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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,142,652$449M0.03%-476,85613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,871,322$356M0.02%+320,67613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,156,600$304M0.25%+1,522,40013F-HRTimelineGroup
LPL Financial LLC3,030,571$222M0.06%-219,21413F-HRTimeline
FMR LLCin group FMR LLC2,360,158$173M0.01%+169,01913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,794,722$131M0.03%+563,42613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,676,849$123M0.02%+65,99213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,484,047$109M0.02%-101,16313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,195,950$87.5M0.01%-146,82213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,124,700$82.3M0.11%-56,92613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,024,880$75M0.04%-46,23613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC983,247$71.9M0.01%-295,46513F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT951,612$69.6M0.73%+789,99113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC937,659$68.6M0.02%+1,77913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding865,204$63.3M+39,212Timeline
SECURIAN ASSET MANAGEMENT, INC690,000$50.5M2%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC605,141$44.3M0.01%+15,58313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.586,943$42.9M0.06%+60,11513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management560,186$41M0.47%+22,66213F-HRTimelineGroup
Junto Capital Management LP548,375$40.1M0.85%new13F-HRTimeline
Armbruster Capital Management, Inc.529,813$38.8M6.35%+25,68413F-HRTimeline
Genworth Financial Inc476,493$34.9M8.15%+2,63713F-HRTimeline
Cetera Investment Advisers441,308$32.3M0.03%-27,07213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding415,703$30.4M+378Timeline
Cambridge Investment Research Advisors,…405,025$29.6M0.08%+138,08213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…403,201$29.5M0.02%+215,74513F-HRTimelineGroup
Berman McAleer LLC377,051$27.6M3.76%+12,94513F-HRTimeline
Private Advisor Group, LLC369,048$27M0.13%+6,24613F-HRTimeline
New England Private Wealth Advisors LLC365,651$26.7M3.09%-11,91313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO359,302$26.2M<0.01%+46,31013F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC351,128$25.7M0.38%-1,38513F-HRTimeline
Painted Porch Advisors LLC323,783$23.7M11.3%+14,39013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP327,515$23.6M0.01%+38,46413F-HRTimelineGroup
Dynasty Wealth Management, LLC319,953$23.4M0.2%-104,30713F-HRTimeline
CWM, LLCin group CWM, LLC301,300$22M0.06%+25,84713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV297,219$21.7M0.03%-216,40413F-HRTimeline
Janney Montgomery Scott LLC284,434$20.8M0.05%-2,51513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.280,079$20.5M0.31%-10,72413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Empowered Funds, LLC274,963$20.1M0.13%-45,91713F-HR/ATimeline
Cambria Investment Management, L.P.274,758$20.1M1.12%-41,89113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…267,894$19.8M0.04%-127,07213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP263,123$19.2M0.02%+18313F-HRTimelineGroup
Capital Investment Advisory Services, L…260,979$19.1M1.39%+16,48313F-HRTimeline
Redhawk Wealth Advisors, Inc.249,052$18.2M2.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO246,947$18.1M0.02%-13,76513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.245,526$17.5M0.11%-290,83913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK220,712$16.1M0.08%new13F-HRTimelineGroup
