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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
HIGHLAND CAPITAL MANAGEMENT, LLC7,481$547K0.03%+7613F-HRTimeline
Redwood Financial Network Corp7,473$547K0.36%+47613F-HRTimeline
WEDBUSH SECURITIES INC7,404$542K0.02%+7913F-HRTimeline
FSM Wealth Advisors, LLC7,335$536K0.07%-33113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.7,265$531K<0.01%13F-HRTimelineGroup
East Coast Asset Management, LLC.7,191$526K0.17%013F-HRTimeline
World Investment Advisors7,170$524K0.01%-1,41713F-HRTimeline
ASPIRIANT, LLC7,014$513K0.01%013F-HRTimeline
IFP Advisors, Inc6,967$510K0.01%+6113F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC6,955$509K0.23%+23213F-HRTimeline
Berger Financial Group, Inc6,947$508K0.03%-13913F-HRTimeline
OneDigital Investment Advisors LLC6,929$507K<0.01%+21613F-HRTimeline
CFO4Life Group, LLC6,900$505K0.08%+813F-HRTimeline
Venture Visionary Partners LLC6,886$504K0.02%-16613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,864$502K0.01%-19213F-HRTimeline
GUERRA PAN ADVISORS, LLC6,863$502K0.31%-15013F-HRTimeline
FSC Wealth Advisors, LLC6,842$500K9.55%-31,88713F-HRTimeline
Olistico Wealth, LLC6,835$500K0.25%013F-HRTimeline
Golden State Wealth Management, LLC6,829$500K0.05%-9,58313F-HRTimeline
CENTRAL TRUST Co6,775$496K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC6,768$495K0.18%-20013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,735$493K-103Timeline
Providence First Trust Co6,716$491K0.17%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,705$490K0.02%-13113F-HRTimeline
Compass Advisory Group LLC6,685$489K0.13%+3613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV6,671$488K0.18%-1,29413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,666$488K0.03%-40513F-HRTimeline
Creekside Partners6,642$486K0.2%013F-HRTimeline
Harbor Asset Planning, Inc.6,593$482K0.41%+3413F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,575$481K0.05%013F-HRTimeline
Family Capital Management, Inc.6,547$479K0.21%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,493$475K0.03%-10113F-HRTimeline
LANARK FINANCIAL, INC.6,461$473K0.04%-4813F-HRTimeline
Dorsey Wright & Associates6,374$466K0.06%new13F-HRTimeline
TRUST POINT INC.6,373$466K0.04%013F-HRTimeline
MATHER GROUP, LLC.6,372$466K<0.01%+24313F-HRTimeline
Oakmont Advisory Group, LLC6,368$466K0.47%-11,53013F-HRTimeline
Rockingstone Advisors LLC6,245$457K0.21%013F-HRTimeline
Worth Financial Advisory Group, LLC933$454K0.2%-2,07413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC6,047$442K0.03%new13F-HRTimeline
Biltmore Family Office, LLC6,025$441K0.06%013F-HRTimeline
AlphaStar Capital Management, LLC5,984$438K0.03%-2213F-HRTimeline
ROMANO BROTHERS AND COMPANY5,952$435K0.05%+113F-HRTimeline
Gradient Capital Advisors, LLC5,947$435K0.11%-10513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,932$434K0.01%+12513F-HRTimelineGroup
Flaharty Asset Management, LLC5,920$433K0.05%013F-HRTimeline
WESBANCO BANK INC5,899$431K0.01%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,791$424K0.17%-1213F-HRTimeline
Heritage Family Offices, LLP5,781$423K0.19%-10913F-HRTimeline
Dynamic Advisor Solutions LLC5,776$422K0.01%+313F-HRTimeline
BXM Wealth LLC5,721$418K0.32%013F-HRTimeline
HTG Investment Advisors, Inc.5,721$418K0.12%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,709$418K0.13%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,682$416K<0.01%-17913F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC5,621$411K0.15%013F-HRTimeline
Wealth Management Associates, Inc.5,599$409K0.14%+713F-HRTimeline
IAM Advisory, LLC5,569$407K0.09%-27813F-HRTimeline
WBH ADVISORY INC5,547$407K0.03%+5913F-HRTimeline
Foundations Investment Advisors, LLC5,560$407K0.01%+3113F-HRTimeline
Bravias Capital Group, LLC5,533$405K0.26%013F-HRTimeline
MorganRosel Wealth Management, LLC5,484$401K0.16%-19,38013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,409$396K<0.01%-2,97813F-HRTimelineGroup
Merkkuri Wealth Advisors LLC5,361$392K0.26%+2913F-HRTimeline
Headland Capital, LLC5,258$385K0.11%-1,13313F-HRTimeline
TRUST CO OF OKLAHOMA5,240$383K0.11%-86813F-HRTimeline
Curated Wealth Partners LLC5,235$383K0.05%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,114$374K0.16%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,110$374K<0.01%-1,45013F-HRTimelineGroup
KINTRA WEALTH, LLC5,062$370K0.03%new13F-HRTimeline
Seneca House Advisors5,057$370K0.15%-8113F-HRTimeline
INVESTMENT PARTNERS, LTD.5,042$369K0.13%+1713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,031$368K0.02%+14113F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,031$368K0.02%-54313F-HRTimeline
CIBC WORLD MARKET INC.5,023$367K<0.01%+75713F-HRTimeline
PRIVATE TRUST CO NA4,990$365K0.03%-1,87613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,948$362K0.09%013F-HRTimeline
Apella Capital, LLC4,837$361K0.01%new13F-HRTimeline
HCR Wealth Advisors4,936$361K0.04%+45213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT4,914$359K0.17%-2,94313F-HRTimeline
Gen-Wealth Partners Inc4,876$357K0.11%013F-HRTimeline
PINNACLE ASSOCIATES LTD4,855$355K<0.01%+4513F-HRTimeline
Medallion Wealth Advisors, LLC4,816$352K0.12%013F-HRTimeline
Good Harbor Advisors, Inc.4,799$351K0.38%013F-HRTimeline
Mutual Advisors, LLC4,787$350K0.01%-46913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,668$348K0.05%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,762$348K0.02%+213F-HRTimeline
Prairie Wealth Advisors, Inc.0$348K0.15%013F-HRTimelineAmount filed as zero, left out of ratios.
