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Who owns VRPWhat VRP owns — n/a

Who owns Invesco Variable Rate Preferred ETF?

Institutional ownership of VRP from SEC Form 13F filings across 180 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

180

13F holders

$1.22B

value, 2026 filers

53.5%

of shares outstanding (65.8M sh)

22

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of VRP's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Treasurer of the State of North CarolinaNEW14.4M$349,5500.9%11.7%new
2BANK OF AMERICA CORP /DE/12.2M$295.8M0.0%9.9%+36.7%
3MORGAN STANLEY9.9M$240.7M0.0%8%+5.3%
4WELLS FARGO & COMPANY/MN3.7M$89.7M0.0%3%+5.6%
5LPL Financial LLC2.7M$65.5M0.0%2.2%-6.9%
6UBS Group AG2.3M$54.7M0.0%1.8%+0.5%
7STEPHENS INC /AR/1.6M$39.9M0.4%1.3%+11.0%
8JPMORGAN CHASE & CO1.6M$38.4M0.0%1.3%-4.9%
9ENVESTNET ASSET MANAGEMENT INC1.2M$30.1M0.0%1%-13.7%
10HighTower Advisors, LLC1.2M$29.4M0.0%1%+1.5%
11RAYMOND JAMES FINANCIAL INC904,088$22.0M0.0%0.7%+9.0%
12ROYAL BANK OF CANADA818,546$19.9M0.0%0.7%+13.4%
13AMERIPRISE FINANCIAL INC615,177$15.1M0.0%0.5%-5.7%
14OSAIC HOLDINGS, INC.523,362$12.7M0.0%0.4%-2.1%
15STIFEL FINANCIAL CORP504,921$12.3M0.0%0.4%+11.3%
16BENJAMIN EDWARDS INC478,808$11.6M0.1%0.4%-6.5%
17Evolution Wealth Advisors, LLC470,496$11.4M1.3%0.4%+0.3%
18MML INVESTORS SERVICES, LLC426,541$10.4M0.0%0.3%+12.1%
19Sanctuary Advisors, LLC412,328$10.0M0.0%0.3%-1.4%
20Janney Montgomery Scott LLC406,989$9,8940.0%0.3%+3.5%
21Cordoba Advisory Partners LLC399,681$9.7M2.1%0.3%+4.2%
22PARK AVENUE SECURITIES LLC391,687$9,5220.1%0.3%+7.1%
23MAI Capital Management390,662$9.5M0.0%0.3%-0.2%
24JANE STREET GROUP, LLC378,199$9.2M0.0%0.3%+156.1%
25Ashton Thomas Private Wealth, LLC360,366$8.8M0.2%0.3%-6.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.