INVESCO VARIABLE RATE INVEST (VRIG) Institutional Shareholders
INVESCO VARIABLE RATE INVEST (VRIG) 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 $1.15B in VRIG holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of VRIG tracked by InsiderSet, reporting ownership valued at approximately $328.42M 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 $329.01M, representing an estimated gain of +0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed VRIG value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Lpl Financial Llc, Assetmark, Inc, and several other long-term asset managers with concentrated positions in INVESCO VARIABLE RATE INVEST (VRIG).
This page ranks the largest institutional VRIG 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
162
Total Reported Value
$1.15B
Largest Holder
Invesco Ltd.
Largest Position
$328.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.05% | 13,118,584 | $328,423,751 | $329,014,087 | +$590,336 | +0.18% | |
| Lpl Financial Llc | 0.03% | 5,164,951 | $129,304,541 | $129,536,971 | +$232,430 | +0.18% | |
| Assetmark, Inc | 0.14% | 3,138,758 | $78,688,663 | $78,720,051 | +$31,388 | +0.04% | |
| Morgan Stanley | 0.00% | 2,875,404 | $71,985,766 | $72,115,132 | +$129,366 | +0.18% | |
| Bank Of New York Mellon Corp | 0.01% | 1,781,949 | $44,611,103 | $44,691,281 | +$80,178 | +0.18% | |
| Osaic Holdings, Inc. | 0.05% | 1,447,770 | $36,252,983 | $36,310,072 | +$57,089 | +0.16% | |
| Fiduciary Planning Llc | 6.57% | 1,001,872 | $25,116,926 | $25,126,950 | +$10,024 | +0.04% | |
| Harfst & Associates, Inc. | 3.52% | 902,765 | $22,632,322 | $22,641,346 | +$9,024 | +0.04% | |
| Raymond James Financial Inc | 0.01% | 838,914 | $21,002,220 | $21,039,963 | +$37,743 | +0.18% | |
| Stifel Financial Corp | 0.02% | 811,540 | $20,316,900 | $20,353,423 | +$36,523 | +0.18% | |
| Envestnet Asset Management Inc | 0.00% | 677,390 | $16,982,164 | $16,988,941 | +$6,777 | +0.04% | |
| Cherry Creek Investment Advisors, Inc. | 6.20% | 628,797 | $15,763,951 | $15,770,229 | +$6,278 | +0.04% | |
| Equitable Holdings, Inc. | 0.10% | 609,520 | $15,298,952 | $15,286,762 | -$12,190 | -0.08% | |
| Wells Fargo & Company/Mn | 0.00% | 564,242 | $14,125,797 | $14,151,189 | +$25,392 | +0.18% | |
| Cetera Investment Advisers | 0.01% | 543,151 | $13,597,796 | $13,622,227 | +$24,431 | +0.18% | |
| Wealthcare Advisory Partners Llc | 0.25% | 536,030 | $13,438,273 | $13,443,632 | +$5,359 | +0.04% | |
| Cerro Pacific Wealth Advisors Llc | 2.68% | 473,030 | $11,858,856 | $11,863,592 | +$4,736 | +0.04% | |
| Commonwealth Equity Services, Llc | 0.01% | 473,020 | $11,858,607 | $11,863,342 | +$4,735 | +0.04% | |
| Calton & Associates, Inc. | 1.69% | 469,425 | $11,752,045 | $11,773,179 | +$21,134 | +0.18% | |
| Parsons Capital Management Inc/Ri | 0.45% | 396,473 | $9,939,570 | $9,943,543 | +$3,973 | +0.04% | |
| Vectors Research Management, Llc | 2.30% | 350,539 | $8,788,019 | $8,791,518 | +$3,499 | +0.04% | |
| Auour Investments Llc | 2.36% | 328,793 | $8,242,846 | $8,246,128 | +$3,282 | +0.04% | |
