$10.41
+0.08 (+0.80%)
Market Cap
$70.4M
Shares Outstanding
6,498,037
Institutional Holders
22
Total Inst. Value
$6.6M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
7
Closed Positions
4
Increased
7
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Shaker Financial Services, LLC | $1.6M | 149,862 |
| 2 | MELFA WEALTH MANAGEMENT, INC.New | $794K | 75,000 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $780K | 73,616 |
| 4 | NewEdge Advisors, LLC | $530K | 50,000 |
| 5 | UBS Group AG | $463K | 43,681 |
| 6 | Fiera Capital Corp | $447K | 42,163 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $413K | 39 |
| 8 | Uncommon Cents Investing LLCNew | $235K | 22,165 |
| 9 | Mallini Complete Financial Planning LLC | $195K | 18,449 |
| 10 | WOLVERINE ASSET MANAGEMENT LLCNew | $195K | 18,446 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Shaker Financial Services, LLC | +84K | $1.6M |
| MELFA WEALTH MANAGEMENT, INC.New | +75K | $794K |
| ENVESTNET ASSET MANAGEMENT INC | +1K | $780K |
| UBS Group AG | +11K | $463K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +39 | $413K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | -91K | $174K |
| MORGAN STANLEY | -6K | $136K |
| NewEdge Advisors, LLC | -300 | $530K |
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Frequently Asked Questions
How many institutional investors hold VLT?
As of Q1 2025, 22 institutional investors report holding VLT (Invesco High Income Trust II) in their 13F filings.
Which hedge fund owns the most VLT?
The largest institutional holder of VLT is Shaker Financial Services, LLC with $1.6M in shares.
Are institutions buying or selling VLT?
This quarter, 7 institutions opened new positions in VLT and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.