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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

760 managers (768 13F filers) reported a position in SPLV shares at 2025-06-30, 61,977,615 shares in all. 75 filers opened a position and 78 filers sold out during the quarter.

Managers
760
13F filers
768
New
75
Added
268
Reduced
252
Sold out
78
Shares held by filers
61,977,615

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,889,395$502M0.04%-766,01213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,080,259$443M0.03%-541,24613F-HRTimelineGroup
LPL Financial LLC4,253,984$310M0.1%+669,32113F-HRTimeline
FMR LLCin group FMR LLC2,603,284$190M0.01%+600,06313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,016,453$147M0.04%+423,94013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,929,587$141M0.03%+66,29013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,762,194$128M0.02%+350,49413F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.1,487,724$108M0.02%+204,69413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,367,310$99.6M0.13%-59,23713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,146,904$83.5M0.03%+31,19213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,140,794$83.1M0.05%-62,40413F-HRTimelineGroup
UBS Group AGin group UBS Group AG848,094$61.8M0.01%-8,73013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp800,204$58.3M0.01%+11,24613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC778,889$56.7M0.02%-26,58313F-HRTimelineGroup
AdvisorShares Investments LLC748,955$54.5M9.83%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.711,822$51.8M0.09%+126,34213F-HR/ATimelineGroup
SECURIAN ASSET MANAGEMENT, INC690,000$50.2M1.43%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.639,987$46.6M0.38%+18,76713F-HRTimelineGroup
Cetera Investment Advisers599,039$43.6M0.07%+293,16613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management575,598$41.9M0.55%-43,32413F-HRTimelineGroup
Private Advisor Group, LLC528,091$38.5M0.21%+140,77313F-HRTimeline
Dynasty Wealth Management, LLC521,591$38M0.65%+452,52613F-HRTimeline
Genworth Financial Inc469,772$34.2M8.39%+2,70013F-HRTimeline
Armbruster Capital Management, Inc.458,863$33.4M6.05%+23,77513F-HRTimeline
NewSquare Capital LLC450,761$32.8M2.44%-14,82813F-HRTimeline
Vestmark Advisory Solutions, Inc.447,398$32.6M0.47%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…417,852$30.6M0.05%-126,83213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…408,215$29.7M0.02%+82,56713F-HRTimelineGroup
New England Private Wealth Advisors LLC381,317$27.7M4.06%+14,87313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC374,000$27.2M0.46%+1,33113F-HRTimeline
Qube Research & Technologies Ltd371,371$27M0.04%+340,35913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP359,800$26.2M0.05%+203,30013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC351,784$25.6M<0.01%+109,78313F-HRTimelineGroup
Cambridge Investment Research Advisors,…347,559$25.3M0.08%+42,65013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO334,539$24.4M<0.01%-79,22313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding329,869$24M-108,685Timeline
Janney Montgomery Scott LLC320,603$23.3M0.06%-3,61913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP310,068$22.6M0.02%+67,23213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.307,507$22.4M0.36%-11,00413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Painted Porch Advisors LLC305,312$22.2M9.12%+3,66913F-HRTimeline
Fluent Financial, LLC294,330$21.4M8.83%+177,14913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO279,516$20.4M0.02%-10,53513F-HRTimelineGroup
