Invesco Variable Rate PreferVRPETF
13F holders, Q4 2025 (December 31)274holders +26
24new positions
13sold out
4famous investors
$24.34avg. 13F price*
At the end of Q4 2025, 274 institutions reported holding Invesco Variable Rate Prefer (VRP) in their 13F filings, up 26 from Q3 2025. 24 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($225.3M), Morgan Stanley ($213.5M) and Wells Fargo & Company ($85.4M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Variable Rate Prefer
- CUSIP
- 46138G870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $7.8M |
| Exits | 13 | $27.9M |
All 13F filers, Q3 2025 → Q4 2025: 4,033,222 shares bought and 2,695,079 shares sold, net +1,338,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Bank of America Corp. | 0.02% | Add +9.1% | 9,259,654 | $225.3M |
| Morgan Stanley | 0.01% | Reduce -0.6% | 8,776,100 | $213.5M |
| Wells Fargo & Company | 0.02% | Add +11.4% | 3,508,606 | $85.4M |
| LPL Financial LLC | 0.02% | Add +17.8% | 2,652,479 | $64.5M |
| UBS Group AG | 0.01% | Add +1.0% | 2,175,176 | $52.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.7% | 1,957,799 | $47.6M |
| Advisors Capital Management, LLC | 0.41% | Add +9.9% | 1,425,305 | $34.7M |
| Stephens Inc. | 0.43% | Reduce -0.1% | 1,413,819 | $34.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.8% | 1,371,448 | $33.4M |
| HighTower Advisors, LLC | 0.03% | Add +1.0% | 1,159,648 | $28.2M |
| Mader & Shannon Wealth Management, Inc. | 10.37% | No change | 856,829 | $21.2M |
| Royal Bank of Canada | 0.00% | Add +21.3% | 788,270 | $19.2M |
| Raymond James Financial Inc. | 0.01% | Add +13.7% | 764,078 | $18.6M |
| Spectrum Asset Management, Inc. | 18.52% | Add +798.8% | 564,181 | $13.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -29.2% | 537,138 | $13.1M |
| Benjamin Edwards Inc. | 0.14% | Reduce -1.7% | 532,415 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.0% | 490,635 | $11.9M |
| Evolution Wealth Advisors, LLC | 1.10% | Add +0.5% | 448,511 | $10.9M |
| Park Avenue Securities LLC | 0.09% | Add +176.8% | 418,736 | $10.2M |
| Stifel Financial Corp. | 0.01% | Add +2.3% | 418,342 | $10.2M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +4.2% | 416,718 | $10.1M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -3.0% | 392,352 | $9.5M |
| MML Investors Services, LLC | 0.02% | Add +5.6% | 387,247 | $9.4M |
| MAI Capital Management | 0.05% | Add +2.4% | 379,116 | $9.2M |
| Westover Capital Advisors, LLC | 1.65% | Add +5.2% | 372,950 | $9.1M |
| Cordoba Advisory Partners LLC | 2.24% | — | 372,635 | $9.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.7% | 346,578 | $8.4M |
| Windsor Capital Management, LLC | 2.38% | Reduce -0.5% | 333,789 | $8.1M |
| Advisory Alpha, LLC | 0.20% | Add +30.1% | 304,271 | $7.4M |
| Blue Water Asset Management | 2.44% | — | 279,089 | $6.8M |
| Nilsine Partners, LLC | 0.57% | Add +6.8% | 270,699 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +13.5% | 255,599 | $6.2M |
| Boston Family Office LLC | 0.38% | Add +3.6% | 248,177 | $6.0M |
| Invesco Ltd. | 0.00% | Reduce -2.7% | 246,300 | $6.0M |
| Meridian Wealth Management, LLC | 0.21% | Add +4.9% | 239,539 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.2% | 226,895 | $5.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.8% | 219,234 | $5.3M |
| Fca Corp. | 1.42% | Add +5.3% | 207,435 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -2.0% | 193,566 | $4.7M |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 183,908 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.1% | 182,295 | $4.4M |
| Good Harbor Advisors, Inc. | 5.16% | — | 182,076 | $4.4M |
| Franklin Resources Inc. | 0.00% | Add +46.8% | 173,749 | $4.2M |
| RPg Family Wealth Advisory, LLC | 0.92% | Reduce -0.4% | 172,405 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +3.6% | 170,177 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.2% | 151,349 | $3.7M |
