ATLANTA, GA
INVESCO BOND FUNDVBF— Latest position per institution from SEC 13F filings
15
Institutional holders
4.33M
Total shares held
44.83M
Estimated value
216.54K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.36M
Value
20.68K
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
397.72K
Value
6.03M
Filed
Jun 30, 2026
JONES FINANCIAL COMPANIES LLLP
CIK 815917
Shares
382.75K
Value
5.78M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
362.78K
Value
5.50M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
210.31K
Value
3.19M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
173.16K
Value
2.63M
Filed
Jun 30, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
CIK 2131510
Shares
172.03K
Value
2.61M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
158.07K
Value
2.40M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
139.62K
Value
2.12M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
137.61K
Value
2.09M
Filed
Jun 30, 2026
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
CIK 1767313
Shares
114.86K
Value
1.63M
Filed
Sep 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
106.93K
Value
1.62M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
95.26K
Value
1.44M
Filed
Jun 30, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
91.93K
Value
1.39M
Filed
Jun 30, 2026
PROVISE MANAGEMENT GROUP, LLC
CIK 1305707
Shares
90.36K
Value
1.37M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
74.44K
Value
1.13M
Filed
Jun 30, 2026
CITIGROUP INC
CIK 831001
Shares
70.96K
Value
1.06M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
67.48K
Value
1.02M
Filed
Jun 30, 2026
HARA CAPITAL LLC
CIK 2010015
Shares
61.45K
Value
931.63K
Filed
Jun 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 1109767
Shares
59.12K
Value
879.74K
Filed
Jun 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.36M | 20.68K | Jun 30, 2026 |
| 2 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 397.72K | 6.03M | Jun 30, 2026 |
| 3 | JONES FINANCIAL COMPANIES LLLP | 815917 | 382.75K | 5.78M | Jun 30, 2026 |
| 4 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 362.78K | 5.50M | Jun 30, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 210.31K | 3.19M | Jun 30, 2026 |
| 6 | MORGAN STANLEY | 895421 | 173.16K | 2.63M | Jun 30, 2026 |
| 7 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 2131510 | 172.03K | 2.61M | Jun 30, 2026 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 158.07K | 2.40M | Jun 30, 2026 |
| 9 | KARPUS MANAGEMENT, INC. | 1048703 | 139.62K | 2.12M | Jun 30, 2026 |
| 10 | INVESCO LTD. | 914208 | 137.61K | 2.09M | Jun 30, 2026 |
| 11 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 1767313 | 114.86K | 1.63M | Sep 30, 2026 |
| 12 | FIERA CAPITAL CORP | 1505817 | 106.93K | 1.62M | Jun 30, 2026 |
| 13 | RAYMOND JAMES FINANCIAL INC | 720005 | 95.26K | 1.44M | Jun 30, 2026 |
| 14 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 91.93K | 1.39M | Jun 30, 2026 |
| 15 | PROVISE MANAGEMENT GROUP, LLC | 1305707 | 90.36K | 1.37M | Jun 30, 2026 |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 74.44K | 1.13M | Jun 30, 2026 |
| 17 | CITIGROUP INC | 831001 | 70.96K | 1.06M | Mar 31, 2026 |
| 18 | BANK OF AMERICA CORP /DE/ | 70858 | 67.48K | 1.02M | Jun 30, 2026 |
| 19 | HARA CAPITAL LLC | 2010015 | 61.45K | 931.63K | Jun 30, 2026 |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | 59.12K | 879.74K | Jun 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.