SPLV institutional holders

Invesco S&P 500 Low Volatility ETF · 796 reporting institutions · $4.3B reported value

Funds that can replace SPLV · SPLV return decomposition

Institutional holdings

Institutions reporting SPLV, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$521.8M02026-06-30
Morgan Stanley$370.3M23,1852026-06-30
Lpl Financial LLC$286.7M23,4582026-06-30
Fmr LLC$163.8M02026-06-30
Royal Bank of Canada$137.8M02026-06-30
Two Sigma Investments, LP$115.1M02026-06-30
Wells Fargo & Company/mn$104.6M02026-06-30
Picton Investments$93.9M02026-06-30
Ameriprise Financial Inc$92.9M02026-06-30
Raymond James Financial Inc$84M02026-06-30
Ci Investments Inc.$79.3M02026-06-30
PNC Financial Services Group, Inc.$74.2M02026-06-30
UBS Group AG$71.1M02026-06-30
Commonwealth Equity Services, LLC$62.7M2,8632026-06-30
Osaic Holdings, Inc.$55.5M02026-06-30
Securian Asset Management, Inc$52.8M02026-06-30
Qube Research & Technologies Ltd$46.2M02026-06-30
Envestnet Pmc$45.6M602026-06-30
Armbruster Capital Management, Inc.$40.4M62026-06-30
Cetera Investment Advisers$38.9M10,3702026-06-30
Brookstone Capital Management$38.4M3372026-06-30
Jpmorgan Chase & Co$37.8M02026-06-30
Private Advisor Group, LLC$36M9272026-06-30
Genworth Financial Inc$35.7M02026-06-30
Citigroup Inc$32.9M02026-06-30
Berman McAleer$30.1M132026-06-30
New England Private Wealth Advisors LLC$28.3M122026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$24.9M992026-06-30
Painted Porch Advisors LLC$24.3M142026-06-30
Jones Financial Companies LLLP$23.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$22.5M1,0262026-06-30
Cambria Investment Management, LP$22.3M12026-06-30
Etf Architect$22.3M62026-06-30
Cwm, LLC$22M6672026-03-31
Scarborough Advisors, LLC$21.5M152026-06-30
Mercer Global Advisors Inc /adv$20.2M02026-06-30
Kestra Advisory Services, LLC$19.8M1,4792026-06-30
Stifel Financial Corp$19.2M02026-06-30
Finemark National Bank & Trust$18.7M02025-12-31
Sei Investments Co$17.9M02026-06-30
Goldman Sachs Group Inc$17.5M02026-06-30
Newsquare Capital, LLC$17.1M62026-06-30
Dynasty Wealth Management, LLC$16.9M142026-06-30
Diametric Capital, LP$16.9M02026-06-30
Arax Advisory Partners$16.6M2322026-06-30
Equitable Holdings, Inc.$16.2M02026-06-30
Prospera Financial Services, Inc.$14.9M2702026-06-30
Commerce Bank$14.5M02026-06-30
HSBC Holdings PLC$14.1M02026-06-30
Northwestern Mutual Wealth Management Co$14.1M02026-06-30
Geneos Wealth Management, Inc.$13.6M1932026-06-30
Ballast, Inc.$13M82026-06-30
Jump Financial, LLC$12.8M02026-06-30
Dominguez Wealth Management Solutions, Inc.$12.8M22026-06-30
Bell Investment Advisors, Inc$12.6M92026-06-30
Ep Wealth Advisors, LLC$12.2M3382026-06-30
Jfs Wealth Advisors, LLC$12.1M332026-06-30
Corient Private Wealth LP$11.8M6742026-06-30
Newedge Advisors$11.8M6012026-06-30
Alliance Wealth Advisors, LLC /ut$11.5M122026-06-30
