Skip to content
Disclosery

SPLV INVESCO EXCH TRADED FD TR II

Follow

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
Appalachian Capital Management Ltd7,613$544K0.44%13F-HRTimeline
Modera Wealth Management, LLC7,606$543K0.01%013F-HRTimeline
Northwest & Ethical Investments L.P.7,511$540K0.01%-9,68913F-HR/ATimeline
Woodside Wealth Management LLC7,468$533K0.4%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC7,405$529K0.03%-2513F-HRTimeline
WEDBUSH SECURITIES INC7,325$523K0.02%-6913F-HRTimeline
East Coast Asset Management, LLC.7,191$514K0.15%013F-HRTimeline
Berger Financial Group, Inc7,086$506K0.03%+62613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,071$505K0.03%-24813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,056$504K0.01%013F-HRTimeline
Venture Visionary Partners LLC7,052$504K0.02%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,044$503K0.03%013F-HRTimeline
ASPIRIANT, LLC7,014$501K0.01%013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,013$501K0.3%013F-HRTimeline
Redwood Financial Network Corp6,997$500K0.32%-12413F-HRTimeline
Joseph P. Lucia & Associates, LLC6,968$498K0.18%-20013F-HRTimeline
IFP Advisors, Inc6,906$493K0.01%-12,30313F-HRTimeline
CFO4Life Group, LLC6,892$492K0.07%+813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,881$491K<0.01%-10,86413F-HRTimelineGroup
PRIVATE TRUST CO NA6,866$490K0.04%+15813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,838$488K-2,935Timeline
INTEGRITY ALLIANCE, LLC.6,836$488K0.02%+91613F-HRTimeline
Olistico Wealth, LLC6,835$488K0.24%013F-HRTimeline
Gateway Wealth Partners, LLC6,776$484K0.05%new13F-HRTimeline
CENTRAL TRUST Co6,775$484K0.01%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC6,723$480K0.14%+3713F-HRTimeline
Providence First Trust Co6,716$480K0.17%+50013F-HRTimeline
OneDigital Investment Advisors LLC6,713$479K<0.01%+613F-HRTimeline
Compass Advisory Group LLC6,649$475K0.13%+3713F-HRTimeline
Creekside Partners6,642$474K0.2%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,594$471K0.03%+2,53013F-HR/ATimeline
Berkshire Money Management, Inc.6,578$470K0.04%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,575$470K0.05%-21413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,560$469K<0.01%-1,07013F-HRTimelineGroup
Harbor Asset Planning, Inc.6,559$468K0.4%+3413F-HRTimeline
Family Capital Management, Inc.6,547$468K0.21%013F-HRTimeline
LANARK FINANCIAL, INC.6,509$465K0.03%+14413F-HRTimeline
WIN ADVISORS, INC6,485$463K0.2%new13F-HRTimeline
Headland Capital, LLC6,391$456K0.13%+37713F-HRTimeline
TRUST POINT INC.6,373$455K0.04%013F-HRTimeline
Rockingstone Advisors LLC6,245$446K0.2%+16013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…6,201$443K<0.01%-33,60013F-HRTimelineGroup
MATHER GROUP, LLC.6,129$438K<0.01%-95113F-HRTimeline
TRUST CO OF OKLAHOMA6,108$436K0.13%013F-HRTimeline
Gradient Capital Advisors, LLC6,052$432K0.11%+1213F-HRTimeline
Biltmore Family Office, LLC6,025$430K0.06%013F-HRTimeline
AlphaStar Capital Management, LLC6,006$429K0.03%+313F-HRTimeline
ROMANO BROTHERS AND COMPANY5,951$425K0.05%013F-HRTimeline
Flaharty Asset Management, LLC5,920$423K0.05%013F-HRTimeline
WESBANCO BANK INC5,899$421K0.01%+52413F-HRTimeline
Heritage Family Offices, LLP5,890$421K0.19%-8313F-HRTimeline
Visionary Wealth Advisors5,872$419K0.02%-1,25213F-HRTimeline
TLWM5,869$419K0.08%-13013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,861$419K<0.01%013F-HRTimelineGroup
IAM Advisory, LLC5,847$418K0.09%+2613F-HRTimeline
Orion Porfolio Solutions, LLC5,841$417K<0.01%+26913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,807$415K0.01%-7213F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.5,803$414K0.17%-12313F-HRTimeline
Dynamic Advisor Solutions LLC5,773$412K0.01%-13713F-HRTimeline
FLP Wealth Management, LLC5,742$410K0.97%+31513F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL5,726$409K<0.01%new13F-HRTimeline
BXM Wealth LLC5,721$409K0.32%new13F-HRTimeline
HTG Investment Advisors, Inc.5,721$409K0.13%013F-HRTimeline
Hyundai Investments Co., Ltd.5,621$404K0.39%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC5,621$401K0.15%-1,19013F-HRTimeline
