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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,619,508$473M0.03%-1,426,43713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,550,646$325M0.02%-340,08813F-HR/ATimelineGroup
LPL Financial LLC3,249,785$232M0.06%-372,22913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,640,200$189M0.07%-286,79913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,634,200$188M0.28%+1,191,50013F-HRTimelineGroup
FMR LLCin group FMR LLC2,191,139$156M0.01%-323,42213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,610,857$115M0.02%+57,31213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,585,210$113M0.02%+99,56213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,342,772$95.9M0.01%-92,82013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,278,712$91.3M0.01%+1,029,46513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,231,296$87.9M0.02%-298,36813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,181,626$84.4M0.11%-127,46213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,071,116$76.5M0.04%-36,32713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC935,880$66.8M0.02%+31,50213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp861,947$61.6M0.01%+40,10713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding825,992$59M-82,110Timeline
SECURIAN ASSET MANAGEMENT, INC690,000$49.3M1.87%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC589,558$42.1M0.01%-128,97113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management537,524$38.4M0.44%-21,08013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.536,365$38.3M0.26%-46,95213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.526,828$37.6M0.06%-139,62713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV513,623$36.7M0.06%-34,77913F-HRTimeline
Armbruster Capital Management, Inc.504,129$36M6.05%+21,73513F-HRTimeline
Qube Research & Technologies Ltd476,387$34M0.05%+228,30113F-HRTimeline
Genworth Financial Inc473,856$33.8M7.59%+2,51613F-HRTimeline
Cetera Investment Advisers468,380$33.5M0.04%-13,96113F-HRTimeline
Dynasty Wealth Management, LLC424,260$30.3M0.3%-33,52113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding415,325$29.7M+52,442Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…394,966$28.3M0.04%-34,03513F-HRTimeline
New England Private Wealth Advisors LLC377,564$27M3.36%-4,47013F-HR/ATimeline
Berman McAleer LLC364,106$26M3.55%+10,76113F-HRTimeline
Private Advisor Group, LLC362,802$25.9M0.12%-143,38113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC352,513$25.2M0.38%-14,67513F-HRTimeline
Empowered Funds, LLC320,880$22.9M0.39%+155,31913F-HR/ATimeline
Cambria Investment Management, L.P.316,649$22.6M1.32%+168,08013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO312,992$22.4M<0.01%-12,59513F-HRTimelineGroup
Painted Porch Advisors LLC309,393$22.1M8.89%-2,45513F-HRTimeline
NewSquare Capital LLC308,174$22M1.94%-146,91113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.290,803$20.8M0.31%-12,38113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP289,051$20.6M0.01%+2,47213F-HRTimelineGroup
Janney Montgomery Scott LLC286,949$20.5M0.05%-19,34913F-HRTimeline
CWM, LLCin group CWM, LLC275,453$19.7M0.05%+18,05913F-HRTimelineGroup
Cambridge Investment Research Advisors,…266,943$19.1M0.05%-59,74713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP262,940$18.8M0.02%-3,50813F-HRTimelineGroup
FineMark National Bank & Trust262,376$18.7M0.58%+2,66413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO260,712$18.6M0.02%-9,23713F-HRTimelineGroup
