VKQINVESCO MUNICIPAL TRUST
CUSIP 46131J103 · Yahoo Finance ↗ · Google Finance ↗
Invesco Municipal Trust (VKQ) has 91 institutional holders in Filings Flow’s 13F database, together reporting 15.19M shares worth $133M as of Q1 2026. The largest reported holders are Rivernorth Capital Management, LLC, Morgan Stanley, and Guggenheim Capital LLC.
Institutional Holders
91
Q1 2026
Reported Value
$133M
Ticker
VKQ
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 2.09% | $42M | 4.39M | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 0.52% | $879,723 | 96.1K | Q1 2026OLDER |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.50% | $1M | 125.0K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.44% | $844,681 | 88.7K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 0.39% | $551,959 | 17.1K | Q2 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.32% | $701,508 | 73.7K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.30% | $609,017 | 64.0K | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.27% | $9M | 940.1K | Q2 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.18% | $319,323 | 33.5K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.18% | $1M | 120.1K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.15% | $5M | 494.7K | Q3 2025OLDER |
| Penbrook Management LLC$132M AUM | 0.14% | $190,400 | 20.0K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.10% | $660,950 | 69.4K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 0.10% | $107,652 | 11.3K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.09% | $139,278 | 14.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.08% | $11M | 1.12M | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.08% | $849,433 | 89.2K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.08% | $1M | 145.3K | Q1 2026OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.08% | $613,740 | 63.6K | Q3 2025OLDER |
| MACKAY SHIELDS LLC$2.7B AUM | 0.07% | $2M | 208.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.07% | $313,625 | 32.5K | Q3 2025OLDER |
| Worth Asset Management, LLC$313M AUM | 0.07% | $211,709 | 21.1K | Q2 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $844,690 | 88.7K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.05% | $681,420 | 71.6K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.04% | $109,252 | 11.5K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.03% | $231,802 | 24.3K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 199.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $700,851 | 72.6K | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.03% | $151,730 | 15.9K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 0.03% | $138,497 | 14.4K | Q3 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $1M | 145.8K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $893,948 | 92.6K | Q3 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.02% | $146,608 | 15.4K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $21,346 | 2.2K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 351.1K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $253,232 | 26.6K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $688,248 | 72.3K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.01% | $108,543 | 11.2K | Q3 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.01% | $106,250 | 11.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 140.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $476,990 | 50.1K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $2M | 166.0K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.01% | $305,060 | 31.6K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.00% | $133,280 | 14.0K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $6,512 | 684 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $294,996 | 31.0K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $38,080 | 4.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $412,616 | 43.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $405,079 | 42.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $259,601 | 27.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $346,109 | 36.4K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $39,213 | 4.1K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $5,664 | 595 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $17,546 | 1.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $180,970 | 18.0K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $212,429 | 22.3K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $4,279 | 449.5K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $8,203 | 850 | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $108,371 | 11.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 169.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $23,543 | 2.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $24,143 | 2.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 813.3K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $10,040 | 1.0K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 150.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $159,308 | 16.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 566.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $298,157 | 31.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 832.5K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $214,258 | 22.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 128.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $961,996 | 101.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $16M | 1.61M | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $110,975 | 11.5K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 461.8K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $41,263 | 4.3K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $396,906 | 41.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $114,297 | 12.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $20,050 | 2.0K | Q2 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $128,520 | 13.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $34,719 | 3.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $138,754 | 14.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $110,355 | 11.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $192,225 | 20.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $48,610 | 5.1K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $8,032 | 800 | Q2 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 162.8K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $104,701 | 11.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $126,392 | 13.1K | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $3,373 | 354 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $312,294 | 32.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $686,603 | 72.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 228.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $405,271 | 42.0K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $817,000 | 85.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $790,081 | 81.9K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $121,785 | 12.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,579 | 586 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $310,580 | 32.6K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $108,432 | 11.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $8,203 | 850 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $232,097 | 24.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $162,470 | 16.8K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $691 | 72 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $912 | 96 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $7,245 | 761 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.