INVESCO S&P 500 LOW VOLATILI (SPLV) Institutional Shareholders
INVESCO S&P 500 LOW VOLATILI (SPLV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.12B in SPLV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SPLV tracked by InsiderSet, reporting ownership valued at approximately $449.27M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $468.87M, representing an estimated gain of +4.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed SPLV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 LOW VOLATILI (SPLV).
This page ranks the largest institutional SPLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
743
Total Reported Value
$4.12B
Largest Holder
Bank Of America Corp
Largest Position
$449.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 6,142,652 | $449,273,577 | $468,868,627 | +$19,595,050 | +4.36% | |
| Morgan Stanley | 0.02% | 4,871,322 | $356,288,584 | $371,828,008 | +$15,539,424 | +4.36% | |
| Two Sigma Investments, Lp | 0.25% | 4,156,600 | $304,013,724 | $317,273,278 | +$13,259,554 | +4.36% | |
| Lpl Financial Llc | 0.06% | 3,030,571 | $221,655,957 | $231,323,484 | +$9,667,527 | +4.36% | |
| Fmr Llc | 0.01% | 2,360,158 | $172,621,989 | $180,150,860 | +$7,528,871 | +4.36% | |
| Ameriprise Financial Inc | 0.03% | 1,794,722 | $131,355,671 | $136,991,130 | +$5,635,459 | +4.29% | |
| Wells Fargo & Company/Mn | 0.02% | 1,676,849 | $122,644,751 | $127,993,884 | +$5,349,133 | +4.36% | |
| Royal Bank Of Canada | 0.02% | 1,484,047 | $108,544,000 | $113,277,308 | +$4,733,308 | +4.36% | |
| Invesco Ltd. | 0.01% | 1,195,950 | $87,471,783 | $91,286,864 | +$3,815,081 | +4.36% | |
| Goldman Sachs Group Inc | 0.01% | 983,247 | $71,914,686 | $75,051,244 | +$3,136,558 | +4.36% | |
| Picton Mahoney Asset Management | 0.73% | 951,612 | $69,600,902 | $72,636,544 | +$3,035,642 | +4.36% | |
| Raymond James Financial Inc | 0.02% | 937,659 | $68,579,257 | $71,571,511 | +$2,992,254 | +4.36% | |
| Commonwealth Equity Services, Llc | 0.08% | 836,710 | $62,669,611 | $63,866,074 | +$1,196,463 | +1.91% | |
| Ubs Group Ag | 0.01% | 855,300 | $62,556,642 | $65,285,049 | +$2,728,407 | +4.36% | |
| Pnc Financial Services Group, Inc. | 0.04% | 836,349 | $61,170,529 | $63,838,519 | +$2,667,990 | +4.36% | |
| Securian Asset Management, Inc | 1.90% | 690,000 | $52,833,300 | $52,667,700 | -$165,600 | -0.31% | |
| Envestnet Asset Management Inc | 0.01% | 608,840 | $45,600,351 | $46,472,757 | +$872,406 | +1.91% | |
| Osaic Holdings, Inc. | 0.06% | 586,943 | $42,934,626 | $44,801,359 | +$1,866,733 | +4.35% | |
| Armbruster Capital Management, Inc. | 6.03% | 540,041 | $40,449,100 | $41,221,330 | +$772,230 | +1.91% | |
| Junto Capital Management Lp | 0.85% | 548,375 | $40,108,148 | $41,857,464 | +$1,749,316 | +4.36% | |
| Brookstone Capital Management | 0.39% | 512,689 | $38,400,422 | $39,133,551 | +$733,129 | +1.91% | |
| Private Advisor Group, Llc | 0.16% | 480,267 | $35,972,047 | $36,658,780 | +$686,733 | +1.91% | |
| Genworth Financial Inc | 7.34% | 476,493 | $35,689,326 | $36,370,711 | +$681,385 | +1.91% | |
