Who owns Invesco Municipal Opportunity Trust?
Institutional ownership of VMO from SEC Form 13F filings across 79 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.
79
13F holders
$93.0M
value, 2026 filers
15.1%
of shares outstanding (10.2M 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 VMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.7M | $16.9M | 0.0% | 2.5% | +12.2% |
| 2 | LPL Financial LLC | 1.5M | $14.9M | 0.0% | 2.2% | -1.8% |
| 3 | UBS Group AG | 999,416 | $9.9M | 0.0% | 1.5% | -6.1% |
| 4 | RAYMOND JAMES FINANCIAL INC | 799,317 | $7.9M | 0.0% | 1.2% | +1.3% |
| 5 | Cambridge Investment Research Advisors, Inc. | 688,204 | $6,792 | 0.0% | 1% | +118.3% |
| 6 | WELLS FARGO & COMPANY/MN | 613,958 | $6.1M | 0.0% | 0.9% | +1.6% |
| 7 | Kestra Advisory Services, LLC | 552,198 | $5.5M | 0.0% | 0.8% | +5.4% |
| 8 | VAN ECK ASSOCIATES CORP | 451,018 | $4.5M | 0.0% | 0.7% | +1.6% |
| 9 | Garden State Investment Advisory Services LLC | 345,925 | $3.4M | 0.6% | 0.5% | +5.8% |
| 10 | OSAIC HOLDINGS, INC. | 190,532 | $1.9M | 0.0% | 0.3% | +134.9% |
| 11 | ROYAL BANK OF CANADA | 185,817 | $1.8M | 0.0% | 0.3% | +9.6% |
| 12 | STIFEL FINANCIAL CORP | 171,832 | $1.7M | 0.0% | 0.3% | +3.7% |
| 13 | JFS WEALTH ADVISORS, LLC | 146,154 | $1.4M | 0.1% | 0.2% | +0.1% |
| 14 | NewEdge Advisors, LLC | 137,771 | $1.4M | 0.0% | 0.2% | +8.6% |
| 15 | Wealth Alliance Advisory Group, LLC | 95,961 | $947,135 | 0.1% | 0.1% | -11.7% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 89,607 | $884,420 | 0.0% | 0.1% | -2.5% |
| 17 | Worthington Financial Partners, LLC | 86,266 | $851,450 | 0.7% | 0.1% | -0.1% |
| 18 | JANE STREET GROUP, LLC | 75,976 | $749,883 | 0.0% | 0.1% | +194.1% |
| 19 | Summit Trail Advisors, LLC | 69,850 | $689,423 | 0.0% | 0.1% | -4.1% |
| 20 | Steward Partners Investment Advisory, LLC | 69,010 | $681,129 | 0.0% | 0.1% | +1.5% |
| 21 | BANK OF AMERICA CORP /DE/ | 65,322 | $644,727 | 0.0% | 0.1% | +54.5% |
| 22 | AMERIPRISE FINANCIAL INC | 62,987 | $616,749 | 0.0% | 0.1% | -82.3% |
| 23 | PNC Financial Services Group, Inc. | 62,920 | $621,020 | 0.0% | 0.1% | 0.0% |
| 24 | Invesco Ltd. | 60,091 | $593,098 | 0.0% | 0.1% | -5.5% |
| 25 | Concurrent Investment Advisors, LLC | 53,559 | $528,628 | 0.0% | 0.1% | +40.1% |
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.