TrueWealth Advisors, LLC4,731$346K0.09%013F-HRTimeline
Valpey Financial Services, LLC4,728$346K0.22%-23413F-HRTimeline
TLWM4,691$343K0.06%-1,17813F-HRTimeline
Jacobi Capital Management LLC4,674$342K0.02%+11013F-HRTimeline
Balance Wealth Partners LLC4,654$340K0.11%+28613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,630$339K0.11%-7013F-HRTimeline
Visionary Wealth Advisors4,608$337K0.01%-1,26413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,531$331K<0.01%new13F-HRTimelineGroup
TIAAgroup of 3 filers holding4,518$330K+9Timeline
Astoria Portfolio Advisors LLC.4,474$329K0.07%013F-HRTimeline
Broyhill Asset Management, LLC4,500$329K0.32%013F-HRTimeline
IEQ CAPITAL, LLC4,498$329K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,417$323K<0.01%-50513F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,420$323K0.1%-1,10113F-HRTimeline
Cross Staff Investments Inc4,396$322K0.16%+413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,380$321K0.11%013F-HRTimeline
Compass Financial Group, INC/SD4,364$319K0.04%+2213F-HRTimeline
BSW Wealth Partners4,357$319K0.04%+713F-HRTimeline
Fiduciary Alliance LLC4,275$316K0.02%-32913F-HRTimeline
CRA Financial Services, LLC4,305$315K0.04%013F-HRTimeline
HORAN Wealth, LLC4,383$313K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.4,269$312K0.17%-9913F-HRTimeline
WealthPlan Investment Management, LLC4,267$312K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC4,245$310K0.07%013F-HRTimeline
Zhang Financial LLC4,227$309K0.01%013F-HRTimeline
Atlas Legacy Advisors, LLC4,211$308K0.06%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,097$300K0.02%+53313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,093$299K0.02%-12213F-HRTimeline
Intellectus Partners, LLC4,055$297K0.06%+513F-HRTimeline
HighPoint Advisor Group LLC4,008$293K0.01%-16113F-HRTimeline
Financial Engines Advisors L.L.C.3,983$291K<0.01%-15913F-HRTimeline
PlanVest Financial, Inc3,920$287K0.22%13F-HRTimeline
Pacific Sun Financial Corp3,916$286K0.14%013F-HRTimeline
ARS Wealth Advisors Group, LLC3,875$283K0.02%new13F-HRTimeline
Csenge Advisory Group3,859$282K0.01%+3913F-HRTimeline
Meridian Financial Partners LLC3,807$281K0.11%+99713F-HRTimeline
SeaCrest Wealth Management, LLC3,822$280K0.03%-55013F-HRTimeline
Harvest Investment Services, LLC3,821$280K0.05%-10313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,805$278K<0.01%013F-HRTimeline
Belpointe Asset Management LLC3,802$278K0.01%+68213F-HRTimeline
XPONANCE LLC3,778$276K<0.01%+40213F-HRTimeline
Valmark Advisers, Inc.3,775$276K<0.01%-57313F-HRTimeline
Sequent Planning LLC3,771$276K0.07%-61813F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,670$274K0.08%+1013F-HRTimeline
Tyche Wealth Partners LLC3,720$272K0.04%013F-HRTimeline
Woodside Wealth Management LLC3,718$272K0.21%-3,75013F-HRTimeline
Carnegie Investment Counsel3,705$271K0.01%-6913F-HRTimeline
Safeguard Investment Advisory Group, LLC3,694$270K0.07%+85513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,693$270K0.01%+34913F-HRTimeline
One Capital Management, LLC3,685$270K0.01%013F-HRTimeline
Galvin, Gaustad & Stein, LLC3,670$268K0.02%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.3,650$267K0.12%013F-HRTimeline
Falcon Wealth Planning3,639$266K0.02%-2813F-HRTimeline
Carr Financial Group Corp3,618$265K0.07%-9413F-HRTimeline
Smith Thornton Advisors LLC3,612$264K0.13%013F-HRTimeline
Smith Salley Wealth Management3,604$264K0.01%-6,79913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,575$262K0.03%013F-HRTimeline