Capital Investment Advisory Services, L…244,496$17.5M1.23%+11,47713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC231,649$17M0.07%+7713F-HRTimelineGroup
Prospera Financial Services Inc227,888$16.3M0.27%-6,67313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…187,456$13.4M0.01%-28,84413F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC172,686$12.3M1.39%-12,20913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP171,237$12.2M0.02%+8,51913F-HR/ATimelineGroup
Ballast, Inc.169,080$12.1M2.83%-35,93113F-HRTimeline
SYKON CAPITAL LLC166,351$11.9M3.81%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC163,949$11.7M0.66%-40613F-HRTimeline
Bell Investment Advisors, Inc162,975$11.6M1.84%-1,04713F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT161,621$11.5M0.13%-167,17213F-HRTimeline
Dominguez Wealth Management Solutions, …154,743$11.1M6.76%+8,83013F-HRTimeline
Nilsine Partners, LLC152,110$10.9M0.94%+9,24013F-HRTimeline
MAI Capital Management145,019$10.4M0.06%+1,40113F-HRTimeline
Matthew Goff Investment Advisor, LLC417,234$10.2M1.8%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC138,966$9.92M2.45%-2313F-HRTimeline
NewEdge Advisors, LLC138,854$9.92M0.04%+12,62613F-HRTimeline
O'ROURKE & COMPANY, Inc137,320$9.81M3.81%+1,23513F-HRTimeline
HighTower Advisors, LLC135,737$9.69M0.01%-5,55113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC134,915$9.64M0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning131,988$9.43M0.01%+3,17813F-HRTimelineGroup
Traynor Capital Management, Inc.129,957$9.28M0.51%+11313F-HRTimeline
Geneos Wealth Management Inc.121,349$8.67M0.21%+18,84813F-HRTimeline
Mariner, LLCin group Mariner, LLC121,348$8.67M0.01%-2,80613F-HRTimelineGroup
Opes Wealth Management LLC121,210$8.66M1.47%+2,21013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.111,853$7.99M2.63%+62113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,512$7.89M0.01%-5,39013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC109,699$7.83M0.29%+3,33513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,213$7.44M0.01%+17,07513F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC103,111$7.36M0.04%-5,48613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC101,979$7.28M<0.01%-16,79913F-HRTimelineGroup
HB Wealth Management, LLC100,882$7.2M0.05%-3513F-HRTimeline
First PREMIER Bank95,289$6.81M1.56%-72013F-HRTimeline
CFG Wealth Management Services, Inc.93,350$6.67M6.08%13F-HRTimeline
Fortune Financial Group, Inc.92,981$6.67M6.55%13F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC87,996$6.28M5.21%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…85,971$6.24M1.4%-2,28513F-HRTimeline
Allworth Financial LP85,513$6.11M0.03%+80413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC83,767$5.98M2.98%-5,33013F-HRTimeline
Banco BTG Pactual S.A.83,513$5.96M1.06%-110,70013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding82,728$5.91M-399Timeline
Focus Partners Wealthgroup of 2 filers holding82,281$5.89M+10,672Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,694$5.76M0.05%+69,35113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC80,616$5.76M0.01%-55313F-HRTimeline
PETRA FINANCIAL ADVISORS INC79,910$5.71M3.35%-3,36013F-HRTimeline
Curi Capital, LLC77,403$5.53M0.1%-113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding73,455$5.25M+1,062Timeline
TKG Advisors, LLC112,425$5.2M2.1%-52813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA72,480$5.18M0.02%13F-HRTimelineGroup
