Invesco Trust for Investment Grade Municipals - VGM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,242,714 | 12,886 | 0.09% | 0.09% | 1 | +58,922 | 4.98% | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 1,168,261 | 12,114 | 4.95% | 6.26% | 2 | +1,315 | 0.11% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 855,464 | 8,871 | 0.0% | 0.0% | 3 | +96,570 | 12.73% | Q4 2025 | Feb 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 723,224 | 7,500 | 9.2% | 0.15% | 4 | -4,732 | -0.65% | Q4 2025 | Feb 25, 2026 |
| MORGAN STANLEY | History | Added to | 644,709 | 6,685 | 0.0% | 0.0% | 5 | +99,657 | 18.28% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 599,549 | 6,217 | 0.0% | 0.0% | 6 | -31,287 | -4.96% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 568,689 | 5,897 | 0.0% | 0.0% | 7 | +15,267 | 2.76% | Q4 2025 | Jan 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 498,772 | 5,172 | 0.18% | 0.01% | 8 | +470,277 | 1650.38% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 475,197 | 4,927 | 0.0% | 0.0% | 9 | -20,711 | -4.18% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 432,699 | 4,487 | 0.0% | 0.0% | 10 | +49,963 | 13.05% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 371,022 | 3,847 | 0.01% | 0.01% | 11 | -274,968 | -42.57% | Q4 2025 | Feb 02, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 364,777 | 3,782 | 0.18% | 0.54% | 12 | -576,951 | -61.27% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 344,315 | 3,571 | 0.0% | — | 13 | +344,315 | New | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 311,378 | 3,229 | 0.0% | 0.0% | 14 | +30,992 | 11.05% | Q4 2025 | Feb 13, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 308,543 | 3,199 | 0.11% | 0.13% | 15 | -61,619 | -16.65% | Q4 2025 | Jan 29, 2026 |
| Leo Wealth, LLC | History | Added to | 261,050 | 2,707 | 0.2% | 0.24% | 16 | +79,256 | 43.6% | Q4 2025 | Jan 21, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 248,750 | 2,579 | 0.31% | 0.3% | 17 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 245,207 | 2,542 | 0.0% | 0.0% | 18 | +1,047 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 195,377 | 2,026 | 0.86% | 0.88% | 20 | +3,067 | 1.59% | Q4 2025 | Jan 07, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 195,389 | 2,026 | 0.03% | 0.03% | 19 | -2,696 | -1.36% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 171,781 | 1,781 | 0.0% | 0.0% | 21 | -23,120 | -11.86% | Q4 2025 | Feb 18, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 163,647 | 1,697 | 0.5% | 0.53% | 22 | -9,500 | -5.49% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 159,679 | 1,655 | 0.0% | 0.0% | 23 | +13,388 | 9.15% | Q4 2025 | Feb 12, 2026 |
| Gridiron Partners, LLC | History | Reduced | 149,983 | 1,555 | 0.89% | 0.86% | 24 | -1,572,747 | -91.29% | Q4 2025 | Jan 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 140,277 | 1,454 | 0.0% | 0.0% | 25 | -155,584 | -52.59% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 128,180 | 1,329 | 0.0% | 0.0% | 26 | +12,891 | 11.18% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 124,460 | 1,290 | 0.1% | 0.04% | 27 | +74,675 | 149.99% | Q4 2025 | Jan 28, 2026 |
| Claro Advisors Inc. | History | Added to | 113,427 | 1,176 | 0.16% | 0.13% | 28 | +27,590 | 32.14% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 108,515 | 1,125 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Invesco Ltd. | History | Reduced | 92,786 | 962 | 0.0% | 0.0% | 30 | -8,844 | -8.7% | Q4 2025 | Feb 19, 2026 |
| Cutler Capital Management, LLC | History | No change | 86,117 | 893 | 0.26% | 0.28% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 84,821 | 879 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tyche Wealth Partners LLC | History | No change | 82,098 | 851 | 0.14% | 0.15% | 33 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 71,160 | 737 | 0.47% | 0.48% | 34 | -340 | -0.48% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 68,469 | 710 | 0.0% | 0.0% | 35 | -834 | -1.2% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 67,694 | 701 | 0.01% | 0.01% | 36 | +11,860 | 21.24% | Q4 2025 | Mar 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 66,406 | 688 | 0.05% | 0.05% | 37 | +3,358 | 5.33% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 61,483 | 637 | 0.0% | 0.0% | 38 | -28,302 | -31.52% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 58,715 | 608 | 0.0% | 0.0% | 39 | +15,645 | 36.32% | Q4 2025 | Feb 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 54,483 | 564 | 0.08% | 0.08% | 40 | +549 | 1.02% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 51,265 | 531 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 41,448 | 429 | 0.0% | 0.0% | 42 | -4,100 | -9.0% | Q4 2025 | Mar 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 40,816 | 423 | 0.0% | 0.0% | 43 | -49,697 | -54.91% | Q4 2025 | Feb 18, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 37,360 | 387 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Wealth | History | New | 35,600 | 369 | 0.0% | — | 45 | +35,600 | New | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 30,703 | 318 | 0.05% | 0.06% | 46 | +372 | 1.23% | Q4 2025 | Jan 07, 2026 |
