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 $4.14B 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 $521.76M in its June 30, 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 $526.92M, representing an estimated gain of +0.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed SPLV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, 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
751
Total Reported Value
$4.14B
Largest Holder
Bank Of America Corp
Largest Position
$521.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
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% | 6,966,141 | $521,763,986 | $526,918,905 | +$5,154,919 | +0.99% | |
| Morgan Stanley | 0.02% | 4,943,390 | $370,259,964 | $373,918,020 | +$3,658,056 | +0.99% | |
| Lpl Financial Llc | 0.06% | 3,827,985 | $286,716,036 | $289,548,785 | +$2,832,749 | +0.99% | |
| Fmr Llc | 0.01% | 2,186,519 | $163,770,315 | $165,388,297 | +$1,617,982 | +0.99% | |
| Royal Bank Of Canada | 0.02% | 1,839,172 | $137,753,000 | $139,114,970 | +$1,361,970 | +0.99% | |
| Two Sigma Investments, Lp | 0.09% | 1,536,900 | $115,113,810 | $116,251,116 | +$1,137,306 | +0.99% | |
| Wells Fargo & Company/Mn | 0.02% | 1,396,456 | $104,594,561 | $105,627,932 | +$1,033,371 | +0.99% | |
| Picton Mahoney Asset Management | 0.87% | 1,254,188 | $93,938,708 | $94,866,780 | +$928,072 | +0.99% | |
| Ameriprise Financial Inc | 0.02% | 1,240,133 | $92,894,477 | $93,803,660 | +$909,183 | +0.98% | |
| Raymond James Financial Inc | 0.02% | 1,121,670 | $84,013,095 | $84,843,119 | +$830,024 | +0.99% | |
| Ci Investments Inc. | 0.25% | 1,058,154 | $79,255,735 | $80,038,769 | +$783,034 | +0.99% | |
| Ubs Group Ag | 0.01% | 949,892 | $71,146,911 | $71,849,831 | +$702,920 | +0.99% | |
| Commonwealth Equity Services, Llc | 0.08% | 836,710 | $62,669,611 | $63,288,744 | +$619,133 | +0.99% | |
| Pnc Financial Services Group, Inc. | 0.03% | 801,970 | $60,067,579 | $60,661,011 | +$593,432 | +0.99% | |
| Osaic Holdings, Inc. | 0.07% | 740,238 | $55,455,079 | $55,991,602 | +$536,523 | +0.97% | |
| Securian Asset Management, Inc | 1.90% | 690,000 | $52,833,300 | $52,191,600 | -$641,700 | -1.21% | |
| Qube Research & Technologies Ltd | 0.05% | 617,466 | $46,248,203 | $46,705,128 | +$456,925 | +0.99% | |
| Envestnet Asset Management Inc | 0.01% | 608,840 | $45,600,351 | $46,052,658 | +$452,307 | +0.99% | |
| Armbruster Capital Management, Inc. | 6.03% | 540,041 | $40,449,100 | $40,848,701 | +$399,601 | +0.99% | |
| Cetera Investment Advisers | 0.04% | 519,513 | $38,911,524 | $39,295,963 | +$384,439 | +0.99% | |
| Brookstone Capital Management | 0.39% | 512,689 | $38,400,422 | $38,779,796 | +$379,374 | +0.99% | |
| Jpmorgan Chase & Co | 0.00% | 500,430 | $37,827,535 | $37,852,525 | +$24,990 | +0.07% | |
| Private Advisor Group, Llc | 0.16% | 480,267 | $35,972,047 | $36,327,396 | +$355,349 | +0.99% | |
| Genworth Financial Inc | 7.34% | 476,493 | $35,689,326 | $36,041,931 | +$352,605 | +0.99% | |
| Citigroup Inc | 0.02% | 439,459 | $32,915,467 | $33,240,679 | +$325,212 | +0.99% | |
| Berman Mcaleer Llc | 3.49% | 402,028 | $30,111,886 | $30,409,398 | +$297,512 | +0.99% | |
| New England Private Wealth Advisors Llc | 2.73% | 366,189 | $28,266,104 | $27,698,536 | -$567,568 | -2.01% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.33% | 331,823 | $24,853,517 | $25,099,092 | +$245,575 | +0.99% | |
| Painted Porch Advisors Llc | 10.60% | 323,825 | $24,254,508 | $24,494,123 | +$239,615 | +0.99% | |
| Jones Financial Companies Lllp | 0.01% | 309,928 | $23,479,987 | $23,442,954 | -$37,033 | -0.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 296,112 | $22,457,131 | $22,397,912 | -$59,219 | -0.26% | |
| Cambria Investment Management, L.P. | 1.10% | 297,416 | $22,276,458 | $22,496,546 | +$220,088 | +0.99% | |
| Empowered Funds, Llc | 0.12% | 297,416 | $22,276,458 | $22,496,546 | +$220,088 | +0.99% | |
| Cwm, Llc | 0.06% | 301,300 | $22,037,060 | $22,790,332 | +$753,272 | +3.42% | |
| Scarborough Advisors, Llc | 2.47% | 288,651 | $21,495,818 | $21,833,562 | +$337,744 | +1.57% | |
| Mercer Global Advisors Inc | 0.03% | 270,128 | $20,232,605 | $20,432,482 | +$199,877 | +0.99% | |
| Kestra Advisory Services, Llc | 0.06% | 263,709 | $19,751,828 | $19,946,949 | +$195,121 | +0.99% | |
| Stifel Financial Corp | 0.02% | 256,200 | $19,189,534 | $19,378,968 | +$189,434 | +0.99% | |
| Sei Investments Co | 0.02% | 239,390 | $17,930,200 | $18,107,460 | +$177,260 | +0.99% | |
| Goldman Sachs Group Inc | 0.00% | 233,427 | $17,483,682 | $17,656,418 | +$172,736 | +0.99% | |
| Newsquare Capital Llc | 1.27% | 228,650 | $17,125,885 | $17,295,086 | +$169,201 | +0.99% | |
| Dynasty Wealth Management, Llc | 0.13% | 225,564 | $16,894,746 | $17,061,661 | +$166,915 | +0.99% | |
| Diametric Capital, Lp | 1.79% | 225,231 | $16,869,801 | $17,036,473 | +$166,672 | +0.99% | |
| Arax Advisory Partners | 0.11% | 220,966 | $16,550,380 | $16,713,868 | +$163,488 | +0.99% | |
| Equitable Holdings, Inc. | 0.10% | 216,756 | $16,235,039 | $16,395,424 | +$160,385 | +0.99% | |
| Prospera Financial Services Inc | 0.22% | 198,593 | $14,875,208 | $15,021,575 | +$146,367 | +0.98% | |
| Commerce Bank | 0.06% | 193,882 | $14,521,761 | $14,665,234 | +$143,473 | +0.99% | |
| Hsbc Holdings Plc | 0.01% | 185,854 | $14,067,834 | $14,057,997 | -$9,837 | -0.07% | |
| Geneos Wealth Management Inc. | 0.28% | 181,182 | $13,570,545 | $13,704,606 | +$134,061 | +0.99% | |
| Ballast, Inc. | 2.45% | 173,437 | $12,990,446 | $13,118,775 | +$128,329 | +0.99% |
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.