK Financial Private Wealth, Inc.4,709$343K0.02%+2213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,700$342K0.12%013F-HRTimeline
Jacobi Capital Management LLC4,699$342K0.02%-8913F-HRTimeline
Keystone Financial Group4,672$340K0.03%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,668$340K0.05%013F-HR/ATimeline
Providence Capital Advisors, LLC4,612$336K0.06%new13F-HRTimeline
Csenge Advisory Group4,500$331K0.02%+613F-HRTimeline
Pacific Sun Financial Corp4,536$330K0.17%-98013F-HRTimeline
Broyhill Asset Management, LLC4,500$328K0.3%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,380$326K0.15%013F-HRTimeline
Prairie Wealth Advisors, Inc.4,445$324K0.14%+2513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,250$324K0.01%+3,75013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,477$323K<0.01%+20013F-HRTimelineGroup
Quantbot Technologies LP4,398$320K0.01%new13F-HRTimeline
Diversified Enterprises, LLC4,381$319K0.02%-1513F-HRTimeline
Horan Securities, Inc.4,342$316K0.11%+1913F-HRTimeline
BSW Wealth Partners4,336$316K0.04%-6313F-HRTimeline
CRA Financial Services, LLC4,305$314K0.05%013F-HRTimeline
Compass Financial Group, INC/SD4,299$313K0.05%+2113F-HRTimeline
Atlas Legacy Advisors, LLC4,296$313K0.07%-12513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,262$310K<0.01%-1,58613F-HRTimelineGroup
CW Advisors, LLC4,260$310K<0.01%-14513F-HRTimeline
Zhang Financial LLC4,227$308K0.01%-2,67813F-HRTimeline
Beacon Financial Advisory LLC4,172$304K0.08%+813F-HRTimeline
GWN SECURITIES INC.4,120$300K0.06%-20,44413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,084$297K<0.01%-313F-HRTimelineGroup
Emergent Wealth Advisors, LLC4,063$296K0.19%+1713F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,043$294K0.06%+1613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,021$293K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,009$292K0.02%013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC3,996$291K0.01%new13F-HRTimeline
Wealthfront Advisers LLC3,978$290K<0.01%+10713F-HRTimeline
BOSTON FAMILY OFFICE LLC3,943$287K0.02%+513F-HRTimeline
Worth Financial Advisory Group, LLC3,937$287K0.18%013F-HRTimeline
Wambolt & Associates, LLC3,907$287K0.1%013F-HRTimeline
Clearview Wealth Advisors LLC3,906$284K0.2%-1213F-HRTimeline
FARMERS TRUST CO3,905$284K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,888$283K0.04%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,874$282K0.1%013F-HRTimeline
CIBC WORLD MARKET INC.3,866$282K<0.01%+7413F-HRTimeline
Parkside Financial Bank & Trust3,808$277K0.03%-1,06713F-HRTimeline
Carr Financial Group Corp3,801$277K0.08%+113F-HRTimeline
Carnegie Investment Counsel3,774$275K0.01%+34413F-HRTimeline
Empower Advisory Group, LLC3,754$273K<0.01%+5213F-HRTimeline
Lionshead Wealth Management, LLC3,725$271K0.25%+6013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,675$271K0.08%+1213F-HRTimeline
Tyche Wealth Partners LLC3,720$271K0.05%013F-HRTimeline
BAILARD, INC.3,691$269K0.01%-8313F-HRTimeline
Galvin, Gaustad & Stein, LLC3,670$267K0.02%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,668$267K0.12%+60913F-HRTimelineGroup
BlueChip Wealth Advisors LLC3,652$266K0.12%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.3,650$266K0.14%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,644$265K0.01%+6013F-HRTimelineGroup
Falcon Wealth Planning3,639$265K0.03%013F-HRTimeline
Smith Thornton Advisors LLC3,612$263K0.15%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,575$262K0.05%013F-HRTimeline
Gibbs Wealth Management3,572$260K0.05%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,548$258K0.02%-11,88713F-HRTimeline
Atlantic Private Wealth, LLC3,542$258K0.17%+313F-HRTimeline
Intellectus Partners, LLC3,539$258K0.06%+513F-HRTimeline
Fort Point Capital Partners LLC3,520$256K0.03%+113F-HRTimeline
Merrion Investment Management Co, LLC3,500$255K0.17%013F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd3,500$255K0.02%new13F-HRTimelineGroup
Manhattan West Asset Management, LLC3,500$255K0.06%013F-HRTimeline
HFG Advisors, Inc.3,500$255K0.2%013F-HRTimeline
Transce3nd, LLC3,478$253K0.11%+40313F-HRTimeline
Evernest Financial Advisors, LLC3,470$253K0.08%+1713F-HRTimeline
Anchor Investment Management, LLC3,454$252K0.02%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT3,440$251K<0.01%-576,09913F-HRTimeline
Foundations Investment Advisors, LLC3,446$251K<0.01%-150,16613F-HRTimeline
Cyndeo Wealth Partners, LLC3,417$249K0.01%+39513F-HRTimeline
Boreal Capital Management LLC3,407$248K0.2%13F-HRTimeline
Strategic Equity Management3,387$247K0.09%-1,93713F-HRTimeline
KKM Financial LLC3,367$245K0.09%013F-HRTimeline
MFA Wealth Services3,364$245K0.18%+513F-HRTimeline
Richmond Investment Services, LLC3,338$243K0.05%new13F-HRTimeline
LVZ, Inc.3,323$242K0.03%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC3,313$241K0.21%+313F-HRTimeline
Stokes Family Office, LLC3,281$239K0.03%013F-HRTimeline
Goldstein Advisors, LLC3,264$238K0.03%013F-HRTimeline
Investment Partners Asset Management, I…3,253$237K0.16%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,210$234K0.19%+813F-HRTimeline
Ring Mountain Capital, LLC3,210$234K0.14%013F-HRTimeline
Fragasso Financial Advisors Inc3,202$233K0.02%-3413F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,197$233K0.04%new13F-HRTimeline
Opulen Financial Group LLC3,194$233K0.19%+113F-HRTimeline
Northwest Bancshares, Inc.3,173$231K0.04%-6813F-HRTimeline
DIVERSIFIED TRUST CO3,173$231K0.01%013F-HRTimeline
HBK Sorce Advisory LLC3,169$231K0.01%013F-HRTimeline