SPLV INVESCO EXCH TRADED FD TR II

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.

Holder	Shares	Value	% of portfolio	Change	Source
MATHER GROUP, LLC.	7,080	$520K	0.01%	+972	13F-HR Timeline
Summit Wealth Partners, LLC	7,072	$520K	0.09%	-1,373	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	7,065	$519K	0.02%	+38	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	7,056	$518K	0.01%	+3,035	13F-HR Timeline
Venture Visionary Partners LLC	7,050	$518K	0.02%	+1	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	7,044	$518K	0.03%	-163	13F-HR Timeline
ASPIRIANT, LLC	7,014	$515K	0.02%	0	13F-HR Timeline
GUERRA PAN ADVISORS, LLC	7,013	$515K	0.31%	0	13F-HR Timeline
CFO4Life Group, LLC	6,884	$506K	0.07%	+437	13F-HR Timeline
Olistico Wealth, LLC	6,835	$502K	0.27%	0	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	6,811	$500K	0.19%	0	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6,795	$499K	<0.01%	+983	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	6,789	$499K	0.06%	-203	13F-HR Timeline
CENTRAL TRUST Co	6,775	$498K	0.01%	0	13F-HR Timeline
PRIVATE TRUST CO NA	6,708	$493K	0.04%	+762	13F-HR Timeline
OneDigital Investment Advisors LLC	6,707	$493K	0.01%	+11	13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	6,686	$491K	0.15%	+35	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	6,678	$491K	0.01%	-88	13F-HR Timeline
Creekside Partners	6,642	$488K	0.22%	-200	13F-HR Timeline
Compass Advisory Group LLC	6,612	$486K	0.14%	+35	13F-HR Timeline
Family Capital Management, Inc.	6,547	$481K	0.23%	0	13F-HR Timeline
Harbor Asset Planning, Inc.	6,525	$479K	0.43%	+31	13F-HR Timeline
Berger Financial Group, Inc	6,460	$475K	0.03%	-150	13F-HR Timeline
Northwest Financial Advisors	6,380	$469K	0.6%	0	13F-HR Timeline
TRUST POINT INC.	6,373	$468K	0.04%	0	13F-HR Timeline
RFG Advisory, LLC	6,369	$468K	0.01%	-408	13F-HR Timeline
LANARK FINANCIAL, INC.	6,365	$468K	0.04%	+204	13F-HR Timeline
Regal Investment Advisors LLC	6,327	$465K	0.03%	-43	13F-HR Timeline
Providence First Trust Co	6,216	$457K	0.16%	0	13F-HR Timeline
Belpointe Asset Management LLC	6,185	$454K	0.02%	-6,480	13F-HR Timeline
TRUST CO OF OKLAHOMA	6,108	$449K	0.13%	+591	13F-HR Timeline
Rockingstone Advisors LLC	6,085	$447K	0.22%	-605	13F-HR Timeline
Gradient Capital Advisors, LLC	6,040	$444K	0.12%	+82	13F-HR Timeline
Biltmore Family Office, LLC	6,025	$443K	0.06%	0	13F-HR Timeline
Headland Capital, LLC	6,014	$442K	0.12%	+1,140	13F-HR Timeline
AlphaStar Capital Management, LLC	6,003	$441K	0.04%	-153	13F-HR Timeline
TLWM	5,999	$441K	0.08%	-81	13F-HR Timeline
Heritage Family Offices, LLP	5,973	$439K	0.2%	-51	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	5,951	$437K	0.05%	+1	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	5,926	$435K	0.19%	-15	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	5,920	$435K	0.02%	-182	13F-HR Timeline
Flaharty Asset Management, LLC	5,920	$435K	0.06%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	5,910	$434K	0.01%	+5	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	5,879	$432K	0.01%	+26	13F-HR Timeline Group
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	5,861	$431K	<0.01%	0	13F-HR Timeline Group
IAM Advisory, LLC	5,821	$428K	0.1%	+881	13F-HR Timeline
Financial Engines Advisors L.L.C.	5,816	$427K	<0.01%	+799	13F-HR Timeline
Wealth Management Associates, Inc.	5,766	$424K	0.15%	-9	13F-HR Timeline
HTG Investment Advisors, Inc.	5,721	$420K	0.14%	0	13F-HR Timeline
