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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
True Freedom Investing, LLC2,871$210K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,851$209K0.01%-5,73113F-HRTimeline
APPLETON PARTNERS INC/MA2,863$209K0.01%013F-HRTimeline
Larson Financial Group LLC2,832$207K0.01%+113F-HRTimeline
Lodestone Wealth Management LLC2,824$207K0.08%-2613F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC2,823$206K<0.01%new13F-HRTimelineGroup
Lionshead Wealth Management, LLC2,803$205K0.15%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,795$204K0.16%new13F-HRTimeline
SFG Wealth Management, LLC.2,792$204K0.08%new13F-HRTimeline
Sovereign Financial Group, Inc.2,792$204K0.04%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,791$204K<0.01%+66813F-HRTimeline
Disciplined Investments, LLC2,768$202K0.07%new13F-HRTimeline
Weaver Consulting Group2,762$202K0.05%new13F-HRTimeline
SWS Partners2,743$201K0.05%new13F-HRTimeline
MFA Wealth Services2,738$200K0.13%new13F-HRTimeline
Burk Holdings LLC2,732$200K0.09%new13F-HRTimeline
Arkos Global Advisors2,457$180K0.02%new13F-HRTimeline
Realta Investment Advisors2,376$174K0.06%-4513F-HRTimeline
Blue Trust, Inc.2,290$167K<0.01%-9913F-HRTimeline
Archer Investment Corp2,203$161K0.03%013F-HRTimeline
Glassman Wealth Services2,181$160K0.02%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,168$159K<0.01%+1,97213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,162$158K0.01%-18913F-HRTimelineGroup
Triumph Capital Management2,154$158K0.03%013F-HRTimeline
CVA Family Office, LLC2,151$157K0.02%+1213F-HRTimeline
Provident Wealth Management, LLC2,106$154K0.05%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,061$151K0.02%-31213F-HRTimeline
Main Street Group, LTD2,029$148K0.04%new13F-HRTimeline
Smithfield Trust Co2,053$148K0.01%013F-HRTimeline
NVWM, LLC2,018$148K0.03%013F-HRTimeline
Caitlin John, LLC1,900$139K0.08%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,856$136K<0.01%013F-HR/ATimelineGroup
Darwin Wealth Management, LLC1,842$135K0.04%-13213F-HRTimeline
DAGCO, INC.1,800$132K0.03%013F-HRTimeline
Measured Wealth Private Client Group, L…1,787$131K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,674$122K<0.01%-61613F-HRTimelineGroup
Hughes Financial Services, LLC1,624$119K0.02%013F-HRTimeline
Root Financial Partners, LLC1,591$116K0.01%-213F-HRTimeline
Sound Income Strategies, LLC1,502$110K0.01%-14113F-HRTimeline
AdvisorNet Financial, Inc1,506$110K0.01%-5113F-HRTimeline
Front Row Advisors LLC1,461$107K0.04%013F-HRTimeline
IFG Advisory, LLC1,401$102K0.29%-24,59013F-HRTimeline
CoreCap Advisors, LLC1,354$99K<0.01%-6413F-HRTimeline
Rialto Wealth Management, LLC1,350$98.7K0.02%013F-HRTimeline
HM PAYSON & CO1,327$97K<0.01%+5013F-HRTimeline
Salomon & Ludwin, LLC1,279$94.5K0.01%013F-HRTimeline
Founders Capital Management1,245$91.1K0.04%013F-HRTimeline
Roble, Belko & Company, Inc1,230$90K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.1,113$81.4K0.07%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,020$74.6K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,020$74.6K0.02%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,000$73.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,000$73K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC967$70.7K0.01%+213F-HRTimeline
BALLAST ADVISORS LLC950$69.5K0.02%new13F-HR/ATimeline
CLEAR INVESTMENT RESEARCH, LLC943$69K0.11%new13F-HRTimeline
Cassaday & Co Wealth Management LLC923$67.5K<0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC905$66.2K0.01%new13F-HRTimeline
Tidemark, LLC901$65.9K0.02%+113F-HRTimeline
WPG Advisers, LLC899$65.8K0.05%013F-HRTimeline
Destiny Wealth Partners, LLC885$64.7K0.01%new13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC880$64.4K0.09%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding868$63.5KnewTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC850$62.6K0.03%013F-HRTimeline
Financially Speaking Inc826$60.4K0.29%013F-HRTimeline
MASECO LLP775$56.7K<0.01%013F-HRTimeline
Networth Advisors, LLC767$56.1K0.04%new13F-HRTimeline
JNBA Financial Advisors757$55.4K<0.01%-13813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN739$54K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.727$53.2K<0.01%+213F-HRTimeline
IMG Wealth Management, Inc.724$52.9K0.03%+113F-HRTimeline
QUADRANT CAPITAL GROUP LLC713$52.1K<0.01%013F-HR/ATimeline
Investment Research & Advisory Group, I…691$50.5K0.02%013F-HRTimeline