PFG Advisors202,254$14.8M0.72%+180,04213F-HRTimeline
Prospera Financial Services Inc201,279$14.7M0.24%-26,60913F-HRTimeline
Fortune Financial Group, Inc.194,258$14.2M12.79%+101,27713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC186,806$13.7M0.05%-44,84313F-HRTimelineGroup
NewSquare Capital LLC180,524$13.2M1.15%-127,65013F-HRTimeline
Ballast, Inc.170,890$12.5M2.89%+1,81013F-HRTimeline
Dominguez Wealth Management Solutions, …169,255$12.4M7.5%+14,51213F-HRTimeline
JFS WEALTH ADVISORS, LLC163,853$12M0.67%-9613F-HRTimeline
SYKON CAPITAL LLC162,048$11.9M3.95%-4,30313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP161,061$11.8M0.02%-10,17613F-HRTimelineGroup
Bell Investment Advisors, Inc157,085$11.5M1.8%-5,89013F-HRTimeline
Capital Advisors, Ltd. LLC156,789$11.5M1.3%-15,89713F-HRTimeline
Independent Advisor Alliance154,147$11.3M0.12%+151,29413F-HRTimeline
Qube Research & Technologies Ltd151,568$11.1M0.02%-324,81913F-HRTimeline
NewEdge Advisors, LLC148,380$10.9M0.04%+9,52613F-HR/ATimeline
Waterloo Capital, L.P.146,450$10.7M0.75%+132,34513F-HRTimeline
HighTower Advisors, LLC146,402$10.7M0.01%+10,66513F-HRTimeline
Creative Planningin group Creative Planning144,672$10.6M0.01%+12,68413F-HRTimelineGroup
MAI Capital Management143,832$10.5M0.06%-1,18713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC135,924$9.94M2.69%-3,04213F-HRTimeline
O'ROURKE & COMPANY, Inc133,188$9.74M3.86%-4,13213F-HRTimeline
Traynor Capital Management, Inc.130,017$9.46M0.56%+6013F-HRTimeline
Opes Wealth Management LLC125,909$9.21M1.57%+4,69913F-HRTimeline
Mariner, LLCin group Mariner, LLC120,124$8.79M0.01%-1,22413F-HRTimelineGroup
Nilsine Partners, LLC118,044$8.69M0.68%-34,06613F-HRTimeline
Geneos Wealth Management Inc.118,203$8.65M0.2%-3,14613F-HRTimeline
Archford Capital Strategies, LLC116,865$8.55M0.98%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT115,672$8.46M1.83%+47,42313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…113,560$8.31M0.01%+9,34713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding109,373$8M+35,918Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,139$7.84M0.01%-3,37313F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.106,996$7.83M2.61%-4,85713F-HRTimeline
Sequoia Financial Advisors, LLC101,591$7.43M0.04%-1,52013F-HRTimeline
HB Wealth Management, LLC100,901$7.38M0.05%+1913F-HRTimeline
AE Wealth Management LLC97,563$7.14M0.04%+65,69713F-HRTimeline
CFG Wealth Management Services, Inc.94,664$7.05M6.4%+1,31413F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC93,384$6.83M5.37%+5,38813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth85,251$6.78M0.01%+2,97013F-HRTimelineGroup
First PREMIER Bank91,138$6.67M1.54%-4,15113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC90,751$6.64M0.05%+10,05713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC86,420$6.32M0.02%+5,80413F-HRTimeline
Strategic Family Wealth Counselors, L.L…84,621$6.19M1.63%-1,35013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding84,466$6.18M+1,738Timeline
PETRA FINANCIAL ADVISORS INC83,141$6.08M3.76%+3,23113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC81,898$5.99M2.91%-1,86913F-HRTimeline
Allworth Financial LP81,738$5.98M0.02%-3,77513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC81,641$5.97M0.09%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.77,018$5.63M0.19%-7,22213F-HRTimeline
FIRST AMERICAN TRUST, FSB75,277$5.51M0.37%+19,28113F-HRTimeline
