Who owns Invesco Trust for Investment Grade Municipals?
Institutional ownership of VGM from SEC Form 13F filings across 76 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
76
13F holders
$78.5M
value, 2026 filers
13.8%
of shares outstanding (7.5M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of VGM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 768,111 | $8.1M | 0.0% | 1.4% | +48.4% |
| 2 | MORGAN STANLEY | 705,017 | $7.5M | 0.0% | 1.3% | +2.7% |
| 3 | LPL Financial LLC | 625,750 | $6.6M | 0.0% | 1.2% | -9.4% |
| 4 | WELLS FARGO & COMPANY/MN | 617,864 | $6.5M | 0.0% | 1.1% | +7.9% |
| 5 | UBS Group AG | 567,497 | $6.0M | 0.0% | 1% | -0.8% |
| 6 | BANK OF AMERICA CORP /DE/ | 501,856 | $5.3M | 0.0% | 0.9% | +1.6% |
| 7 | ROYAL BANK OF CANADA | 382,863 | $4.1M | 0.0% | 0.7% | +4.5% |
| 8 | VAN ECK ASSOCIATES CORP | 355,063 | $3.8M | 0.0% | 0.7% | +13.4% |
| 9 | Cetera Investment Advisers | 249,317 | $2.6M | 0.0% | 0.5% | +33.2% |
| 10 | STIFEL FINANCIAL CORP | 238,601 | $2.5M | 0.0% | 0.4% | +0.7% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 205,552 | $2.2M | 0.0% | 0.4% | +21.5% |
| 12 | RAYMOND JAMES FINANCIAL INC | 170,619 | $1.8M | 0.0% | 0.3% | +14.2% |
| 13 | Stratos Wealth Partners, LTD. | 168,142 | $1.8M | 0.0% | 0.3% | +3.3% |
| 14 | NewEdge Advisors, LLC | 136,864 | $1.5M | 0.0% | 0.3% | +97.9% |
| 15 | Indiana Trust & Investment Management Co | 122,000 | $1.3M | 0.4% | 0.2% | 0.0% |
| 16 | Regatta Research & Money ManagementNEW | 113,376 | $1.2M | 1.1% | 0.2% | new |
| 17 | Claro Advisors Inc. | 99,973 | $1.1M | 0.1% | 0.2% | -11.2% |
| 18 | HARBOUR INVESTMENTS, INC. | 99,250 | $1.1M | 0.0% | 0.2% | +0.3% |
| 19 | OSAIC HOLDINGS, INC. | 97,276 | $1.0M | 0.0% | 0.2% | +12.0% |
| 20 | TRUIST FINANCIAL CORP | 96,104 | $1.0M | 0.0% | 0.2% | -14.5% |
| 21 | PNC Financial Services Group, Inc. | 84,821 | $899,102 | 0.0% | 0.2% | 0.0% |
| 22 | Summit Trail Advisors, LLC | 67,090 | $711,151 | 0.0% | 0.1% | +63.5% |
| 23 | Capital Investment Advisory Services, LLC | 65,738 | $696,825 | 0.0% | 0.1% | -4.9% |
| 24 | World Investment Advisors | 60,725 | $599,353 | 0.0% | 0.1% | -10.8% |
| 25 | Baird Financial Group, Inc. | 56,200 | $595,720 | 0.0% | 0.1% | +9.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.