Orion Porfolio Solutions, LLC	5,572	$409K	<0.01%	-3,058	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	5,569	$409K	0.02%	+6	13F-HR Timeline
Bravias Capital Group, LLC	5,533	$407K	0.27%	-830	13F-HR Timeline
WBH ADVISORY INC	5,508	$405K	0.03%	-351	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	5,511	$404K	0.14%	+9	13F-HR Timeline
FLP Wealth Management, LLC	5,427	$399K	1.12%	+318	13F-HR/A Timeline
Grant Private Wealth Management Inc	5,391	$396K	0.24%	new	13F-HR Timeline
WESBANCO BANK INC	5,375	$395K	0.01%	-840	13F-HR Timeline
Quantinno Capital Management LP	5,374	$395K	<0.01%	+112	13F-HR Timeline
MCCARTER PRIVATE WEALTH SERVICES LLC	5,322	$391K	0.2%	0	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	5,301	$390K	<0.01%	+2,147	13F-HR Timeline Group
Curated Wealth Partners LLC	5,235	$385K	0.05%	0	13F-HR Timeline
Mutual Advisors, LLC	5,249	$381K	0.01%	+169	13F-HR Timeline
Seneca House Advisors	5,138	$378K	0.15%	0	13F-HR Timeline
PINNACLE ASSOCIATES LTD	5,136	$377K	0.01%	-281	13F-HR Timeline
HCR Wealth Advisors	5,133	$373K	0.04%	0	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	5,075	$373K	<0.01%	-250	13F-HR Timeline Group
Federation des caisses Desjardins du Qu…	5,072	$373K	<0.01%	0	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	5,007	$368K	0.13%	+17	13F-HR Timeline
Leo Wealth, LLC	5,004	$368K	0.05%	+2	13F-HR Timeline
Nadler Financial Group, Inc.	5,000	$367K	0.04%	0	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	4,961	$365K	0.09%	new	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	4,948	$364K	0.09%	0	13F-HR Timeline
Valpey Financial Services, LLC	4,935	$363K	0.24%	+26	13F-HR Timeline
Bay Rivers Group	4,914	$361K	0.15%	+20	13F-HR Timeline
Gen-Wealth Partners Inc	4,876	$358K	0.12%	0	13F-HR Timeline
Keystone Financial Group	4,872	$358K	0.03%	+200	13F-HR/A Timeline
Novak & Powell Financial Services, Inc.	4,843	$356K	0.19%	+1	13F-HR Timeline
TrueWealth Advisors, LLC	4,761	$350K	0.09%	0	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	4,759	$350K	0.03%	new	13F-HR/A Timeline
Wealthfront Advisers LLC	4,725	$347K	<0.01%	+747	13F-HR Timeline
Medallion Wealth Advisors, LLC	4,716	$347K	0.12%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	4,700	$345K	0.12%	0	13F-HR Timeline
Divergent Planning, LLC	4,715	$344K	0.09%	+9	13F-HR/A Timeline
ARKANSAS FINANCIAL GROUP, INC.	4,668	$343K	0.05%	0	13F-HR/A Timeline
Jacobi Capital Management LLC	4,656	$342K	0.02%	-43	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	4,636	$341K	0.02%	-13,785	13F-HR Timeline
Csenge Advisory Group	4,631	$340K	0.02%	+131	13F-HR Timeline
ORG Partners LLC	4,545	$334K	0.06%	-19,397	13F-HR Timeline
XPONANCE LLC	4,537	$333K	<0.01%	-3,178	13F-HR Timeline
Broyhill Asset Management, LLC	4,500	$331K	0.29%	0	13F-HR Timeline
Astoria Portfolio Advisors LLC.	4,510	$329K	0.09%	-298	13F-HR Timeline
High Falls Advisors, Inc	4,468	$328K	0.07%	-597	13F-HR Timeline
Pacific Sun Financial Corp	4,426	$325K	0.16%	-110	13F-HR Timeline
Prairie Wealth Advisors, Inc.	4,410	$324K	0.13%	-35	13F-HR Timeline
Cross Staff Investments Inc	4,388	$322K	0.23%	-746	13F-HR Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP	4,382	$322K	<0.01%	+120	13F-HR Timeline Group
HORAN Wealth, LLC	4,362	$321K	0.05%	new	13F-HR Timeline
Valmark Advisers, Inc.	4,359	$320K	<0.01%	-530	13F-HR Timeline
BOK Financial Private Wealth, Inc.	4,355	$320K	0.02%	-354	13F-HR Timeline
