INVESCO TRUST FOR INVESTMEN (VGM) Institutional Shareholders
INVESCO TRUST FOR INVESTMEN (VGM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $109.53M in VGM holdings during the latest filing period.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of VGM tracked by InsiderSet, reporting ownership valued at approximately $13.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.60M, representing an estimated loss of -4.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed VGM value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Guggenheim Capital Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO TRUST FOR INVESTMEN (VGM).
This page ranks the largest institutional VGM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
108
Total Reported Value
$109.53M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$13.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.38% | 1,247,281 | $13,221,179 | $12,597,538 | -$623,641 | -4.72% | |
| Guggenheim Capital Llc | 0.09% | 1,160,952 | $11,458,596 | $11,725,615 | +$267,019 | +2.33% | |
| Lpl Financial Llc | 0.00% | 690,510 | $6,815,332 | $6,974,151 | +$158,819 | +2.33% | |
| Morgan Stanley | 0.00% | 686,775 | $6,778,471 | $6,936,428 | +$157,957 | +2.33% | |
| Wells Fargo & Company/Mn | 0.00% | 572,719 | $5,652,732 | $5,784,462 | +$131,730 | +2.33% | |
| Ubs Group Ag | 0.00% | 571,971 | $5,645,354 | $5,776,907 | +$131,553 | +2.33% | |
| Ameriprise Financial Inc | 0.00% | 517,765 | $5,104,398 | $5,229,427 | +$125,029 | +2.45% | |
| Bank Of America Corp | 0.00% | 493,823 | $4,874,035 | $4,987,612 | +$113,577 | +2.33% | |
| Royal Bank Of Canada | 0.00% | 366,523 | $3,618,000 | $3,701,882 | +$83,882 | +2.32% | |
| Leo Wealth, Llc | 0.23% | 319,284 | $3,151,336 | $3,224,768 | +$73,432 | +2.33% | |
| Greatmark Investment Partners, Inc. | 0.29% | 248,750 | $2,636,750 | $2,512,375 | -$124,375 | -4.72% | |
| Melone Private Wealth, Llc | 0.93% | 231,002 | $2,448,620 | $2,333,120 | -$115,500 | -4.72% | |
| Stifel Financial Corp | 0.00% | 236,923 | $2,338,430 | $2,392,922 | +$54,492 | +2.33% | |
| N.E.W. Advisory Services Llc | 0.17% | 229,958 | $2,269,689 | $2,322,576 | +$52,887 | +2.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 205,552 | $2,178,850 | $2,076,075 | -$102,775 | -4.72% | |
| Advisors Asset Management, Inc. | 0.03% | 193,977 | $1,914,553 | $1,959,168 | +$44,615 | +2.33% | |
| Cetera Investment Advisers | 0.00% | 187,141 | $1,847,083 | $1,890,124 | +$43,041 | +2.33% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 162,832 | $1,607,152 | $1,644,603 | +$37,451 | +2.33% | |
| Raymond James Financial Inc | 0.00% | 149,384 | $1,474,421 | $1,508,778 | +$34,357 | +2.33% | |
| Indiana Trust & Investment Management Co | 0.35% | 122,000 | $1,293,200 | $1,232,200 | -$61,000 | -4.72% | |
| Gridiron Partners, Llc | 0.78% | 129,726 | $1,280,396 | $1,310,233 | +$29,837 | +2.33% | |
| Claro Advisors Inc. | 0.11% | 99,973 | $1,059,709 | $1,009,727 | -$49,982 | -4.72% | |
| Truist Financial Corp | 0.00% | 96,104 | $1,018,701 | $970,650 | -$48,051 | -4.72% | |
| Harbour Investments, Inc. | 0.02% | 98,926 | $976,401 | $999,153 | +$22,752 | +2.33% | |
| Fiera Capital Corp | 0.00% | 89,170 | $880,108 | $900,617 | +$20,509 | +2.33% | |
| Osaic Holdings, Inc. | 0.00% | 86,879 | $857,519 | $877,478 | +$19,959 | +2.33% | |
| Cutler Capital Management, Llc | 0.23% | 86,117 | $849,978 | $869,782 | +$19,804 | +2.33% | |
| Tyche Wealth Partners Llc | 0.12% | 82,098 | $810,307 | $829,190 | +$18,883 | +2.33% | |
| Whipplewood Advisors, Llc | 0.50% | 69,481 | $736,499 | $701,758 | -$34,741 | -4.72% | |
| Capital Investment Advisory Services, Llc | 0.04% | 65,738 | $696,825 | $663,954 | -$32,871 | -4.72% | |
| World Investment Advisors | 0.01% | 68,065 | $671,799 | $687,457 | +$15,658 | +2.33% | |
| Lexaurum Advisors, Llc | 0.07% | 55,976 | $593,342 | $565,358 | -$27,984 | -4.72% | |
| Worth Asset Management, Llc | 0.17% | 50,005 | $530,053 | $505,051 | -$25,003 | -4.72% | |
| Wealth Care Llc | 0.43% | 50,000 | $530,000 | $505,000 | -$25,000 | -4.72% | |
| Pnc Financial Services Group, Inc. | 0.00% | 53,427 | $527,325 | $539,613 | +$12,288 | +2.33% | |
| Private Advisor Group, Llc | 0.00% | 48,373 | $512,753 | $488,567 | -$24,186 | -4.72% | |
| Baird Financial Group, Inc. | 0.00% | 51,265 | $505,985 | $517,777 | +$11,792 | +2.33% | |
| Burford Brothers, Inc. | 0.18% | 46,421 | $492,063 | $468,852 | -$23,211 | -4.72% | |
| Kestra Advisory Services, Llc | 0.00% | 44,981 | $476,794 | $454,308 | -$22,486 | -4.72% | |
| Wealth Alliance Advisory Group, Llc | 0.07% | 44,891 | $475,845 | $453,399 | -$22,446 | -4.72% | |
| Calton & Associates, Inc. | 0.06% | 42,637 | $420,831 | $430,634 | +$9,803 | +2.33% | |
| Invesco Ltd. | 0.00% | 41,701 | $411,589 | $421,180 | +$9,591 | +2.33% | |
| Summit Trail Advisors, Llc | 0.01% | 41,046 | $405,122 | $414,565 | +$9,443 | +2.33% | |
| Mercer Global Advisors Inc | 0.00% | 40,574 | $400,464 | $409,797 | +$9,333 | +2.33% | |
| Melfa Wealth Management, Inc. | 0.21% | 37,360 | $396,016 | $377,336 | -$18,680 | -4.72% | |
| Rockefeller Capital Management L.P. | 0.00% | 37,254 | $367,706 | $376,265 | +$8,559 | +2.33% | |
| Cornerstone Wealth Management, Llc | 0.02% | 33,238 | $352,318 | $335,704 | -$16,614 | -4.72% | |
| Focus Partners Wealth | 0.00% | 35,600 | $351,372 | $359,560 | +$8,188 | +2.33% | |
| Sovereign Financial Group, Inc. | 0.05% | 30,892 | $327,457 | $312,009 | -$15,448 | -4.72% | |
| Prospera Financial Services Inc | 0.00% | 29,606 | $313,829 | $299,021 | -$14,808 | -4.72% |
Frequently asked questions about VGM
Who owns the most VGM stock?
The largest holders of VGM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO TRUST FOR INVESTMEN (VGM).
Is VGM widely held by superinvestors?
Many widely followed stocks like VGM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VGM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.