Wealth Management Associates, Inc.5,592$399K0.14%-17413F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,574$398K0.02%+513F-HRTimeline
Bravias Capital Group, LLC5,533$395K0.24%013F-HRTimeline
Foundations Investment Advisors, LLC5,529$395K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,521$394K0.13%+1013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,499$393K<0.01%+19813F-HRTimelineGroup
WBH ADVISORY INC5,488$392K0.03%-2013F-HRTimeline
Merkkuri Wealth Advisors LLC5,332$381K0.26%-2,71913F-HRTimeline
Vigilare Wealth Management5,326$380K0.13%-2,16513F-HRTimeline
Mutual Advisors, LLC5,256$375K0.01%+713F-HRTimeline
Curated Wealth Partners LLC5,235$374K0.04%013F-HRTimeline
Seneca House Advisors5,138$367K0.14%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,114$365K0.16%-20813F-HRTimeline
INVESTMENT PARTNERS, LTD.5,025$359K0.13%+1813F-HRTimeline
Nadler Financial Group, Inc.5,000$357K0.03%013F-HRTimeline
Retireful, LLC4,974$355K0.45%new13F-HRTimeline
Valpey Financial Services, LLC4,962$354K0.23%+2713F-HR/ATimeline
MERIDIAN INVESTMENT COUNSEL INC.4,948$353K0.09%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,922$352K<0.01%-15013F-HRTimeline
Keystone Financial Group4,906$350K0.03%+3413F-HRTimeline
August Group Capital Ltd4,900$350K0.39%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,890$349K0.02%+25413F-HRTimeline
Gen-Wealth Partners Inc4,876$348K0.11%013F-HRTimeline
Medallion Wealth Advisors, LLC4,816$344K0.12%+10013F-HRTimeline
PINNACLE ASSOCIATES LTD4,810$344K<0.01%-32613F-HRTimeline
Good Harbor Advisors, Inc.4,799$343K0.4%13F-HRTimeline
Astoria Portfolio Advisors LLC.4,474$340K0.08%-3613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,760$340K0.02%+113F-HR/ATimeline
TrueWealth Advisors, LLC4,731$338K0.09%-3013F-HRTimeline
Divergent Planning, LLC4,741$338K0.09%+2613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,700$336K0.11%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,668$333K0.05%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,380$329K0.13%013F-HRTimeline
Fiduciary Alliance LLC4,604$329K0.02%new13F-HRTimeline
Jacobi Capital Management LLC4,564$326K0.02%-9213F-HRTimeline
J. Goldman & Co LP4,532$324K0.01%-6,91313F-HRTimeline
Wealthfront Advisers LLC4,526$323K<0.01%-19913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,509$322K<0.01%+42513F-HRTimelineGroup
Broyhill Asset Management, LLC4,500$321K0.28%013F-HRTimeline
HCR Wealth Advisors4,484$320K0.03%-64913F-HRTimeline
High Falls Advisors, Inc4,437$317K0.06%-3113F-HRTimeline
Prairie Wealth Advisors, Inc.0$314K0.13%-4,41013F-HRTimelineAmount filed as zero, left out of ratios.
Cross Staff Investments Inc4,392$314K0.17%+413F-HRTimeline
Sequent Planning LLC4,389$313K0.08%-3,20613F-HRTimeline
HORAN Wealth, LLC4,383$313K0.05%+2113F-HRTimeline
Novak & Powell Financial Services, Inc.4,368$312K0.16%-47513F-HRTimeline
Balance Wealth Partners LLC4,368$312K0.1%new13F-HRTimeline
BSW Wealth Partners4,350$311K0.04%+713F-HRTimeline
Valmark Advisers, Inc.4,348$311K<0.01%-1113F-HRTimeline
SeaCrest Wealth Management, LLC4,372$310K0.03%013F-HRTimeline
Compass Financial Group, INC/SD4,342$310K0.04%+2313F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,321$309K<0.01%new13F-HRTimelineGroup
CRA Financial Services, LLC4,305$307K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.4,266$305K<0.01%+29013F-HRTimeline
Innova Wealth Partners4,262$304K0.15%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,215$303K0.02%+22013F-HRTimeline
Beacon Financial Advisory LLC4,245$303K0.07%+6813F-HRTimeline
KW WEALTH MANAGEMENT LLC4,235$302K0.46%013F-HRTimeline
Zhang Financial LLC4,227$302K0.01%013F-HRTimeline
Smartleaf Asset Management LLC4,189$301K0.01%+1,19113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,211$301K0.01%+71113F-HR/ATimeline
Atlas Legacy Advisors, LLC4,211$301K0.05%-8313F-HRTimeline
HighPoint Advisor Group LLC4,169$298K0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.4,142$296K<0.01%-1,67413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,564$293K0.02%-213F-HRTimelineGroup
Intellectus Partners, LLC4,050$289K0.06%+50613F-HRTimeline
ORG Partners LLC3,975$284K0.05%-57013F-HRTimeline
