Who owns BAB?
Invesco Taxable Municipal Bond ETF · Invesco
180 institutions reported holding BAB, worth $692.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BAB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Annex Advisory Services, LLC | Brookfield, WI | $89.4M | 3,331,378 | +151,384 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $46.5M | 1,730,979 | +118,115 shares |
| HighTower Advisors, LLC | Chicago, IL | $42.5M | 1,582,748 | −5,471 shares |
| Wells Fargo & Company | San Francisco, CA | $38.9M | 1,450,389 | +659,358 shares |
| State of Wisconsin Investment Board | Madison, WI | $35.4M | 1,318,800 | No change |
| Bank of America Corp. | Charlotte, NC | $26.7M | 996,052 | −6,822 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $25.5M | 948,647 | −375,916 shares |
| Gould Asset Management LLC | Claremont, CA | $18.9M | 705,394 | +37,281 shares |
| Morgan Stanley | New York, NY | $18.6M | 694,189 | −130,088 shares |
| Sumitomo Mitsui Financial Group, Inc. | Tokyo, Japan | $17.1M | 637,933 | −21,105 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BAB?
180 institutional managers reported holding BAB in Form 13F filings for June 30, 2026, worth $692.6M in total. The largest reported position was held by Annex Advisory Services, LLC, at $89.4M.
Did institutions buy or sell BAB last quarter?
Reported 13F value rose 2.2% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 27 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BAB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.