INVESCO TR FOR INVEST GRD NY (VTN) Top Institutional Shareholders
INVESCO TR FOR INVEST GRD NY (VTN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $20.58M in VTN holdings during the latest filing period.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of VTN tracked by InsiderSet, reporting ownership valued at approximately $5.70M in its March 31, 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 $5.87M, representing an estimated gain of +3.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed VTN value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Guggenheim Capital Llc, Indivisible Partners, and several other long-term asset managers with concentrated positions in INVESCO TR FOR INVEST GRD NY (VTN).
This page ranks the largest institutional VTN 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
23
Total Reported Value
$20.58M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$5.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
27
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. | 0.19% | 520,716 | $5,696,581 | $5,868,469 | +$171,888 | +3.02% | |
| Guggenheim Capital Llc | 0.02% | 280,523 | $3,068,922 | $3,161,494 | +$92,572 | +3.02% | |
| Indivisible Partners | 0.25% | 255,652 | $2,796,804 | $2,881,198 | +$84,394 | +3.02% | |
| Royal Bank Of Canada | 0.00% | 164,015 | $1,794,000 | $1,848,449 | +$54,449 | +3.04% | |
| Ashton Thomas Securities, Llc | 0.19% | 141,200 | $1,544,714 | $1,591,324 | +$46,610 | +3.02% | |
| Morgan Stanley | 0.00% | 103,053 | $1,127,398 | $1,161,407 | +$34,009 | +3.02% | |
| Lido Advisors, Llc | 0.00% | 99,942 | $1,093,355 | $1,126,346 | +$32,991 | +3.02% | |
| Bank Of America Corp | 0.00% | 88,353 | $966,496 | $995,738 | +$29,242 | +3.03% | |
| Lpl Financial Llc | 0.00% | 48,019 | $525,326 | $541,174 | +$15,848 | +3.02% | |
| Stifel Financial Corp | 0.00% | 47,648 | $521,267 | $536,993 | +$15,726 | +3.02% | |
| Shufro Rose & Co Llc | 0.02% | 26,000 | $284,438 | $293,020 | +$8,582 | +3.02% | |
| Wells Fargo & Company/Mn | 0.00% | 25,427 | $278,170 | $286,562 | +$8,392 | +3.02% | |
| Ubs Group Ag | 0.00% | 17,054 | $186,571 | $192,199 | +$5,628 | +3.02% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 14,739 | $161,243 | $166,109 | +$4,866 | +3.02% | |
| &Partners | 0.00% | 12,806 | $140,096 | $144,324 | +$4,228 | +3.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,194 | $122,460 | $126,156 | +$3,696 | +3.02% | |
| Fingerlakes Wealth Management, Inc. | 0.08% | 10,471 | $114,552 | $118,008 | +$3,456 | +3.02% | |
| Osaic Holdings, Inc. | 0.00% | 7,591 | $83,044 | $85,551 | +$2,507 | +3.02% | |
| Aventura Private Wealth, Llc | 0.02% | 4,000 | $43,760 | $45,080 | +$1,320 | +3.02% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,172 | $23,763 | $24,478 | +$715 | +3.01% | |
| Advisory Services Network, Llc | 0.00% | 500 | $5,470 | $5,635 | +$165 | +3.02% | |
| Highline Wealth Partners Llc | 0.00% | 420 | $4,595 | $4,733 | +$138 | +3.01% | |
| Peapack Gladstone Financial Corp | 0.00% | 23,228 | $254 | $261,780 | +$261,526 | +102962.82% |
Frequently asked questions about VTN
Who owns the most VTN stock?
The largest holders of VTN 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 TR FOR INVEST GRD NY (VTN).
Is VTN widely held by superinvestors?
Many widely followed stocks like VTN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VTN 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.