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Inv Vk Mun Tr (VKQ) Institutional Ownership

Inv Vk Mun Tr logo
$9.90 -0.05 (-0.54%)
As of 02:03 PM Eastern
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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)
41
Total
Institutional Inflows
(last 12 months)
$33.56M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$20.98M
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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
8/6/2026 Global Retirement Partners LLC7,410$74K0.0%N/A0.013%
8/4/2026 Choreo LLC19,163$192K0.0%+14.5%0.035%
8/3/2026 Oppenheimer & Co. Inc.51,829$520K0.0%+3.4%0.094%
7/10/2026 Wealthcare Advisory Partners LLC18,025$181K0.0%-15.8%0.033%
7/9/2026 Hennion & Walsh Asset Management Inc.940,068$9.44M0.3%+236.9%1.699%
7/9/2026 Worth Asset Management LLC21,087$212K0.1%N/A0.038%
6/3/2026NewEdge Advisors LLC351,113$3.34M0.0%+55.8%0.634%
6/1/2026Concorde Asset Management LLC63,972$609K0.3%-21.8%0.116%
5/19/2026Bank of America Corp DE228,050$2.17M0.0%+12.4%0.412%
5/18/2026Rivernorth Capital Management LLC4,387,056$41.77M2.1%-24.0%7.927%
5/18/2026Royal Bank of Canada85,870$817K0.0%+10.2%0.155%
5/13/2026Cetera 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%
4/27/2026World 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%
3/17/2026Rockefeller Capital Management L.P.41,024$396K0.0%-19.6%0.074%
3/13/2026World Investment Advisors24,559$237K0.0%N/A0.044%
3/12/2026 Vericrest Private Wealth17,543$169K0.2%N/A0.032%
2/25/2026Sit Investment Associates Inc.726,179$7.01M0.1%-2.9%1.312%
2/19/2026Invesco Ltd.215,207$2.08M0.0%+28.4%0.389%
2/18/2026NewEdge Advisors LLC225,299$2.17M0.0%+159.2%0.407%
2/18/2026Rivernorth Capital Management LLC5,768,838$55.67M2.6%+31.8%10.424%
2/17/2026Guggenheim Capital LLC1,199,525$11.58M0.1%+0.7%2.168%
2/17/2026Osaic 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%
2/17/2026Royal Bank of Canada77,898$752K0.0%+14.9%0.141%
2/13/2026Van ECK Associates Corp401,375$3.87M0.0%+12.3%0.725%
2/13/2026Wells Fargo & Company MN443,647$4.28M0.0%+3.2%0.802%
2/13/2026Concorde Asset Management LLC81,759$789K0.3%+8.5%0.148%
2/12/2026Advisors Asset Management Inc.200,901$1.94M0.0%-33.0%0.363%
2/12/2026Jane 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%
2/6/2026 Global 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%
2/4/2026World Investment Advisors24,559$237K0.0%N/A0.044%
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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%
1/29/2026UBS 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%
1/23/2026Smith Moore & CO.150,979$1.46M0.1%-8.9%0.273%
1/23/2026 Choreo LLC12,743$124K0.0%N/A0.023%
1/20/2026Stratos Wealth Partners LTD.28,386$274K0.0%N/A0.051%
1/20/2026Stratos Wealth Advisors LLC194,544$1.88M0.1%-1.9%0.352%
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%
11/18/2025Advisory 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%
11/17/2025Ameriprise Financial Inc.63,040$608K0.0%+33.4%0.114%
11/14/2025Raymond James Financial Inc.259,246$2.50M0.0%+27.4%0.468%
11/13/2025UBS Group AG950,784$9.18M0.0%-9.8%1.718%
11/13/2025Van ECK Associates Corp357,403$3.45M0.0%+4.9%0.646%
11/13/2025First Trust Advisors LP10,237$99K0.0%-9.5%0.018%
11/13/2025Orleans Capital Management Corp LA14,630$141K0.1%-17.9%0.026%
11/12/2025Perennial Investment Advisors LLC11,040$107K0.0%N/A0.020%
11/12/2025Smith 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%
11/6/2025Advisors 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%
10/17/2025Permanent 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%
9/4/2025Osaic 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%
8/15/2025Ameriprise Financial Inc.47,266$423K0.0%-7.2%0.085%
8/14/2025Raymond James Financial Inc.203,544$1.86M0.0%+53.6%0.368%
8/14/2025Karpus Management Inc.2,185,216$20.00M0.6%-1.6%3.949%
8/13/2025StoneX Group Inc.54,180$496K0.0%N/A0.098%
8/13/2025Baird Financial Group Inc.165,998$1.52M0.0%-2.7%0.300%
8/13/2025Guggenheim Capital LLC1,201,076$10.99M0.1%+3.1%2.170%
8/13/2025Invesco Ltd.163,951$1.50M0.0%+11.5%0.296%
8/13/2025Smith Moore & CO.103,910$951K0.1%-3.4%0.188%
8/12/2025Advisors Asset Management Inc.366,039$3.35M0.1%-2.3%0.661%
8/12/2025Steward Partners Investment Advisory LLC44,016$403K0.0%+773.5%0.080%
8/11/2025Wealthspire Advisors LLC11,500$105K0.0%-74.0%0.021%
8/11/2025 Rothschild Investment LLC74,700$684K0.0%-2.4%0.135%
8/8/2025Rockefeller Capital Management L.P.51,265$469K0.0%-16.3%0.093%
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8/8/2025Cetera 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%
8/6/2025Moors & Cabot Inc.10,259$94K0.0%-11.4%0.019%
8/5/2025 Rareview Capital LLC238,154$2.18M1.4%-6.5%0.430%
8/4/2025Wolverine Asset Management LLC8,787$80K0.0%N/A0.016%
7/31/2025 Whipplewood Advisors LLC82,639$756K0.4%+27.1%0.149%
7/29/2025Stratos 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%


VKQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of Inv Vk Mun Tr. The most heavily invested institutionals were Rivernorth Capital Management LLC ($41.77M), Karpus Management Inc. ($20.00M), Guggenheim Capital LLC ($11.58M), Robinson Capital Management LLC ($11.19M), Hennion & Walsh Asset Management Inc. ($9.44M), LPL Financial LLC ($9.27M), and UBS Group AG ($8.56M).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 82 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), Hennion & Walsh Asset Management Inc. ($661.03K), LPL Financial LLC ($561.75K), Raymond James Financial Inc. ($339.70K), Guggenheim Capital LLC ($338.53K), Pathstone Holdings LLC ($321.01K), and NewEdge Advisors LLC ($306.93K).

Institutional investors have bought a total of 3,466,941 shares in the last 24 months. This purchase volume represents approximately $33.56M in transactions.

Of the 26 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: Rivernorth Capital Management LLC ($1.38M), Rareview Capital LLC ($192.60K), Advisors Asset Management Inc. ($173.61K), UBS Group AG ($166.98K), PNC Financial Services Group Inc. ($39.99K), Karpus Management Inc. ($34.50K), and Wealthspire Advisors LLC ($32.79K).

Institutional investors have sold a total of 2,201,271 shares in the last 24 months. This volume of shares sold represents approximately $20.98M in transactions.


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Institutional ownership data for NYSE:VKQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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