SteelPeak Wealth, LLC70,009$5M0.16%+26,86713F-HRTimeline
Alliance Wealth Advisors, LLC /UT68,249$4.87M1.06%+63,28813F-HRTimeline
Pinnacle Wealth Management Group, Inc.67,547$4.82M2.41%+2,52113F-HRTimeline
Cherry Tree Wealth Management, LLC66,931$4.78M1.01%-4,31413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…66,627$4.76M0.05%-4,01313F-HRTimelineGroup
Trek Financial, LLC66,162$4.73M0.27%-27,00813F-HRTimeline
COZAD ASSET MANAGEMENT INC65,882$4.71M0.36%+1,64913F-HRTimeline
J.W. COLE ADVISORS, INC.84,240$4.63M0.11%-21013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS64,234$4.59M0.01%+2,72113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.63,683$4.55M0.01%-61613F-HRTimelineGroup
Meriwether Wealth & Planning, LLC61,293$4.38M2.47%+3,92513F-HRTimeline
Robertson Stephens Wealth Management, L…60,689$4.33M0.12%-6,51813F-HRTimeline
Steward Partners Investment Advisory, L…58,997$4.21M0.02%+37713F-HRTimeline
Pacific Center for Financial Services57,275$4.21M1.07%013F-HRTimeline
PFG Investments, LLC57,788$4.13M0.19%+57513F-HRTimeline
G&S Capital LLC56,930$4.07M1.44%+2,31113F-HRTimeline
Burns Matteson Capital Management, LLC56,346$4.02M1.62%-78613F-HRTimeline
Fortis Group Advisors, LLC54,613$4.02M0.67%new13F-HRTimeline
Focus Financial Network, Inc.56,159$4.01M0.14%-13913F-HRTimeline
FIRST AMERICAN TRUST, FSB55,996$4M0.27%-29,02313F-HRTimeline
Klingman & Associates, LLC55,735$3.98M0.19%-13613F-HRTimeline
UMB Bank, n.a.54,206$3.87M0.05%-2,94013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sanctuary Advisors, LLC53,226$3.8M0.02%-60913F-HRTimeline
Ausdal Financial Partners, Inc.53,189$3.8M0.18%-1,00213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.52,904$3.78M<0.01%+34,81313F-HRTimelineGroup
MGO ONE SEVEN LLC51,547$3.68M0.08%-8513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,851$3.63M0.09%+21,40813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC49,901$3.56M0.17%-70,06413F-HRTimeline
Johnson & White Wealth Management, LLC48,522$3.47M1.51%+77013F-HRTimeline
Merit Financial Group, LLC47,892$3.42M0.03%-5,84213F-HRTimeline
Integrated Advisors Network LLC47,783$3.41M0.15%-4,54413F-HRTimeline
WELLINGTON-ALTUS USA INC.47,766$3.41M2.53%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.46,790$3.34M0.04%-1,06413F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…46,719$3.34M0.28%-1,74813F-HRTimelineGroup
Milestone Investment Advisors LLC46,618$3.33M0.81%-913F-HRTimeline
WCG Wealth Advisors LLC46,061$3.29M0.09%+11,72313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,992$3.28M0.07%-3,22213F-HRTimeline
Ellis Investment Partners, LLC45,972$3.28M0.57%-35013F-HRTimeline
Farther Finance Advisors, LLC45,144$3.22M0.03%-13,63913F-HRTimeline
TLS Advisors LLC114,867$3.05M8.01%+111,95413F-HRTimeline
Waverly Advisors, LLC42,574$3.04M0.02%+3,03013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC42,648$3.04M0.49%-6,88113F-HRTimelineGroup
Global Assets Advisory, LLC42,300$3.02M0.86%-93813F-HRTimeline
TruWealth Advisors, LLC40,969$2.93M0.14%+2,39613F-HRTimeline
Arkadios Wealth Advisors40,820$2.92M0.06%-2,30313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC40,687$2.91M<0.01%+10,97513F-HRTimelineGroup
Western Wealth Management, LLC40,646$2.9M0.13%-1,93213F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC39,890$2.85M1.56%-2,40013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,408$2.81M<0.01%-18,74813F-HRTimelineGroup
High Net Worth Advisory Group LLC39,352$2.81M0.65%-66713F-HRTimeline
Trilogy Capital Inc.39,279$2.81M0.13%-6,39813F-HRTimeline
