13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
VVR

INVESCO SR INCOME TR

142 institutions still hold INVESCO SR INCOME TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46131H107·142 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.4%
vs prior quarter
13F value held
$140M
66.0% inst. owned
of float
Holders
142
-120 QoQ
filers reporting
Activity
+86 / −17
+829 added · −904 reduced
this quarter
Concentration
24.65%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

142 institutions reported VVR in Q1 2026. MORGAN STANLEY leads at 24.6% of the visible book. -120 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$35M10.7M0.00%Q1 202602
Bramshill Investments, LLC
CIK 0001619899
$22M6.7M1.86%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M3.3M0.00%Q1 202604
Solutions 4 Wealth, Ltd
CIK 0002006405
$9M2.8M13.67%Q1 202605
LPL Financial LLC
CIK 0001403438
$9M2.7M0.00%Q1 202606
Invesco Ltd.
CIK 0000914208
$7M2.1M0.00%Q1 202607
EP Wealth Advisors, LLC
CIK 0001540569
$6M1.9M0.03%Q1 202608
UBS Group AG
CIK 0001610520
$6M1.7M0.00%Q1 202609
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$5M1.5M0.56%Q1 202610
Advisors Asset Management, Inc.
CIK 0001297376
$4M1.3M0.07%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M1.2M0.00%Q1 202612
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$4M1.1M0.26%Q1 202613
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$3M1.1M0.00%Q1 202614
LOOMIS SAYLES & CO L P
CIK 0000312348
$3M1.0M0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M940K0.00%Q1 202616
Logan Stone Capital, LLC
CIK 0001535521
$2M751K0.61%Q4 202517
Quarry LP
CIK 0001965207
$2M656K0.38%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M654K0.00%Q1 202619
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$2M637K0.03%Q1 202620
Ionic Capital Management LLC
CIK 0001386462
$2M608K0.25%Q4 2025
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