INVESCO VARIABLE RATE INVEST VRIG
$25.08
-0.0% 52w: $24.09 – $25.08
Latest 13F among current holders filed 22 days ago (Aug 11, 2026)
Price — last 12 months
research preview data24.0924.5925.08
Aug 18, 2025 Jul 2, 2026
Institutional holders
161
+7 QoQ
13F value
$1.08B
+10.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns VRIG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | Index provider | 13.1M | $328.4M | 0.0% | -1.6% |
| LPL Financial LLC | Bank broker | 5.2M | $129.3M | 0.0% | -8.6% |
| MORGAN STANLEY | Bank broker | 2.9M | $72.0M | 0.0% | +28.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.8M | $44.6M | 0.0% | +79.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.4M | $36.3M | 0.1% | +33.4% |
| Fiduciary Planning LLC | Wealth advisor | 989.8K | $24.8M | 7.5% | +1.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 838.9K | $21.0M | 0.0% | +37.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 811.5K | $20.3M | 0.0% | -3.7% |
| Harfst & Associates, Inc. | Other | 789.7K | $19.8M | 3.5% | +129.5% |
| Cherry Creek Investment Advisors, Inc. | Other | 681.0K | $17.0M | — | -2.3% |
| Equitable Holdings, Inc. | Wealth advisor | 609.5K | $15.3M | 0.1% | +1.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 564.2K | $14.1M | 0.0% | +34.9% |
| Cetera Investment Advisers | Wealth advisor | 543.2K | $13.6M | 0.0% | +24.9% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 509.9K | $12.8M | 0.2% | -0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 502.5K | $12.6M | 0.0% | +26.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 485.7K | $12.2M | 0.1% | +129.1% |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 469.4K | $11.8M | 1.7% | -1.0% |
| Cerro Pacific Wealth Advisors LLC | Wealth advisor | 432.2K | $10.8M | 2.8% | +16.0% |
| PARSONS CAPITAL MANAGEMENT INC/RI | Other | 429.4K | $10.7M | 0.5% | +8.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 376.3K | $9.4M | 0.0% | +36.7% |
| Vectors Research Management, LLC | Other | 344.9K | $8.6M | 2.5% | +0.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 295.4K | $7.4M | 0.0% | -4.0% |
| Arkadios Wealth Advisors | Wealth advisor | 294.7K | $7.4M | 0.1% | +193.7% |
| Auour Investments LLC | Wealth advisor | 294.0K | $7.4M | 2.3% | New |
| HighTower Advisors, LLC | Diversified mechanical | 290.8K | $7.3M | 0.0% | -27.0% |
| COURIER CAPITAL LLC | Wealth advisor | 281.6K | $7.0M | 0.4% | -0.8% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 244.7K | $6.1M | 0.4% | -22.5% |
| KMG FIDUCIARY PARTNERS, LLC | Other | 236.8K | $5.9M | — | +2.3% |
| E6 Portfolios, LLC | Wealth advisor | 234.6K | $5.9M | — | +30.5% |
| Wagner Wealth Management, LLC | Wealth advisor | 186.4K | $4.7M | 0.9% | +0.4% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 180.7K | $4.5M | 0.5% | -5.1% |
| Thayer Financial, L.L.C. | Wealth advisor | 179.0K | $4.5M | — | +29.9% |
| Total Clarity Wealth Management, Inc. | Wealth advisor | 178.1K | $4.5M | 1.0% | -2.7% |
| Private Advisor Group, LLC | Wealth advisor | 175.8K | $4.4M | 0.0% | +1.2% |
| Mayflower Financial Advisors, LLC | Wealth advisor | 173.7K | $4.3M | 0.5% | +194.4% |
| Signal Advisors Wealth, LLC | Wealth advisor | 165.4K | $4.1M | 0.3% | +179.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 164.7K | $4.1M | 0.0% | +103.3% |
| Blue Capital, Inc. | Wealth advisor | 164.2K | $4.1M | 2.7% | +32.8% |
| FIRST TRUST ADVISORS LP | Index provider | 162.6K | $4.1M | 0.0% | +11.1% |
| ASSETMARK, INC | Wealth advisor | 159.0K | $4.0M | 0.0% | -3.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 156.0K | $3.9M | 0.0% | +4.5% |
| Regal Investment Advisors LLC | Wealth advisor | 152.3K | $3.8M | 0.2% | -5.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 146.9K | $3.7M | 0.0% | +546.0% |
| Milestone Investment Advisors LLC | Wealth advisor | 145.6K | $3.6M | 0.9% | +1.4% |
| Kovack Advisors, Inc. | Other | 144.2K | $3.6M | 0.2% | -4.6% |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | — | 148.5K | $3.6M | 3.0% | +22.0% |
| Corient Private Wealth LLC | Diversified mechanical | 141.8K | $3.6M | 0.0% | Held |
| Ascentis Independent Advisors | Other | 130.5K | $3.3M | 0.2% | New |
| Leo Wealth, LLC | Wealth advisor | 131.4K | $3.1M | 0.2% | New |
| Goldstone Financial Group, LLC | Wealth advisor | 122.2K | $3.1M | 0.3% | -0.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.