13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
VKQ

INVESCO MUNICIPAL TRUST

97 institutions still hold INVESCO MUNICIPAL TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46131J103·97 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$119M
47.0% inst. owned
of float
Holders
97
-54 QoQ
filers reporting
Activity
+8 / −59
+951 added · −777 reduced
this quarter
Concentration
34.97%
RIVERNORTH CAPITAL MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

97 institutions reported VKQ in Q1 2026. RIVERNORTH CAPITAL MANAGEMENT, LLC leads at 35.0% of the visible book. -54 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$42M4.4M2.09%Q1 202602
MORGAN STANLEY
CIK 0000895421
$18M1.9M0.00%Q1 202603
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$11M1.1M0.08%Q1 202604
UBS Group AG
CIK 0001610520
$8M833K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$8M813K0.00%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M566K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M462K0.00%Q1 202608
NewEdge Advisors, LLC
CIK 0001633516
$3M351K0.01%Q1 202609
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$3M279K0.09%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M228K0.00%Q1 202611
MACKAY SHIELDS LLC
CIK 0000061227
$2M209K0.07%Q1 202612
Advisors Asset Management, Inc.
CIK 0001297376
$2M199K0.03%Q1 202613
Baird Financial Group, Inc.
CIK 0001648711
$2M169K0.00%Q1 202614
Fiera Capital Corp
CIK 0001505817
$2M166K0.01%Q1 202615
Invesco Ltd.
CIK 0000914208
$2M163K0.00%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M150K0.00%Q1 202617
Capital Investment Advisors, LLC
CIK 0001582732
$1M146K0.02%Q1 202618
JFS WEALTH ADVISORS, LLC
CIK 0001568068
$1M145K0.08%Q1 202619
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M140K0.01%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$1M129K0.00%Q1 2026
Page 1 of 5
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