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Inv Vk Mun Tr (VKQ) Institutional Ownership

Inv Vk Mun Tr logo
$9.54 -0.14 (-1.40%)
Closing price 05/15/2026 03:58 PM Eastern
Extended Trading
$9.56 +0.03 (+0.29%)
As of 05/15/2026 07:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Inv Vk Mun Tr (NYSE:VKQ)

Current
Institutional Ownership
Percentage
32.00%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$25.49M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$8.24M
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VKQ Institutional Buying and Selling by Quarter

Inv Vk Mun Tr Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers101,050$962K0.0%+26.6%0.183%
4/30/2026 Whipplewood Advisors LLC88,727$845K0.4%-1.2%0.160%
4/30/2026 Ibex Wealth Advisors89,226$849K0.1%-1.6%0.161%
4/28/2026 Rareview Capital LLC96,145$880K0.5%-66.7%0.174%
4/27/2026 World Investment Advisors27,269$260K0.0%+11.0%0.049%
4/25/2026 Seamount Financial Group Inc.73,688$702K0.3%-5.1%0.133%
4/22/2026 Madison Park Capital Advisors LLC45,236$431K0.3%+6.2%0.082%
3/17/2026 Rockefeller Capital Management L.P.41,024$396K0.0%-19.6%0.074%
3/13/2026 World Investment Advisors24,559$237K0.0%N/A0.044%
3/12/2026 Vericrest Private Wealth17,543$169K0.2%N/A0.032%
2/25/2026 Sit Investment Associates Inc.726,179$7.01M0.1%-2.9%1.312%
2/19/2026 Invesco Ltd.215,207$2.08M0.0%+28.4%0.389%
2/18/2026NewEdge Advisors LLC225,299$2.17M0.0%+159.2%0.407%
2/18/2026 Rivernorth Capital Management LLC5,768,838$55.67M2.6%+31.8%10.424%
2/17/2026 Guggenheim Capital LLC1,199,525$11.58M0.1%+0.7%2.168%
2/17/2026 Osaic Holdings Inc.20,106$194K0.0%+40.9%0.036%
2/17/2026 Ibex Wealth Advisors90,650$875K0.1%-5.7%0.164%
2/17/2026 &PARTNERS33,648$325K0.0%+72.6%0.061%
2/17/2026 Royal Bank of Canada77,898$752K0.0%+14.9%0.141%
2/13/2026 Van ECK Associates Corp401,375$3.87M0.0%+12.3%0.725%
2/13/2026 Wells Fargo & Company MN443,647$4.28M0.0%+3.2%0.802%
2/13/2026Concorde Asset Management LLC81,759$789K0.3%+8.5%0.148%
2/12/2026 Advisors Asset Management Inc.200,901$1.94M0.0%-33.0%0.363%
2/12/2026 Jane Street Group LLC44,604$430K0.0%N/A0.081%
2/12/2026 Commonwealth Equity Services LLC148,608$1.43M0.0%+19.7%0.269%
2/11/2026 LPL Financial LLC960,745$9.27M0.0%+15.7%1.736%
2/6/2026Global Retirement Partners LLC4,276$41K0.0%N/A0.008%
2/6/2026 PNC Financial Services Group Inc.33,153$320K0.0%+11.2%0.060%
2/4/2026 World Investment Advisors24,559$237K0.0%N/A0.044%
2/2/2026 Oppenheimer & Co. Inc.49,484$478K0.0%+4.7%0.089%
1/29/2026 Rareview Capital LLC288,744$2.64M1.7%+4.1%0.522%
1/29/2026 UBS Group AG887,414$8.56M0.0%-6.7%1.604%
1/29/2026 Wealth Alliance Advisory Group LLC81,201$784K0.1%+8.7%0.147%
1/29/2026 Concurrent Investment Advisors LLC40,191$388K0.0%-4.4%0.073%
1/26/2026 PFG Investments LLC27,500$265K0.0%N/A0.050%
1/26/2026 Seamount Financial Group Inc.77,657$749K0.3%-7.4%0.140%
1/23/2026 Smith Moore & CO.150,979$1.46M0.1%-8.9%0.273%
1/23/2026 Choreo LLC12,743$124K0.0%N/A0.023%
1/20/2026 Stratos Wealth Partners LTD.28,386$274K0.0%N/A0.051%
1/20/2026 Stratos Wealth Advisors LLC194,544$1.88M0.1%-1.9%0.352%
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1/16/2026 Melfa Wealth Management Inc.33,542$324K0.2%+6.4%0.061%
