VKQ Institutional Ownership & Shareholders
INVESCO MUNICIPAL TRUST (VKQ) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $146.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rivernorth Capital Management, Llc is currently the largest disclosed institutional shareholder of VKQ tracked by InsiderSet, reporting ownership valued at approximately $27.61M 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 $24.97M, representing an estimated loss of -9.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed VKQ value among the investors covered in this analysis. Major shareholders include Rivernorth Capital Management, Llc, Morgan Stanley, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in INVESCO MUNICIPAL TRUST (VKQ).
This page ranks the largest institutional VKQ 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
91
Total Reported Value
$146.90M
Largest Holder
Rivernorth Capital Management, Llc
Largest Position
$27.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rivernorth Capital Management, Llc | 1.31% | 2,749,965 | $27,609,649 | $24,969,682 | -$2,639,967 | -9.56% | |
| Morgan Stanley | 0.00% | 2,417,581 | $24,272,528 | $21,951,635 | -$2,320,893 | -9.56% | |
| Guggenheim Capital Llc | 0.07% | 1,131,919 | $11,364,467 | $10,277,825 | -$1,086,642 | -9.56% | |
| Hennion & Walsh Asset Management, Inc. | 0.24% | 986,211 | $8,363,069 | $8,954,796 | +$591,727 | +7.08% | |
| Ubs Group Ag | 0.00% | 734,875 | $7,378,144 | $6,672,665 | -$705,479 | -9.56% | |
| Raymond James Financial Inc | 0.00% | 715,977 | $7,188,413 | $6,501,071 | -$687,342 | -9.56% | |
| Sit Investment Associates Inc | 0.14% | 712,419 | $7,153,000 | $6,468,765 | -$684,235 | -9.57% | |
| Lpl Financial Llc | 0.00% | 537,435 | $5,395,845 | $4,879,910 | -$515,935 | -9.56% | |
| Wells Fargo & Company/Mn | 0.00% | 504,066 | $5,060,822 | $4,576,919 | -$483,903 | -9.56% | |
| Bank Of America Corp | 0.00% | 497,299 | $4,992,880 | $4,515,475 | -$477,405 | -9.56% | |
| Newedge Advisors, Llc | 0.01% | 453,003 | $4,548,152 | $4,113,267 | -$434,885 | -9.56% | |
| Van Eck Associates Corp | 0.00% | 368,154 | $3,696,266 | $3,342,838 | -$353,428 | -9.56% | |
| Baird Financial Group, Inc. | 0.00% | 168,862 | $1,695,374 | $1,533,267 | -$162,107 | -9.56% | |
| Fiera Capital Corp | 0.01% | 159,850 | $1,604,894 | $1,451,438 | -$153,456 | -9.56% | |
| Jfs Wealth Advisors, Llc | 0.07% | 145,451 | $1,460,325 | $1,320,695 | -$139,630 | -9.56% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 140,481 | $1,410,429 | $1,275,567 | -$134,862 | -9.56% | |
| Cetera Investment Advisers | 0.00% | 134,718 | $1,352,571 | $1,223,239 | -$129,332 | -9.56% | |
| Stifel Financial Corp | 0.00% | 128,947 | $1,294,632 | $1,170,839 | -$123,793 | -9.56% | |
| Wealth Alliance Advisory Group, Llc | 0.17% | 145,222 | $1,231,484 | $1,318,616 | +$87,132 | +7.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 144,377 | $1,224,320 | $1,310,943 | +$86,623 | +7.08% | |
| Capital Investment Advisors, Llc | 0.02% | 140,350 | $1,190,168 | $1,274,378 | +$84,210 | +7.08% | |
| Invesco Ltd. | 0.00% | 115,421 | $1,158,827 | $1,048,023 | -$110,804 | -9.56% | |
| Royal Bank Of Canada | 0.00% | 110,301 | $1,107,000 | $1,001,533 | -$105,467 | -9.53% | |
| Rockefeller Capital Management L.P. | 0.00% | 93,645 | $940,197 | $850,297 | -$89,900 | -9.56% | |
| Ibex Wealth Advisors | 0.07% | 90,101 | $904,610 | $818,117 | -$86,493 | -9.56% | |
| Dakota Wealth Management | 0.02% | 92,637 | $893,948 | $841,144 | -$52,804 | -5.91% | |
| Whipplewood Advisors, Llc | 0.52% | 91,426 | $775,292 | $830,148 | +$54,856 | +7.08% | |
