INVESCO VARIABLE RATE PREFER (VRP) Institutional Shareholders
INVESCO VARIABLE RATE PREFER (VRP) 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 $1.45B in VRP holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VRP tracked by InsiderSet, reporting ownership valued at approximately $295.81M 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 $294.10M, representing an estimated loss of -0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed VRP value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO VARIABLE RATE PREFER (VRP).
This page ranks the largest institutional VRP 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
264
Total Reported Value
$1.45B
Largest Holder
Bank Of America Corp
Largest Position
$295.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 12,168,127 | $295,807,179 | $294,103,630 | -$1,703,549 | -0.58% | |
| Morgan Stanley | 0.01% | 9,902,182 | $240,722,057 | $239,335,739 | -$1,386,318 | -0.58% | |
| Wells Fargo & Company/Mn | 0.02% | 3,688,601 | $89,669,870 | $89,153,486 | -$516,384 | -0.58% | |
| Lpl Financial Llc | 0.01% | 2,694,551 | $65,504,535 | $65,127,298 | -$377,237 | -0.58% | |
| Ubs Group Ag | 0.01% | 2,251,040 | $54,722,782 | $54,407,637 | -$315,145 | -0.58% | |
| Stephens Inc | 0.45% | 1,641,083 | $39,894,730 | $39,664,976 | -$229,754 | -0.58% | |
| Jpmorgan Chase & Co | 0.00% | 1,578,794 | $38,443,633 | $38,159,451 | -$284,182 | -0.74% | |
| Advisors Capital Management, Llc | 0.40% | 1,557,556 | $37,864,196 | $37,646,129 | -$218,067 | -0.58% | |
| Envestnet Asset Management Inc | 0.01% | 1,238,400 | $30,105,503 | $29,932,128 | -$173,375 | -0.58% | |
| Hightower Advisors, Llc | 0.03% | 1,208,761 | $29,384,976 | $29,215,753 | -$169,223 | -0.58% | |
| Insight Wealth Strategies, Llc | 2.21% | 930,732 | $22,654,024 | $22,495,792 | -$158,232 | -0.70% | |
| Raymond James Financial Inc | 0.01% | 904,088 | $21,978,378 | $21,851,807 | -$126,571 | -0.58% | |
| Estate Counselors, Llc | 1.84% | 877,991 | $21,343,961 | $21,221,042 | -$122,919 | -0.58% | |
| Royal Bank Of Canada | 0.00% | 818,546 | $19,899,000 | $19,784,257 | -$114,743 | -0.58% | |
| Mader & Shannon Wealth Management, Inc. | 8.22% | 723,418 | $17,586,292 | $17,485,013 | -$101,279 | -0.58% | |
| Ameriprise Financial Inc | 0.00% | 615,177 | $15,104,737 | $14,868,828 | -$235,909 | -1.56% | |
| Osaic Holdings, Inc. | 0.01% | 523,362 | $12,723,447 | $12,649,660 | -$73,787 | -0.58% | |
| Stifel Financial Corp | 0.01% | 504,921 | $12,274,607 | $12,203,941 | -$70,666 | -0.58% | |
| Benjamin Edwards Inc | 0.11% | 478,808 | $11,639,691 | $11,572,789 | -$66,902 | -0.57% | |
| Evolution Wealth Advisors, Llc | 1.34% | 470,496 | $11,437,747 | $11,371,888 | -$65,859 | -0.58% | |
| Spectrum Asset Management, Inc. | 15.56% | 445,782 | $10,837,005 | $10,774,551 | -$62,454 | -0.58% | |
| Mml Investors Services, Llc | 0.02% | 426,541 | $10,369,206 | $10,309,496 | -$59,710 | -0.58% | |