Costello Asset Management, INC690$50.4K0.02%-4713F-HRTimeline
Plante Moran Financial Advisors, LLC671$49.1K<0.01%-21513F-HRTimeline
SIGNATUREFD, LLC665$48.6K<0.01%+113F-HRTimeline
Basepoint Wealth LLC646$47.3K0.03%-1,24013F-HRTimeline
Roxbury Financial LLC642$46.9K0.04%+213F-HRTimeline
Nalls Sherbakoff Group, LLC600$43.9K0.03%-61113F-HRTimeline
McIlrath & Eck, LLC541$39.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC534$39.1K0.02%013F-HRTimeline
Solstein Capital, LLC524$38.3K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …520$38K<0.01%013F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…501$37K<0.01%-5,70013F-HRTimelineGroup
TSFG, LLC500$37K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.494$36.1K0.03%new13F-HRTimeline
Founders Financial Alliance, LLC491$35.9K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC449$32.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC444$32.5K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC434$31.8K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC425$31K0.03%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC410$29.9K0.01%013F-HRTimeline
Bangor Savings Bank404$29.5K<0.01%-1413F-HRTimeline
BARRETT & COMPANY, INC.400$29.3K0.01%013F-HRTimeline
Wellington Grp LLC371$27.1K0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC339$24.8K0.02%new13F-HRTimeline
Fourth Dimension Wealth, LLC338$24.7K0.01%-15613F-HRTimeline
Quest 10 Wealth Builders, Inc.335$24.5K0.02%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV332$24K0.01%+213F-HR/ATimeline
SHP Wealth Management300$21.9K<0.01%013F-HRTimeline
Graney & King, LLC290$21.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…285$20.8K0.01%013F-HRTimeline
Westside Investment Management, Inc.279$20.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC260$19K<0.01%013F-HRTimeline
Missouri Trust & Investment Co239$17.5K0.01%013F-HRTimeline
Magnolia Wealth Management, LLC232$17K0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC222$16.3K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC219$16K<0.01%+113F-HRTimeline
Bernard Wealth Management Corp.210$15.4K0.01%013F-HRTimeline
10Elms LLP209$15.3K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.206$15.1K0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC204$14.9K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.203$14.8K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC180$13.2K<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK173$12.7K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.169$12.4K<0.01%013F-HRTimeline
Rossby Financial, LCC157$11.5K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…151$11K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC149$10.9K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO147$10.8K<0.01%013F-HR/ATimeline
MCF Advisors LLC140$10.2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…137$10K<0.01%new13F-HRTimelineGroup
Godfrey Financial Associates, Inc.132$9.64K0.01%+113F-HRTimeline
Goodman Advisory Group, LLC126$9.22K<0.01%-12613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors121$8.85K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp119$8.7K<0.01%013F-HRTimelineGroup
Birchwood Financial Partners, Inc.115$8.43K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC106$7.75K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…102$7.46K<0.01%013F-HRTimelineGroup
True Link Financial Advisors, LLC100$7.31K<0.01%new13F-HR/ATimeline
DiNuzzo Private Wealth, Inc.100$7.31K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC94$6.93K<0.01%013F-HRTimeline
Abound Wealth Management92$6.73K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.79$5.78K<0.01%013F-HRTimeline
Key Financial Inc64$4.68K<0.01%013F-HRTimeline
Bogart Wealth, LLC60$4.39K<0.01%013F-HRTimeline
Signature Resources Capital Management,…60$4.38K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.59$4.32K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…55$4.02K<0.01%013F-HRTimeline
Nemes Rush Group LLC49$3.58K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC48$3.51K<0.01%013F-HRTimeline
Trust Co45$3.3K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC41$3K<0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT33$2.43K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.22$1.61K<0.01%-2,16713F-HRTimeline
Clearstead Advisors, LLC18$1.35K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton3$219<0.01%013F-HRTimeline
Capital Advisor Network LLC2$146<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.