| Whittier Trust Co. | 0.04% | Reduce -1.1% | 148,940 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.5% | 138,435 | $3.4M |
| Elmwood Wealth Management, Inc. | 1.06% | Reduce -1.2% | 137,705 | $3.4M |
| Cottonwood Capital Advisors, LLC | 2.24% | Reduce -5.7% | 129,285 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.0% | 126,351 | $3.1M |
| NTV Asset Management LLC | 0.32% | Add +5.1% | 124,614 | $3.0M |
| Independent Financial Group, LLC | 0.06% | Add +74.5% | 118,378 | $2.9M |
| Addison Capital Co | 0.70% | Add +19.2% | 115,291 | $2.8M |
| Integrity Alliance, Llc. | 0.10% | Add +6.5% | 114,364 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Add +32.4% | 112,908 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.0% | 109,057 | $2.7M |
| Cwm, LLC | 0.01% | Add +11.2% | 108,863 | $2.6M |
| Duncker Streett & Co. Inc. | 0.43% | Reduce -1.1% | 100,581 | $2.4M |
| Howard Wealth Management, LLC | 1.04% | Add +9.6% | 97,551 | $2.4M |
| Principal Financial Group Inc. | 0.00% | New | 96,838 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.2% | 96,508 | $2.3M |
| Oder Investment Management, LLC | 1.66% | Reduce -4.5% | 93,970 | $2.3M |
| Seed Wealth Management, Inc. | 1.51% | Reduce -11.4% | 89,925 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -62.2% | 89,200 | $2.2M |
| Ranch Capital Advisors Inc. | 0.78% | Add +2.6% | 87,449 | $2.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Add +13.8% | 85,571 | $2.1M |
| HUB Investment Partners, LLC | 0.05% | Reduce -7.4% | 79,500 | $1.9M |
| Advisory Resource Group | 0.32% | Add +1.5% | 75,936 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Add +2.1% | 73,768 | $1.8M |
| Cary Street Partners Financial LLC | 0.04% | Add +11.8% | 73,173 | $1.8M |
| Accel Wealth Management | 0.48% | Add +37.8% | 72,619 | $1.8M |
| Dearborn Partners LLC | 0.09% | Reduce -2.7% | 71,369 | $1.7M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.4% | 68,937 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +10.6% | 67,908 | $1.7M |
| IFP Advisors, Inc | 0.04% | Add +8.8% | 65,969 | $1.6M |
| Jackson Hole Capital Partners, LLC | 0.27% | Reduce -6.3% | 65,910 | $1.6M |
| Foresight Capital Management Advisors, Inc. | 0.86% | Reduce -3.3% | 65,568 | $1.6M |
| Comerica Bank | 0.01% | Add +7.8% | 62,506 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +424.6% | 58,901 | $1.4M |
| James Investment Research, Inc. | 0.15% | Reduce -3.3% | 57,925 | $1.4M |
| Blue Jean Financial LLC | 1.14% | — | 57,560 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Add +11.3% | 57,060 | $1.4M |
| LFG Wealth Partners, LLC | 0.85% | — | 54,879 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +11.0% | 54,685 | $1.3M |
| Cerity Partners LLC | 0.00% | New | 54,254 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +1993.1% | 53,269 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -80.2% | 52,578 | $1.3M |
| Stelac Advisory Services LLC | 0.44% | Reduce -14.6% | 51,218 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.0% | 51,200 | $1.2M |
| Activest Wealth Management | 0.23% | Reduce -3.4% | 50,850 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +4.9% | 49,839 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.24% | Reduce -38.7% | 47,325 | $1.2M |
| Gotham Asset Management | 0.00% | No change | 47,270 | $1.2M |
| Midwest Trust Co | 0.01% | Add +3.3% | 45,415 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -12.8% | 42,041 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.4% | 40,126 | $976K |
| AlphaCore Capital LLC | 0.02% | Add +48.1% | 37,800 | $920K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.9% | 37,491 | $912K |
| Bristlecone Value Partners, LLC | 1.05% | — | 37,337 | $908K |
