Who Owns INV VAR RT INVT GRD ETF (VRIG)? -- Institutional Holders (2026-06-30)

188 institutions reported holding $1.21B of INV VAR RT INVT GRD ETF (VRIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Invesco Ltd. ($338.5M), LPL Financial LLC ($156.6M), MORGAN STANLEY ($87.7M), ASSETMARK, INC ($78.7M), Bank of New York Mellon Corp ($44.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Invesco Ltd.$338.5M13.5MAdded
2LPL Financial LLC$156.6M6.2MAdded
3MORGAN STANLEY$87.7M3.5MAdded
4ASSETMARK, INC$78.7M3.1MAdded
5Bank of New York Mellon Corp$44.7M1.8MTrimmed
6OSAIC HOLDINGS, INC.$25.2M1.0MTrimmed
7Fiduciary Planning LLC$25.1M1.0MAdded
8Cetera Investment Advisers$24.5M975,384Added
9RAYMOND JAMES FINANCIAL INC$23.9M955,291Added
10Harfst & Associates, Inc.$22.6M902,765Added
11STIFEL FINANCIAL CORP$21.0M838,755Added
12ENVESTNET ASSET MANAGEMENT INC$17.0M677,390Added
13Equitable Holdings, Inc.$16.2M645,234Added
14Cherry Creek Investment Advisors, Inc.$15.8M628,797Trimmed
15WELLS FARGO & COMPANY/MN$14.9M592,776Added
16Wealthcare Advisory Partners LLC$13.4M536,030Added
17CALTON & ASSOCIATES, INC.$12.3M489,131Added
18Cerro Pacific Wealth Advisors LLC$11.9M473,030Added
19COMMONWEALTH EQUITY SERVICES, LLC$11.9M473,020Trimmed
20Cambridge Investment Research Advisors, Inc.$10.0M400,682Added
21PARSONS CAPITAL MANAGEMENT INC/RI$9.9M396,473Trimmed
22Vectors Research Management, LLC$8.8M350,539Added
23Auour Investments LLC$8.2M328,793Added
24Kestra Advisory Services, LLC$7.3M292,513Added
25E6 Portfolios, LLC$7.1M282,785Added

来源：SEC 13F 申报文件 · 截至 2026-06-30