1/13/2026 Capital Investment Advisors LLC147,450$1.42M0.0%-3.9%0.266%
11/18/2025 Advisory Services Network LLC3,747$36K0.0%N/A0.007%
11/17/2025NewEdge Advisors LLC86,934$839K0.0%+90.4%0.157%
11/17/2025 Lido Advisors LLC14,575$141K0.0%N/A0.026%
11/17/2025Bank of America Corp DE184,530$1.78M0.0%+16.2%0.333%
11/17/2025 Ameriprise Financial Inc.63,040$608K0.0%+33.4%0.114%
11/14/2025 Raymond James Financial Inc.259,246$2.50M0.0%+27.4%0.468%
11/13/2025 UBS Group AG950,784$9.18M0.0%-9.8%1.718%
11/13/2025 Van ECK Associates Corp357,403$3.45M0.0%+4.9%0.646%
11/13/2025 First Trust Advisors LP10,237$99K0.0%-9.5%0.018%
11/13/2025 Orleans Capital Management Corp LA14,630$141K0.1%-17.9%0.026%
11/12/2025 Perennial Investment Advisors LLC11,040$107K0.0%N/A0.020%
11/12/2025 Smith Moore & CO.165,652$1.60M0.1%+59.4%0.299%
11/10/2025 Dakota Wealth Management92,637$894K0.0%-25.5%0.167%
11/7/2025 Fiera Capital Corp524,209$5.06M0.0%-0.7%0.947%
11/7/2025 PNC Financial Services Group Inc.29,804$288K0.0%-57.3%0.054%
11/6/2025 Advisors Asset Management Inc.300,012$2.90M0.0%-18.0%0.542%
10/27/2025 Concurrent Investment Advisors LLC42,019$405K0.0%N/A0.076%
10/23/2025 Capital Investment Advisors LLC153,364$1.48M0.0%+3.2%0.277%
10/22/2025 Hennion & Walsh Asset Management Inc.29,473$284K0.0%-48.9%0.053%
10/17/2025 Permanent Capital Management LP14,352$138K0.0%N/A0.026%
10/14/2025 Wealth Alliance Advisory Group LLC74,716$721K0.1%+2.8%0.135%
10/14/2025 Riverbridge Partners LLC31,612$305K0.0%+3.5%0.057%
9/4/2025 Osaic Holdings Inc.14,206$130K0.0%+16.9%0.026%
8/15/2025Bank of America Corp DE158,856$1.45M0.0%+10.4%0.287%
8/15/2025 Ameriprise Financial Inc.47,266$423K0.0%-7.2%0.085%
8/14/2025 Raymond James Financial Inc.203,544$1.86M0.0%+53.6%0.368%
8/14/2025 Karpus Management Inc.2,185,216$20.00M0.6%-1.6%3.949%
8/13/2025 StoneX Group Inc.54,180$496K0.0%N/A0.098%
8/13/2025 Baird Financial Group Inc.165,998$1.52M0.0%-2.7%0.300%
8/13/2025 Guggenheim Capital LLC1,201,076$10.99M0.1%+3.1%2.170%
8/13/2025 Invesco Ltd.163,951$1.50M0.0%+11.5%0.296%
8/13/2025 Smith Moore & CO.103,910$951K0.1%-3.4%0.188%
8/12/2025 Advisors Asset Management Inc.366,039$3.35M0.1%-2.3%0.661%
8/12/2025 Steward Partners Investment Advisory LLC44,016$403K0.0%+773.5%0.080%
8/11/2025 Wealthspire Advisors LLC11,500$105K0.0%-74.0%0.021%
8/11/2025 Rothschild Investment LLC74,700$684K0.0%-2.4%0.135%
8/8/2025 Rockefeller Capital Management L.P.51,265$469K0.0%-16.3%0.093%
8/8/2025 Cetera Investment Advisers31,635$289K0.0%-18.0%0.057%
8/8/2025 Fiera Capital Corp527,966$4.83M0.0%-1.3%0.954%
8/6/2025 Prospera Financial Services Inc26,000$238K0.0%+73.3%0.047%
8/6/2025 Moors & Cabot Inc.10,259$94K0.0%-11.4%0.019%
8/5/2025 Rareview Capital LLC238,154$2.18M1.4%-6.5%0.430%
8/4/2025 Wolverine Asset Management LLC8,787$80K0.0%N/A0.016%
7/31/2025 Whipplewood Advisors LLC82,639$756K0.4%+27.1%0.149%
7/29/2025 Stratos Wealth Advisors LLC198,777$1.82M0.1%-3.1%0.359%
7/24/2025 Trust Co. of Toledo NA OH4,119$38K0.0%N/A0.007%
7/17/2025 Capital Investment Advisors LLC148,638$1.36M0.0%-7.1%0.269%
7/16/2025 Dakota Wealth Management124,380$1.14M0.0%-5.4%0.225%
The Iran War Just Broke the Gold Market (Ad)