| Delta Capital Management LLC | 0.50% | No change | 36,205 | $881K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -7.7% | 36,024 | $876K |
| King Wealth Management Group | 0.11% | Reduce -9.3% | 35,978 | $875K |
| WealthCare Investment Partners, LLC | 0.25% | Reduce -11.2% | 34,984 | $853K |
| Clear Harbor Asset Management, LLC | 0.06% | Add +0.3% | 34,235 | $833K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -71.0% | 32,830 | $799K |
| Burke & Herbert Bank & Trust Co. | 0.22% | Reduce -47.2% | 32,830 | $799K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -8.4% | 31,527 | $767K |
| Bank of New York Mellon Corp | 0.00% | Add +13.7% | 31,151 | $758K |
| MGB Wealth Management, LLC | 0.22% | Add +40.3% | 31,031 | $755K |
| Old National Bancorp | 0.01% | No change | 30,542 | $743K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +2.2% | 30,335 | $738K |
| Invst, LLC | 0.08% | Reduce -0.3% | 30,229 | $735K |
| QTR Family Wealth, LLC | 0.32% | Add +233.3% | 30,000 | $735K |
| Diversify Wealth Management, LLC | 0.03% | Add +8.2% | 29,720 | $726K |
| &partners | 0.00% | Add +161.9% | 29,826 | $726K |
| Vectors Research Management, LLC | 0.20% | Reduce -1.0% | 27,392 | $666K |
| Clark Capital Management Group, Inc. | 0.00% | New | 26,210 | $638K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.1% | 25,394 | $619K |
| Northwest Wealth Management, LLC | 0.10% | No change | 25,394 | $618K |
| Corient Private Wealth LP | 0.00% | Reduce -41.3% | 25,291 | $616K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -13.8% | 24,921 | $608K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.3% | 24,687 | $601K |
| Calton & Associates, Inc. | 0.09% | New | 24,541 | $597K |
| Courier Capital LLC | 0.03% | Reduce -0.9% | 23,645 | $575K |
| Kovack Advisors, Inc. | 0.03% | Add +124.6% | 23,307 | $567K |
| AQR Capital Management | 0.00% | Add +11.9% | 22,611 | $550K |
| Evolve Private Wealth, LLC | 0.03% | — | 22,280 | $542K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +22.1% | 21,620 | $526K |
| Walter & Keenan Wealth Management LLC /in/ | 0.13% | Reduce -11.6% | 20,245 | $493K |
| PFG Investments, LLC | 0.02% | Reduce -2.6% | 20,078 | $489K |
| Cadent Capital Advisors, LLC | 0.13% | New | 19,921 | $485K |
| Venture Visionary Partners LLC | 0.02% | No change | 19,707 | $479K |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -5.1% | 19,557 | $476K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -2.7% | 19,261 | $469K |
| Point Nemo Capital, LLC | 0.46% | — | 19,008 | $462K |
| Fort Sheridan Advisors LLC | 0.06% | No change | 18,700 | $455K |
| Palouse Capital Management, Inc. | 0.29% | Reduce -18.1% | 18,171 | $442K |
| Klingman & Associates, LLC | 0.02% | Reduce -21.9% | 18,145 | $441K |
| Pine Harbor Wealth Management, LLC | 0.13% | No change | 17,749 | $432K |
| Brown, Lisle/Cummings, Inc. | 0.11% | Reduce -10.6% | 17,718 | $431K |
| Sigma Planning Corp | 0.01% | Add +32.9% | 17,625 | $429K |
| Roman Butler Fullerton & Co. | 0.11% | Reduce -12.3% | 17,572 | $429K |
| 1834 Investment Advisors Co. | 0.05% | Add +0.2% | 17,492 | $426K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 17,404 | $423K |
| Risk Paradigm Group, LLC | 0.40% | — | 17,079 | $416K |
| IFC & Insurance Marketing, Inc. | 0.41% | — | 16,966 | $413K |
| Truist Financial Corp. | 0.00% | Add +44.7% | 16,956 | $413K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -15.7% | 16,889 | $411K |
| Disciplined Investments, LLC | 0.16% | Reduce -2.6% | 16,709 | $407K |
| Endowment Wealth Management, Inc. | 0.18% | Add +3.5% | 16,481 | $401K |
| World Investment Advisors | 0.01% | New | 16,293 | $396K |
| Comprehensive Money Management Services LLC | 0.27% | No change | 15,997 | $389K |
| Unified Investment Management | 0.38% | Add +0.6% | 15,639 | $380K |
| WealthShield Partners, LLC | 0.04% | Reduce -24.2% | 15,436 | $376K |
