INVESCO TAXABLE MUNICIPAL BO (BAB) Institutional Shareholders
INVESCO TAXABLE MUNICIPAL BO (BAB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $676.18M in BAB holdings during the latest filing period.
Annex Advisory Services, Llc is currently the largest disclosed institutional shareholder of BAB tracked by InsiderSet, reporting ownership valued at approximately $89.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $87.55M, representing an estimated loss of -2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed BAB value among the investors covered in this analysis. Major shareholders include Annex Advisory Services, Llc, Raymond James Financial Inc, Hightower Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO TAXABLE MUNICIPAL BO (BAB).
This page ranks the largest institutional BAB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
181
Total Reported Value
$676.18M
Largest Holder
Annex Advisory Services, Llc
Largest Position
$89.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Annex Advisory Services, Llc | 1.53% | 3,331,378 | $89,414,166 | $87,548,614 | -$1,865,552 | -2.09% | |
| Raymond James Financial Inc | 0.01% | 1,612,864 | $43,482,743 | $42,386,066 | -$1,096,677 | -2.52% | |
| Hightower Advisors, Llc | 0.05% | 1,588,219 | $42,818,332 | $41,738,395 | -$1,079,937 | -2.52% | |
| Ameriprise Financial Inc | 0.01% | 1,324,563 | $35,675,697 | $34,809,516 | -$866,181 | -2.43% | |
| State Of Wisconsin Investment Board | 0.08% | 1,318,800 | $35,554,848 | $34,658,064 | -$896,784 | -2.52% | |
| Bank Of America Corp | 0.00% | 1,002,874 | $27,037,491 | $26,355,529 | -$681,962 | -2.52% | |
| Morgan Stanley | 0.00% | 824,277 | $22,222,532 | $21,662,000 | -$560,532 | -2.52% | |
| Wells Fargo & Company/Mn | 0.00% | 791,031 | $21,326,185 | $20,788,295 | -$537,890 | -2.52% | |
| Envestnet Asset Management Inc | 0.00% | 676,858 | $18,248,102 | $17,787,828 | -$460,274 | -2.52% | |
| Gould Asset Management Llc | 3.13% | 668,113 | $18,012,327 | $17,558,010 | -$454,317 | -2.52% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.36% | 659,038 | $17,767,664 | $17,319,519 | -$448,145 | -2.52% | |
| Pnc Financial Services Group, Inc. | 0.01% | 522,451 | $14,085,268 | $13,730,012 | -$355,256 | -2.52% | |
| Conning Inc. | 0.39% | 490,000 | $13,151,600 | $12,877,200 | -$274,400 | -2.09% | |
| Bank Of Montreal | 0.01% | 463,578 | $12,498,063 | $12,182,830 | -$315,233 | -2.52% | |
| Rational Advisors, Inc. | 1.11% | 448,880 | $12,047,939 | $11,796,566 | -$251,373 | -2.09% | |
| Kingsview Wealth Management, Llc | 0.16% | 444,273 | $11,977,593 | $11,675,494 | -$302,099 | -2.52% | |
| Tortoise Investment Management, Llc | 0.95% | 428,478 | $11,551,764 | $11,260,402 | -$291,362 | -2.52% | |
| Lpl Financial Llc | 0.00% | 421,001 | $11,350,198 | $11,063,906 | -$286,292 | -2.52% | |
| Ubs Group Ag | 0.00% | 410,823 | $11,075,789 | $10,796,428 | -$279,361 | -2.52% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 337,597 | $9,101,618 | $8,872,049 | -$229,569 | -2.52% | |
| Maltin Wealth Management, Inc. | 2.69% | 300,098 | $8,054,625 | $7,886,575 | -$168,050 | -2.09% | |
