VRIG Institutional Ownership & Shareholders
INVESCO VARIABLE RATE INVEST (VRIG) is currently held by 165 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.16B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Invesco Ltd. is currently the largest disclosed institutional shareholder of VRIG tracked by InsiderSet, reporting ownership valued at approximately $338.46M 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 $337.86M, representing an estimated loss of -0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
165
Total Reported Value
$1.16B
Largest Holder
Invesco Ltd.
Largest Position
$338.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.03% | 13,500,757 | $338,463,978 | $337,856,444 | -$607,534 | -0.18% | |
| Lpl Financial Llc | 0.04% | 6,248,391 | $156,647,166 | $156,365,985 | -$281,181 | -0.18% | |
| Morgan Stanley | 0.00% | 3,498,471 | $87,706,677 | $87,549,237 | -$157,440 | -0.18% | |
| Bank Of New York Mellon Corp | 0.01% | 1,781,249 | $44,655,905 | $44,575,756 | -$80,149 | -0.18% | |
| Osaic Holdings, Inc. | 0.03% | 1,006,054 | $25,222,219 | $25,176,501 | -$45,718 | -0.18% | |
| Fiduciary Planning Llc | 6.48% | 1,006,105 | $25,177,786 | $25,177,778 | -$8 | -0.00% | |
| Harfst & Associates, Inc. | 3.77% | 1,004,561 | $25,139,128 | $25,139,139 | +$11 | +0.00% | |
| Cetera Investment Advisers | 0.02% | 975,384 | $24,452,870 | $24,408,985 | -$43,885 | -0.18% | |
| Raymond James Financial Inc | 0.01% | 955,291 | $23,949,147 | $23,906,157 | -$42,990 | -0.18% | |
| Stifel Financial Corp | 0.02% | 838,755 | $21,027,670 | $20,989,844 | -$37,826 | -0.18% | |
| Harmony Asset Management Llc | 4.87% | 773,844 | $19,365,450 | $19,365,446 | -$4 | -0.00% | |
| Envestnet Asset Management Inc | 0.00% | 677,390 | $16,982,164 | $16,951,685 | -$30,479 | -0.18% | |
| Equitable Holdings, Inc. | 0.10% | 645,234 | $16,176,017 | $16,146,981 | -$29,036 | -0.18% | |
| Wealthcare Advisory Partners Llc | 0.27% | 626,117 | $15,668,586 | $15,668,578 | -$8 | -0.00% | |
| Cherry Creek Investment Advisors, Inc. | 5.91% | 615,521 | $15,403,421 | $15,403,413 | -$8 | -0.00% | |
| Wells Fargo & Company/Mn | 0.00% | 592,776 | $14,860,907 | $14,834,219 | -$26,688 | -0.18% | |
| Calton & Associates, Inc. | 1.80% | 489,131 | $12,262,522 | $12,240,503 | -$22,019 | -0.18% | |
| Commonwealth Equity Services, Llc | 0.01% | 473,020 | $11,858,607 | $11,837,326 | -$21,282 | -0.18% | |
| Cerro Pacific Wealth Advisors Llc | 2.30% | 420,101 | $10,513,026 | $10,513,028 | +$2 | +0.00% | |
| Auour Investments Llc | 2.95% | 415,648 | $10,401,592 | $10,401,591 | -$1 | -0.00% | |
| Parsons Capital Management Inc/Ri | 0.40% | 366,975 | $9,183,556 | $9,183,549 | -$7 | -0.00% | |
| E6 Portfolios, Llc | 6.90% | 365,305 | $9,141,765 | $9,141,758 | -$7 | -0.00% | |
| Avior Wealth Management, Llc | 0.24% | 360,804 | $9,029,121 | $9,029,120 | -$1 | -0.00% | |
| Vectors Research Management, Llc | 2.30% | 350,539 | $8,788,019 | $8,772,238 | -$15,781 | -0.18% | |
| Kestra Advisory Services, Llc | 0.02% | 292,513 | $7,333,309 | $7,320,138 | -$13,171 | -0.18% | |
| Ifp Advisors, Inc | 0.12% | 278,402 | $6,967,010 | $6,967,010 | +$0 | +0.00% | |
| Truist Financial Corp | 0.01% | 274,583 | $6,871,445 | $6,871,440 | -$5 | -0.00% | |
| Courier Capital Llc | 0.33% | 270,308 | $6,764,450 | $6,764,458 | +$8 | +0.00% | |
| Royal Bank Of Canada | 0.00% | 255,183 | $6,397,000 | $6,385,955 | -$11,045 | -0.17% | |