BSW Wealth Partners	4,343	$319K	0.04%	+7	13F-HR Timeline
SeaCrest Wealth Management, LLC	4,372	$318K	0.03%	-1,103	13F-HR Timeline
Compass Financial Group, INC/SD	4,319	$317K	0.05%	+20	13F-HR Timeline
Diversified Enterprises, LLC	4,312	$317K	0.02%	-69	13F-HR Timeline
CRA Financial Services, LLC	4,305	$316K	0.04%	0	13F-HR Timeline
Atlas Legacy Advisors, LLC	4,294	$316K	0.06%	-2	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	4,380	$315K	0.14%	0	13F-HR Timeline
KW WEALTH MANAGEMENT LLC	4,235	$311K	0.53%		13F-HR Timeline
Zhang Financial LLC	4,227	$311K	0.01%	0	13F-HR Timeline
Beacon Financial Advisory LLC	4,177	$307K	0.07%	+5	13F-HR Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…	4,162	$306K	<0.01%	-19,251	13F-HR Timeline Group
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	4,101	$301K	<0.01%	+347	13F-HR Timeline Group
NBT BANK, N.A.in group NBT BANK, N.A.	3,566	$301K	0.02%	-443	13F-HR Timeline Group
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA	4,084	$300K	<0.01%	0	13F-HR Timeline Group
EARNED WEALTH ADVISORS, LLC	4,064	$299K	0.05%	+21	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	3,995	$294K	0.02%	-6,353	13F-HR Timeline
CIBC WORLD MARKET INC.	3,976	$292K	<0.01%	+110	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	3,966	$291K	<0.01%	-3,480	13F-HR Timeline Group
Equity Wealth Partners, LLC	3,958	$291K	0.24%		13F-HR Timeline
BOSTON FAMILY OFFICE LLC	3,948	$290K	0.02%	+5	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	3,972	$290K	0.27%		13F-HR Timeline
One Capital Management, LLC	3,921	$288K	0.01%	-814	13F-HR Timeline
FARMERS TRUST CO	3,905	$287K	0.05%	0	13F-HR Timeline
Carnegie Investment Counsel	3,774	$277K	0.01%	0	13F-HR Timeline
Clearview Wealth Advisors LLC	3,754	$276K	0.18%	-152	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	3,744	$275K	0.11%	+76	13F-HR/A Timeline Group
Burk Holdings LLC	3,732	$274K	0.15%	new	13F-HR Timeline
Tyche Wealth Partners LLC	3,720	$273K	0.05%	0	13F-HR Timeline
Carr Financial Group Corp	3,711	$273K	0.07%	-90	13F-HR Timeline
BAILARD, INC.	3,691	$271K	0.01%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	3,670	$270K	0.02%	0	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	3,650	$268K	0.12%	0	13F-HR Timeline
Falcon Wealth Planning	3,639	$267K	0.02%	0	13F-HR Timeline
Smith Thornton Advisors LLC	3,612	$265K	0.14%	0	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	3,575	$263K	0.04%	0	13F-HR Timeline
MOSELEY INVESTMENT MANAGEMENT INC	3,561	$262K	0.08%	-313	13F-HR Timeline
Intellectus Partners, LLC	3,544	$260K	0.05%	+5	13F-HR Timeline
Atlantic Private Wealth, LLC	3,542	$260K	0.17%	0	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	3,537	$260K	0.01%	-459	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	3,685	$259K	0.07%	+10	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	3,503	$257K	<0.01%	+746	13F-HR Timeline Group
Manhattan West Asset Management, LLC	3,500	$257K	0.05%	0	13F-HR Timeline
AXXCESS WEALTH MANAGEMENT, LLC	3,500	$257K	0.01%	-9,013	13F-HR Timeline
HFG Advisors, Inc.	3,500	$257K	0.19%	0	13F-HR Timeline
Emergent Wealth Advisors, LLC	3,494	$257K	0.15%	-569	13F-HR Timeline
Evernest Financial Advisors, LLC	3,489	$256K	0.07%	+19	13F-HR Timeline
Signal Advisors Wealth, LLC	3,488	$256K	0.02%	new	13F-HR Timeline
Providence Capital Advisors, LLC	3,462	$254K	0.04%	-1,150	13F-HR Timeline
Cyndeo Wealth Partners, LLC	3,427	$252K	0.01%	+10	13F-HR Timeline