| Arkadios Wealth Advisors | 0.12% | 294,700 | $7,377,824 | $7,391,076 | +$13,252 | +0.18% | |
| Kestra Advisory Services, Llc | 0.02% | 292,513 | $7,333,309 | $7,336,226 | +$2,917 | +0.04% | |
| Hightower Advisors, Llc | 0.01% | 290,844 | $7,281,280 | $7,294,368 | +$13,088 | +0.18% | |
| Courier Capital Llc | 0.34% | 268,607 | $6,733,973 | $6,736,664 | +$2,691 | +0.04% | |
| Truist Financial Corp | 0.01% | 251,012 | $6,292,864 | $6,295,381 | +$2,517 | +0.04% | |
| Beaumont Financial Advisors, Llc | 0.42% | 244,728 | $6,126,772 | $6,137,778 | +$11,006 | +0.18% | |
| Ifp Advisors, Inc | 0.11% | 241,832 | $6,062,728 | $6,065,147 | +$2,419 | +0.04% | |
| E6 Portfolios, Llc | 6.12% | 234,635 | $5,874,096 | $5,884,646 | +$10,550 | +0.18% | |
| Concurrent Investment Advisors, Llc | 0.05% | 229,701 | $5,758,620 | $5,760,901 | +$2,281 | +0.04% | |
| Kmg Fiduciary Partners, Llc | 0.49% | 210,244 | $5,270,807 | $5,272,920 | +$2,113 | +0.04% | |
| Mayflower Financial Advisors, Llc | 0.45% | 207,550 | $5,203,274 | $5,205,354 | +$2,080 | +0.04% | |
| Thayer Financial, L.L.C. | 4.36% | 191,503 | $4,800,973 | $4,802,895 | +$1,922 | +0.04% | |
| Private Advisor Group, Llc | 0.02% | 187,210 | $4,693,360 | $4,695,227 | +$1,867 | +0.04% | |
| Wagner Wealth Management, Llc | 0.83% | 179,396 | $4,497,447 | $4,499,252 | +$1,805 | +0.04% | |
| James Investment Research, Inc. | 0.46% | 179,378 | $4,497,006 | $4,498,800 | +$1,794 | +0.04% | |
| Kovack Advisors, Inc. | 0.20% | 165,935 | $4,161,343 | $4,161,650 | +$307 | +0.01% | |
| Signal Advisors Wealth, Llc | 0.28% | 165,445 | $4,141,905 | $4,149,361 | +$7,456 | +0.18% | |
| Blue Capital, Inc. | 2.68% | 164,202 | $4,110,797 | $4,118,186 | +$7,389 | +0.18% | |
| First Trust Advisors Lp | 0.00% | 162,593 | $4,070,521 | $4,077,832 | +$7,311 | +0.18% | |
| Worth Asset Management, Llc | 1.24% | 154,229 | $3,866,521 | $3,868,063 | +$1,542 | +0.04% | |
| Regal Investment Advisors Llc | 0.22% | 152,257 | $3,811,767 | $3,818,606 | +$6,839 | +0.18% | |
| Milestone Investment Advisors Llc | 0.88% | 145,554 | $3,643,945 | $3,650,494 | +$6,549 | +0.18% | |
| Corient Private Wealth Llc | 0.01% | 141,838 | $3,560,134 | $3,557,297 | -$2,837 | -0.08% | |
| Ascentis Independent Advisors | 0.25% | 130,512 | $3,267,384 | $3,273,241 | +$5,857 | +0.18% | |
| Leo Wealth, Llc | 0.23% | 131,440 | $3,106,375 | $3,296,515 | +$190,140 | +6.12% | |
| Goldstone Financial Group, Llc | 0.33% | 122,165 | $3,058,409 | $3,063,898 | +$5,489 | +0.18% | |
| Prevail Innovative Wealth Advisors, Llc | 0.45% | 121,119 | $3,036,453 | $3,037,665 | +$1,212 | +0.04% | |
| Vista Investment Management | 0.99% | 117,833 | $2,949,952 | $2,955,252 | +$5,300 | +0.18% |
Frequently asked questions about VRIG
Who owns the most VRIG stock?
The largest holders of VRIG 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 VARIABLE RATE INVEST (VRIG).
Is VRIG widely held by superinvestors?
Many widely followed stocks like VRIG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VRIG 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.