Curi Capital, LLC75,181$5.5M0.1%-2,22213F-HRTimeline
SteelPeak Wealth, LLC74,675$5.46M0.17%+4,66613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA72,480$5.3M0.03%013F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.70,988$5.19M2.55%+3,44113F-HRTimeline
Meriwether Wealth & Planning, LLC69,920$5.11M2.8%+8,62713F-HRTimeline
TSG Advice Partners, LLC69,436$5.08M0.76%new13F-HRTimeline
FLOW TRADERS U.S. LLC68,812$5.03M0.16%+53,42313F-HRTimeline
COZAD ASSET MANAGEMENT INC64,730$4.73M0.37%-1,15213F-HRTimeline
Cherry Tree Wealth Management, LLC63,911$4.67M0.99%-3,02013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS63,687$4.66M0.01%-54713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.63,509$4.65M0.01%-17413F-HRTimelineGroup
Fortis Group Advisors, LLC60,464$4.5M0.74%+5,85113F-HRTimeline
G&S Capital LLC61,199$4.48M1.57%+4,26913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC57,793$4.23M<0.01%-44,18613F-HRTimelineGroup
Israel Discount Bank of New York57,754$4.22M9.27%+34,39013F-HRTimeline
MGO ONE SEVEN LLC55,648$4.07M0.08%+4,10113F-HRTimeline
Steward Partners Investment Advisory, L…55,502$4.06M0.02%-3,49513F-HRTimeline
Klingman & Associates, LLC55,186$4.04M0.19%-54913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC54,779$4.01M0.09%+3,92813F-HRTimelineGroup
Burns Matteson Capital Management, LLC54,576$3.99M1.56%-1,77013F-HRTimeline
Ausdal Financial Partners, Inc.52,645$3.85M0.17%-54413F-HRTimeline
Sanctuary Advisors, LLC51,889$3.8M0.02%-1,33713F-HRTimeline
Pacific Center for Financial Services50,841$3.72M0.94%-6,43413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC49,521$3.62M0.16%-38013F-HRTimeline
Focus Financial Network, Inc.49,163$3.6M0.13%-6,99613F-HRTimeline
Johnson & White Wealth Management, LLC48,734$3.56M1.51%+21213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/48,622$3.56M<0.01%-2,591,57813F-HRTimelineGroup
PFG Investments, LLC48,183$3.52M0.16%-9,60513F-HRTimeline
Northwest & Ethical Investments L.P.46,293$3.42M0.08%+38,78213F-HRTimeline
Milestone Investment Advisors LLC46,402$3.39M0.82%-21613F-HRTimeline
Corundum Group, Inc.46,346$3.39M1.13%+7,53913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.46,175$3.38M0.04%-61513F-HRTimelineGroup
Farther Finance Advisors, LLC45,310$3.32M0.03%+16613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,303$3.24M0.07%-1,68913F-HR/ATimeline
Ellis Investment Partners, LLC44,174$3.23M0.56%-1,79813F-HRTimeline
TruWealth Advisors, LLC43,337$3.17M0.15%+2,36813F-HRTimeline
UMB Bank, n.a.43,221$3.16M0.04%-10,98513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merit Financial Group, LLC42,790$3.13M0.02%-5,10213F-HRTimeline
Western Wealth Management, LLC42,366$3.1M0.12%+1,72013F-HR/ATimeline
Global Assets Advisory, LLC42,099$3.08M0.88%-20113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA41,311$3.02M0.07%new13F-HRTimelineGroup
WCG Wealth Advisors LLC40,830$2.99M0.08%-5,23113F-HRTimeline
Arkadios Wealth Advisors40,252$2.94M0.05%-56813F-HRTimeline
Sovereign Investment Advisors, LLC40,238$2.94M0.62%+2,82913F-HRTimeline
WT Wealth Management39,946$2.92M0.87%+3,46413F-HRTimeline
Diametric Capital, LP39,732$2.91M0.76%new13F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC39,669$2.9M1.58%-22113F-HRTimeline
LMCG INVESTMENTS, LLC39,312$2.88M0.17%+6,57813F-HRTimeline
Waverly Advisors, LLC38,949$2.85M0.02%-3,62513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC38,648$2.83M<0.01%-2,03913F-HRTimelineGroup
WFA of San Diego, LLC37,979$2.78M2.23%-1,07413F-HRTimeline
Tennessee Valley Asset Management Partn…37,002$2.71M0.36%+1,19813F-HRTimeline
