Who Owns INVESCO VARIABLE RATE PREFERRED (VRP)? -- Institutional Holders (2026-03-31)

284 institutions reported holding $1.30B of INVESCO VARIABLE RATE PREFERRED (VRP) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($225.5M), BANK OF AMERICA CORP /DE/ ($213.5M), WELLS FARGO & COMPANY/MN ($83.7M), LPL Financial LLC ($69.4M), UBS Group AG ($53.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$225.5M9.4MAdded
2BANK OF AMERICA CORP /DE/$213.5M8.9MTrimmed
3WELLS FARGO & COMPANY/MN$83.7M3.5MTrimmed
4LPL Financial LLC$69.4M2.9MAdded
5UBS Group AG$53.7M2.2MAdded
6JPMORGAN CHASE & CO$39.5M1.7MTrimmed
7Advisors Capital Management, LLC$35.6M1.5MAdded
8STEPHENS INC /AR/$35.5M1.5MAdded
9ENVESTNET ASSET MANAGEMENT INC$34.4M1.4MAdded
10HighTower Advisors, LLC$28.6M1.2MAdded
11RAYMOND JAMES FINANCIAL INC$19.9M829,674Added
12Mader & Shannon Wealth Management, Inc.$17.3M722,589Trimmed
13Royal Bank of Canada$17.3M721,841Trimmed
14AMERIPRISE FINANCIAL INC$15.6M652,466Added
15OSAIC HOLDINGS, INC.$12.8M534,639Trimmed
16BENJAMIN EDWARDS INC$12.3M512,278Trimmed
17Evolution Wealth Advisors, LLC$11.3M469,296Added
18STIFEL FINANCIAL CORP$10.9M453,481Added
19Sanctuary Advisors, LLC$10.0M417,981Added
20Matthew Goff Investment Advisor, LLC$9.7M404,841New
21Janney Montgomery Scott LLC$9.4M393,325Added
22MAI Capital Management$9.4M391,636Added
23Cordoba Advisory Partners LLC$9.2M383,645Added
24Ashton Thomas Private Wealth, LLC$9.2M383,416Trimmed
25Westover Capital Advisors, LLC$9.2M382,846Added

Source: SEC Form 13F filings · as of 2026-03-31