Who Owns INVESCO TR INVT GRADE NEW YO (VTN)? -- Institutional Holders (2026-06-30)

26 institutions reported holding $23.1M 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	JONES FINANCIAL COMPANIES LLLP	$47,712	4,200	New
22	Aventura Private Wealth, LLC	$46,320	4,000	Hold
23	Rockefeller Capital Management L.P.	$25,617	2,212	Added
24	HIGHLINE WEALTH PARTNERS LLC	$4,864	420	Hold
25	Advisory Services Network, LLC	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30