HolderBook

VOYA GLBL EQTY DIV & PREM OP (IGD)

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

93
Reporting holders
$105.9M
Reported value
0.0%
Held as options
+3
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
BANK OF AMERICA CORP /DE/$16.7M2,719,5570.00%31q+4.4%+$705.5K
LPL Financial LLC$16.5M2,687,2680.00%31q-6.1%-$1.1M
MORGAN STANLEY$14.5M2,366,1310.00%35q+1.9%+$268.4K
GUGGENHEIM CAPITAL LLC$14.3M2,333,8620.09%31q+29.9%+$3.3M
Capital Investment Advisors, LLC$9.1M1,481,0410.12%12q-14.7%-$1.6M
Invesco Ltd.$5.9M954,1380.00%31q-21.3%-$1.6M
Advisors Asset Management, Inc.$3.8M621,6800.06%34q-5.8%-$235.8K
OSAIC HOLDINGS, INC.$2.9M469,8830.00%26q+36.6%+$773.8K
RAYMOND JAMES FINANCIAL INC$2.5M409,9720.00%7qHELD
ROYAL BANK OF CANADA$2.0M325,9890.00%31q-6.0%-$128.9K
Kestra Advisory Services, LLC$1.5M244,6140.00%10q-51.3%-$1.6M
STIFEL FINANCIAL CORP$1.4M219,9640.00%14q+2.5%+$32.5K
Lido Advisors, LLC$1.3M209,7470.00%11qHELD
Mariner, LLC$1.1M181,4700.00%11q+239.3%+$785.8K
WELLS FARGO & COMPANY/MN$1.0M165,4420.00%31q-49.9%-$1.0M
UBS Group AG$825.9K134,5130.00%31q+2.3%+$18.6K
JANE STREET GROUP, LLC$805.8K131,2310.00%5q+274.9%+$590.8K
Kovack Advisors, Inc.$705.3K115,0490.03%6q-21.6%-$194.2K
NewEdge Advisors, LLC$694.2K113,0620.00%18q+11.6%+$71.9K
NWF Advisory Services Inc.$540.3K88,0000.05%6qHELD
Cetera Investment Advisers$515.8K84,0070.00%23q+2.2%+$11.3K
Private Advisor Group, LLC$386.2K62,8960.00%27q+67.4%+$155.4K
Core Wealth Advisors, Inc.$363.5K59,1980.07%2q+65.5%+$143.8K
COMMONWEALTH EQUITY SERVICES, LLC$357.8K58,2800.00%31q-2.8%-$10.4K
KESTRA PRIVATE WEALTH SERVICES, LLC$305.8K49,8030.00%24q-3.1%-$9.8K
Turner Financial Group, Inc.$303.2K49,3740.30%newFIRST
DECISION INVESTMENTS, INC$273.4K44,5300.25%3q-1.5%-$4.3K
Moors & Cabot, Inc.$267.7K43,6000.01%26q-0.9%-$2.3K
Steward Partners Investment Advisory, LLC$235.0K38,2690.00%31q+1.7%+$3.8K
Round Rock Advisors LLC$222.6K36,2520.03%19qHELD
Everstar Asset Management, LLC$203.3K33,1150.10%8qHELD
Corient Private Wealth LP$198.7K32,3600.00%4q+100.0%+$99.3K
BOS Asset Management, LLC$190.1K30,9600.04%newNEW
Founders Financial Alliance, LLC$179.0K29,1460.02%6qHELD
EVOLVE PRIVATE WEALTH, LLC$165.8K27,0060.01%3q-2.0%-$3.4K
MILLENNIUM MANAGEMENT LLC$163.7K26,6550.00%2q-73.6%-$456.2K
XTX Topco Ltd$162.3K26,4300.00%3q+69.5%+$66.5K
Indivisible Partners$153.5K25,0000.01%3qHELD
UHLMANN PRICE SECURITIES, LLC$149.7K24,3740.01%8q+2.5%+$3.6K
FLYNN ZITO CAPITAL MANAGEMENT, LLC$144.6K23,5500.04%10qHELD
Soltis Investment Advisors LLC$140.4K22,8660.01%5q+2.5%+$3.4K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$140.4K22,8660.00%5q+2.5%+$3.4K
Equitable Holdings, Inc.$137.8K22,4510.00%7q-19.6%-$33.6K
Closed-End Fund Advisors, Inc.$136.7K22,2630.13%3q-3.7%-$5.3K
CITADEL ADVISORS LLC$132.1K21,5200.00%newNEW
OPPENHEIMER & CO INC$130.8K21,3010.00%2q-5.2%-$7.1K
Waverly Advisors, LLC$130.2K21,2000.00%2qHELD
Empirical Asset Management, LLC$127.8K20,8110.03%9q+2.1%+$2.6K
Shaker Financial Services, LLC$125.0K20,3550.04%3q-79.0%-$470.3K
Concurrent Investment Advisors, LLC$118.3K19,2730.00%3qHELD
ASHTON THOMAS SECURITIES, LLC$111.7K18,2000.02%9qHELD
COMMERCE BANK$109.7K17,8650.00%22qHELD
FIFTH THIRD BANCORP$105.4K17,1610.00%2q+8.2%+$8.0K
MRA Advisory Group$103.7K16,8920.04%23q+2.5%+$2.5K
Tortuga Wealth Management, Inc$103.6K16,8730.08%3q-9.5%-$10.8K
CLIENT 1ST ADVISORY GROUP, LLC$101.3K16,5000.03%19qHELD
Advisors Capital Management, LLC$99.8K16,2550.00%3qHELD
BENJAMIN EDWARDS INC$83.7K13,6290.00%4q+6.4%+$5.1K
Alteri Wealth LLC$78.5K12,7900.02%newNEW
Sage Capital Management, LLC$76.8K12,5000.03%11qHELD
SILVER OAK SECURITIES, INCORPORATED$72.5K11,8060.00%12qHELD
PFG Investments, LLC$68.3K11,1210.00%7qHELD
GOLDMAN SACHS GROUP INC$61.9K10,0820.00%newNEW
Live Oak Private Wealth LLC$61.4K10,0000.01%9qHELD
LANARK FINANCIAL, INC.$55.0K8,9590.00%12q+1.0%
Lloyd Advisory Services, LLC.$31.9K5,2030.01%newNEW
Spire Wealth Management$25.9K4,2130.00%22q-44.6%-$20.9K
Colonial Trust Co / SC$25.7K4,1770.00%2qHELD
Rockefeller Capital Management L.P.$25.6K4,1750.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24.6K4,0000.00%newNEW
HARBOUR INVESTMENTS, INC.$23.0K3,7410.00%2qHELD
CITIGROUP INC$22.8K3,7080.00%15q+2.5%
MERCER GLOBAL ADVISORS INC /ADV$18.1K2,9480.00%newNEW
Ameritas Advisory Services, LLC$11.1K1,8000.00%newNEW
IFP Advisors, Inc$10.3K1,6750.00%18qHELD
Axiom Investment Management LLC$10.3K1,6750.01%2q+134.9%+$5.9K
CoreCap Advisors, LLC$9.7K1,5800.00%4qHELD
Gen-Wealth Partners Inc$9.1K1,4850.00%10qHELD
Geneos Wealth Management Inc.$8.9K1,4500.00%8qHELD
Pinnacle Bancorp, Inc.$7.1K1,1500.00%5qHELD
US BANCORP \DE\$6.8K1,1020.00%8qHELD
ASSETMARK, INC$4.8K7890.00%10q-61.3%-$7.7K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.4K7160.00%3qHELD
SHP Wealth Management$3.6K5900.00%3q+2.6%
Silver Grove Financial Group, Inc.$3.0K4900.00%newNEW
Financial Gravity Companies, Inc.$2.9K4770.00%3qHELD
HIGHLINE WEALTH PARTNERS LLC$2.8K4500.00%4q-10.0%
Thrivent Financial for Lutherans$1.9K318,4850.00%31q-11.2%
SIGNATUREFD, LLC$1.8K2920.00%7qHELD
Key Financial Inc$9821600.00%23qHELD
Janney Montgomery Scott LLC$949154,5330.00%newNEW
Cambridge Investment Research Advisors, Inc.$47076,4120.00%31q+100.9%
Stonebridge Financial Group, LLC/CA$28446,3150.04%newFIRST
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$61100.00%2qHELD
Integrated Wealth Concepts LLC$4980.00%newNEW
HAZLETT, BURT & WATSON, INC.$254,0000.01%18qHELD
Pinnacle Wealth Planning Services, Inc.$1220.00%3qHELD
JPMORGAN CHASE & CO$610.00%8qHELD

