# INVESCO EXCH TRADED FD TR II (SPLV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPLV/

- Reporting holders: 29
- Reported value: $30.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $12.3M | 174,543 | 6.8% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.6M | 51,113 | 0.0% | 16 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $1.6M | 22,654 | 0.1% | 16 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.5M | 21,917 | 0.6% | 31 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.5M | 20,972 | 0.0% | 9 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.1M | 16,035 | 0.2% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $1.1M | 15,344 | 0.1% | 13 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.0M | 14,467 | 0.0% | 28 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $904.5K | 12,828 | 0.2% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $807.0K | 11,445 | 0.0% | 9 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $722.0K | 10,240 | 0.0% | 32 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $598.4K | 8,487 | 0.5% | 9 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $481.9K | 6,835 | 0.2% | 16 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $421.6K | 5,979 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $356.2K | 5,002 | 0.0% | 3 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $333.9K | 4,736 | 0.1% | 24 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $330.8K | 4,691 | 0.1% | 32 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $289.0K | 4,098 | 0.0% | 5 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $252.5K | 3,580 | 0.2% | 8 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $229.4K | 3,253 | 0.1% | 12 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $217.3K | 3,082 | 0.1% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $206.5K | 2,929 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $96.8K | 1,372 | 0.0% | 12 |
| [NORTH POINT PORTFOLIO MANAGERS CORP/OH](https://holderbook.com/funds/1105344-north-point-portfolio-managers-corp-oh/) | $70.5K | 1,000 | 0.0% | 1 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $45.5K | 645 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $30.2M |
| Q2 2026 | 763 | $4.5B |
| Q1 2026 | 759 | $4.5B |
| Q4 2025 | 752 | $4.3B |
| Q3 2025 | 733 | $4.6B |
| Q2 2025 | 771 | $4.7B |
| Q1 2025 | 776 | $4.9B |
| Q4 2024 | 749 | $4.8B |
| Q3 2024 | 712 | $4.8B |
| Q2 2024 | 685 | $4.2B |
| Q1 2024 | 688 | $6.7B |
| Q4 2023 | 725 | $6.1B |