Who Owns Invesco Variable Rate Preferred ETF (VRP)? -- Institutional Holders (2026-06-30)
286 institutions reported holding $1.85B of Invesco Variable Rate Preferred ETF (VRP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Treasurer of the State of North Carolina ($349.6M), BANK OF AMERICA CORP /DE/ ($295.8M), MORGAN STANLEY ($240.7M), WELLS FARGO & COMPANY/MN ($89.7M), LPL Financial LLC ($65.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Treasurer of the State of North Carolina | $349.6M | 14.4M | New |
| 2 | BANK OF AMERICA CORP /DE/ | $295.8M | 12.2M | Added |
| 3 | MORGAN STANLEY | $240.7M | 9.9M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $89.7M | 3.7M | Added |
| 5 | LPL Financial LLC | $65.5M | 2.7M | Trimmed |
| 6 | UBS Group AG | $54.7M | 2.3M | Added |
| 7 | STEPHENS INC /AR/ | $39.9M | 1.6M | Added |
| 8 | JPMORGAN CHASE & CO | $38.4M | 1.6M | Trimmed |
| 9 | Advisors Capital Management, LLC | $37.9M | 1.6M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $30.1M | 1.2M | Trimmed |
| 11 | HighTower Advisors, LLC | $29.4M | 1.2M | Added |
| 12 | Insight Wealth Strategies, LLC | $22.7M | 930,732 | New |
| 13 | RAYMOND JAMES FINANCIAL INC | $22.0M | 904,088 | Added |
| 14 | Estate Counselors, LLC | $21.3M | 877,991 | New |
| 15 | Royal Bank of Canada | $19.9M | 818,546 | Added |
| 16 | Mader & Shannon Wealth Management, Inc. | $17.6M | 723,418 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $15.1M | 615,177 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $12.7M | 523,362 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $12.3M | 504,921 | Added |
| 20 | BENJAMIN EDWARDS INC | $11.6M | 478,808 | Trimmed |
| 21 | Evolution Wealth Advisors, LLC | $11.4M | 470,496 | Added |
| 22 | Spectrum Asset Management, Inc. | $10.8M | 445,782 | Added |
| 23 | MML INVESTORS SERVICES, LLC | $10.4M | 426,541 | Added |
| 24 | Sanctuary Advisors, LLC | $10.0M | 412,328 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $9.9M | 406,989 | Added |
Source: SEC Form 13F filings · as of 2026-06-30