13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SPLV

INVESCO S&P 500 LOW VOLATILITY

752 institutions still hold INVESCO S&P 500 LOW VOLATILITY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E354·752 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.8%
vs prior quarter
13F value held
$2.6B
47.0% inst. owned
of float
Holders
752
-52 QoQ
filers reporting
Activity
+86 / −74
+849 added · −858 reduced
this quarter
Concentration
17.51%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

752 institutions reported SPLV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.5% of the visible book. -52 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$449M6.1M0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$356M4.9M0.02%Q1 202603
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$304M4.2M0.25%Q1 202604
LPL Financial LLC
CIK 0001403438
$222M3.0M0.06%Q1 202605
FMR LLC
CIK 0000315066
$173M2.4M0.01%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$131M1.8M0.03%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$123M1.7M0.02%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$109M1.5M0.02%Q1 202609
Invesco Ltd.
CIK 0000914208
$87M1.2M0.01%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$82M1.1M0.11%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$72M983K0.01%Q1 202612
PICTON MAHONEY ASSET MANAGEMENT
CIK 0001539041
$70M952K0.51%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M938K0.02%Q1 202614
UBS Group AG
CIK 0001610520
$63M855K0.01%Q1 202615
SECURIAN ASSET MANAGEMENT, INC
CIK 0001035350
$50M690K2.00%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M605K0.01%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$43M587K0.06%Q1 202618
Brookstone Capital Management
CIK 0001599584
$41M560K0.47%Q1 202619
Junto Capital Management LP
CIK 0001595880
$40M548K0.85%Q1 202620
Armbruster Capital Management, Inc.
CIK 0001664847
$39M530K6.35%Q1 2026
Page 1 of 38
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