Security Snapshot

Invesco Trust for Investment Grade Municipals - Common (VGM) Institutional Ownership

CUSIP: 46131M106

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

109

Shares (Excl. Options)

11,820,737

Price

$9.87

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Security type / class
Equity / Common
Symbol
VGM on NYSE
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
11,820,737
Latest holder snapshot 5 signals
Total 13F value
$116,670,376
Portfolio coverage rank
0%
Share change
-1,263,931
Value change
-$13,343,695
Number of holders
109
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
54,194,036
SEC-reported price per share
$10.34
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • VGM - Invesco Trust for Investment Grade Municipals - Common is tracked under CUSIP 46131M106.
  • 109 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 102 to 109 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $134,553,341 to $116,670,376.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 109 institutions filings for Q1 2026.

Open SEC evidence

Security key

46131M106

Latest holder period

Q1 2026

13F holders

109

13D/G owners

2

CIK / CUSIP context first

Open Q1 2026 holders VGM full holder history Invesco Trust for Investment Grade Municipals SEC filings Invesco Trust for Investment Grade Municipals insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
VGM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RIVERNORTH CAPITAL MANAGEMENT, LLC 4.8% -7.8% $25,169,329 -$1,987,371 2,632,775 -7.3% RIVERNORTH CAPITAL MANAGEMENT, LLC 31 Mar 2025
Karpus Management, Inc. 3.8% $20,144,574 2,081,051 KARPUS MANAGEMENT, INC. 30 May 2025

As of 31 Mar 2026, 109 institutional investors reported holding 11,820,737 shares of Invesco Trust for Investment Grade Municipals - Common (VGM). This represents 22% of the company’s total 54,194,036 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
18%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GUGGENHEIM CAPITAL LLC 2.1% 1,160,952 -6.6% 0.09% $11,458,596
Hennion & Walsh Asset Management, Inc. 1.8% 978,215 +96% 0.32% $9,654,982
LPL Financial LLC 1.3% 690,510 -19% 0% $6,815,332
MORGAN STANLEY 1.3% 686,775 +6.5% 0% $6,778,471
SIT INVESTMENT ASSOCIATES INC 1.2% 669,430 -7.4% 0.13% $6,607,000
WELLS FARGO & COMPANY/MN 1.1% 572,719 -4.5% 0% $5,652,732
UBS Group AG 1.1% 571,971 +0.58% 0% $5,645,354
AMERIPRISE FINANCIAL INC 0.96% 517,765 +20% 0% $5,104,398
BANK OF AMERICA CORP /DE/ 0.91% 493,823 +3.9% 0% $4,874,035
ROYAL BANK OF CANADA 0.68% 366,523 +6.4% 0% $3,618,000
Leo Wealth, LLC 0.59% 319,284 +22% 0.23% $3,151,336
VAN ECK ASSOCIATES CORP 0.58% 313,044 +0.54% 0% $3,090,000
GREATMARK INVESTMENT PARTNERS, INC. 0.46% 248,750 0% 0.29% $2,455,163
STIFEL FINANCIAL CORP 0.44% 236,923 -3.4% 0% $2,338,430
N.E.W. Advisory Services LLC 0.42% 229,958 +85% 0.17% $2,269,689
MACKAY SHIELDS LLC 0.39% 209,167 -32% 0.08% $2,064,479
Advisors Asset Management, Inc. 0.36% 193,977 -0.72% 0.03% $1,914,553
Cetera Investment Advisers 0.35% 187,141 +46% 0% $1,847,083
Melone Private Wealth, LLC 0.32% 172,859 -12% 0.7% $1,706,119
COMMONWEALTH EQUITY SERVICES, LLC 0.31% 169,229 +6% 0% $1,670,290
Stratos Wealth Partners, LTD. 0.3% 162,832 +50% 0.02% $1,607,152
RAYMOND JAMES FINANCIAL INC 0.28% 149,384 -13% 0% $1,474,421
Gridiron Partners, LLC 0.24% 129,726 -14% 0.78% $1,280,396
Indiana Trust & Investment Management Co 0.23% 122,000 -25% 0.37% $1,204,140
Claro Advisors Inc. 0.21% 112,530 -0.79% 0.13% $1,110,667

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 11,820,737 $116,670,376 -$13,343,695 $9.87 109
2025 Q4 12,975,528 $134,553,341 -$26,991,525 $10.37 102
2025 Q3 15,626,186 $142,175,122 -$18,408,365 $10.12 109
2025 Q2 16,005,193 $151,887,931 -$44,187,171 $9.49 115
2025 Q1 20,601,281 $204,970,819 -$3,323,570 $9.96 108
2024 Q4 20,908,353 $211,180,704 +$3,689,529 $10.10 108
2024 Q3 20,327,654 $214,586,538 -$17,500,699 $10.56 103
2024 Q2 22,145,988 $227,450,575 +$4,282,706 $10.27 101
2024 Q1 21,738,105 $214,202,392 +$8,584,284 $9.86 99
2023 Q4 20,855,606 $206,309,714 +$19,952,595 $9.89 108
2023 Q3 17,918,433 $152,307,032 +$9,325,964 $8.50 85
2023 Q2 16,926,854 $164,424,722 +$8,387,137 $9.71 91
2023 Q1 16,053,788 $159,564,880 +$2,112,813 $9.94 88
2022 Q4 15,705,372 $157,784,507 +$23,745,904 $10.05 95
2022 Q3 13,010,210 $121,873,322 +$8,325,345 $9.36 86
2022 Q2 12,114,065 $127,587,770 +$18,992,998 $10.53 87
2022 Q1 10,600,840 $123,075,475 +$5,505,631 $11.62 90
2021 Q4 10,139,194 $141,628,730 -$1,555,569 $13.97 86
2021 Q3 10,088,196 $138,110,000 -$2,322,707 $13.69 78
2021 Q2 10,187,553 $142,828,000 -$3,703,998 $14.02 77
2021 Q1 10,518,239 $141,771,377 -$5,670,895 $13.48 78
2020 Q4 10,816,237 $142,841,295 -$4,593,377 $13.21 78
2020 Q3 11,157,348 $138,650,000 +$1,083,145 $12.42 77
2020 Q2 12,076,436 $145,534,304 +$7,040,778 $12.04 78
2020 Q1 10,064,190 $291,630,750 +$10,268,495 $12.09 84
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