| Prospera Financial Services Inc | History | No change | 29,606 | 307 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Burford Brothers, Inc. | History | No change | 27,625 | 286 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,339 | 273 | 0.0% | 0.0% | 49 | +1,617 | 6.54% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 25,945 | 269 | 0.01% | 0.01% | 50 | -1,455 | -5.31% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 25,707 | 266 | 0.0% | 0.0% | 51 | +13,919 | 118.08% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | No change | 22,802 | 236 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Carroll Advisory Group, LLC | History | New | 22,645 | 234 | 0.1% | — | 53 | +22,645 | New | Q4 2025 | Feb 09, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 22,500 | 233 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kercheville Advisors, LLC | History | Added to | 22,112 | 226 | 0.06% | 0.07% | 55 | +30 | 0.14% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 20,953 | 217 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,041 | 207 | 0.0% | 0.0% | 57 | +22 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,496 | 202 | 0.0% | 0.0% | 58 | -3,926 | -16.76% | Q4 2025 | Feb 05, 2026 |
| Nuveen, LLC | History | No change | 18,694 | 193 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 18,041 | 187 | 0.0% | 0.0% | 60 | +803 | 4.66% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 17,165 | 177 | 0.01% | 0.01% | 61 | +2,076 | 13.76% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 16,796 | 174 | 0.01% | 0.01% | 62 | +227 | 1.37% | Q4 2025 | Feb 19, 2026 |
| AlphaCore Capital LLC | History | Added to | 16,674 | 172 | 0.0% | 0.01% | 63 | +311 | 1.9% | Q4 2025 | Feb 05, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 15,737 | 163 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Virtu Financial LLC | History | New | 15,643 | 162 | 0.01% | — | 65 | +15,643 | New | Q4 2025 | Feb 23, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 15,100 | 156 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 14,663 | 152 | 0.09% | — | 67 | +14,663 | New | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 14,150 | 146 | 0.0% | 0.0% | 68 | -100 | -0.7% | Q4 2025 | Jan 09, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 13,795 | 143 | 0.0% | 0.0% | 69 | -760 | -5.22% | Q4 2025 | Jan 13, 2026 |
| Zullo Investment Group, Inc. | History | No change | 13,500 | 139 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 11,883 | 123 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,692 | 121 | 0.0% | 0.0% | 72 | -3,000 | -20.42% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,176 | 115 | 0.0% | 0.0% | 73 | -1,629 | -12.72% | Q4 2025 | Jan 29, 2026 |
| Catalina Capital Group, LLC | History | Added to | 11,104 | 115 | 0.07% | 0.07% | 74 | +54 | 0.49% | Q4 2025 | Jan 16, 2026 |
| ALESCO ADVISORS LLC | History | No change | 11,000 | 114 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 10,879 | 112 | 0.05% | 0.04% | 76 | +203 | 1.9% | Q4 2025 | Jan 28, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 10,419 | 108 | 0.04% | 0.72% | 77 | -168,804 | -94.19% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,000 | 103 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 9,900 | 102 | 0.06% | — | 79 | +9,900 | New | Q4 2025 | Jan 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 7,500 | 78 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 7,000 | 72 | 0.05% | 0.06% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | No change | 6,227 | 64 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 5,688 | 58 | 0.0% | — | 83 | +5,688 | New | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 5,370 | 55 | 0.0% | 0.0% | 84 | +2,470 | 85.17% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,500 | 46 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 3,686 | 38 | 0.0% | 0.0% | 86 | +19 | 0.52% | Q4 2025 | Feb 06, 2026 |
| High Note Wealth, LLC | History | Reduced | 2,610 | 27 | 0.01% | 0.01% | 87 | -344 | -11.65% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | No change | 2,186 | 22 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | New | 2,041 | 21 | 0.0% | — | 89 | +2,041 | New | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 1,394 | 14 | 0.0% | — | 90 | +1,394 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,196 | 12 | 0.0% | 0.0% | 91 | -101 | -7.79% | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 10 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | New | 809 | 8 | 0.0% | — | 95 | +809 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 800 | 8 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 542 | 5 | 0.0% | 0.0% | 96 | +42 | 8.4% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 381 | 3 | 0.0% | — | 100 | +381 | New | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 320 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 292 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CWM, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 146 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -506,647 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -122,348 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.11% | — | -48,938 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -40,781 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,539 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -14,059 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,644 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,010 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.01% | — | -10,948 | -100.0% | Q3 2025 | Oct 06, 2025 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,943 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -924 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -608 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -353 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 12, 2025 |