INVESCO VARIABLE RATE PREFER VRP
$24.41
+0.3% 52w: $22.85 – $24.41
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data22.8523.6324.41
Jun 20, 2025 Jul 2, 2026
Institutional holders
260
-12 QoQ
13F value
$1.30B
+1.8% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns VRP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 9.4M | $225.5M | 0.0% | +7.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.9M | $213.5M | 0.0% | -3.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.5M | $83.7M | 0.0% | -0.5% |
| LPL Financial LLC | Bank broker | 2.9M | $69.4M | 0.0% | +9.1% |
| UBS Group AG | Bank broker | 2.2M | $53.7M | 0.0% | +3.0% |
| JPMORGAN CHASE & CO | Bank broker | 1.7M | $39.5M | 0.0% | -15.2% |
| Advisors Capital Management, LLC | Other | 1.5M | $35.6M | 0.4% | +4.1% |
| STEPHENS INC /AR/ | Diversified mechanical | 1.5M | $35.5M | 0.4% | +4.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $34.4M | 0.0% | +4.6% |
| HighTower Advisors, LLC | Diversified mechanical | 1.2M | $28.6M | 0.0% | +2.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 829.7K | $19.9M | 0.0% | +8.6% |
| Mader & Shannon Wealth Management, Inc. | Wealth advisor | 722.6K | $17.3M | 8.0% | -15.7% |
| ROYAL BANK OF CANADA | Bank broker | 721.8K | $17.3M | 0.0% | -8.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 652.5K | $15.6M | 0.0% | +33.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 534.6K | $12.8M | 0.0% | -0.5% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 512.3K | $12.3M | 0.1% | -3.8% |
| Evolution Wealth Advisors, LLC | Wealth advisor | 469.3K | $11.3M | 1.1% | +4.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 453.5K | $10.9M | 0.0% | +8.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 418.0K | $10.0M | 0.1% | +6.5% |
| Matthew Goff Investment Advisor, LLC | Other | 404.8K | $9.7M | 1.6% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 393.3K | $9.4M | 0.0% | +13.5% |
| MAI Capital Management | Wealth advisor | 391.6K | $9.4M | 0.1% | +3.3% |
| Cordoba Advisory Partners LLC | Wealth advisor | 383.6K | $9.2M | 2.5% | +3.0% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 383.4K | $9.2M | 0.2% | -8.0% |
| Westover Capital Advisors, LLC | Other | 382.8K | $9.2M | 1.7% | +2.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 380.4K | $9.1M | 0.0% | -1.8% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 365.6K | $8.8M | 0.1% | -12.7% |
| Windsor Capital Management, LLC | Wealth advisor | 341.0K | $8.2M | 2.4% | +2.2% |
| Nilsine Partners, LLC | Other | 300.8K | $7.3M | 0.6% | +11.1% |
| LeClair Wealth Partners LLC | Wealth advisor | 291.8K | $7.0M | 2.4% | New |
| Blue Water Asset Management | Wealth advisor | 291.8K | $7.0M | 2.4% | +4.5% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 278.0K | $6.7M | 0.1% | +8.8% |
| BOSTON FAMILY OFFICE LLC | Other | 256.9K | $6.2M | 0.4% | +3.5% |
| Meridian Wealth Management, LLC | Other | 256.4K | $6.1M | 0.2% | +7.1% |
| Invesco Ltd. | Index provider | 241.4K | $5.8M | 0.0% | -2.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 232.0K | $5.6M | 0.0% | +2.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 215.0K | $5.2M | 0.0% | -1.9% |
| FCA CORP /TX | Wealth advisor | 212.4K | $5.1M | 1.4% | +2.4% |
| Cetera Investment Advisers | Wealth advisor | 201.0K | $4.8M | 0.0% | +9.3% |
| Advisory Alpha, LLC | Wealth advisor | 200.7K | $4.8M | 0.1% | -34.0% |
| CITIGROUP INC | Bank broker | 189.7K | $4.5M | 0.0% | -2.0% |
| Avior Wealth Management, LLC | Wealth advisor | 187.7K | $4.5M | 0.1% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 181.7K | $4.4M | 0.0% | -0.3% |
| Private Advisor Group, LLC | Wealth advisor | 179.8K | $4.3M | 0.0% | +5.6% |
| Good Harbor Advisors, Inc. | Wealth advisor | 179.2K | $4.3M | 4.7% | -1.6% |
| FRANKLIN RESOURCES INC | Long only active | 177.3K | $4.3M | 0.0% | +2.1% |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 176.0K | $4.2M | 0.9% | +2.1% |
| WESBANCO BANK INC | Other | 175.2K | $4.2M | 0.1% | +55.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 161.0K | $3.9M | 0.0% | +27.4% |
| Addison Capital Co | Wealth advisor | 156.2K | $3.7M | 0.7% | +35.5% |
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.