13F Insight
DOSSIER · 13F Holders · Q2 2026
SPLV

INVESCO S&P 500 LOW VOLATILITY

821 institutions still hold INVESCO S&P 500 LOW VOLATILITY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E354·821 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.6B
visible holders
Holders
821
filers reporting
Concentration
20.29%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

821 institutions reported SPLV in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 20.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$522M7.0M0.03%Q2 202602
MORGAN STANLEY
CIK 0000895421
$370M4.9M0.02%Q2 202603
LPL Financial LLC
CIK 0001403438
$287M3.8M0.06%Q2 202604
FMR LLC
CIK 0000315066
$164M2.2M0.01%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$138M1.8M0.02%Q2 202606
UBS Group AG
CIK 0001610520
$116M1.5M0.01%Q2 202607
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$115M1.5M0.08%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$105M1.4M0.02%Q2 202609
PICTON MAHONEY ASSET MANAGEMENT
CIK 0001539041
$94M1.3M0.69%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$93M1.2M0.02%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$84M1.1M0.02%Q2 202612
CI INVESTMENTS INC.
CIK 0001163648
$79M1.1M0.25%Q2 202613
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$63M879K0.04%Q4 202514
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$63M837K0.08%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$55M740K0.07%Q2 202616
SECURIAN ASSET MANAGEMENT, INC
CIK 0001035350
$53M690K1.90%Q2 202617
Qube Research & Technologies Ltd
CIK 0001729829
$46M617K0.04%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$46M609K0.01%Q2 202619
Armbruster Capital Management, Inc.
CIK 0001664847
$40M540K6.03%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$39M520K0.04%Q2 2026
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