Prospera Financial Services Inc258,645$18.8M0.35%+30,86413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP249,480$18M0.01%+90,16413F-HRTimelineGroup
CWM, LLCin group CWM, LLC247,047$18M0.06%+84,78113F-HRTimelineGroup
FineMark National Bank & Trust240,971$17.5M0.6%-1,34713F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV230,966$16.8M0.96%new13F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC228,170$16.6M0.09%+1513F-HRTimelineGroup
Capital Investment Advisory Services, L…222,262$16.2M1.33%-11313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.209,168$15.2M0.08%+3,03413F-HRTimeline
Ballast, Inc.198,447$14.5M3.78%+2,05713F-HR/ATimeline
Capital Advisors, Ltd. LLC193,776$14.1M1.74%+5,38813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…183,521$13.4M<0.01%new13F-HRTimelineGroup
Banco BTG Pactual S.A.180,963$13.2M2.68%+11,50013F-HRTimeline
GTS SECURITIES LLC172,986$12.6M0.56%+123,85513F-HRTimeline
JFS WEALTH ADVISORS, LLC164,724$12M0.76%-1,16213F-HRTimeline
Bell Investment Advisors, Inc161,196$11.7M2.02%+9,60913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP159,091$11.6M0.02%-1,37513F-HR/ATimelineGroup
PFG Advisors157,849$11.5M0.53%+11,51013F-HRTimeline
MML INVESTORS SERVICES, LLC145,175$10.6M0.03%+54,22413F-HRTimeline
Sowell Financial Services LLC143,357$10.4M0.43%-51,34813F-HRTimeline
MAI Capital Management143,310$10.4M0.07%+9,63913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/142,708$10.4M0.01%+112,44013F-HRTimelineGroup
HighTower Advisors, LLC140,045$10.2M0.01%+8,32413F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…140,000$10.2M0.02%013F-HRTimelineGroup
Dominguez Wealth Management Solutions, …135,833$9.89M6.86%+7,86613F-HRTimeline
O'ROURKE & COMPANY, Inc135,431$9.86M4.6%+32413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC126,623$9.22M2.49%+21,92513F-HRTimeline
NewEdge Advisors, LLC124,743$9.08M0.05%-90,94613F-HRTimeline
Creative Planningin group Creative Planning122,860$8.95M0.01%-7,62413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC121,736$8.86M0.01%+4,70513F-HRTimelineGroup
Opes Wealth Management LLC117,107$8.53M1.51%+5,88613F-HRTimeline
Sequoia Financial Advisors, LLC114,917$8.37M0.06%-56,82613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP112,391$8.18M0.01%+2,73113F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.106,081$7.72M2.84%+52813F-HRTimeline
Geneos Wealth Management Inc.105,818$7.71M0.19%-100,74913F-HRTimeline
Nilsine Partners, LLC103,608$7.54M0.76%-41,94313F-HRTimeline
Avidian Wealth Enterprises, LLC103,028$7.5M0.31%new13F-HRTimeline
FSC Wealth Advisors, LLC102,316$7.45M4.7%+1,21613F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding98,544$7.18M+28,373Timeline
Kovack Advisors, Inc.97,522$7.1M0.7%+84,49913F-HRTimeline
First PREMIER Bank96,009$6.99M1.69%+4,45013F-HRTimeline
J.W. COLE ADVISORS, INC.94,328$6.87M0.15%+26,35913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources93,792$6.83M<0.01%new13F-HRTimelineGroup
Trek Financial, LLC92,307$6.72M0.45%+25,84413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC89,922$6.55M3.38%-5,51513F-HRTimeline
Lake Hills Wealth Management, LLC89,756$6.54M3.74%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC89,436$6.51M0.31%+39,90613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…89,099$6.49M0.01%new13F-HR/ATimelineGroup
Strategic Family Wealth Counselors, L.L…88,533$6.45M1.84%-86313F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC86,404$6.29M1.33%new13F-HR/ATimeline
Allworth Financial LP85,996$6.26M0.03%+74113F-HRTimeline
