HolderBook

VOYA GLBL ADV & PREM OPP FD (IGA)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

36
Reporting holders
$36.8M
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
GUGGENHEIM CAPITAL LLC$7.6M772,1410.05%31qHELD
Advisors Asset Management, Inc.$6.2M622,2570.09%34q-19.9%-$1.5M
RAYMOND JAMES FINANCIAL INC$3.5M351,6090.00%7q-1.0%-$33.4K
Invesco Ltd.$3.0M302,7910.00%31q+0.7%+$19.9K
Shaker Financial Services, LLC$2.1M208,9360.65%4q+15.7%+$280.6K
Marks Group Wealth Management, Inc$1.9M195,4080.17%5qHELD
LPL Financial LLC$1.5M155,5660.00%18q+4.0%+$59.9K
MORGAN STANLEY$1.5M148,1850.00%35q-0.8%-$12.2K
OSAIC HOLDINGS, INC.$1.1M109,6920.00%26q-2.6%-$29.0K
Integrated Wealth Concepts LLC$1.0M105,1980.01%17q-2.8%-$30.4K
ROYAL BANK OF CANADA$928.0K93,7660.00%31q-3.5%-$33.6K
UBS Group AG$923.9K93,3220.00%31q-2.0%-$18.9K
Kovack Advisors, Inc.$854.0K86,6920.04%9q+8.1%+$63.8K
Baird Financial Group, Inc.$786.6K79,4540.00%6q+2.4%+$18.3K
Cetera Investment Advisers$573.5K57,9300.00%6q+21.5%+$101.5K
WELLS FARGO & COMPANY/MN$486.4K49,1320.00%31q-50.4%-$494.6K
UHLMANN PRICE SECURITIES, LLC$396.6K40,0570.01%8q+2.6%+$10.2K
Round Rock Advisors LLC$388.2K39,2110.05%19q-16.9%-$78.8K
Closed-End Fund Advisors, Inc.$357.4K36,1030.35%3q+2.5%+$8.6K
WOLVERINE ASSET MANAGEMENT LLC$337.3K34,0660.00%4q-71.6%-$849.0K
AMERIPRISE FINANCIAL INC$326.1K32,9350.00%3q-1.0%-$3.3K
EVOLVE PRIVATE WEALTH, LLC$196.3K19,8300.01%3q-3.4%-$7.0K
NWF Advisory Services Inc.$187.6K18,9500.02%6qHELD
XTX Topco Ltd$140.9K14,2340.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$116.4K11,7550.00%22q-32.7%-$56.6K
DECISION INVESTMENTS, INC$114.8K11,6000.10%3qHELD
Kapstone Financial Advisors LLC$101.9K10,2900.04%2qHELD
CITIGROUP INC$69.0K6,9730.00%9q+28.9%+$15.5K
Steward Partners Investment Advisory, LLC$66.6K6,7260.00%29q+2.5%+$1.6K
Axiom Investment Management LLC$17.2K1,7400.01%2qHELD
Geneos Wealth Management Inc.$14.8K1,5000.00%8qHELD
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$13.2K1,3380.00%newNEW
Rockefeller Capital Management L.P.$11.2K1,1300.00%4qHELD
US BANCORP \DE\$4.5K4550.00%8qHELD
ASSETMARK, INC$3.1K3100.00%2qHELD
HIGHLINE WEALTH PARTNERS LLC$2.0K2000.00%4qHELD
Cambridge Investment Research Advisors, Inc.$64465,0340.00%31q+232.3%
HAZLETT, BURT & WATSON, INC.$101,0000.00%18qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202636$36.8M3,721,482210130.0%
Q1 202637$38.1M3,987,158412100.0%
Q4 202539$46.4M4,769,99241770.0%
Q3 202537$36.8M3,705,807101190.0%
Q2 202533$38.8M3,903,78341690.0%
Q1 202532$35.4M3,612,15861590.0%
Q4 202437$45.9M4,992,457213140.0%
Q3 202439$49.0M5,158,529510170.0%
Q2 202435$54.3M6,138,71256180.0%
Q1 202433$61.4M6,788,46911990.0%
Q4 202340$50.9M5,968,241415140.0%
Q3 202342$43.0M5,183,625514120.0%
Q2 202340$36.8M4,314,041212130.0%
Q1 202341$33.7M3,944,384510140.0%
Q4 202237$33.8M3,875,65999140.0%
Q3 202236$32.9M3,903,04451490.0%
Q2 202233$33.6M3,684,47721480.0%
Q1 202236$36.7M3,777,03987120.0%
Q4 202130$40.2M3,875,07756110.0%
Q3 202133$43.6M4,398,10828110.0%
Q2 202140$47.6M4,854,15859220.0%
Q1 202141$68.0M7,106,580315170.0%
Q4 202042$54.5M6,227,73479190.0%
Q3 202042$47.0M5,642,264615120.0%
Q2 202043$41.8M5,109,284616150.0%
Q1 202040$45.5M5,939,302716110.0%
Q4 201934$47.6M4,541,771613110.0%
Q3 201934$55.3M5,353,05039100.0%
Q2 201937$61.2M5,722,772211120.0%
Q1 201941$68.5M6,351,236414160.0%
Q4 201846$59.5M6,462,9751210.0%