Lido Advisors, LLC$11.4M3202026-06-30
Hightower Advisors, LLC$11.3M1,0462026-06-30
Capital Investment Advisory Services, LLC$11.3M1032026-06-30
MML Investors Services, LLC$11.2M5,1202026-06-30
Mai Capital Management$10.8M3082026-06-30
Glenmede Trust Co NA$10.8M62026-06-30
Creative Planning$10.7M1,1712026-06-30
Millennium Management LLC$10.5M02026-06-30
Invesco Ltd.$10M02026-06-30
O'Rourke & Company, Incorporated$9.9M22026-06-30
Traynor Capital Management, Inc.$9.7M72026-06-30
Opes Wealth Management LLC$9.2M02026-03-31
Nilsine Partners, LLC$9.2M152026-06-30
Commonwealth Financial Services, LLC$8.8M152026-06-30
Vigilare Wealth Management LLC$8.6M42026-06-30
Waterloo Capital, LP$8.5M572026-06-30
Rockefeller Capital Management LP$8.4M3462026-06-30
Truist Financial Corp$8.4M02026-06-30
Fortune Financial Group, Inc.$8.3M32026-06-30
Stewardship Advisors, LLC$8.1M92026-06-30
Sequoia Financial Group, LLC$7.6M2582026-06-30
Hb Wealth Management, LLC$7.6M1692026-06-30
Jackson, Grant Investment Advisers, Inc.$7.6M42026-06-30
Strategic Advisory Partners, LLC$7.2M42026-06-30
Gts Securities LLC$7.1M02026-06-30
Cfg Wealth Management Services Inc$7.1M22026-06-30
Vaquero Private Wealth, Ltd$7M62026-06-30
Focus Partners Wealth$6.9M1,0482026-06-30
Petra Financial Advisors Inc$6.7M72026-06-30
Healthcare of Ontario Pension Plan Trust Fund$6.6M02026-06-30
Steelpeak Wealth, LLC$6.4M422026-06-30
Waverly Advisors, LLC$6.4M2312026-06-30
Strategic Family Wealth Counselors, LLC$6.3M42026-06-30
Mariner, LLC$6.3M02026-06-30
Essex Financial Services, Inc.$6.1M332026-06-30
American Financial & Tax Strategies Inc$6.1M12026-06-30
J.W. Cole Advisors, Inc.$6M4992026-06-30
Curi Capital, LLC$6M942026-06-30
Arkadios Wealth Advisors$5.8M2262026-06-30
Allworth Financial, LP$5.8M3172026-06-30
Coppell Advisory Solutions LLC$5.6M762026-06-30
Value Investment Professionals, LLC$5.6M32026-06-30
Israel Discount Bank of New York$5.5M02026-06-30
Pinnacle Wealth Management Group, Inc.$5.4M32026-06-30
Fifth Third Securities, Inc.$5.3M1,0142026-06-30
Blue Door Asset Management, LLC$5.2M02026-06-30
Flagship Harbor Advisors, LLC$5.1M602026-06-30
Tsg Advice Partners, LLC$5.1M112026-03-31
Captrust Financial Advisors$4.9M9622026-06-30
Bnp Paribas Financial Markets$4.8M02026-06-30
G&S Capital LLC$4.8M62026-06-30
Baird Financial Group, Inc.$4.7M02026-06-30
Cherry Tree Wealth Management, LLC$4.7M92026-03-31
Fortis Group Advisors, LLC$4.6M252026-06-30
Trinity Wealth Management, LLC$4.5M42026-06-30
&partners$4.5M5552026-06-30
Banque Transatlantique SA$4.5M02026-06-30
Mgo One Seven LLC$4.3M1182026-06-30
Mosaic Family Wealth Partners, LLC$4.3M192026-06-30
Creativeone Wealth, LLC$4.1M2212026-06-30
Klingman & Associates, LLC$4.1M92026-06-30
Trilogy Capital, Inc.$4.1M722026-06-30
Two Sigma Securities, LLC$4M02026-06-30
Steward Partners Investment Advisory, LLC$4M4812026-06-30
Sanctuary Advisors, LLC$4M4012026-06-30
