13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
VRIG

Invesco Variable Rate Investme

172 institutions still hold Invesco Variable Rate Investme as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090a879·172 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.0%
vs prior quarter
13F value held
$837M
57.0% inst. owned
of float
Holders
172
+46 QoQ
filers reporting
Activity
+46 / −7
+802 added · −836 reduced
this quarter
Concentration
39.25%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

172 institutions reported VRIG in Q1 2026. Invesco Ltd. leads at 39.2% of the visible book. +46 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$328M13.1M0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$129M5.2M0.03%Q1 202603
MORGAN STANLEY
CIK 0000895421
$72M2.9M0.00%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$45M1.8M0.01%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$36M1.4M0.05%Q1 202606
Fiduciary Planning LLC
CIK 0001792851
$25M990K7.48%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M839K0.01%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$20M812K0.02%Q1 202609
Harfst & Associates, Inc.
CIK 0001649147
$20M790K3.53%Q1 202610
Cherry Creek Investment Advisors, Inc.
CIK 0001877829
$17M681K7.41%Q1 202611
Equitable Holdings, Inc.
CIK 0001333986
$15M610K0.10%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M564K0.00%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$14M543K0.01%Q1 202614
Wealthcare Advisory Partners LLC
CIK 0001683059
$13M510K0.25%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M502K0.02%Q1 202616
Concurrent Investment Advisors, LLC
CIK 0002001015
$12M486K0.13%Q1 202617
CALTON & ASSOCIATES, INC.
CIK 0000822648
$12M469K1.69%Q1 202618
Cerro Pacific Wealth Advisors LLC
CIK 0001842669
$11M432K2.84%Q1 202619
PARSONS CAPITAL MANAGEMENT INC/RI
CIK 0001018674
$11M429K0.49%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M376K0.00%Q1 2026
Page 1 of 9
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