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Equibles

VBF

Invesco Bond Fund

Company with tickers: VBF

CIK
5094
CUSIP
46132L107
Shares Outstanding
11,425,089
13F Activity (30d)
22 filings 20 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 49
Total Value: $62,997,495
Total Shares: 4,199,833

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 49 13F filers · Δ vs Dec 31, 2025
Top Holder
25.5%
Jun 2023 → Mar 2026 · range 10.1% – 33.7%
+15.4 pts
Top 5
52.8%
Jun 2023 → Mar 2026 · range 40.1% – 71.4%
+12.7 pts
Top 10
72.8%
Jun 2023 → Mar 2026 · range 63.5% – 83.6%
+5.7 pts
HHI
968
Jun 2023 → Mar 2026 · range 544 – 1,672
Broadly held+423

Quarterly Activity

vs Dec 31, 2025
New
7
Increased
16
Decreased
16
Sold Out
6
Unchanged
10
Holder count: +1
Institutional value: +65.9%
Shares held: +70.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small 1607 Capital Partners, LLC +215,198 364,560
Large Allspring Global Investments Holdings, LLC +99,503 294,626
Mega LPL Financial LLC +49,808 62,265
Mid WOLVERINE ASSET MANAGEMENT LLC +45,886 139,892
Large JONES FINANCIAL COMPANIES LLLP +32,184 280,904

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega UBS Group AG −26,330 25,500
Mid Hennion & Walsh Asset Management, Inc. −13,603 62,953
Large Janney Montgomery Scott LLC −6,843 20,044
Mega WELLS FARGO & COMPANY/MN −5,672 155,602
Small ProVise Management Group, LLC −5,173 114,900

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid SIT INVESTMENT ASSOCIATES INC 1,069,082 $16,036,230
Small LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 190,361 $2,855,415
Mid Karpus Management, Inc. 72,031 $1,080,465
Small Hara Capital LLC 38,853 $582,795
Micro PETRA FINANCIAL ADVISORS INC 17,310 $259,650

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small StoneX Group Inc. 56,797 $875,241
Small Shaker Financial Services, LLC 10,896 $167,907
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,717 $165,148
Large NewEdge Advisors, LLC 10,600 $163,346
Large COMERICA BANK 1,538 $23,700
Filter: New 7 Increased 16 Reduced 16 Sold out 6 Unchanged 10
Showing 49 of 49
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $16,036,230 25.46% 1,069,082
Small 1607 Capital Partners, LLC $5,468,400 8.68% 364,560
Large Allspring Global Investments Holdings, LLC $4,419,390 7.02% 294,626
Large JONES FINANCIAL COMPANIES LLLP $4,213,560 6.69% 280,904
Mega MORGAN STANLEY $3,101,850 4.92% 206,790
Large GUGGENHEIM CAPITAL LLC $3,046,560 4.84% 203,104
Small LEGACY FINANCIAL INDEPENDENT ADVISORS LLC $2,855,415 4.53% 190,361
Mega WELLS FARGO & COMPANY/MN $2,334,030 3.70% 155,602
Mega Invesco Ltd. $2,297,100 3.65% 153,140
Mid WOLVERINE ASSET MANAGEMENT LLC $2,098,380 3.33% 139,892
Small WealthBridge Capital Management, LLC $1,965,780 3.12% 131,052
Small ProVise Management Group, LLC $1,723,500 2.74% 114,900
Large Fiera Capital Corp $1,556,085 2.47% 103,739
Mid Karpus Management, Inc. $1,080,465 1.72% 72,031
Mega CITIGROUP INC $1,064,400 1.69% 70,960
Mega BANK OF AMERICA CORP /DE/ Bank $1,021,995 1.62% 68,133
Mega RAYMOND JAMES FINANCIAL INC $990,225 1.57% 66,015
Mid Hennion & Walsh Asset Management, Inc. $944,295 1.50% 62,953
Mega LPL Financial LLC $933,975 1.48% 62,265
Small Hara Capital LLC $582,795 0.93% 38,853
Mega ROYAL BANK OF CANADA Bank $568,545 0.90% 37,903
Small MELFA WEALTH MANAGEMENT, INC. $539,460 0.86% 35,964
Mid RIVERBRIDGE PARTNERS LLC $477,525 0.76% 31,835
Small Cordgrass Capital Advisors, LLC $383,055 0.61% 25,537
Mega UBS Group AG $382,500 0.61% 25,500
Small Uncommon Cents Investing LLC $363,150 0.58% 24,210
Large OSAIC HOLDINGS, INC. $350,880 0.56% 23,392
Small Ethos Financial Group, LLC $338,265 0.54% 22,551
Mega AMERIPRISE FINANCIAL INC $303,345 0.48% 20,223
Large Janney Montgomery Scott LLC $300,660 0.48% 20,044
Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer $287,385 0.46% 19,159
Micro PETRA FINANCIAL ADVISORS INC $259,650 0.41% 17,310
Mid Mutual Advisors, LLC $205,875 0.33% 13,725
Large COMMONWEALTH EQUITY SERVICES, LLC $183,630 0.29% 12,242
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $69,525 0.11% 4,635
Mega PNC FINANCIAL SERVICES GROUP, INC. $60,480 0.10% 4,032
Large FIFTH THIRD BANCORP Bank $38,070 0.06% 2,538
Mid Farther Finance Advisors, LLC $35,250 0.06% 2,350
Small Noble Wealth Management PBC $25,500 0.04% 1,700
Mid MAI Capital Management $20,310 0.03% 1,354
Small Citizens National Bank Trust Department Bank $17,250 0.03% 1,150
Large Steward Partners Investment Advisory, LLC $13,500 0.02% 900
Mid HANTZ FINANCIAL SERVICES, INC. $9,990 0.02% 666
Small Princeton Global Asset Management LLC $8,025 0.01% 535
Mid IFP Advisors, Inc $7,500 0.01% 500
Small Annis Gardner Whiting Capital Advisors, LLC $6,825 0.01% 455
Micro PFS Partners, LLC $5,400 0.01% 360
Mid MATHER GROUP, LLC. $1,500 0.00% 100
Large HUNTINGTON NATIONAL BANK Bank $15 0.00% 1

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