Boreal Capital Management LLC	3,407	$250K	0.2%	0	13F-HR Timeline
Strategic Equity Management	3,387	$249K	0.09%	0	13F-HR Timeline
MFA Wealth Services	3,369	$248K	0.17%	+5	13F-HR Timeline
Anchor Investment Management, LLC	3,354	$246K	0.02%	-100	13F-HR Timeline
Richmond Investment Services, LLC	3,349	$246K	0.05%	+11	13F-HR Timeline
LVZ, Inc.	3,323	$244K	0.03%	0	13F-HR Timeline
Stokes Family Office, LLC	3,281	$241K	0.02%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	3,277	$241K	0.01%	-271	13F-HR Timeline
Goldstein Advisors, LLC	3,264	$240K	0.03%	0	13F-HR Timeline
Investment Partners Asset Management, I…	3,253	$239K	0.16%	0	13F-HR Timeline
Ring Mountain Capital, LLC	3,210	$236K	0.13%	0	13F-HR Timeline
Opulen Financial Group LLC	3,211	$236K	0.18%	+17	13F-HR Timeline
Fragasso Financial Advisors Inc	3,218	$235K	0.01%	+16	13F-HR Timeline
Basepoint Wealth LLC	3,179	$234K	0.17%	+17	13F-HR Timeline
Hurley Capital, LLC	3,177	$233K	0.13%	+12	13F-HR Timeline
Northwest Bancshares, Inc.	3,173	$233K	0.04%	0	13F-HR Timeline
DIVERSIFIED TRUST CO	3,173	$233K	<0.01%	0	13F-HR Timeline
D.B. Root & Company, LLC	3,160	$232K	0.06%	+1	13F-HR Timeline
Schrum Private Wealth Management LLC	3,149	$231K	0.17%	+1	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	3,148	$231K	0.03%	-740	13F-HR Timeline
Parkside Financial Bank & Trust	3,121	$229K	0.02%	-687	13F-HR Timeline
HBK Sorce Advisory LLC	3,147	$229K	0.01%	-22	13F-HR/A Timeline
Detalus Advisors, LLC	3,094	$227K	0.06%	-31	13F-HR Timeline
First Heartland Consultants, Inc.	3,085	$227K	0.02%	new	13F-HR Timeline
SPINNAKER TRUST	3,076	$226K	0.01%	0	13F-HR Timeline
Lionshead Wealth Management, LLC	3,037	$223K	0.18%	-688	13F-HR Timeline
Worth Financial Advisory Group, LLC	3,035	$223K	0.13%	-902	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	3,033	$223K	0.01%	-45,010	13F-HR Timeline
Brooklyn Investment Group	3,082	$223K	0.03%	0	13F-HR/A Timeline
Apriem Advisors	3,000	$220K	0.02%	-155	13F-HR Timeline
Stonegate Investment Group, LLC	3,000	$220K	0.01%	0	13F-HR Timeline
Balboa Wealth Partners	3,000	$220K	0.04%	0	13F-HR Timeline
Whitcomb & Hess, Inc.	2,983	$219K	0.06%	-43	13F-HR Timeline
First Financial Bankshares Inc	2,982	$219K	<0.01%	0	13F-HR Timeline
Owen LaRue, LLC	2,980	$219K	0.09%	new	13F-HR Timeline
Smartleaf Asset Management LLC	2,998	$219K	0.01%	-5,569	13F-HR Timeline
SFG Wealth Management, LLC.	2,957	$217K	0.09%	new	13F-HR Timeline
GWN SECURITIES INC.	2,945	$217K	0.05%	-1,175	13F-HR Timeline
WINEBRENNER CAPITAL MANAGEMENT LLC	2,917	$214K	0.15%	-293	13F-HR Timeline
Savant Capital, LLCin group Savant Capital, LLC	2,915	$214K	<0.01%	0	13F-HR/A Timeline Group
TLS Advisors LLC	2,913	$214K	0.62%	new	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	2,912	$214K	0.01%	-1	13F-HR Timeline Group
Pineridge Advisors LLC	2,887	$212K	0.06%	-3	13F-HR Timeline
Independent Advisor Alliance	2,874	$211K	0.01%	-191	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	2,873	$211K	0.02%	0	13F-HR Timeline
GAMMA Investing LLC	2,868	$211K	0.01%	0	13F-HR Timeline
APPLETON PARTNERS INC/MA	2,863	$210K	0.01%	0	13F-HR Timeline
Lodestone Wealth Management LLC	2,848	$209K	0.09%	-77	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	2,844	$209K	0.05%	+14	13F-HR Timeline
BECK CAPITAL MANAGEMENT, LLC	2,841	$209K	0.05%	-29	13F-HR Timeline
Larson Financial Group LLC	2,837	$208K	0.01%	+260	13F-HR Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	2,810	$206K	0.01%	0	13F-HR Timeline Group