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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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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
First Financial Bankshares Inc2,982$213K<0.01%013F-HRTimeline
GAMMA Investing LLC2,927$209K0.01%+5913F-HRTimeline
Apex Wealth Management, LLC2,850$209K0.21%-6,92313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,919$208K0.01%+713F-HR/ATimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC2,911$208K0.14%-613F-HRTimeline
Meridian Financial Partners LLC2,810$205K0.08%new13F-HRTimeline
APPLETON PARTNERS INC/MA2,863$204K0.01%013F-HRTimeline
Independent Advisor Alliance2,853$204K<0.01%-2113F-HRTimeline
Lodestone Wealth Management LLC2,850$204K0.08%+213F-HRTimeline
Safeguard Investment Advisory Group, LLC2,839$203K0.05%-513F-HRTimeline
Larson Financial Group LLC2,831$202K0.01%-613F-HRTimeline
Richwood Investment Advisors, LLC2,694$202K0.14%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,505$179K<0.01%013F-HRTimelineGroup
Realta Investment Advisors2,421$173K0.06%-14913F-HRTimeline
DV Trading LLC2,401$171K0.01%13F-HRTimeline
Blue Trust, Inc.2,389$171K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,373$169K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,351$168K0.01%-2013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,290$164K<0.01%+44613F-HRTimelineGroup
Archer Investment Corp2,203$157K0.04%-613F-HRTimeline
BOK Financial Private Wealth, Inc.2,189$156K0.01%-2,16613F-HRTimeline
Glassman Wealth Services2,181$156K0.02%013F-HRTimeline
Triumph Capital Management2,154$154K0.03%new13F-HRTimeline
CVA Family Office, LLC2,139$153K0.02%+1213F-HRTimeline
Wilmington Savings Fund Society, FSB2,123$152K<0.01%013F-HRTimeline
Provident Wealth Management, LLC2,106$150K0.04%013F-HRTimeline
NVWM, LLC2,018$144K0.03%013F-HRTimeline
Smithfield Trust Co2,053$144K0.01%+27513F-HRTimeline
Darwin Wealth Management, LLC1,974$141K0.04%-813F-HRTimeline
Caitlin John, LLC1,900$136K0.09%new13F-HRTimeline
Basepoint Wealth LLC1,886$135K0.08%-1,29313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,856$133K<0.01%-8513F-HRTimelineGroup
DAGCO, INC.1,800$129K0.03%013F-HRTimeline
Measured Wealth Private Client Group, L…1,787$128K0.03%-67013F-HRTimeline
Sound Income Strategies, LLC1,643$120K0.01%+14513F-HRTimeline
Hughes Financial Services, LLC1,624$116K0.02%013F-HRTimeline
Root Financial Partners, LLC1,593$114K0.01%-6813F-HRTimeline
AdvisorNet Financial, Inc1,557$111K0.01%-11413F-HRTimeline
Front Row Advisors LLC1,461$104K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,418$101K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,350$96.4K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC1,279$91.2K0.01%013F-HRTimeline
HM PAYSON & CO1,277$91.2K<0.01%+31813F-HRTimeline
Founders Capital Management1,245$88.9K0.05%-22013F-HRTimeline
Roble, Belko & Company, Inc1,230$88K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,211$86.5K0.06%013F-HRTimeline
Physician Wealth Advisors, Inc.1,020$72.8K0.01%-98013F-HRTimeline
United Community Bankin group United Community Bank1,020$72.8K0.03%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,000$71.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,000$71K0.01%-70013F-HRTimeline
Glen Eagle Advisors, LLC965$68.9K0.01%+213F-HRTimeline
GPS Wealth Strategies Group, LLC929$66.3K0.06%-11,61713F-HRTimeline
Tidemark, LLC900$64.3K0.02%-7813F-HRTimeline
WPG Advisers, LLC899$64.2K0.05%013F-HRTimeline
JNBA Financial Advisors895$63.9K0.01%-28813F-HRTimeline
Plante Moran Financial Advisors, LLC886$63.3K<0.01%-83413F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC880$62.9K0.09%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC850$60.7K0.03%013F-HRTimeline
Financially Speaking Inc826$59K0.04%013F-HRTimeline
Lavaca Capital LLC808$57.7K0.01%013F-HRTimeline
MASECO LLP775$55.4K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN739$52.8K<0.01%013F-HRTimeline
Costello Asset Management, INC737$52.7K0.02%-913F-HRTimeline
Sunbelt Securities, Inc.725$51.8K<0.01%-23013F-HRTimeline
IMG Wealth Management, Inc.723$51.7K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC713$50.9K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…691$49.4K0.02%new13F-HRTimeline
SIGNATUREFD, LLC664$47.4K<0.01%+213F-HRTimeline
Planning Project LLC650$46.4K0.01%13F-HRTimeline
Pandora Wealth, Inc.649$46.4K0.03%013F-HRTimeline