| Guggenheim Capital Llc | 0.06% | 288,605 | $7,780,791 | $7,584,539 | -$196,252 | -2.52% | |
| Elevation Capital Advisory, Llc | 2.97% | 286,420 | $7,687,513 | $7,527,118 | -$160,395 | -2.09% | |
| Newedge Wealth, Llc | 0.08% | 257,158 | $6,932,972 | $6,758,112 | -$174,860 | -2.52% | |
| Bank Of New York Mellon Corp | 0.00% | 248,446 | $6,698,083 | $6,529,161 | -$168,922 | -2.52% | |
| Invesco Ltd. | 0.00% | 214,546 | $5,784,160 | $5,638,269 | -$145,891 | -2.52% | |
| Stifel Financial Corp | 0.01% | 202,983 | $5,472,414 | $5,334,393 | -$138,021 | -2.52% | |
| Barclays Plc | 0.00% | 200,000 | $5,392,000 | $5,256,000 | -$136,000 | -2.52% | |
| Shelter Mutual Insurance Co | 1.19% | 198,589 | $5,353,959 | $5,218,919 | -$135,040 | -2.52% | |
| Truist Financial Corp | 0.01% | 186,083 | $4,994,474 | $4,890,261 | -$104,213 | -2.09% | |
| Hobbs Group Advisors, Llc | 1.49% | 185,198 | $4,992,949 | $4,867,003 | -$125,946 | -2.52% | |
| Wealthspire Advisors, Llc | 0.04% | 180,498 | $4,866,228 | $4,743,487 | -$122,741 | -2.52% | |
| Gfs Advisors, Llc | 0.61% | 63,562 | $4,773,506 | $1,670,409 | -$3,103,097 | -65.01% | |
| Keybank National Association/Oh | 0.02% | 176,679 | $4,742,063 | $4,643,124 | -$98,939 | -2.09% | |
| Jones Financial Companies Lllp | 0.00% | 158,496 | $4,228,669 | $4,165,275 | -$63,394 | -1.50% | |
| Oceanside Advisors Llc | 1.86% | 137,047 | $3,678,331 | $3,601,595 | -$76,736 | -2.09% | |
| Hudson Capital Management Llc | 0.88% | 135,219 | $3,629,289 | $3,553,555 | -$75,734 | -2.09% | |
| Money Concepts Capital Corp | 0.19% | 130,281 | $3,512,376 | $3,423,785 | -$88,591 | -2.52% | |
| Corient Private Wealth Llc | 0.00% | 127,199 | $3,459,453 | $3,342,790 | -$116,663 | -3.37% | |
| Donaldson Capital Management, Llc | 0.11% | 121,282 | $3,269,762 | $3,187,291 | -$82,471 | -2.52% | |
| D L Carlson Investment Group Inc | 0.56% | 121,056 | $3,263,664 | $3,181,352 | -$82,312 | -2.52% | |
| Lakeshore Capital Group, Inc. | 2.41% | 121,389 | $3,258,074 | $3,190,103 | -$67,971 | -2.09% | |
| Royal Bank Of Canada | 0.00% | 119,622 | $3,225,000 | $3,143,666 | -$81,334 | -2.52% | |
| Cetera Investment Advisers | 0.00% | 119,002 | $3,208,302 | $3,127,373 | -$80,929 | -2.52% | |
| Freedom Investment Management, Inc. | 0.93% | 115,774 | $3,121,267 | $3,042,541 | -$78,726 | -2.52% | |
| Osaic Holdings, Inc. | 0.00% | 112,883 | $3,043,272 | $2,966,565 | -$76,707 | -2.52% | |
| Patten Group, Inc. | 0.51% | 108,548 | $2,926,459 | $2,852,641 | -$73,818 | -2.52% | |
| Bnp Paribas Financial Markets | 0.00% | 105,926 | $2,855,765 | $2,783,735 | -$72,030 | -2.52% | |
| Astoria Portfolio Advisors Llc. | 0.47% | 104,072 | $2,793,297 | $2,735,012 | -$58,285 | -2.09% | |
| Wrapmanager Inc | 0.95% | 101,921 | $2,747,790 | $2,678,484 | -$69,306 | -2.52% |
Frequently asked questions about BAB
Who owns the most BAB stock?
The largest holders of BAB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO TAXABLE MUNICIPAL BO (BAB).
Is BAB widely held by superinvestors?
Many widely followed stocks like BAB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BAB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.