Atria Wealth Solutions, Inc.85,461$6.23M0.14%+19,18813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding84,271$6.14M-1,770Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81,366$5.93M0.01%+4,77113F-HR/ATimelineGroup
PETRA FINANCIAL ADVISORS INC80,228$5.84M3.71%-57,28013F-HRTimeline
HB Wealth Management, LLC79,124$5.76M0.05%-21,91813F-HRTimeline
Robertson Stephens Wealth Management, L…78,453$5.71M0.2%-65,74913F-HRTimeline
Curi Capital, LLC77,404$5.64M0.11%+8,16913F-HRTimeline
Sovereign Investment Advisors, LLC73,800$5.37M1.48%-4,23613F-HRTimeline
Cherry Tree Wealth Management, LLC73,278$5.34M1.24%-2,43213F-HRTimeline
Glenmede Investment Management, LP72,480$5.28M0.03%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.70,876$5.16M0.01%+6,25213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…70,580$5.14M0.07%+1,44413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding70,103$5.1M+41,212Timeline
MERCER GLOBAL ADVISORS INC /ADV70,020$5.1M0.01%-1,93913F-HRTimeline
Merit Financial Group, LLC69,392$5.05M0.06%-484,07513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…69,127$5.03M0.1%+51413F-HRTimelineGroup
Farther Finance Advisors, LLC67,006$4.88M0.1%+1,28613F-HRTimeline
Fulcrum Equity Management66,540$4.85M4.98%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC63,062$4.59M0.4%+1,41613F-HR/ATimeline
Park Edge Advisors, LLC61,575$4.48M1.15%+20,60313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,552$4.48M0.01%-1,67713F-HRTimeline
PFG Investments, LLC60,480$4.4M0.26%+35913F-HRTimeline
Chicago Wealth Management, Inc.60,232$4.39M2.09%new13F-HRTimeline
UMB Bank, n.a.59,814$4.36M0.07%-7,49113F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC59,330$4.32M<0.01%+27,07213F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC58,753$4.31M0.71%-8,70913F-HRTimelineGroup
Steward Partners Investment Advisory, L…59,046$4.3M0.03%-11113F-HRTimeline
Pinnacle Wealth Management Group, Inc.58,926$4.29M2.46%+2,10013F-HRTimeline
Burns Matteson Capital Management, LLC58,905$4.29M2.07%-79913F-HRTimeline
G&S Capital LLC58,507$4.26M1.69%+1,11113F-HRTimeline
Pacific Center for Financial Services57,476$4.19M1.14%+7013F-HRTimeline
Klingman & Associates, LLC57,181$4.16M0.23%013F-HRTimeline
Focus Financial Network, Inc.57,124$4.16M0.16%+3,50813F-HRTimeline
Integrated Advisors Network LLC55,724$4.06M0.18%-6,97313F-HRTimeline
Amundiin group Amundi55,002$4M<0.01%+7,60213F-HRTimelineGroup
Meriwether Wealth & Planning, LLC54,598$3.98M2.49%new13F-HRTimeline
Ausdal Financial Partners, Inc.54,043$3.94M0.26%+1,25613F-HRTimeline
Convergence Financial, LLC53,626$3.91M0.67%+4,65213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,184$3.87M0.11%-11,36813F-HRTimeline
SCOTIA CAPITAL INC.52,912$3.85M0.02%+7,65913F-HRTimeline
Summit Financial, LLC52,441$3.82M0.09%+44,33613F-HRTimeline
Asset Allocation Strategies LLC52,089$3.79M0.84%new13F-HRTimeline
Arrow Investment Advisors, LLC51,863$3.78M3.66%new13F-HRTimeline
Clear Creek Financial Management, LLC51,317$3.74M0.36%+5,54313F-HRTimeline
Ellis Investment Partners, LLC51,220$3.73M0.72%-95313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,915$3.71M0.35%-2,68313F-HRTimelineGroup
Diametric Capital, LP49,685$3.62M1.93%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.49,599$3.61M<0.01%+41,69613F-HRTimelineGroup
Vigilare Wealth Management49,103$3.58M1.34%-149,41513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …48,917$3.56M0.05%+3,71813F-HRTimelineGroup
Sanctuary Advisors, LLC48,770$3.55M0.02%-1,72513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …48,043$3.5M0.23%+22,35913F-HR/ATimeline
IFG Advisory, LLC47,639$3.47M0.17%+3,72513F-HRTimeline