| Sanctuary Advisors, Llc | 0.05% | 412,328 | $10,023,694 | $9,965,968 | -$57,726 | -0.58% | |
| Cordoba Advisory Partners Llc | 2.06% | 399,681 | $9,716,245 | $9,660,290 | -$55,955 | -0.58% | |
| Matthew Goff Investment Advisor, Llc | 1.63% | 396,749 | $9,644,957 | $9,589,423 | -$55,534 | -0.58% | |
| Mai Capital Management | 0.04% | 390,662 | $9,496,988 | $9,442,301 | -$54,687 | -0.58% | |
| Westover Capital Advisors, Llc | 1.56% | 385,907 | $9,381,399 | $9,327,372 | -$54,027 | -0.58% | |
| Jane Street Group, Llc | 0.01% | 378,199 | $9,194,018 | $9,141,070 | -$52,948 | -0.58% | |
| Ashton Thomas Private Wealth, Llc | 0.18% | 360,366 | $8,760,508 | $8,710,046 | -$50,462 | -0.58% | |
| Avior Wealth Management, Llc | 0.22% | 351,681 | $8,549,368 | $8,500,130 | -$49,238 | -0.58% | |
| Windsor Capital Management, Llc | 2.17% | 343,905 | $8,360,350 | $8,312,184 | -$48,166 | -0.58% | |
| Wealthcare Advisory Partners Llc | 0.15% | 324,211 | $7,881,557 | $7,836,180 | -$45,377 | -0.58% | |
| Nilsine Partners, Llc | 0.52% | 307,525 | $7,475,933 | $7,432,879 | -$43,054 | -0.58% | |
| Blue Water Asset Management | 2.35% | 298,914 | $7,266,594 | $7,224,751 | -$41,843 | -0.58% | |
| Private Advisor Group, Llc | 0.03% | 287,482 | $6,988,686 | $6,948,440 | -$40,246 | -0.58% | |
| Meridian Wealth Management, Llc | 0.19% | 254,210 | $6,179,848 | $6,144,256 | -$35,592 | -0.58% | |
| Cetera Investment Advisers | 0.01% | 251,112 | $6,104,516 | $6,069,377 | -$35,139 | -0.58% | |
| Mosley Wealth Management | 1.90% | 245,633 | $5,971,337 | $5,936,950 | -$34,387 | -0.58% | |
| Invesco Ltd. | 0.00% | 240,411 | $5,844,391 | $5,810,734 | -$33,657 | -0.58% | |
| Baird Financial Group, Inc. | 0.01% | 235,821 | $5,732,809 | $5,699,794 | -$33,015 | -0.58% | |
| Fca Corp | 1.34% | 223,863 | $5,442,116 | $5,410,769 | -$31,347 | -0.58% | |
| Citigroup Inc | 0.00% | 205,873 | $5,004,773 | $4,975,950 | -$28,823 | -0.58% | |
| Wesbanco Bank Inc | 0.12% | 193,764 | $4,710,422 | $4,683,276 | -$27,146 | -0.58% | |
| Good Harbor Advisors, Inc. | 4.42% | 185,996 | $4,521,600 | $4,495,523 | -$26,077 | -0.58% | |
| Rpg Family Wealth Advisory, Llc | 0.89% | 177,105 | $4,305,422 | $4,280,628 | -$24,794 | -0.58% | |
| Rockefeller Capital Management L.P. | 0.01% | 173,150 | $4,209,294 | $4,185,036 | -$24,258 | -0.58% | |
| Addison Capital Co | 0.64% | 161,006 | $3,914,062 | $3,891,515 | -$22,547 | -0.58% | |
| Whittier Trust Co | 0.04% | 157,847 | $3,854,628 | $3,815,162 | -$39,466 | -1.02% | |
| Gotham Asset Management, Llc | 0.01% | 149,173 | $3,626,396 | $3,605,511 | -$20,885 | -0.58% | |
| &Partners | 0.01% | 148,844 | $3,618,395 | $3,597,559 | -$20,836 | -0.58% |
Frequently asked questions about VRP
Who owns the most VRP stock?
The largest holders of VRP 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 PREFER (VRP).
Is VRP widely held by superinvestors?
Many widely followed stocks like VRP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VRP 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.