Trinity Wealth Management, LLC36,539$2.67M0.98%+3,03713F-HRTimeline
Schaeffer Financial LLC36,464$2.67M2.24%+6813F-HRTimeline
&PARTNERS36,266$2.65M0.01%-2,97113F-HRTimeline
Clear Harbor Asset Management, LLC35,955$2.63M0.18%+1,43613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC35,898$2.62M<0.01%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC35,380$2.59M0.26%new13F-HRTimeline
Vigilare Wealth Management35,172$2.57M0.87%+29,84613F-HRTimeline
Integrated Advisors Network LLC35,165$2.57M0.13%-12,61813F-HRTimeline
Concentric Capital Strategies, LP34,921$2.55M0.22%new13F-HRTimeline
Syntegra Private Wealth Group, LLC34,742$2.54M0.24%+8713F-HRTimeline
SCOTIA CAPITAL INC.34,652$2.53M0.01%+91413F-HRTimeline
High Net Worth Advisory Group LLC34,423$2.52M0.59%-4,92913F-HRTimeline
D.A. DAVIDSON & CO.33,668$2.46M0.01%+43213F-HRTimeline
Tradition Wealth Management, LLC33,642$2.46M0.18%+39313F-HRTimeline
WealthBridge Capital Management, LLC33,230$2.43M0.56%+28713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC33,222$2.43M0.36%-9,42613F-HRTimelineGroup
Hansen & Associates Financial Group, In…32,600$2.41M1.3%+73513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32,533$2.38M0.2%-14,18613F-HRTimelineGroup
Prosperity Consulting Group, LLC32,481$2.38M0.11%-1,05913F-HRTimeline
Sherman Wealth Management LLC32,079$2.35M2.02%-3,71213F-HRTimeline
EP Wealth Advisors, LLC32,030$2.34M0.01%+4,82613F-HRTimeline
Avant Capital LLC31,275$2.29M1.61%-1,15613F-HRTimeline
Selby Wealth Management, LLC31,163$2.28M0.9%-1,96913F-HRTimeline
FIRST HORIZON CORP31,149$2.28M0.1%013F-HRTimeline
Elevation Capital Advisory, LLC31,127$2.28M0.97%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …30,181$2.21M0.03%-1,47913F-HRTimelineGroup
Advisory Alpha, LLC30,142$2.2M0.06%+2,68713F-HRTimeline
XML Financial, LLC29,773$2.18M0.18%+99213F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD29,339$2.15M0.32%-2,64113F-HR/ATimeline
Verdence Capital Advisors LLC28,918$2.12M0.12%-89913F-HRTimeline
Weaver Capital Management LLC28,807$2.11M0.46%-2,72413F-HRTimeline
Parallel Advisors, LLC28,460$2.08M0.04%-22313F-HR/ATimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC28,431$2.08M0.21%+2,13813F-HRTimeline
MATTERS CAPITAL LLC28,371$2.08M1.84%013F-HRTimeline
Jaffetilchin Investment Partners, LLC28,341$2.07M0.12%+1,31813F-HRTimeline
Investors Research Corp27,329$2M0.38%+113F-HRTimeline
Beacon Pointe Advisors, LLC26,988$1.97M0.01%+6,12613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…26,823$1.96M0.01%-7,70413F-HRTimelineGroup
Smartleaf Asset Management LLC26,423$1.92M0.07%+22,23413F-HRTimeline
Robertson Stephens Wealth Management, L…26,246$1.92M0.05%-34,44313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments25,822$1.89M0.11%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC25,124$1.84M0.39%-1,39913F-HRTimeline
BLAIR WILLIAM & CO/IL24,558$1.8M0.01%-27213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,295$1.78M0.11%+1713F-HRTimeline
Old North State Trust, LLC24,155$1.77M1.05%013F-HRTimeline
Verity Asset Management, Inc.23,958$1.75M0.74%+14,81413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,956$1.75M<0.01%+1,17613F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT23,955$1.75M0.2%-2,68013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding23,717$1.73M+1,419Timeline
Great Waters Wealth Management23,195$1.7M0.18%-10713F-HRTimeline
Quantinno Capital Management LP22,424$1.64M<0.01%+11,37013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC22,214$1.62M0.1%-47213F-HRTimeline