| Beaumont Financial Advisors, Llc | 0.40% | 255,144 | $6,384,973 | $6,384,979 | +$6 | +0.00% | |
| Newedge Advisors, Llc | 0.02% | 251,287 | $6,299,759 | $6,288,457 | -$11,302 | -0.18% | |
| Concurrent Investment Advisors, Llc | 0.04% | 250,383 | $6,265,839 | $6,265,835 | -$4 | -0.00% | |
| Kmg Fiduciary Partners, Llc | 0.53% | 215,778 | $5,399,845 | $5,399,844 | -$1 | -0.00% | |
| Mayflower Financial Advisors, Llc | 0.45% | 207,550 | $5,203,274 | $5,193,939 | -$9,335 | -0.18% | |
| Private Advisor Group, Llc | 0.02% | 187,210 | $4,693,360 | $4,684,930 | -$8,430 | -0.18% | |
| First Trust Advisors Lp | 0.00% | 172,265 | $4,318,687 | $4,310,932 | -$7,755 | -0.18% | |
| James Investment Research, Inc. | 0.45% | 168,052 | $4,205,502 | $4,205,501 | -$1 | -0.00% | |
| Kovack Advisors, Inc. | 0.20% | 165,935 | $4,161,343 | $4,152,523 | -$8,820 | -0.21% | |
| Worth Asset Management, Llc | 1.19% | 162,902 | $4,076,623 | $4,076,623 | -$0 | -0.00% | |
| Regal Investment Advisors Llc | 0.20% | 155,792 | $3,905,715 | $3,898,695 | -$7,020 | -0.18% | |
| Assetmark, Inc | 0.01% | 154,681 | $3,870,892 | $3,870,892 | +$0 | +0.00% | |
| Wagner Wealth Management, Llc | 0.66% | 151,988 | $3,803,498 | $3,803,500 | +$2 | +0.00% | |
| Corient Private Wealth Llc | 0.01% | 145,371 | $3,644,451 | $3,637,909 | -$6,542 | -0.18% | |
| Milestone Investment Advisors Llc | 0.77% | 141,432 | $3,545,701 | $3,539,336 | -$6,365 | -0.18% | |
| Arkadios Wealth Advisors | 0.05% | 136,145 | $3,413,145 | $3,407,029 | -$6,116 | -0.18% | |
| Jpmorgan Chase & Co | 0.00% | 135,374 | $3,394,509 | $3,387,734 | -$6,775 | -0.20% | |
| Goldstone Financial Group, Llc | 0.26% | 115,644 | $2,899,199 | $2,893,991 | -$5,208 | -0.18% | |
| Vista Investment Management | 0.86% | 113,727 | $2,851,133 | $2,846,018 | -$5,115 | -0.18% | |
| Total Clarity Wealth Management, Inc. | 0.48% | 98,728 | $2,470,658 | $2,470,668 | +$10 | +0.00% | |
| Simplicity Wealth,Llc | 0.07% | 98,095 | $2,454,828 | $2,454,827 | -$1 | -0.00% |
Frequently asked questions about VRIG
Who are the largest institutional holders of VRIG?
The largest institutional holders of VRIG reported in the latest SEC Form 13F filings include Invesco Ltd., Lpl Financial Llc, Morgan Stanley, Bank Of New York Mellon Corp, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported VRIG position.
What is VRIG institutional ownership?
This page tracks VRIG positions reported by institutional investment managers through SEC Form 13F. INVESCO VARIABLE RATE INVEST (VRIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VRIG?
InsiderSet currently tracks 165 institutional managers reporting VRIG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VRIG shareholders.
How much VRIG stock do institutions own?
Institutional investment managers disclosed approximately $1.16B in VRIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VRIG institutional ownership last updated?
The latest VRIG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VRIG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VRIG position after the reporting date.
Are institutions buying or selling VRIG?
Institutional buying and selling can be analyzed by comparing VRIG positions across consecutive 13F reporting periods. InsiderSet's VRIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VRIG ownership changes.
How has VRIG institutional ownership changed over time?
InsiderSet tracks VRIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.