Harvest Investment Services, LLC3,924$280K0.05%-5,46213F-HRTimeline
Pacific Sun Financial Corp3,916$280K0.13%-51013F-HRTimeline
Csenge Advisory Group3,820$273K0.01%-81113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,805$272K<0.01%new13F-HRTimeline
Carnegie Investment Counsel3,774$270K<0.01%013F-HRTimeline
Welch Group, LLC3,762$269K0.01%new13F-HRTimeline
Diversified Enterprises, LLC3,750$268K0.02%-56213F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,660$266K0.07%-2513F-HRTimeline
Equity Wealth Partners, LLC3,724$266K0.17%-23413F-HRTimeline
Tyche Wealth Partners LLC3,720$266K0.04%013F-HRTimeline
Carr Financial Group Corp3,712$265K0.07%+113F-HRTimeline
BAILARD, INC.3,690$264K0.01%-113F-HRTimeline
One Capital Management, LLC3,685$263K0.01%-23613F-HRTimeline
Galvin, Gaustad & Stein, LLC3,670$262K0.02%013F-HRTimeline
Falcon Wealth Planning3,667$262K0.02%+2813F-HRTimeline
Evernest Financial Advisors, LLC3,515$262K0.05%+2613F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.3,650$261K0.12%013F-HRTimeline
AlphaCore Capital LLC3,622$259K0.01%+2,67213F-HRTimeline
Smith Thornton Advisors LLC3,612$258K0.13%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,575$255K0.04%013F-HRTimeline
Fragasso Financial Advisors Inc3,567$255K0.02%+34913F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,545$253K0.24%-42713F-HRTimeline
Atlantic Private Wealth, LLC3,542$253K0.16%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,537$253K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,518$251K<0.01%+1513F-HRTimelineGroup
Manhattan West Asset Management, LLC3,500$250K0.05%013F-HRTimeline
HFG Advisors, Inc.3,500$250K0.18%013F-HRTimeline
Grant Private Wealth Management Inc3,489$249K0.15%-1,90213F-HRTimeline
Providence Capital Advisors, LLC3,462$247K0.04%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,459$247K0.08%-10213F-HRTimeline
FARMERS TRUST CO3,450$246K0.04%-45513F-HRTimeline
Cyndeo Wealth Partners, LLC3,438$246K0.01%+1113F-HRTimeline
Northwest Capital Management Inc3,422$244K1.06%-13,67313F-HRTimeline
Boreal Capital Management LLC3,407$243K0.18%013F-HRTimeline
First Heartland Consultants, Inc.3,389$242K0.02%+30413F-HRTimeline
XPONANCE LLC3,376$241K<0.01%-1,16113F-HRTimeline
Richmond Investment Services, LLC3,362$240K0.04%+1313F-HRTimeline
Anchor Investment Management, LLC3,354$240K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,344$239K0.01%+6713F-HRTimeline
LVZ, Inc.3,323$237K0.03%013F-HR/ATimeline
Stokes Family Office, LLC3,281$234K0.02%013F-HRTimeline
Emergent Wealth Advisors, LLC3,275$234K0.13%-21913F-HRTimeline
Goldstein Advisors, LLC3,264$233K0.03%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,253$233K0.09%-49113F-HRTimelineGroup
Investment Partners Asset Management, I…3,253$232K0.14%013F-HRTimeline
Opulen Financial Group LLC3,229$231K0.17%+1813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,225$230K<0.01%-1,85013F-HRTimelineGroup
Signal Advisors Wealth, LLC3,223$230K0.02%-26513F-HRTimeline
HBK Sorce Advisory LLC3,066$230K0.01%-8113F-HRTimeline
Hurley Capital, LLC3,189$228K0.13%+1213F-HRTimeline
Northwest Bancshares, Inc.3,173$227K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO3,173$227K<0.01%013F-HRTimeline
James J. Burns & Company, LLC3,168$226K0.03%new13F-HRTimeline
Schrum Private Wealth Management LLC3,151$225K0.17%+213F-HRTimeline
D.B. Root & Company, LLC3,124$223K0.05%-3613F-HRTimeline
Parkside Financial Bank & Trust3,121$223K0.02%013F-HRTimeline
Belpointe Asset Management LLC3,120$223K0.01%-3,06513F-HRTimeline
Clearview Wealth Advisors LLC3,106$222K0.14%-64813F-HRTimeline
Whitcomb & Hess, Inc.3,067$221K0.05%+8413F-HRTimeline
Detalus Advisors, LLC3,094$221K0.05%013F-HRTimeline
Opus Financial Solutions LLC3,067$219K0.21%13F-HRTimeline
CARLSON FINANCIAL, INC.3,055$218K0.13%13F-HRTimeline
SPINNAKER TRUST3,050$218K0.01%-2613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,012$215K0.01%+20213F-HRTimelineGroup
Ring Mountain Capital, LLC2,930$215K0.11%-28013F-HRTimeline
Worth Financial Advisory Group, LLC3,007$215K0.1%-2813F-HRTimeline
Apriem Advisors3,000$214K0.02%013F-HRTimeline
Balboa Wealth Partners3,000$214K0.04%013F-HRTimeline