The Iran war isn't just a geopolitical event. It's a financial one. Within hours of the strikes, oil surged… Defense stocks exploded…And gold ripped past $5,000.tc pixel

You can see the evidence — and the ticker symbol — here >>>
7/15/2025 Riverbridge Partners LLC30,542$279K0.0%+5.3%0.055%
7/7/2025 Wealth Alliance Advisory Group LLC72,716$665K0.1%+3.9%0.131%
5/16/2025Jones Financial Companies Lllp79,668$769K0.0%N/A0.144%
5/16/2025NewEdge Advisors LLC45,076$435K0.0%-7.9%0.081%
5/16/2025Concorde Asset Management LLC25,924$244K0.1%+64.1%0.047%
5/16/2025Advisors Asset Management Inc.374,512$3.61M0.1%+16.4%0.677%
5/15/2025Baird Financial Group Inc.170,571$1.65M0.0%+2.3%0.308%
5/14/2025Guggenheim Capital LLC1,164,942$11.24M0.1%+9.2%2.105%
5/14/2025NCM Capital Management LLC11,476$111K0.0%N/A0.021%
5/13/2025Elequin Capital LP6,709$65K0.0%N/A0.012%


VKQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 institutional investors and hedge funds held shares of Inv Vk Mun Tr. The most heavily invested institutionals were Rivernorth Capital Management LLC ($55.67M), Karpus Management Inc. ($20.00M), Guggenheim Capital LLC ($11.58M), Robinson Capital Management LLC ($11.19M), LPL Financial LLC ($9.27M), UBS Group AG ($8.56M), and Pathstone Holdings LLC ($8.09M).Learn more on Inv Vk Mun Tr's institutional investors.

32.00% of Inv Vk Mun Tr's stock is owned by institutional investors. Learn more on VKQ's institutional investor holdings.

Of the 84 institutional investors that purchased Inv Vk Mun Tr's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rivernorth Capital Management LLC ($1.39M), LPL Financial LLC ($561.75K), Raymond James Financial Inc. ($339.70K), Guggenheim Capital LLC ($338.53K), Pathstone Holdings LLC ($321.01K), Robinson Capital Management LLC ($304.33K), and Advisors Asset Management Inc. ($203.19K).

Institutional investors have bought a total of 2,660,039 shares in the last 24 months. This purchase volume represents approximately $25.49M in transactions.

Of the 25 institutional investors that sold Inv Vk Mun Tr's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rareview Capital LLC ($209.25K), Advisors Asset Management Inc. ($173.61K), UBS Group AG ($166.98K), PNC Financial Services Group Inc. ($39.99K), Dakota Wealth Management ($38.84K), Karpus Management Inc. ($34.50K), and Wealthspire Advisors LLC ($32.79K).

Institutional investors have sold a total of 864,930 shares in the last 24 months. This volume of shares sold represents approximately $8.24M in transactions.


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This page (NYSE:VKQ) was last updated on 5/17/2026 by MarketBeat.com Staff.
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