| Diversified Trust Co. | 0.01% | No change | 15,372 | $374K |
| Nest Investments, LLC | 0.30% | — | 14,869 | $362K |
| Citadel Advisors | 0.00% | New | 14,782 | $360K |
| Citizens Financial Group Inc. | 0.00% | Add +34.4% | 14,321 | $348K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +0.1% | 14,274 | $347K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 14,274 | $347K |
| HB Wealth Management, LLC | 0.00% | Reduce -16.6% | 13,921 | $339K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.1% | 13,916 | $339K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -0.4% | 13,895 | $338K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.5% | 13,734 | $334K |
| Equitable Holdings, Inc. | 0.00% | Add +3.8% | 13,531 | $329K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -2.9% | 13,208 | $321K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -4.7% | 13,004 | $316K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -89.6% | 12,998 | $316K |
| Texas Yale Capital Corp. | 0.01% | Add +0.1% | 12,634 | $307K |
| Mfa Wealth Advisors, LLC | 0.06% | Reduce -42.7% | 12,521 | $305K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 12,223 | $297K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +0.6% | 12,134 | $295K |
| Aft, Forsyth & Company, Inc. | 0.13% | Reduce -8.8% | 12,074 | $294K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,944 | $291K |
| Mosley Wealth Management | 0.13% | — | 11,528 | $286K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +22.4% | 11,715 | $285K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.8% | 11,678 | $284K |
| RVW Wealth, LLC | 0.02% | No change | 11,314 | $275K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,970 | $267K |
| Finward Bancorp | 0.21% | Add +8.0% | 10,945 | $266K |
| Alaethes Wealth, LLC | 0.07% | No change | 10,933 | $266K |
| Lido Advisors, LLC | 0.00% | No change | 10,751 | $266K |
| Diversify Advisory Services, LLC | 0.01% | Add +16.7% | 10,860 | $265K |
| Everpar Advisors LLC | 0.10% | No change | 10,551 | $257K |
| Etesian Wealth Advisors, Inc. | 0.08% | Reduce -3.6% | 10,393 | $253K |
| LYNX Capital Group Ltd. | 0.12% | No change | 10,388 | $253K |
| Deutsche Bank AG | 0.00% | No change | 10,248 | $249K |
| Marion Wealth Management | 0.06% | Reduce -9.7% | 10,143 | $248K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -28.6% | 10,183 | $248K |
| Trust Co. of Oklahoma | 0.07% | No change | 10,106 | $246K |
| Ameriflex Group, Inc. | 0.13% | Reduce -49.0% | 10,032 | $244K |
| Focus Partners Wealth | 0.00% | New | 9,812 | $239K |
| Mariner, LLC | 0.00% | Reduce -0.1% | 9,565 | $233K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 9,441 | $230K |
| Diligent Investors, LLC | 0.06% | Add +2.0% | 9,438 | $230K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -5.5% | 9,393 | $229K |
| Investment Research & Advisory Group, Inc. | 0.08% | Add +2.5% | 9,379 | $228K |
| Chilton Capital Management LLC | 0.01% | Add +2.1% | 9,369 | $228K |
| Advisory Services Network, LLC | 0.00% | Reduce -72.4% | 9,329 | $227K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.1% | 9,135 | $222K |
| First Trust Advisors LP | 0.00% | No change | 9,000 | $219K |
| Commerce Bank | 0.00% | No change | 8,881 | $216K |
| Partners Wealth Management, LLC | 0.22% | No change | 8,776 | $214K |
| Crumly & Associates Inc. | 0.04% | No change | 8,576 | $209K |
| Belpointe Asset Management LLC | 0.01% | New | 8,400 | $204K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 7,175 | $175K |
| Harbour Investments, Inc. | 0.00% | Add +26.9% | 7,119 | $173K |
| Ancora Advisors LLC | 0.00% | Add +27.3% | 7,000 | $170K |
| Blair William & Co. | 0.00% | Add +7.7% | 6,986 | $170K |
| Blueline Advisors LLC | 0.12% | — | 6,150 | $150K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,038 | $147K |
| ORG Partners LLC | 0.03% | No change | 5,900 | $144K |
