Who Owns INVESCO TR INVT GRADE MUNS (VGM)? -- Institutional Holders (2026-06-30)

116 institutions reported holding $128.3M of INVESCO TR INVT GRADE MUNS (VGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($13.2M), GUGGENHEIM CAPITAL LLC ($11.3M), AMERIPRISE FINANCIAL INC ($8.1M), MORGAN STANLEY ($7.5M), LPL Financial LLC ($6.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hennion & Walsh Asset Management, Inc.$13.2M1.2MAdded
2GUGGENHEIM CAPITAL LLC$11.3M1.1MTrimmed
3AMERIPRISE FINANCIAL INC$8.1M768,111Added
4MORGAN STANLEY$7.5M705,017Added
5LPL Financial LLC$6.6M625,750Trimmed
6WELLS FARGO & COMPANY/MN$6.5M617,864Added
7SIT INVESTMENT ASSOCIATES INC$6.4M603,608Trimmed
8UBS Group AG$6.0M567,497Trimmed
9BANK OF AMERICA CORP /DE/$5.3M501,856Added
10Royal Bank of Canada$4.1M382,863Added
11N.E.W. Advisory Services LLC$4.0M373,821Added
12VAN ECK ASSOCIATES CORP$3.8M355,063Added
13Cetera Investment Advisers$2.6M249,317Added
14GREATMARK INVESTMENT PARTNERS, INC.$2.6M248,750Hold
15STIFEL FINANCIAL CORP$2.5M238,601Added
16Melone Private Wealth, LLC$2.4M231,002Added
17COMMONWEALTH EQUITY SERVICES, LLC$2.2M205,552Added
18Advisors Asset Management, Inc.$2.1M194,328Added
19RAYMOND JAMES FINANCIAL INC$1.8M170,619Added
20Stratos Wealth Partners, LTD.$1.8M168,142Added
21Fiera Capital Corp$1.6M154,641Added
22NewEdge Advisors, LLC$1.5M136,864Added
23Indiana Trust & Investment Management Co$1.3M122,000Hold
24Regatta Research & Money Management$1.2M113,376New
25Claro Advisors LLC$1.1M99,973Trimmed

Source: SEC Form 13F filings · as of 2026-06-30