INVESCO VARIABLE RATE INVEST (VRIG) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.05B 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 $329.60M, representing an estimated gain of +0.36% 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, Morgan Stanley, 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
160
Total Reported Value
$1.05B
Largest Holder
Invesco Ltd.
Largest Position
$328.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
178
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 | $329,604,423 | +$1,180,672 | +0.36% | |
| Lpl Financial Llc | 0.03% | 5,164,951 | $129,304,541 | $129,769,394 | +$464,853 | +0.36% | |
| Morgan Stanley | 0.00% | 2,875,404 | $71,985,766 | $72,244,526 | +$258,760 | +0.36% | |
| Bank Of New York Mellon Corp | 0.01% | 1,781,949 | $44,611,103 | $44,771,469 | +$160,366 | +0.36% | |
| Osaic Holdings, Inc. | 0.05% | 1,447,770 | $36,252,983 | $36,375,221 | +$122,238 | +0.34% | |
| Fiduciary Planning Llc | 7.48% | 989,787 | $24,779,312 | $24,868,398 | +$89,086 | +0.36% | |
| Raymond James Financial Inc | 0.01% | 838,914 | $21,002,220 | $21,077,714 | +$75,494 | +0.36% | |
| Stifel Financial Corp | 0.02% | 811,540 | $20,316,900 | $20,389,943 | +$73,043 | +0.36% | |
| Harfst & Associates, Inc. | 3.53% | 789,727 | $19,770,818 | $19,841,891 | +$71,073 | +0.36% | |
| Cherry Creek Investment Advisors, Inc. | 7.41% | 680,973 | $17,048,169 | $17,109,447 | +$61,278 | +0.36% | |
| Equitable Holdings, Inc. | 0.10% | 609,520 | $15,298,952 | $15,314,190 | +$15,238 | +0.10% | |
| Wells Fargo & Company/Mn | 0.00% | 564,242 | $14,125,797 | $14,176,580 | +$50,783 | +0.36% | |
| Cetera Investment Advisers | 0.01% | 543,151 | $13,597,796 | $13,646,669 | +$48,873 | +0.36% | |
| Wealthcare Advisory Partners Llc | 0.25% | 509,921 | $12,765,873 | $12,811,765 | +$45,892 | +0.36% | |
| Commonwealth Equity Services, Llc | 0.02% | 502,463 | $12,579,156 | $12,624,383 | +$45,227 | +0.36% | |
| Concurrent Investment Advisors, Llc | 0.13% | 485,736 | $12,160,410 | $12,204,117 | +$43,707 | +0.36% | |
| Calton & Associates, Inc. | 1.69% | 469,425 | $11,752,045 | $11,794,303 | +$42,258 | +0.36% | |
| Cerro Pacific Wealth Advisors Llc | 2.84% | 432,203 | $10,820,216 | $10,859,100 | +$38,884 | +0.36% | |
| Parsons Capital Management Inc/Ri | 0.49% | 429,364 | $10,749,129 | $10,787,771 | +$38,642 | +0.36% | |
| Envestnet Asset Management Inc | 0.00% | 376,270 | $9,419,927 | $9,453,784 | +$33,857 | +0.36% | |
| Vectors Research Management, Llc | 2.52% | 344,900 | $8,634,580 | $8,665,613 | +$31,033 | +0.36% | |
| Arkadios Wealth Advisors | 0.12% | 294,700 | $7,377,824 | $7,404,338 | +$26,514 | +0.36% | |
| Auour Investments Llc | 2.32% | 293,991 | $7,360,064 | $7,386,524 | +$26,460 | +0.36% | |
| Hightower Advisors, Llc | 0.01% | 290,844 | $7,281,280 | $7,307,456 | +$26,176 | +0.36% | |
| Courier Capital Llc | 0.39% | 281,604 | $7,049,942 | $7,075,301 | +$25,359 | +0.36% | |
| Beaumont Financial Advisors, Llc | 0.42% | 244,728 | $6,126,772 | $6,148,791 | +$22,019 | +0.36% | |
| Kmg Fiduciary Partners, Llc | 0.44% | 236,800 | $5,928,298 | $5,949,600 | +$21,302 | +0.36% | |
| E6 Portfolios, Llc | 6.12% | 234,635 | $5,874,096 | $5,895,204 | +$21,108 | +0.36% | |
| Wagner Wealth Management, Llc | 0.94% | 186,384 | $4,666,119 | $4,682,898 | +$16,779 | +0.36% | |
| James Investment Research, Inc. | 0.51% | 180,692 | $4,523,625 | $4,539,887 | +$16,262 | +0.36% | |
| Thayer Financial, L.L.C. | 4.57% | 179,020 | $4,481,777 | $4,497,878 | +$16,101 | +0.36% | |
| Total Clarity Wealth Management, Inc. | 1.05% | 178,084 | $4,458,324 | $4,474,361 | +$16,037 | +0.36% | |
| Private Advisor Group, Llc | 0.02% | 175,804 | $4,401,259 | $4,417,076 | +$15,817 | +0.36% | |
| Mayflower Financial Advisors, Llc | 0.53% | 173,737 | $4,349,500 | $4,365,142 | +$15,642 | +0.36% | |
| Signal Advisors Wealth, Llc | 0.28% | 165,445 | $4,141,905 | $4,156,806 | +$14,901 | +0.36% | |
| Truist Financial Corp | 0.01% | 164,721 | $4,123,801 | $4,138,615 | +$14,814 | +0.36% | |
| Blue Capital, Inc. | 2.68% | 164,202 | $4,110,797 | $4,125,575 | +$14,778 | +0.36% | |
| First Trust Advisors Lp | 0.00% | 162,593 | $4,070,521 | $4,085,149 | +$14,628 | +0.36% | |
| Assetmark, Inc | 0.01% | 159,021 | $3,981,091 | $3,995,403 | +$14,312 | +0.36% | |
| Kestra Advisory Services, Llc | 0.01% | 156,044 | $3,906,556 | $3,920,606 | +$14,050 | +0.36% | |
| Regal Investment Advisors Llc | 0.22% | 152,257 | $3,811,767 | $3,825,457 | +$13,690 | +0.36% | |
| Milestone Investment Advisors Llc | 0.88% | 145,554 | $3,643,945 | $3,657,044 | +$13,099 | +0.36% | |
| Kovack Advisors, Inc. | 0.19% | 144,210 | $3,610,976 | $3,623,276 | +$12,300 | +0.34% | |
| Corient Private Wealth Llc | 0.01% | 141,838 | $3,560,134 | $3,563,680 | +$3,546 | +0.10% | |
| Ascentis Independent Advisors | 0.25% | 130,512 | $3,267,384 | $3,279,114 | +$11,730 | +0.36% | |
| Leo Wealth, Llc | 0.23% | 131,440 | $3,106,375 | $3,302,430 | +$196,055 | +6.31% | |
| Goldstone Financial Group, Llc | 0.33% | 122,165 | $3,058,409 | $3,069,396 | +$10,987 | +0.36% | |
| Vista Investment Management | 0.99% | 117,833 | $2,949,952 | $2,960,554 | +$10,602 | +0.36% | |
| Guardian Wealth Advisors, Llc / Nc | 0.19% | 116,392 | $2,913,867 | $2,924,349 | +$10,482 | +0.36% | |
| Synergy Asset Management, Llc | 0.31% | 114,883 | $2,876,096 | $2,886,435 | +$10,339 | +0.36% |
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.