| Luken Investment Analytics, LLC | 0.05% | New | 5,533 | $135K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.9% | 5,208 | $127K |
| LFA - Lugano Financial Advisors SA | 0.06% | Add +136.8% | 5,067 | $123K |
| Coastline Trust Co | 0.01% | No change | 4,870 | $118K |
| Qube Research & Technologies Ltd | 0.00% | Add +16.7% | 4,740 | $115K |
| Fifth Third Bancorp | 0.00% | No change | 4,200 | $102K |
| US Bancorp \de | 0.00% | New | 3,472 | $84K |
| Westend Capital Management, LLC | 0.02% | Reduce -39.5% | 2,680 | $65K |
| Barrett & Company, Inc. | 0.02% | No change | 2,675 | $65K |
| National Bank of Canada | 0.00% | No change | 2,662 | $65K |
| SageView Advisory Group, LLC | 0.00% | New | 2,402 | $58K |
| Pflug Koory, LLC | 0.03% | Add +2.5% | 2,355 | $57K |
| Private Trust Co. NA | 0.00% | Add +165.2% | 2,209 | $54K |
| Key Financial Inc | 0.01% | No change | 2,111 | $51K |
| International Assets Investment Management, LLC | 0.00% | New | 2,100 | $51K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,895 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 1,715 | $42K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 1,435 | $35K |
| HM Payson & Co. | 0.00% | No change | 1,388 | $34K |
| FMR LLC | 0.00% | Add +26.8% | 1,259 | $31K |
| Advisors Preferred, LLC | 0.00% | Reduce -82.9% | 1,130 | $28K |
| Allworth Financial LP | 0.00% | Add +5794.7% | 1,120 | $27K |
| Mechanics Financial Corp | 0.01% | No change | 1,100 | $27K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 1,071 | $26K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,000 | $24K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $24K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -8.1% | 916 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 879 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 816 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 800 | $19K |
| Aventura Private Wealth, LLC | 0.01% | Add +2.3% | 679 | $17K |
| Smartleaf Asset Management LLC | 0.00% | New | 616 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -61.1% | 582 | $14K |
| Rossby Financial, LCC | 0.00% | Reduce -42.0% | 560 | $14K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 515 | $13K |
| Camelot Portfolios, LLC | 0.01% | New | 510 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 505 | $12K |
| Caldwell Trust Co | 0.00% | No change | 500 | $12K |
| BlackRock, Inc. | 0.00% | No change | 476 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $10K |
| New Millennium Group LLC | 0.00% | Reduce -60.8% | 411 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 302 | $7K |
| AE Wealth Management LLC | 0.00% | Reduce -60.7% | 300 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 265 | $6K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.7% | 230 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 200 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $4K |
| MidFirst Bank | 0.00% | — | 136 | $3K |
| Assetmark, Inc. | 0.00% | No change | 91 | $2K |
| NFSG Corp | 0.00% | No change | 79 | $2K |
| HighMark Wealth Management LLC | 0.00% | New | 74 | $2K |
| Horizon Financial Services, LLC | 0.00% | No change | 72 | $2K |
| Signaturefd, LLC | 0.00% | Add +7.0% | 46 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 40 | $973 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 30 | $730 |
| Spire Wealth Management | 0.00% | New | 28 | $681 |
| Eastern Bank | 0.00% | No change | 25 | $608 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.7% | 19 | $462 |
| Lodestone Wealth Management LLC | 0.00% | New | 7 | $170 |
| SHP Wealth Management | 0.00% | — | 2 | $35 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $24 |
"% of holder's portfolio" is VRP's weight in each manager's 13F, not the share of Invesco Variable Rate Prefer the manager owns.