Who Owns INVESCO TR INVT GRADE NEW YO (VTN)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $23.2M of INVESCO TR INVT GRADE NEW YO (VTN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($5.9M), GUGGENHEIM CAPITAL LLC ($3.4M), Indivisible Partners ($3.1M), Royal Bank of Canada ($2.3M), ASHTON THOMAS SECURITIES, LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $5.9M | 510,183 | Trimmed |
| 2 | GUGGENHEIM CAPITAL LLC | $3.4M | 293,678 | Added |
| 3 | Indivisible Partners | $3.1M | 263,491 | Added |
| 4 | Royal Bank of Canada | $2.3M | 196,630 | Added |
| 5 | ASHTON THOMAS SECURITIES, LLC | $1.6M | 141,200 | Hold |
| 6 | MORGAN STANLEY | $1.4M | 124,698 | Added |
| 7 | Lido Advisors, LLC | $1.2M | 99,942 | Hold |
| 8 | BANK OF AMERICA CORP /DE/ | $1.0M | 86,870 | Trimmed |
| 9 | LPL Financial LLC | $563,440 | 48,656 | Added |
| 10 | STIFEL FINANCIAL CORP | $558,195 | 48,205 | Added |
| 11 | SHUFRO ROSE & CO LLC | $301,080 | 26,000 | Hold |
| 12 | PEAPACK GLADSTONE FINANCIAL CORP | $270,000 | 23,324 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $258,744 | 22,344 | New |
| 14 | WELLS FARGO & COMPANY/MN | $247,108 | 21,339 | Trimmed |
| 15 | UBS Group AG | $196,327 | 16,954 | Trimmed |
| 16 | HORIZON KINETICS ASSET MANAGEMENT LLC | $170,678 | 14,739 | Hold |
| 17 | Herold Advisors, Inc. | $156,000 | 13,488 | New |
| 18 | &PARTNERS | $150,053 | 12,958 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $123,000 | 10,622 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $113,855 | 9,832 | Added |
| 21 | Integrated Wealth Concepts LLC | $48,636 | 4,200 | New |
| 22 | JONES FINANCIAL COMPANIES LLLP | $47,712 | 4,200 | New |
| 23 | Aventura Private Wealth, LLC | $46,320 | 4,000 | Hold |
| 24 | Rockefeller Capital Management L.P. | $25,617 | 2,212 | Added |
| 25 | HIGHLINE WEALTH PARTNERS LLC | $4,864 | 420 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30