&PARTNERS39,237$2.8M0.01%+4,59913F-HRTimeline
WFA of San Diego, LLC39,053$2.79M2.04%-1,50213F-HRTimeline
Corundum Group, Inc.38,807$2.77M0.93%-1,33813F-HRTimeline
FSC Wealth Advisors, LLC38,729$2.77M4.49%-64,49913F-HRTimeline
Sovereign Investment Advisors, LLC37,409$2.67M0.67%-11,40213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC37,098$2.65M0.83%+9,25313F-HRTimeline
Global Retirement Partners, LLC36,812$2.63M0.05%+57013F-HRTimeline
WT Wealth Management36,482$2.61M0.75%+2,47713F-HRTimeline
Schaeffer Financial LLC36,396$2.6M2.27%+7213F-HRTimeline
Tennessee Valley Asset Management Partn…35,804$2.56M0.33%+1,43513F-HRTimeline
Sherman Wealth Management LLC35,791$2.56M2.22%13F-HR/ATimeline
Syntegra Private Wealth Group, LLC34,655$2.48M0.23%+81913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…34,527$2.47M0.01%+4,28813F-HRTimelineGroup
Clear Harbor Asset Management, LLC34,519$2.47M0.17%+1,86513F-HRTimeline
COMERICA BANK34,457$2.46M0.01%+13,18013F-HRTimeline
SCOTIA CAPITAL INC.33,738$2.41M0.01%-14,79813F-HRTimeline
Prosperity Consulting Group, LLC33,540$2.4M0.11%-63613F-HRTimeline
Hansen & Associates Financial Group, In…31,865$2.39M1.31%+3,49713F-HRTimeline
Trinity Wealth Management, LLC33,502$2.39M0.88%+18013F-HRTimeline
Tradition Wealth Management, LLC33,249$2.37M0.17%-1,22113F-HRTimeline
D.A. DAVIDSON & CO.33,236$2.37M0.01%+73413F-HRTimeline
Selby Wealth Management, LLC33,132$2.37M0.95%13F-HRTimeline
WealthBridge Capital Management, LLC32,943$2.35M0.54%+57513F-HRTimeline
LMCG INVESTMENTS, LLC32,734$2.34M0.13%-3,17513F-HRTimeline
Lunt Capital Management, Inc.32,682$2.33M0.87%new13F-HRTimeline
Avant Capital LLC32,431$2.32M1.59%-77313F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD31,980$2.28M0.34%13F-HRTimeline
Fluent Financial, LLC31,901$2.28M0.87%-172,98613F-HRTimeline
AE Wealth Management LLC31,866$2.28M0.01%+1,44513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,660$2.26M0.03%-17,69513F-HRTimelineGroup
Weaver Capital Management LLC31,531$2.25M0.48%-67513F-HRTimeline
FIRST HORIZON CORP31,149$2.22M0.1%-2,05913F-HRTimeline
Massar Capital Management, LP29,853$2.13M0.42%new13F-HRTimeline
Verdence Capital Advisors LLC29,817$2.13M0.13%+5413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,811$2.13M0.03%-25,29813F-HRTimelineGroup
Moran Wealth Management, LLC29,728$2.12M0.07%+4113F-HRTimeline
Quantitative Investment Management, LLC29,155$2.08M0.2%new13F-HRTimeline
XML Financial, LLC28,781$2.06M0.17%-1,37713F-HRTimeline
Parallel Advisors, LLC28,683$2.05M0.04%-1,40813F-HRTimeline
MATTERS CAPITAL LLC28,371$2.03M1.66%13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.27,500$1.96M0.01%-50013F-HRTimelineGroup
Advisory Alpha, LLC27,455$1.96M0.05%+45313F-HRTimeline
Investors Research Corp27,328$1.95M0.36%-1,28413F-HRTimeline
EP Wealth Advisors, LLC27,204$1.94M0.01%13F-HRTimeline
Jaffetilchin Investment Partners, LLC27,023$1.93M0.11%-48113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,635$1.9M0.21%-36513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC26,523$1.89M0.43%+16913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC26,293$1.88M0.24%-7,17713F-HRTimeline
IFG Advisory, LLC25,991$1.86M0.08%-91513F-HRTimeline
MorganRosel Wealth Management, LLC24,864$1.78M0.44%+26313F-HRTimeline
Acorn Wealth Advisors, LLC24,833$1.77M0.53%-1,51913F-HRTimeline
BLAIR WILLIAM & CO/IL24,830$1.77M<0.01%+5,05313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,278$1.73M0.1%-1,76213F-HRTimeline
Old North State Trust, LLC24,155$1.73M1.02%013F-HRTimeline