Who owns Invesco Trust for Investment Grade New York Municipals?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VTN from SEC Form 13F filings across 26 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, 26 institutions disclosed 2.0M shares of Invesco Trust for Investment Grade New York Municipals worth $22.9M — about 13.7% of shares outstanding; the largest disclosed holder is Hennion & Walsh Asset Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
26
13F holders
$22.9M
value, 2026 filers
13.7%
of shares outstanding (2.0M sh)
5
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 VTN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 510,183 | $5.9M | 0.2% | 3.5% | -2.0% |
| 2 | GUGGENHEIM CAPITAL LLC | 293,678 | $3.4M | 0.0% | 2% | +4.7% |
| 3 | Indivisible Partners | 263,491 | $3.1M | 0.2% | 1.8% | +3.1% |
| 4 | ROYAL BANK OF CANADA | 196,630 | $2.3M | 0.0% | 1.3% | +19.9% |
| 5 | ASHTON THOMAS SECURITIES, LLC | 141,200 | $1.6M | 0.2% | 1% | 0.0% |
| 6 | MORGAN STANLEY | 124,698 | $1.4M | 0.0% | 0.9% | +21.0% |
| 7 | Lido Advisors, LLC | 99,942 | $1.2M | 0.0% | 0.7% | 0.0% |
| 8 | BANK OF AMERICA CORP /DE/ | 86,870 | $1.0M | 0.0% | 0.6% | -1.7% |
| 9 | LPL Financial LLC | 48,656 | $563,440 | 0.0% | 0.3% | +1.3% |
| 10 | STIFEL FINANCIAL CORP | 48,205 | $558,195 | 0.0% | 0.3% | +1.2% |
| 11 | SHUFRO ROSE & CO LLC | 26,000 | $301,080 | 0.0% | 0.2% | 0.0% |
| 12 | PEAPACK GLADSTONE FINANCIAL CORP | 23,324 | $270 | 0.0% | 0.2% | +0.4% |
| 13 | MML INVESTORS SERVICES, LLCNEW | 22,344 | $258,744 | 0.0% | 0.2% | new |
| 14 | WELLS FARGO & COMPANY/MN | 21,339 | $247,108 | 0.0% | 0.1% | -16.1% |
| 15 | UBS Group AG | 16,954 | $196,327 | 0.0% | 0.1% | -0.6% |
| 16 | HORIZON KINETICS ASSET MANAGEMENT LLC | 14,739 | $170,678 | 0.0% | 0.1% | 0.0% |
| 17 | Herold Advisors, Inc.NEW | 13,488 | $156,000 | 0.0% | 0.1% | new |
| 18 | &PARTNERS | 12,958 | $150,053 | 0.0% | 0.1% | +1.2% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 10,622 | $123,000 | 0.0% | 0.1% | -5.1% |
| 20 | OSAIC HOLDINGS, INC. | 9,832 | $113,855 | 0.0% | 0.1% | +29.5% |
| 21 | Integrated Wealth Concepts LLCNEW | 4,200 | $48,636 | 0.0% | 0% | new |
| 22 | JONES FINANCIAL COMPANIES LLLPNEW | 4,200 | $47,712 | 0.0% | 0% | new |
| 23 | Aventura Private Wealth, LLC | 4,000 | $46,320 | 0.0% | 0% | 0.0% |
| 24 | MERCER GLOBAL ADVISORS INC /ADVNEW | 2,806 | $32,493 | 0.0% | 0% | new |
| 25 | Rockefeller Capital Management L.P. | 2,212 | $25,617 | 0.0% | 0% | +1.8% |
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.