Burns Matteson Capital Management, LLC$3.9M62026-06-30
Tudor Investment Corp Et Al$3.8M02026-06-30
Pacific Center for Financial Services$3.8M52026-06-30
Pfg Investments, LLC$3.8M02026-06-30
Bank of Montreal /can$3.7M02026-06-30
Johnson & White Wealth Management LLC$3.6M72026-06-30
Independent Financial Group, LLC$3.5M4812026-06-30
Focus Financial$3.5M1212026-06-30
Beacon Pointe Advisors, LLC$3.5M4662026-06-30
Western Wealth Management, LLC$3.5M1122026-06-30
Milestone Investment Advisors LLC$3.5M72026-06-30
Stratos Wealth Partners, Ltd.$3.4M3862026-06-30
Farther Finance Advisors, LLC$3.3M3342026-06-30
Donaldson Capital Management, LLC$3.3M02026-06-30
Ellis Investment Partners, LLC$3.2M182026-06-30
Truwealth Advisors, LLC$3.2M02026-03-31
Merit Financial Group, LLC$3.1M2952026-06-30
Global Assets Advisory, LLC$3.1M302026-06-30
Garden State Investment Advisory Services LLC$3.1M332026-06-30
Fifth Third Bancorp$3.1M02026-06-30
Sovereign Investment Advisors, LLC$3M62026-06-30
Umb Bank, N.A.$3M02026-06-30
Wt Wealth Management$3M132026-06-30
Lmcg Investments, LLC$3M72026-06-30
Total Clarity Wealth Management, Inc.$3M222026-06-30
Cerity Partners LLC$3M7772026-06-30
Sard Wealth Managment Group, LLC$3M22026-06-30
Tennessee Valley Asset Management Partners$2.8M252026-06-30
Clear Harbor Asset Management, LLC$2.8M172026-06-30
Global Retirement Partners LLC$2.8M4912026-06-30
Wfa of San Diego, LLC$2.7M22026-06-30
Schaeffer Financial LLC$2.7M52026-06-30
Scotia Capital Inc.$2.7M02026-06-30
Hansen & Associates Financial Group, Inc.$2.7M42026-06-30
Transatlantique Private Wealth LLC$2.6M112025-12-31
Parallel Advisors, LLC$2.6M752026-06-30
Syntegra Private Wealth Group, LLC$2.6M122026-06-30
High Net Worth Advisory Group LLC$2.5M62026-06-30
Tradition Wealth Management, LLC$2.5M232026-06-30
Comerica Bank$2.5M02025-12-31
Tower Research Capital LLC (trc)$2.4M02026-06-30
Wealthbridge Capital Management, LLC$2.4M52026-06-30
Prosperity - An Eisneramper Company$2.4M652026-06-30
Sherman Wealth Management LLC$2.4M32026-06-30
First Horizon Corp$2.3M02026-06-30
Transamerica Financial Advisors, LLC$2.3M1,0972026-06-30
Ae Wealth Management LLC$2.3M4712026-06-30
Medallion Wealth Advisors, LLC$2.3M62026-06-30
Selby Wealth Management$2.2M32026-06-30
Oppenheimer & Co. Inc.$2.2M1,1662026-06-30
Aqr Capital Management LLC$2.2M12026-06-30
Ifg Advisory, LLC$2.2M1102026-06-30
Avant Capital, LLC$2.2M22026-06-30
Verdence Capital Advisors LLC$2.2M462026-06-30
Chicago Oakbrook Financial Group$2.2M102026-06-30
Verition Fund Management LLC$2.2M62026-06-30
Matters Capital LLC$2.1M22026-06-30
Y-Intercept (hong Kong) Ltd$2.1M02026-06-30
Weaver Capital Management LLC$2.1M32026-06-30
D.A. Davidson & Co.$2.1M6892026-06-30
Wcg Wealth Advisors LLC$2.1M1302026-06-30
Jaffetilchin Investment Partners, LLC$2.1M02026-03-31
United Capital Financial Advisors, LLC$2M1662026-06-30
