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Public ownership evidence

Invesco S&P 500 Low Volatility ETF (SPLV) Ownership Disclosures

Read SPLV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2911,891$888,517None
Corient Private Wealth LP2026-06-302026-08-28158,154$11,845,698None
HORAN Wealth, LLC2026-06-302026-08-273,514$263,231None
CARLSON FINANCIAL, INC.2026-06-302026-08-252,910$217,951None
CARLSON FINANCIAL, INC.2026-03-312026-08-252,967$216,969None
CARLSON FINANCIAL, INC.2025-12-312026-08-253,055$218,197None
Bernard Wealth Management Corp.2026-06-302026-08-22210$15,729None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21223$16,733None
Kingsview Wealth Management, LLC2026-06-302026-08-2013,895$1,040,719None
Archer Investment Corp2026-06-302026-08-202,203$164,986None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20270,128$20,232,605None
Beacon Pointe Advisors, LLC2026-06-302026-08-1946,467$3,480,407None
JDM Financial Group LLC2026-06-302026-08-19249$18,650None
Caitlin John, LLC2026-06-302026-08-181,900$142,310None
Corient Private Wealth LP2026-06-302026-08-18160,018$11,985,277None
Old North State Trust, LLC2026-06-302026-08-1824,111$1,806,000None
Empowered Funds, LLC2026-06-302026-08-18297,416$22,276,458None
Transamerica Financial Advisors, LLC2026-06-302026-08-1830,570$2,289,739None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1826,826$2,009,802None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18600$44,940None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18600$43,884None
Equitable Holdings, Inc.2026-06-302026-08-18216,756$16,235,039None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,668$275,000None
Wellington Grp LLC2026-06-302026-08-15371$27,135None
Sequent Planning LLC2026-06-302026-08-1510,088$755,569None
AMERIFLEX GROUP, INC.2026-06-302026-08-15875$65,538None
10Elms LLP2026-06-302026-08-155,624$421,266None
Synergy Investment Management, LLC2026-06-302026-08-159,777$732,285None
SEI INVESTMENTS CO2026-06-302026-08-15239,390$17,930,200None
Glen Eagle Advisors, LLC2026-06-302026-08-15969$72,560None
Federation des caisses Desjardins du Quebec2026-06-302026-08-153,102$232,340None
Modern Wealth Management, LLC2026-06-302026-08-157,579$567,684None
MorganRosel Wealth Management, LLC2026-06-302026-08-155,433$406,947None
Mutual Advisors, LLC2026-06-302026-08-154,791$358,859None
Nemes Rush Group LLC2026-06-302026-08-1549$3,670None
Milestone Investment Advisors LLC2026-06-302026-08-1546,372$3,473,263None
COFG Advisors, LLC2026-06-302026-08-1528,905$2,164,992None
Perennial Investment Advisors, LLC2026-06-302026-08-1512,211$914,630None
O'ROURKE & COMPANY, Inc2026-06-302026-08-15131,930$9,881,586None
Sovereign Investment Advisors, LLC2026-06-302026-08-1540,458$3,030,347None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-156,515$487,991None
KINTRA WEALTH, LLC2026-06-302026-08-156,586$502,042None
Ameritas Advisory Services, LLC2026-06-302026-08-1511,146$834,838None
Blue Door Asset Management, LLC2026-06-302026-08-1570,000$5,243,000None
WCG Wealth Advisors LLC2026-06-302026-08-1527,791$2,081,568None
XTX Topco Ltd2026-06-302026-08-153,881$290,687None
WFA of San Diego, LLC2026-06-302026-08-1535,706$2,721,868None
Western Wealth Management, LLC2026-06-302026-08-1546,451$3,479,171None
Foundations Investment Advisors, LLC2026-06-302026-08-156,768$506,958None
Qube Research & Technologies Ltd2026-06-302026-08-15617,466$46,248,203None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗HORAN Wealth, LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Bernard Wealth Management Corp. ↗GILL CAPITAL PARTNERS, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.