Who owns Invesco Trust for Investment Grade Municipals?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VGM from SEC Form 13F filings across 103 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.
As of the 2026-06-30 reporting period, 103 institutions disclosed 12.1M shares of Invesco Trust for Investment Grade Municipals worth $128.3M — about 22.3% of shares outstanding; the largest disclosed holder is Hennion & Walsh Asset Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
103
13F holders
$128.3M
value, 2026 filers
22.3%
of shares outstanding (12.1M sh)
11
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 | Hennion & Walsh Asset Management, Inc. | 1.2M | $13.2M | 0.4% | 2.3% | +27.5% |
| 2 | GUGGENHEIM CAPITAL LLC | 1.1M | $11.3M | 0.1% | 2% | -8.6% |
| 3 | AMERIPRISE FINANCIAL INC | 768,111 | $8.1M | 0.0% | 1.4% | +48.4% |
| 4 | MORGAN STANLEY | 705,017 | $7.5M | 0.0% | 1.3% | +2.7% |
| 5 | LPL Financial LLC | 625,750 | $6.6M | 0.0% | 1.2% | -9.4% |
| 6 | WELLS FARGO & COMPANY/MN | 617,864 | $6.5M | 0.0% | 1.1% | +7.9% |
| 7 | SIT INVESTMENT ASSOCIATES INC | 603,608 | $6.4M | 0.1% | 1.1% | -9.8% |
| 8 | UBS Group AG | 567,497 | $6.0M | 0.0% | 1% | -0.8% |
| 9 | BANK OF AMERICA CORP /DE/ | 501,856 | $5.3M | 0.0% | 0.9% | +1.6% |
| 10 | ROYAL BANK OF CANADA | 382,863 | $4.1M | 0.0% | 0.7% | +4.5% |
| 11 | N.E.W. Advisory Services LLC | 373,821 | $4.0M | 0.3% | 0.7% | +62.6% |
| 12 | VAN ECK ASSOCIATES CORP | 355,063 | $3.8M | 0.0% | 0.7% | +13.4% |
| 13 | Cetera Investment Advisers | 249,317 | $2.6M | 0.0% | 0.5% | +33.2% |
| 14 | GREATMARK INVESTMENT PARTNERS, INC. | 248,750 | $2.6M | 0.3% | 0.5% | 0.0% |
| 15 | STIFEL FINANCIAL CORP | 238,601 | $2.5M | 0.0% | 0.4% | +0.7% |
| 16 | Melone Private Wealth, LLC | 231,002 | $2.4M | 0.9% | 0.4% | +33.6% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 205,552 | $2.2M | 0.0% | 0.4% | +21.5% |
| 18 | Advisors Asset Management, Inc. | 194,328 | $2.1M | 0.0% | 0.4% | +0.2% |
| 19 | RAYMOND JAMES FINANCIAL INC | 170,619 | $1.8M | 0.0% | 0.3% | +14.2% |
| 20 | Stratos Wealth Partners, LTD. | 168,142 | $1.8M | 0.0% | 0.3% | +3.3% |
| 21 | Fiera Capital Corp | 154,641 | $1.6M | 0.0% | 0.3% | +73.4% |
| 22 | NewEdge Advisors, LLC | 136,864 | $1.5M | 0.0% | 0.3% | +97.9% |
| 23 | Indiana Trust & Investment Management Co | 122,000 | $1.3M | 0.4% | 0.2% | 0.0% |
| 24 | Regatta Research & Money ManagementNEW | 113,376 | $1.2M | 1.1% | 0.2% | new |
| 25 | Claro Advisors Inc. | 99,973 | $1.1M | 0.1% | 0.2% | -11.2% |
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.