MGO ONE SEVEN LLC47,361$3.45M0.11%+3,49913F-HRTimeline
Johnson & White Wealth Management, LLC47,221$3.44M1.73%+1,32713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC46,850$3.41M0.01%new13F-HR/ATimelineGroup
Milestone Investment Advisors LLC46,766$3.41M0.89%-1213F-HRTimeline
PETERSON WEALTH MANAGEMENT45,561$3.32M1.97%+41,68613F-HRTimeline
Creekmur Asset Management LLC45,348$3.3M0.58%+1613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.44,940$3.27M0.04%-2,20713F-HRTimelineGroup
Arkadios Wealth Advisors44,860$3.27M0.1%-39713F-HRTimeline
Integrated Wealth Concepts LLC43,642$3.18M0.03%-63,62813F-HRTimeline
TruWealth Advisors, LLC42,583$3.1M0.17%+2,51113F-HRTimeline
Global Assets Advisory, LLC42,082$3.09M1.2%-76,69113F-HRTimeline
FIRST AMERICAN TRUST, FSB42,367$3.09M0.25%new13F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC41,707$3.04M1.87%+36713F-HRTimeline
Waverly Advisors, LLC41,669$3.03M0.03%-90113F-HRTimeline
First Horizon Advisors, Inc.41,257$3M0.08%+30113F-HRTimeline
WFA of San Diego, LLC40,878$2.98M2.19%13F-HRTimeline
Western Wealth Management, LLC40,820$2.97M0.18%-1,92813F-HRTimeline
Berkshire Money Management, Inc.40,223$2.93M0.31%new13F-HRTimeline
Corundum Group, Inc.39,747$2.89M1.28%-3313F-HRTimeline
High Net Worth Advisory Group LLC39,370$2.87M0.76%+3,76813F-HRTimeline
Genesee Capital Advisors, LLC37,719$2.75M1.23%new13F-HRTimeline
Global Retirement Partners, LLC37,000$2.69M0.07%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…36,701$2.67M0.03%-61,17213F-HRTimelineGroup
Tradition Wealth Management, LLC36,355$2.65M0.21%-53613F-HRTimeline
Schaeffer Financial LLC36,271$2.64M2.58%+6513F-HRTimeline
Dorsey Wright & Associates35,909$2.62M0.62%new13F-HRTimeline
WCG Wealth Advisors LLC35,358$2.57M0.17%-2,08013F-HRTimeline
Prosperity Consulting Group, LLC34,174$2.49M0.18%-10213F-HRTimeline
Syntegra Private Wealth Group, LLC34,122$2.48M0.25%-27713F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC34,022$2.48M0.25%-86513F-HRTimeline
WT Wealth Management33,599$2.45M0.72%+57413F-HRTimeline
LMCG INVESTMENTS, LLC33,295$2.42M0.15%+3,82613F-HRTimeline
Avant Capital LLC32,922$2.4M1.86%-1,75513F-HRTimeline
WealthBridge Capital Management, LLC32,726$2.38M0.6%-19413F-HRTimeline
Weaver Capital Management LLC32,323$2.35M0.58%-23413F-HRTimeline
Trinity Wealth Management, LLC32,009$2.33M0.93%+5,78513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,967$2.26M<0.01%-6,40113F-HRTimelineGroup
Clear Harbor Asset Management, LLC30,956$2.25M0.17%+1,70213F-HRTimeline
&PARTNERS30,632$2.23M0.02%+2,51613F-HRTimeline
AE Wealth Management LLC30,356$2.21M0.02%-83,37113F-HRTimeline
Parallel Advisors, LLC30,117$2.19M0.04%-42513F-HRTimeline
Verdence Capital Advisors LLC29,928$2.18M0.15%-22413F-HRTimeline
XML Financial, LLC29,662$2.16M0.19%+71813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT29,627$2.16M0.25%-3,14013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.29,200$2.13M0.01%-1,00013F-HRTimelineGroup
Investors Research Corp29,152$2.12M0.42%-1,41913F-HRTimeline
COMERICA BANK28,902$2.1M0.01%+7,30113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,800$2.1M<0.01%+15,06413F-HRTimelineGroup
Moran Wealth Management, LLC28,662$2.09M0.06%new13F-HRTimeline
Ridgewood Investments LLC28,237$2.06M0.89%-33313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,991$2.04M0.05%+58713F-HRTimelineGroup
D.A. DAVIDSON & CO.27,911$2.03M0.01%+2,69113F-HRTimeline
OPTIMA CAPITAL LLC27,692$2.02M1.08%-20,39013F-HRTimeline
Financial Advocates Investment Manageme…27,683$2.02M0.16%+17613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…27,654$2.01M0.02%+4,86713F-HRTimelineGroup