Who Owns INVESCO SR INCOME TR (VVR)? -- Institutional Holders (2026-06-30)
154 institutions reported holding $190.6M of INVESCO SR INCOME TR (VVR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($34.7M), Bramshill Investments, LLC ($25.2M), Penserra Capital Management LLC ($13.1M), LOOMIS SAYLES & CO L P ($9.5M), Solutions 4 Wealth, Ltd ($8.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $34.7M | 11.6M | Added |
| 2 | Bramshill Investments, LLC | $25.2M | 8.4M | Added |
| 3 | Penserra Capital Management LLC | $13.1M | 4.4M | Added |
| 4 | LOOMIS SAYLES & CO L P | $9.5M | 3.2M | Added |
| 5 | Solutions 4 Wealth, Ltd | $8.1M | 2.7M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $8.0M | 2.7M | Trimmed |
| 7 | LPL Financial LLC | $8.0M | 2.7M | Trimmed |
| 8 | Invesco Ltd. | $7.8M | 2.6M | Added |
| 9 | UBS Group AG | $6.2M | 2.1M | Added |
| 10 | Advisors Asset Management, Inc. | $5.8M | 1.9M | Added |
| 11 | EP Wealth Advisors, LLC | $5.3M | 1.8M | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $4.1M | 1.4M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.6M | 1.2M | Added |
| 14 | Gridiron Partners, LLC | $3.5M | 1.2M | Added |
| 15 | COHEN & STEERS, INC. | $3.2M | 1.1M | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 828,155 | Added |
| 17 | PRINCIPAL SECURITIES, INC. | $2.4M | 795,132 | Added |
| 18 | ABSOLUTE INVESTMENT ADVISERS, LLC | $2.2M | 737,508 | Trimmed |
| 19 | Allspring Global Investments Holdings, LLC | $2.1M | 698,950 | New |
| 20 | Balyasny Asset Management L.P. | $2.1M | 692,549 | Trimmed |
| 21 | ICON ADVISERS INC/CO | $1.9M | 628,354 | Added |
| 22 | Matisse Capital | $1.9M | 620,000 | Added |
| 23 | Logan Stone Capital, LLC | $1.4M | 480,579 | Added |
| 24 | J.W. COLE ADVISORS, INC. | $1.4M | 473,750 | New |
| 25 | Byrne Asset Management LLC | $1.4M | 460,490 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30