| Citigroup Inc | 0.02% | 439,459 | $32,915,467 | $33,543,905 | +$628,438 | +1.91% | |
| Cetera Investment Advisers | 0.03% | 441,308 | $32,277,304 | $33,685,040 | +$1,407,736 | +4.36% | |
| Berman Mcaleer Llc | 3.49% | 402,028 | $30,111,886 | $30,686,797 | +$574,911 | +1.91% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 403,201 | $29,490,192 | $30,776,332 | +$1,286,140 | +4.36% | |
| New England Private Wealth Advisors Llc | 3.09% | 365,651 | $26,743,706 | $27,910,141 | +$1,166,435 | +4.36% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.33% | 331,823 | $24,853,517 | $25,328,050 | +$474,533 | +1.91% | |
| Painted Porch Advisors Llc | 10.60% | 323,825 | $24,254,508 | $24,717,562 | +$463,054 | +1.91% | |
| Jones Financial Companies Lllp | 0.01% | 327,515 | $23,636,951 | $24,999,220 | +$1,362,269 | +5.76% | |
| Dynasty Wealth Management, Llc | 0.20% | 319,953 | $23,401,352 | $24,422,012 | +$1,020,660 | +4.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 296,112 | $22,457,131 | $22,602,229 | +$145,098 | +0.65% | |
| Cwm, Llc | 0.06% | 301,300 | $22,037,060 | $22,998,229 | +$961,169 | +4.36% | |
| Mercer Global Advisors Inc | 0.03% | 297,219 | $21,738,567 | $22,686,726 | +$948,159 | +4.36% | |
| Scarborough Advisors, Llc | 2.47% | 288,651 | $21,495,818 | $22,032,731 | +$536,913 | +2.50% | |
| Empowered Funds, Llc | 0.13% | 274,963 | $20,110,794 | $20,987,926 | +$877,132 | +4.36% | |
| Cambria Investment Management, L.P. | 1.12% | 274,758 | $20,095,800 | $20,972,278 | +$876,478 | +4.36% | |
| Kestra Advisory Services, Llc | 0.06% | 263,709 | $19,751,828 | $20,128,908 | +$377,080 | +1.91% | |
| Stifel Financial Corp | 0.02% | 263,123 | $19,245,046 | $20,084,179 | +$839,133 | +4.36% | |
| Sei Investments Co | 0.02% | 246,947 | $18,061,750 | $18,849,465 | +$787,715 | +4.36% | |
| Equitable Holdings, Inc. | 0.11% | 245,526 | $17,536,729 | $18,741,000 | +$1,204,271 | +6.87% | |
| Newsquare Capital Llc | 1.27% | 228,650 | $17,125,885 | $17,452,855 | +$326,970 | +1.91% | |
| Commerce Bank | 0.08% | 220,712 | $16,142,875 | $16,846,947 | +$704,072 | +4.36% | |
| Prospera Financial Services Inc | 0.22% | 198,593 | $14,875,208 | $15,158,604 | +$283,396 | +1.91% | |
| Lido Advisors, Llc | 0.05% | 186,806 | $13,663,051 | $14,258,902 | +$595,851 | +4.36% | |
| Ballast, Inc. | 2.45% | 173,437 | $12,990,446 | $13,238,446 | +$248,000 | +1.91% | |
| Dominguez Wealth Management Solutions, Inc. | 7.03% | 170,427 | $12,764,973 | $13,008,693 | +$243,720 | +1.91% | |
| Jfs Wealth Advisors, Llc | 0.60% | 161,837 | $12,121,610 | $12,353,018 | +$231,408 | +1.91% | |
| Sykon Capital Llc | 3.95% | 162,048 | $11,852,215 | $12,369,124 | +$516,909 | +4.36% |
Frequently asked questions about SPLV
Who owns the most SPLV stock?
The largest holders of SPLV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 LOW VOLATILI (SPLV).
Is SPLV widely held by superinvestors?
Many widely followed stocks like SPLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPLV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.