VTN · Invesco Trust for Investment Grade New York Municipals · Shareholders & Ownership
Every disclosed holder of VTN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns VTN
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,959,784 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 968,017 | — |
| Registered funds (N-PORT, not summed) | 0 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of VTN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
SIT INVESTMENT ASSOCIATES INC
13D
CIK 769317 · Registered investment adviser · Dec 16, 2024
|
493,294 | ||
| 2 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Unknown · Sep 30, 2026
|
487,470 | ||
| 3 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
293,678 | ||
| 4 |
Saba Capital Management, L.P.
13D
CIK 1510281 · Registered investment adviser · Dec 10, 2024
|
282,983 | ||
| 5 |
Indivisible Partners
13F
CIK 2098400 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
263,491 | ||
| 6 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
196,630 | ||
| 7 |
Karpus Management, Inc.
13G
CIK 1048703 · Investment adviser · Oct 31, 2023
Rule 13d-1(b), qualified institution
|
191,740 | ||
| 8 |
ASHTON THOMAS SECURITIES, LLC
13F
CIK 771572 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
141,200 | ||
| 9 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
124,698 | ||
| 10 |
Lido Advisors, LLC
13F
CIK 1650150 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
99,942 | ||
| 11 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
86,870 | ||
| 11.1 |
|
464 | ||
| 12 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,656 | ||
| 13 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,205 | ||
| 14 |
SHUFRO ROSE & CO LLC
13F
CIK 908195 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,000 | ||
| 15 |
PEAPACK GLADSTONE FINANCIAL CORP
13F
CIK 1050743 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,324 | ||
| 16 |
MML INVESTORS SERVICES, LLC
13F
CIK 701059 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,344 | ||
| 17 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,339 | ||
| 18 |
|
16,954 | ||
| 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
CIK 1056823 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,739 | ||
| 20 |
|
12,958 | ||
| 21 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,622 | ||
| 22 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,832 | ||
| 23 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,200 | ||
| 24 |
Aventura Private Wealth, LLC
13F
CIK 2074418 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,000 | ||
| 25 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,212 | ||
| 26 |
HIGHLINE WEALTH PARTNERS LLC
13F
CIK 2042654 · Registered investment adviser · Sep 30, 2026
|
420 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.