| Smith, Moore & Co. | 0.05% | 72,406 | $726,959 | $657,446 | -$69,513 | -9.56% | |
| Ameriprise Financial Inc | 0.00% | 72,380 | $726,700 | $657,210 | -$69,490 | -9.56% | |
| Summit Trail Advisors, Llc | 0.01% | 69,405 | $696,829 | $630,197 | -$66,632 | -9.56% | |
| Tyche Wealth Partners Llc | 0.10% | 68,846 | $691,214 | $625,122 | -$66,092 | -9.56% | |
| Seamount Financial Group Inc | 0.24% | 71,086 | $602,808 | $645,461 | +$42,653 | +7.08% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 47,156 | $473,446 | $428,176 | -$45,270 | -9.56% | |
| Oppenheimer & Co Inc | 0.00% | 52,421 | $444,530 | $475,983 | +$31,453 | +7.08% | |
| Madison Park Capital Advisors, Llc | 0.25% | 46,087 | $390,819 | $418,470 | +$27,651 | +7.08% | |
| Concurrent Investment Advisors, Llc | 0.00% | 40,919 | $346,993 | $371,545 | +$24,552 | +7.08% | |
| &Partners | 0.00% | 33,557 | $336,917 | $304,698 | -$32,219 | -9.56% | |
| Prospera Financial Services Inc | 0.00% | 32,821 | $329,531 | $298,015 | -$31,516 | -9.56% | |
| Nuveen, Llc | 0.00% | 32,624 | $327,545 | $296,226 | -$31,319 | -9.56% | |
| Osaic Holdings, Inc. | 0.00% | 31,364 | $314,952 | $284,785 | -$30,167 | -9.58% | |
| Melfa Wealth Management, Inc. | 0.17% | 31,343 | $314,687 | $284,594 | -$30,093 | -9.56% | |
| Jane Street Group, Llc | 0.00% | 25,664 | $257,666 | $233,029 | -$24,637 | -9.56% | |
| Pfg Investments, Llc | 0.01% | 25,550 | $256,522 | $231,994 | -$24,528 | -9.56% | |
| Cohen & Steers, Inc. | 0.00% | 25,000 | $251,000 | $227,000 | -$24,000 | -9.56% | |
| Citadel Advisors Llc | 0.00% | 24,060 | $241,562 | $218,465 | -$23,097 | -9.56% | |
| Xtx Topco Ltd | 0.00% | 23,745 | $238,400 | $215,605 | -$22,795 | -9.56% | |
| Harbour Investments, Inc. | 0.00% | 22,314 | $224,033 | $202,611 | -$21,422 | -9.56% | |
| Compass Financial Group, Inc/Sd | 0.02% | 24,349 | $206,480 | $221,089 | +$14,609 | +7.08% | |
| Rothschild Investment Llc | 0.01% | 20,000 | $200,800 | $181,600 | -$19,200 | -9.56% | |
| Huntington National Bank | 0.00% | 18,006 | $180,781 | $163,494 | -$17,287 | -9.56% |
Frequently asked questions about VKQ
Who are the largest institutional holders of VKQ?
The largest institutional holders of VKQ reported in the latest SEC Form 13F filings include Rivernorth Capital Management, Llc, Morgan Stanley, Guggenheim Capital Llc, Hennion & Walsh Asset Management, Inc., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported VKQ position.
What is VKQ institutional ownership?
This page tracks VKQ positions reported by institutional investment managers through SEC Form 13F. INVESCO MUNICIPAL TRUST (VKQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VKQ?
InsiderSet currently tracks 91 institutional managers reporting VKQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VKQ shareholders.
How much VKQ stock do institutions own?
Institutional investment managers disclosed approximately $146.90M in VKQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VKQ institutional ownership last updated?
The latest VKQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VKQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VKQ position after the reporting date.
Are institutions buying or selling VKQ?
Institutional buying and selling can be analyzed by comparing VKQ positions across consecutive 13F reporting periods. InsiderSet's VKQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VKQ ownership changes.
How has VKQ institutional ownership changed over time?
InsiderSet tracks VKQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.