ATLANTA, GA
INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALSVGM— Latest position per institution from SEC 13F filings
15
Institutional holders
17.79M
Total shares held
174.68M
Estimated value
889.35K
Avg. position size
BRAMSHILL INVESTMENTS, LLC
CIK 1619899
Shares
2.69M
Value
26.63M
Filed
Dec 31, 2023
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
2.40M
Value
25.39M
Filed
Sep 30, 2024
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
1.82M
Value
17.30M
Filed
Jun 30, 2025
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
1.23M
Value
10.68M
Filed
Sep 30, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
1.17M
Value
12.11M
Filed
Dec 31, 2025
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.06M
Value
11.25M
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
968.32K
Value
9.82M
Filed
Mar 31, 2025
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
768.11K
Value
8.14M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
705.02K
Value
7.47M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
625.75K
Value
6.63M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
617.86K
Value
6.55M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
603.61K
Value
6.40K
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
567.50K
Value
6.02M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
501.86K
Value
5.32M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
382.86K
Value
4.06M
Filed
Jun 30, 2026
N.E.W. ADVISORY SERVICES LLC
CIK 1803456
Shares
373.82K
Value
3.96M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
364.78K
Value
3.78M
Filed
Dec 31, 2025
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
355.06K
Value
3.76M
Filed
Jun 30, 2026
LEO WEALTH, LLC
CIK 1912202
Shares
319.28K
Value
3.15M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
249.32K
Value
2.64M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BRAMSHILL INVESTMENTS, LLC | 1619899 | 2.69M | 26.63M | Dec 31, 2023 |
| 2 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 2.40M | 25.39M | Sep 30, 2024 |
| 3 | KARPUS MANAGEMENT, INC. | 1048703 | 1.82M | 17.30M | Jun 30, 2025 |
| 4 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 1.23M | 10.68M | Sep 30, 2026 |
| 5 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 1.17M | 12.11M | Dec 31, 2025 |
| 6 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.06M | 11.25M | Jun 30, 2026 |
| 7 | PATHSTONE HOLDINGS, LLC | 2011612 | 968.32K | 9.82M | Mar 31, 2025 |
| 8 | AMERIPRISE FINANCIAL INC | 820027 | 768.11K | 8.14M | Jun 30, 2026 |
| 9 | MORGAN STANLEY | 895421 | 705.02K | 7.47M | Jun 30, 2026 |
| 10 | LPL FINANCIAL LLC | 1403438 | 625.75K | 6.63M | Jun 30, 2026 |
| 11 | WELLS FARGO & COMPANY/MN | 72971 | 617.86K | 6.55M | Jun 30, 2026 |
| 12 | SIT INVESTMENT ASSOCIATES INC | 769317 | 603.61K | 6.40K | Jun 30, 2026 |
| 13 | UBS GROUP AG | 1610520 | 567.50K | 6.02M | Jun 30, 2026 |
| 14 | BANK OF AMERICA CORP /DE/ | 70858 | 501.86K | 5.32M | Jun 30, 2026 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 382.86K | 4.06M | Jun 30, 2026 |
| 16 | N.E.W. ADVISORY SERVICES LLC | 1803456 | 373.82K | 3.96M | Jun 30, 2026 |
| 17 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 364.78K | 3.78M | Dec 31, 2025 |
| 18 | VAN ECK ASSOCIATES CORP | 869178 | 355.06K | 3.76M | Jun 30, 2026 |
| 19 | LEO WEALTH, LLC | 1912202 | 319.28K | 3.15M | Mar 31, 2026 |
| 20 | CETERA INVESTMENT ADVISERS | 1666741 | 249.32K | 2.64M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.