Who Owns INVESCO (VBF)? -- Institutional Holders (2026-06-30)

55 institutions reported holding $70.8M of INVESCO (VBF) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($20.7M), Allspring Global Investments Holdings, LLC ($6.0M), JONES FINANCIAL COMPANIES LLLP ($5.8M), 1607 Capital Partners, LLC ($5.5M), GUGGENHEIM CAPITAL LLC ($3.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIT INVESTMENT ASSOCIATES INC	$20.7M	1.4M	Added
2	Allspring Global Investments Holdings, LLC	$6.0M	397,718	Added
3	JONES FINANCIAL COMPANIES LLLP	$5.8M	382,749	Added
4	1607 Capital Partners, LLC	$5.5M	362,779	Trimmed
5	GUGGENHEIM CAPITAL LLC	$3.2M	210,308	Added
6	MORGAN STANLEY	$2.6M	173,161	Trimmed
7	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	$2.6M	172,032	Trimmed
8	WELLS FARGO & COMPANY/MN	$2.4M	158,075	Added
9	Karpus Management, Inc.	$2.1M	139,624	Added
10	Invesco Ltd.	$2.1M	137,606	Trimmed
11	WealthBridge Capital Management, LLC	$1.9M	125,586	Trimmed
12	Fiera Capital Corp	$1.6M	106,929	Added
13	RAYMOND JAMES FINANCIAL INC	$1.4M	95,263	Added
14	Kestra Advisory Services, LLC	$1.4M	91,930	New
15	ProVise Management Group, LLC	$1.4M	90,363	Trimmed
16	WOLVERINE ASSET MANAGEMENT LLC	$1.1M	74,438	Trimmed
17	BANK OF AMERICA CORP /DE/	$1.0M	67,483	Trimmed
18	Hara Capital LLC	$931,627	61,453	Added
19	LPL Financial LLC	$890,847	58,763	Trimmed
20	Hennion & Walsh Asset Management, Inc.	$731,258	48,236	Trimmed
21	MELFA WEALTH MANAGEMENT, INC.	$545,219	35,964	Hold
22	Royal Bank of Canada	$537,000	35,422	Trimmed
23	RIVERBRIDGE PARTNERS LLC	$496,727	32,766	Added
24	Uncommon Cents Investing LLC	$460,258	30,360	Added
25	UHLMANN PRICE SECURITIES, LLC	$410,552	27,079	Added

Source: SEC Form 13F filings · as of 2026-06-30