INVESCO HIGH INCOME TRUST II (VLT) Top Institutional Shareholders
INVESCO HIGH INCOME TRUST II (VLT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $5.54M in VLT holdings during the latest filing period.
Fiera Capital Corp is currently the largest disclosed institutional shareholder of VLT tracked by InsiderSet, reporting ownership valued at approximately $1.08M in its March 31, 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 $1.10M, representing an estimated gain of +2.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed VLT value among the investors covered in this analysis. Major shareholders include Fiera Capital Corp, Envestnet Asset Management Inc, Melfa Wealth Management, Inc., and several other long-term asset managers with concentrated positions in INVESCO HIGH INCOME TRUST II (VLT).
This page ranks the largest institutional VLT 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
21
Total Reported Value
$5.54M
Largest Holder
Fiera Capital Corp
Largest Position
$1.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fiera Capital Corp | 0.00% | 106,652 | $1,077,185 | $1,104,915 | +$27,730 | +2.57% | |
| Envestnet Asset Management Inc | 0.00% | 76,620 | $773,861 | $793,783 | +$19,922 | +2.57% | |
| Melfa Wealth Management, Inc. | 0.43% | 74,418 | $751,618 | $770,970 | +$19,352 | +2.57% | |
| Shaker Financial Services, Llc | 0.19% | 52,850 | $533,785 | $547,526 | +$13,741 | +2.57% | |
| Ameriprise Financial Inc | 0.00% | 40,121 | $405,222 | $415,654 | +$10,432 | +2.57% | |
| Ubs Group Ag | 0.00% | 30,136 | $304,374 | $312,209 | +$7,835 | +2.57% | |
| Cetera Investment Advisers | 0.00% | 28,191 | $284,727 | $292,059 | +$7,332 | +2.58% | |
| Uncommon Cents Investing Llc | 0.05% | 21,565 | $217,807 | $223,413 | +$5,606 | +2.57% | |
| Mallini Complete Financial Planning Llc | 0.16% | 19,817 | $200,157 | $205,304 | +$5,147 | +2.57% | |
| Lpl Financial Llc | 0.00% | 17,874 | $180,529 | $185,175 | +$4,646 | +2.57% | |
| Wells Fargo & Company/Mn | 0.00% | 14,116 | $142,572 | $146,242 | +$3,670 | +2.57% | |
| Wolverine Asset Management Llc | 0.00% | 14,061 | $142,016 | $145,672 | +$3,656 | +2.57% | |
| Susquehanna International Group, Llp | 0.00% | 11,138 | $112,494 | $115,390 | +$2,896 | +2.57% | |
| Integrated Capital Management, Inc. | 0.07% | 10,852 | $109,603 | $112,427 | +$2,824 | +2.58% | |
| Morgan Stanley | 0.00% | 10,504 | $106,098 | $108,821 | +$2,723 | +2.57% | |
| Corecap Advisors, Llc | 0.00% | 9,469 | $95,641 | $98,099 | +$2,458 | +2.57% | |
| Osaic Holdings, Inc. | 0.00% | 6,891 | $69,603 | $71,391 | +$1,788 | +2.57% | |
| Atlantic Union Bankshares Corp | 0.00% | 2,481 | $25,063 | $25,703 | +$640 | +2.55% | |
| Rothschild Investment Llc | 0.00% | 373 | $3,767 | $3,864 | +$97 | +2.58% | |
| Highline Wealth Partners Llc | 0.00% | 250 | $2,525 | $2,590 | +$65 | +2.57% | |
| Park Avenue Securities Llc | 0.01% | 64,068 | $647 | $663,744 | +$663,097 | +102488.02% |
Frequently asked questions about VLT
Who owns the most VLT stock?
The largest holders of VLT 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 HIGH INCOME TRUST II (VLT).
Is VLT widely held by superinvestors?
Many widely followed stocks like VLT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VLT 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.