Smartleaf Asset Management LLC$2M92026-06-30
Irc Wealth$2M72026-06-30
Integrated Advisors Network LLC$2M792026-06-30
Ausdal Financial Partners, Inc.$2M1892026-06-30
Pfg Advisors$1.9M832026-06-30
Amundi$1.9M02026-06-30
Perryman Financial Advisory Inc /ad$1.9M82026-06-30
Blackrock, Inc.$1.9M02026-06-30
Integrated Wealth Concepts LLC$1.8M4802026-06-30
Blair William & Co/il$1.8M3292026-06-30
Simplicity Wealth, LLC$1.8M02026-06-30
Harbour Investments, Inc.$1.8M2472026-06-30
Silverlake Wealth Management LLC$1.8M92026-06-30
Great Waters Wealth Management$1.7M262026-06-30
Cubist Systematic Strategies, LLC$1.7M02025-09-30
Robertson Stephens Wealth Management, LLC$1.7M722026-06-30
Ridgewood Investments LLC$1.7M42026-06-30
Concurrent Investment Advisors, LLC$1.7M3492026-06-30
Terril & Company$1.7M52026-06-30
Advisory Solutions Group$1.7M422026-06-30
Sheets Smith Wealth Management$1.6M102026-06-30
Woodmont Investment Counsel LLC$1.6M92026-06-30
Johnson Investment Counsel Inc$1.6M652026-06-30
Acorn Wealth Advisors, LLC$1.6M52026-06-30
Advisory Services Network$1.6M2532026-06-30
Verity Asset Management$1.5M532026-06-30
Creative Financial Designs Inc /adv$1.5M02026-06-30
Lanark Financial, Inc.$1.5M692026-06-30
Long Island Wealth Management, Inc.$1.5M12026-06-30
Vise Technologies, Inc.$1.5M02026-06-30
Wealthspire Retirement, LLC$1.5M1462026-06-30
Laurel Wealth Planning LLC$1.5M62026-06-30
Intesa Sanpaolo S.p.a.$1.5M02026-06-30
Quantinno Capital Management LP$1.5M02026-06-30
Wealthcare Advisory Partners LLC$1.5M1702026-06-30
Wealthplan Investment Management, LLC$1.5M292026-06-30
Troutman Wealth Management, LLC$1.5M12026-06-30
Massmutual Private Wealth & Trust, Fsb$1.5M02026-06-30
Kingswood Wealth Advisors, LLC$1.5M1232026-06-30
Midwest Financial Group LLC$1.4M112026-06-30
Financial Life Advisors$1.4M72026-06-30
Ashton Thomas Private Wealth, LLC$1.4M962026-06-30
Seamount Financial Group Inc$1.4M62026-06-30
Tompkins Financial Corp$1.4M02026-06-30
Quantum Financial Partners LLC$1.4M72026-06-30
Tempus Wealth Planning, LLC$1.4M102026-06-30
Diversify Advisory Services, LLC$1.4M1162026-06-30
Diversify Wealth Management, LLC$1.4M782026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$1.4M02026-06-30
Stephens Inc /ar$1.4M2432026-06-30
U.S. Capital Wealth Advisors, LLC$1.4M02026-03-31
Paragon Private Wealth Management, LLC$1.4M32026-06-30
Lfa$1.3M72026-06-30
Kingstone Capital Partners Texas, LLC$1.3M62026-06-30
Mgb Wealth Management, LLC$1.3M02025-12-31
Santori & Peters, Inc.$1.3M42026-06-30
Capstone Wealth Management Group, Inc.$1.3M52026-06-30
Flagship Private Wealth, LLC$1.3M42026-06-30
Capstone Wealth Management Group LLC$1.3M02026-03-31
Daiwa Securities Group Inc.$1.3M02026-06-30
Prelude Capital Management, LLC$1.2M02026-06-30
Nuveen, LLC$1.2M02026-06-30

The 250 largest of 796 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30