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 202693$105.9M17,251,0241126220.0%
Q1 202690$98.9M17,406,9231226180.0%
Q4 202583$105.4M18,415,4061126140.0%
Q3 202576$104.7M17,652,214720230.0%
Q2 202581$116.7M19,697,6721124200.0%
Q1 202573$114.1M19,774,122717220.0%
Q4 202480$107.3M19,784,166924160.0%
Q3 202480$118.1M20,932,955813290.0%
Q2 202487$119.1M23,173,7261021240.0%
Q1 202481$156.7M29,579,931723230.0%
Q4 202389$133.5M26,851,3381228190.0%
Q3 202385$107.0M21,840,3191526180.0%
Q2 202377$92.7M18,032,868624160.0%
Q1 202383$104.5M20,458,0061029210.0%
Q4 202279$98.5M18,148,6261723180.0%
Q3 202287$103.4M20,672,9821223290.0%
Q2 202288$111.5M20,272,3011334180.0%
Q1 202285$116.2M19,825,2221128230.0%
Q4 202183$123.2M19,834,1221031180.0%
Q3 202184$123.6M20,931,329725230.0%
Q2 202193$131.7M22,093,775818490.0%
Q1 202196$200.6M35,187,6221332280.0%
Q4 202093$162.5M31,123,8131334220.0%
Q3 202085$138.1M27,908,774834210.0%
Q2 202084$126.1M26,095,042928300.0%
Q1 202082$119.0M26,109,9341233230.0%
Q4 201986$138.5M22,366,8191935180.0%
Q3 201975$91.3M15,220,5442023200.0%
Q2 201967$86.1M13,200,1451323180.0%
Q1 201966$91.0M14,008,312923230.0%
Q4 201870$91.3M15,583,8212400.0%