Who Owns INV VAR RATE PFD ETF (VRP)? -- Institutional Holders (2026-06-30)

288 institutions reported holding $1.85B of INV VAR RATE PFD ETF (VRP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Treasurer of the State of North Carolina ($349.6M), BANK OF AMERICA CORP /DE/ ($295.8M), MORGAN STANLEY ($240.7M), WELLS FARGO & COMPANY/MN ($89.7M), LPL Financial LLC ($65.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Treasurer of the State of North Carolina	$349.6M	14.4M	New
2	BANK OF AMERICA CORP /DE/	$295.8M	12.2M	Added
3	MORGAN STANLEY	$240.7M	9.9M	Added
4	WELLS FARGO & COMPANY/MN	$89.7M	3.7M	Added
5	LPL Financial LLC	$65.5M	2.7M	Trimmed
6	UBS Group AG	$54.7M	2.3M	Added
7	STEPHENS INC /AR/	$39.9M	1.6M	Added
8	JPMORGAN CHASE & CO	$38.4M	1.6M	Trimmed
9	Advisors Capital Management, LLC	$37.9M	1.6M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$30.1M	1.2M	Trimmed
11	HighTower Advisors, LLC	$29.4M	1.2M	Added
12	Insight Wealth Strategies, LLC	$22.7M	930,732	New
13	RAYMOND JAMES FINANCIAL INC	$22.0M	904,088	Added
14	Estate Counselors, LLC	$21.3M	877,991	New
15	Royal Bank of Canada	$19.9M	818,546	Added
16	Mader & Shannon Wealth Management, Inc.	$17.6M	723,418	Added
17	AMERIPRISE FINANCIAL INC	$15.1M	615,177	Trimmed
18	OSAIC HOLDINGS, INC.	$12.7M	523,362	Trimmed
19	STIFEL FINANCIAL CORP	$12.3M	504,921	Added
20	BENJAMIN EDWARDS INC	$11.6M	478,808	Trimmed
21	Evolution Wealth Advisors, LLC	$11.4M	470,496	Added
22	Spectrum Asset Management, Inc.	$10.8M	445,782	Added
23	MML INVESTORS SERVICES, LLC	$10.4M	426,541	Added
24	Sanctuary Advisors, LLC	$10.0M	412,328	Trimmed
25	Janney Montgomery Scott LLC	$9.9M	406,989	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30