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

120 institutions reported holding $165.8M of INVESCO (VMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($16.9M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($16.8M), LPL Financial LLC ($14.9M), GUGGENHEIM CAPITAL LLC ($13.6M), Hennion & Walsh Asset Management, Inc. ($12.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$16.9M1.7MAdded
2RIVERNORTH CAPITAL MANAGEMENT, LLC$16.8M1.7MTrimmed
3LPL Financial LLC$14.9M1.5MTrimmed
4GUGGENHEIM CAPITAL LLC$13.6M1.4MTrimmed
5Hennion & Walsh Asset Management, Inc.$12.6M1.3MAdded
6UBS Group AG$9.9M999,416Trimmed
7Advisors Asset Management, Inc.$8.6M869,326Added
8RAYMOND JAMES FINANCIAL INC$7.9M799,317Added
9SIT INVESTMENT ASSOCIATES INC$6.2M623,992Hold
10WELLS FARGO & COMPANY/MN$6.1M613,958Added
11Kestra Advisory Services, LLC$5.5M552,198Added
12VAN ECK ASSOCIATES CORP$4.5M451,018Added
13Garden State Investment Advisory Services LLC$3.4M345,925Added
14Cambridge Investment Research Advisors, Inc.$3.4M344,102Added
15Wakefield Asset Management LLLP$2.3M231,479Added
16OSAIC HOLDINGS, INC.$1.9M190,532Added
17Royal Bank of Canada$1.8M185,817Added
18STIFEL FINANCIAL CORP$1.7M171,832Added
19Fiera Capital Corp$1.6M160,932Trimmed
20JFS WEALTH ADVISORS, LLC$1.4M146,154Added
21Garner Asset Management Corp$1.4M138,563Added
22NewEdge Advisors, LLC$1.4M137,771Added
23PLANNING ALTERNATIVES LTD /ADV$1.0M103,000Hold
24Wealth Alliance Advisory Group, LLC$947,13595,961Trimmed
25COMMONWEALTH EQUITY SERVICES, LLC$884,42089,607Trimmed

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