Go Pro
→ Now that SpaceX is public, buy this ticker (no, not SpaceX or Tesla) (From Brownstone Research) (Ad)tc pixel Free VKQ Stock Alerts

Inv Vk Mun Tr (VKQ) Institutional Ownership

Inv Vk Mun Tr logo
$9.90 -0.05 (-0.50%)
As of 03:07 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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
Get VKQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Inv Vk Mun Tr stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VKQ Institutional Buying and Selling by Quarter

Inv Vk Mun Tr Major Shareholders & Ownership History

Export
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%
This Junior Silver Explorer Is Closing In on Its Biggest Catalyst (Ad)

A past-producing Nevada silver project holds a historical 36 million ounce silver-equivalent resource, plus more than 780,000 ounces already sitting in a surface stockpile from prior operators. Despite that, the company carries a valuation of roughly C$5.6 million. With silver near record highs, it has now launched a new drill program aimed at confirming and upgrading that resource into a modern NI 43-101 estimate. Micro-cap investing carries significant risk and is not suitable for every investor.tc pixel

See why this Nevada silver story may be approaching its biggest catalyst
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%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
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.


Related Companies

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.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Barricks gold output fell from 2 million ounces to 719000
Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-larges...
Golden Portfolio | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Now that SpaceX is public, buy this ticker (no, not SpaceX or Tesla)
The SpaceX IPO wasn't the big trade - according to Larry Benedict, founder of The Opportunistic Trader, it was...
Brownstone Research | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
This Junior Silver Explorer Is Closing In on Its Biggest Catalyst
A past-producing Nevada silver project holds a historical 36 million ounce silver-equivalent resource, plus mo...
Wall Street Logic | Sponsoredtc pixel
SpaceX is NOT the #1 IPO of 2026
A lesser known AI company is growing faster than both SpaceX and OpenAI. Its coding business reportedly grew f...
The Oxford Club | Sponsoredtc pixel
China is not hedging. It's escaping.
China's US Treasury holdings have fallen from a peak of $1.32 trillion to roughly $659 billion, an 18-year low...
Behind the Markets | Sponsoredtc pixel