Evernest Financial Advisors, LLC3,534$260K0.05%+1913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,556$260K0.17%+64513F-HRTimeline
Atlantic Private Wealth, LLC3,542$259K0.17%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,537$259K0.01%013F-HRTimeline
Grant Private Wealth Management Inc3,525$258K0.14%+3613F-HRTimeline
Signal Advisors Wealth, LLC3,523$258K0.02%+30013F-HRTimeline
Equity Wealth Partners, LLC3,513$257K0.17%-21113F-HRTimeline
Manhattan West Asset Management, LLC3,500$256K0.05%013F-HRTimeline
HFG Advisors, Inc.3,500$256K0.18%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,477$254K<0.01%-4113F-HRTimelineGroup
Providence Capital Advisors, LLC3,462$253K0.04%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,459$253K0.08%013F-HRTimeline
Cyndeo Wealth Partners, LLC3,449$252K0.01%+1113F-HRTimeline
Mills Wealth Advisors LLC3,435$251K0.09%new13F-HRTimeline
AlphaCore Capital LLC3,418$250K0.01%-20413F-HRTimeline
CX Institutional3,407$249K0.01%-5,58413F-HRTimeline
Hyundai Investments Co., Ltd.3,415$249K0.28%-2,20613F-HRTimeline
First Heartland Consultants, Inc.3,386$248K0.02%-313F-HRTimeline
FARMERS TRUST CO3,378$247K0.04%-7213F-HRTimeline
Richmond Investment Services, LLC3,374$247K0.04%+1213F-HRTimeline
Triton Financial Group Inc3,399$246K0.43%new13F-HRTimeline
Anchor Investment Management, LLC3,354$245K0.02%013F-HRTimeline
LVZ, Inc.3,323$243K0.03%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,297$241K0.23%-24813F-HRTimeline
Fragasso Financial Advisors Inc3,251$240K0.01%-31613F-HRTimeline
Stokes Family Office, LLC3,281$240K0.02%013F-HRTimeline
Goldstein Advisors, LLC3,264$239K0.03%013F-HRTimeline
Investment Partners Asset Management, I…3,253$238K0.15%013F-HRTimeline
Opulen Financial Group LLC3,246$237K0.17%+1713F-HRTimeline
Lloyd Advisory Services, LLC.3,227$236K0.07%new13F-HRTimeline
Kingdom Financial Group LLC.3,227$236K0.07%+2,59813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,220$236K<0.01%-513F-HRTimelineGroup
Hurley Capital, LLC3,193$234K0.13%+413F-HRTimeline
Diversified Enterprises, LLC3,186$233K0.01%-56413F-HRTimeline
Northwest Bancshares, Inc.3,173$232K0.05%013F-HRTimeline
DIVERSIFIED TRUST CO3,173$232K<0.01%013F-HRTimeline
James J. Burns & Company, LLC3,168$232K0.03%013F-HRTimeline
Schrum Private Wealth Management LLC3,151$230K0.18%013F-HRTimeline
Parkside Financial Bank & Trust3,121$228K0.02%013F-HRTimeline
Detalus Advisors, LLC3,094$226K0.05%013F-HRTimeline
Opus Financial Solutions LLC3,067$224K0.21%013F-HRTimeline
Emergent Wealth Advisors, LLC3,052$223K0.13%-22313F-HRTimeline
SPINNAKER TRUST3,050$223K0.01%013F-HRTimeline
HBK Sorce Advisory LLC3,066$223K<0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,013$220K0.01%+113F-HRTimelineGroup
Balboa Wealth Partners3,000$219K0.04%013F-HRTimeline
First Financial Bankshares Inc2,982$218K<0.01%013F-HRTimeline
CARLSON FINANCIAL, INC.2,967$217K0.13%-8813F-HRTimeline
Prime Capital Investment Advisors, LLC2,961$217K<0.01%new13F-HRTimeline
Ring Mountain Capital, LLC2,922$214K0.12%-813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,920$214K0.01%+113F-HRTimelineGroup
GAMMA Investing LLC2,911$213K0.01%-1613F-HRTimeline
Apriem Advisors2,900$212K0.02%-10013F-HRTimeline
WealthTrust Asset Management, LLC2,898$212K0.13%new13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV2,875$210K0.14%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC2,874$210K0.02%new13F-HRTimeline