VKI

Invesco Adv Muni Inc TR IIETF$8.70 0.35%
UnclassifiedCUSIP 46132E103· EOD Sep 8, 2026

Among active 13F managers last quarter, 4 opened and 9 added, while 4 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (+98%).

Tracked 13F holders
59
33 in Q2 2026 filings
13F value (tracked)
$68.8M
13F moves · latest Q
13 added
4 reduced

Price & smart-money activity

$8.70 0.35%5Y -31.2%
$6.76$8.35$9.94$11.52$13.112021202220232024202520262544637347936668821147105971110813118914613131185
Hover for who · click for detailEnd-of-day closing prices52w $8.34 – $9.54

Who owns VKI?

59 tracked 13F filers · ranked by shares held

59 tracked 13F filers disclose a position in VKI as of the latest SEC 13F filings, a combined $68.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Guggenheim Capital LLC1.0M
$9.0M
+32%
Added · +253K sh
Q1 2026
2Hennion & Walsh Asset Management, Inc.989K
$9.4M
+98%
Added · +491K sh
Q2 2026
3Bank Of America Corp902K
$7.8M
−0.1%
Reduced · −1K sh
Q1 2026
4UBS Group AG844K
$7.3M
−5.5%
Reduced · −49K sh
Q1 2026
5Morgan Stanley753K
$6.5M
+7.5%
Added · +52K sh
Q1 2026
6LeConte Wealth Management, LLC520K
$4.9M
−11%
Reduced · −64K sh
Q2 2026
7Wells Fargo & Company480K
$4.2M
+1.4%
Added · +7K sh
Q1 2026
8LPL Financial LLC400K
$3.5M
−48%
Reduced · −371K sh
Q1 2026
9Van Eck Associates Corp251K
$2.4M
−1.5%
Reduced · −4K sh
Q2 2026
10Stifel Financial Corp173K
$1.5M
+5.5%
Added · +9K sh
Q1 2026
11Raymond James Financial Inc139K
$1.2M
−5.9%
Reduced · −9K sh
Q1 2026
12Whipplewood Advisors, LLC112K
$1.1M
−1.0%
Reduced · −1K sh
Q2 2026
13Indivisible Partners91K
$859K
+0.3%
Added · +303 sh
Q2 2026
14Melfa Wealth Management, Inc.84K
$793K
Held
Q2 2026
15Indiana Trust & Investment Management Co75K
$711K
Held
Q2 2026
16Smith, Moore & Co.68K
$643K
~0%
Reduced · −1 sh
Q2 2026
17Wealth Enhancement Advisory Services, LLC67K
$633K
Held
Q2 2026
18Rockefeller Capital Management L.P.55K
$481K
−0.5%
Reduced · −281 sh
Q1 2026
19Ameriprise Financial Inc51K
$439K
+37%
Added · +14K sh
Q1 2026
20Wealth Care LLC50K
$474K
Held
Q2 2026
21Royal Bank Of Canada48K
$420K
+2.0%
Added · +957 sh
Q1 2026
22Rothschild Investment LLC43K
$404K
+457%
Added · +35K sh
Q2 2026
23Cetera Investment Advisers36K
$310K
+20%
Added · +6K sh
Q1 2026
24AlphaCore Capital LLC29K
$275K
+1.9%
Added · +529 sh
Q2 2026
25Nuveen, LLC29K
$248K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is VKI being bought or sold by institutions?

Last quarter, 4 funds opened a new position in VKI and 9 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
9
added to an existing position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own VKI also own

CompanyCo-held byTheir position there
Apple IncAAPL26 funds$22.2B
Microsoft CorpMSFT26 funds$18.0B
Amazon.com IncAMZN26 funds$13.1B
Nvidia CorpNVDA25 funds$41.4B
Alphabet Inc-CL AGOOGL25 funds$9.8B
JPMorgan Chase & CoJPM25 funds$4.9B
Walmart IncWMT25 funds$3.6B
Caterpillar IncCAT25 funds$2.0B
SS SPDR S&P 500 ETF Trust-USSPY25 funds$800.2M
Broadcom IncAVGO24 funds$17.5B
Alphabet Inc-CL CGOOG24 funds$9.5B
Eli Lilly & CoLLY24 funds$5.7B

Ranked by how many of VKI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VKI.

Institutional ownership over time

33 tracked filers in Q2 2026 filingsstill filing
03060Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $22.7M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for VKI

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Ask your agent what changed in VKI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VKI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VKI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VKI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.