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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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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.

HolderSharesValue% of portfolioChangeSource
Sovereign Financial Group, Inc.2,792$205K0.04%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,790$205K0.16%-52313F-HRTimeline
Disciplined Investments, LLC2,768$203K0.08%013F-HRTimeline
Heck Capital Advisors, LLC2,763$203K0.02%-4,27113F-HRTimeline
Weaver Consulting Group2,762$203K0.05%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,741$201K<0.01%-14113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,735$201K<0.01%-31313F-HRTimelineGroup
Strategic Wealth Investment Group, LLC2,729$201K0.02%new13F-HRTimeline
JPL Wealth Management, LLC2,680$197K0.05%new13F-HRTimeline
Realta Investment Advisors2,570$189K0.06%-14813F-HRTimeline
BOKF, NAin group BOKF, NA2,505$184K<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…2,457$181K0.05%new13F-HRTimeline
Blue Trust, Inc.2,389$176K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,371$174K0.01%-6,87913F-HRTimelineGroup
Archer Investment Corp2,209$162K0.04%+613F-HRTimeline
Glassman Wealth Services2,181$160K0.02%013F-HRTimeline
CVA Family Office, LLC2,127$156K0.02%+1113F-HRTimeline
Wilmington Savings Fund Society, FSB2,123$156K<0.01%+1,67313F-HR/ATimeline
Provident Wealth Management, LLC2,106$155K0.05%013F-HRTimeline
NVWM, LLC2,018$148K0.03%013F-HRTimeline
Main Street Group, LTD2,011$148K0.04%+713F-HRTimeline
Physician Wealth Advisors, Inc.2,000$147K0.02%013F-HRTimeline
Darwin Wealth Management, LLC1,982$146K0.05%-3613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,941$143K0.01%-313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,844$136K<0.01%+1113F-HRTimelineGroup
DAGCO, INC.1,800$132K0.03%013F-HRTimeline
Smithfield Trust Co1,778$131K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,720$126K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,700$124K0.02%013F-HRTimeline
AdvisorNet Financial, Inc1,671$123K0.01%+41913F-HRTimeline
Root Financial Partners, LLC1,661$122K0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,586$117K0.16%+1613F-HRTimeline
Hughes Financial Services, LLC1,624$116K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,517$111K<0.01%-913F-HRTimelineGroup
Sound Income Strategies, LLC1,498$108K0.01%-1,21213F-HRTimeline
Founders Capital Management1,465$108K0.06%013F-HRTimeline
Front Row Advisors LLC1,461$107K0.04%-43613F-HRTimeline
CoreCap Advisors, LLC1,418$104K<0.01%+20813F-HRTimeline
Salomon & Ludwin, LLC1,279$93.4K0.01%-14013F-HRTimeline
Roble, Belko & Company, Inc1,230$90K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,211$89K0.06%+313F-HRTimeline
JNBA Financial Advisors1,183$86.9K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,020$75K0.02%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,000$73.5K<0.01%013F-HRTimeline
Corundum Trust Company, INC988$72.6K0.16%new13F-HRTimeline
Tidemark, LLC978$71.9K0.02%+113F-HRTimeline
Glen Eagle Advisors, LLC963$70.7K0.01%+213F-HRTimeline
HM PAYSON & CO959$70.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.955$70.1K<0.01%+90213F-HRTimeline
AlphaCore Capital LLC950$69.8K<0.01%013F-HRTimeline
WPG Advisers, LLC899$66.1K0.05%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS884$65K<0.01%+70013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC850$62.5K0.03%013F-HRTimeline
Financially Speaking Inc826$60.7K0.04%013F-HRTimeline
Lavaca Capital LLC808$59.4K0.01%013F-HRTimeline
Costello Asset Management, INC746$54.8K0.02%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN739$54.3K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.723$53.1K0.04%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC713$52.4K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC711$52.2K0.02%-1,81013F-HRTimeline
McIlrath & Eck, LLC670$49.2K0.01%013F-HRTimeline
SIGNATUREFD, LLC662$48.7K<0.01%-13513F-HRTimeline
Pandora Wealth, Inc.649$47.7K0.03%013F-HRTimeline
Roxbury Financial LLC639$46.9K0.04%+213F-HRTimeline
Fourth Dimension Wealth, LLC546$40.1K0.02%-5013F-HRTimeline
Friedenthal Financial543$39.9K0.02%013F-HRTimeline
Millstone Evans Group, LLC534$39.2K0.02%013F-HRTimeline
Solstein Capital, LLC524$38.5K0.02%-50013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …520$38.2K<0.01%-31013F-HRTimelineGroup
TSFG, LLC500$37K0.01%-12513F-HRTimeline
Founders Financial Alliance, LLC486$35.7K0.01%new13F-HRTimeline
Bangor Savings Bank453$33.3K<0.01%+39513F-HRTimeline
Provenance Wealth Advisors, LLC449$33K<0.01%-21313F-HRTimeline
HHM Wealth Advisors, LLC444$32.6K<0.01%013F-HRTimeline
Crewe Advisors LLC436$32K<0.01%+28713F-HRTimeline
Wagner Wealth Management, LLC433$31.8K0.01%-23313F-HRTimeline
Ulland Investment Advisors, LLC425$31K0.02%+22513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$30.1K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.400$29.4K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC400$29.4K0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC367$27K0.01%013F-HRTimeline
Cornerstone Planning Group LLC378$26.8K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC350$25.7K<0.01%013F-HRTimeline
NFSG Corp334$24.6K<0.01%+213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV328$24K0.01%+113F-HRTimeline
Graney & King, LLC290$21.3K0.01%013F-HRTimeline
Westside Investment Management, Inc.279$20.5K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC252$18.5K<0.01%new13F-HRTimeline
Compass Financial Services Inc243$17.8K0.01%+213F-HRTimeline
Missouri Trust & Investment Co239$17.6K0.01%013F-HRTimeline
Scarborough Advisors, LLC217$15.9K<0.01%+113F-HRTimeline
Bernard Wealth Management Corp.210$15.4K0.01%013F-HRTimeline
10Elms LLP209$15.4K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.206$15.1K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.203$14.9K<0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…196$14.4K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC185$13.6K0.01%013F-HRTimeline
North Star Investment Management Corp.169$12.4K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO147$10.8K<0.01%013F-HRTimeline
MCF Advisors LLC140$10.3K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS128$9.42K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners123$9.04K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors121$8.89K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC106$7.79K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…102$7.5K<0.01%-2813F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.100$7.35K<0.01%013F-HRTimeline
Bogart Wealth, LLC76$5.58K<0.01%013F-HRTimeline
Key Financial Inc64$4.67K<0.01%013F-HRTimeline
North Capital, Inc.62$4.56K<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…60$4.41K0.01%-1,19313F-HRTimeline
Signature Resources Capital Management,…60$4.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.58$4.29K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC48$3.53K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC41$3.01K<0.01%-56113F-HRTimeline
Princeton Global Asset Management LLC24$1.76K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20$1.47K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC18$1.34K<0.01%013F-HRTimeline
Guerra Advisors Inc15$1.1K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton3$220<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp3$216<0.01%13F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$32<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.