Roxbury Financial LLC640$45.7K0.04%+113F-HRTimeline
Kingdom Financial Group LLC.629$44.9K0.01%new13F-HRTimeline
Friedenthal Financial543$38.8K0.02%013F-HRTimeline
McIlrath & Eck, LLC541$38.6K<0.01%-12913F-HRTimeline
Millstone Evans Group, LLC534$38.1K0.02%013F-HRTimeline
Solstein Capital, LLC524$37.4K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …520$37.1K<0.01%013F-HRTimelineGroup
TSFG, LLC500$36K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC494$35.3K0.01%-5213F-HRTimeline
Provenance Wealth Advisors, LLC449$32.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC444$31.7K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC434$31K0.01%+113F-HRTimeline
Ulland Investment Advisors, LLC425$30K0.02%013F-HRTimeline
Bangor Savings Bank418$29.9K<0.01%-3513F-HRTimeline
Truvestments Capital LLC410$29.3K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$29.3K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.400$28.6K0.01%013F-HRTimeline
Estate Planners Group, LLC379$27.1K0.01%13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.379$27.1K<0.01%13F-HRTimelineGroup
Wellington Grp LLC371$26.5K0.01%13F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS345$24.6K<0.01%-53913F-HRTimelineGroup
NFSG Corp336$24K<0.01%+213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV330$23K0.01%+213F-HRTimeline
SHP Wealth Management300$21.4K<0.01%13F-HRTimeline
IFC & Insurance Marketing, Inc.299$21K0.02%13F-HRTimeline
Graney & King, LLC290$20.7K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…285$20.4K0.01%+22513F-HRTimeline
Westside Investment Management, Inc.279$19.9K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC260$18.6K<0.01%-9013F-HRTimeline
Goodman Advisory Group, LLC252$18K<0.01%013F-HRTimeline
Compass Financial Services Inc244$17.4K0.01%+113F-HRTimeline
Missouri Trust & Investment Co239$17.1K0.01%013F-HRTimeline
Scarborough Advisors, LLC218$15.6K<0.01%+113F-HRTimeline
Bernard Wealth Management Corp.210$15K0.01%013F-HRTimeline
10Elms LLP209$14.9K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC207$14.8K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.206$14.7K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.203$14.5K<0.01%013F-HRTimeline
United Financial Planning Group LLC200$14.3K0.01%new13F-HRTimeline
Fairway Wealth LLC198$14.1K<0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…196$14K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC185$13.2K0.01%013F-HRTimeline
North Star Investment Management Corp.169$12.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.161$11.5K<0.01%new13F-HRTimeline
Crewe Advisors LLC149$10.6K<0.01%-28713F-HRTimeline
CHELSEA COUNSEL CO147$10.5K<0.01%013F-HRTimeline
MCF Advisors LLC140$10K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.131$9.36K0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners123$8.79K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors121$8.64K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp119$8.5K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC106$7.57K<0.01%013F-HRTimeline
Ransom Advisory, Ltd105$7.5K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…102$7.29K<0.01%013F-HRTimelineGroup
Garner Asset Management Corp100$7.14K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.100$7.14K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC94$6.84K<0.01%-28413F-HRTimeline
Wealth Enhancement Trust Services, Inc.79$5.64K<0.01%13F-HRTimeline
Key Financial Inc64$4.57K<0.01%013F-HRTimeline
Bogart Wealth, LLC60$4.29K<0.01%-1613F-HRTimeline
Signature Resources Capital Management,…60$4.28K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.59$4.19K<0.01%+113F-HRTimeline
Keating Financial Advisory Services, In…55$3.93K<0.01%13F-HRTimeline
Nemes Rush Group LLC49$3.5K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC48$3.43K<0.01%013F-HRTimeline
Trust Co45$3.21K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC41$2.93K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC24$1.71K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC19$1.36K<0.01%13F-HRTimeline
Clearstead Advisors, LLC18$1.31K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp6$440<0.01%+313F-HR/ATimeline
Rosenberg Matthew Hamilton3$214<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC2$143<0.01%13F-HRTimeline
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.
Motiv8 Investments LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.