DaveManuel.com · Institutional Ownership · Who Owns It
VOYA GLBL ADV & PREM OPP FD (IGA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
38
Reporting holders
$37.5M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | $7.6M | 772,141 | 0.05% | 31q | HELD |
| Advisors Asset Management, Inc. | $6.2M | 622,257 | 0.09% | 17q | -19.9%-$1.5M |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 351,609 | 0.00% | 7q | -1.0%-$33.4K |
| Invesco Ltd. | $3.0M | 302,791 | 0.00% | 31q | +0.7%+$19.9K |
| Shaker Financial Services, LLC | $2.1M | 208,936 | 0.65% | 4q | +15.7%+$280.6K |
| Marks Group Wealth Management, Inc | $1.9M | 195,408 | 0.17% | 5q | HELD |
| LPL Financial LLC | $1.5M | 155,566 | 0.00% | 18q | +4.0%+$59.9K |
| MORGAN STANLEY | $1.5M | 148,185 | 0.00% | 35q | -0.8%-$12.2K |
| OSAIC HOLDINGS, INC. | $1.1M | 109,692 | 0.00% | 26q | -2.6%-$29.0K |
| Integrated Wealth Concepts LLC | $1.0M | 105,198 | 0.01% | 17q | -2.8%-$30.4K |
| ROYAL BANK OF CANADA | $928.0K | 93,766 | 0.00% | 31q | -3.5%-$33.6K |
| UBS Group AG | $923.9K | 93,322 | 0.00% | 31q | -2.0%-$18.9K |
| Kovack Advisors, Inc. | $854.0K | 86,692 | 0.04% | 9q | +8.1%+$63.8K |
| Baird Financial Group, Inc. | $786.6K | 79,454 | 0.00% | 6q | +2.4%+$18.3K |
| Cambridge Investment Research Advisors, Inc. | $644.0K | 65,034 | 0.00% | 31q | +232.3%+$450.2K |
| Cetera Investment Advisers | $573.5K | 57,930 | 0.00% | 6q | +21.5%+$101.5K |
| WELLS FARGO & COMPANY/MN | $486.4K | 49,132 | 0.00% | 31q | -0.8%-$4.1K |
| UHLMANN PRICE SECURITIES, LLC | $396.6K | 40,057 | 0.01% | 8q | +2.6%+$10.2K |
| Round Rock Advisors LLC | $388.2K | 39,211 | 0.05% | 19q | -16.9%-$78.8K |
| Closed-End Fund Advisors, Inc. | $357.4K | 36,103 | 0.35% | 3q | +2.5%+$8.6K |
| WOLVERINE ASSET MANAGEMENT LLC | $337.3K | 34,066 | 0.00% | 4q | -71.6%-$849.0K |
| AMERIPRISE FINANCIAL INC | $326.1K | 32,935 | 0.00% | 3q | +98.0%+$161.4K |
| EVOLVE PRIVATE WEALTH, LLC | $196.3K | 19,830 | 0.01% | 3q | -3.4%-$7.0K |
| NWF Advisory Services Inc. | $187.6K | 18,950 | 0.02% | 6q | HELD |
| XTX Topco Ltd | $140.9K | 14,234 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $116.4K | 11,755 | 0.00% | 22q | -32.7%-$56.6K |
| DECISION INVESTMENTS, INC | $114.8K | 11,600 | 0.10% | 3q | HELD |
| Kapstone Financial Advisors LLC | $101.9K | 10,290 | 0.04% | 2q | HELD |
| CITIGROUP INC | $69.0K | 6,973 | 0.00% | 9q | +28.9%+$15.5K |
| Steward Partners Investment Advisory, LLC | $66.6K | 6,726 | 0.00% | 29q | +2.5%+$1.6K |
| Axiom Investment Management LLC | $17.2K | 1,740 | 0.01% | 2q | HELD |
| Geneos Wealth Management Inc. | $14.8K | 1,500 | 0.00% | 8q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $13.2K | 1,338 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $11.2K | 1,130 | 0.00% | 4q | HELD |
| HAZLETT, BURT & WATSON, INC. | $10.0K | 1,000 | 0.00% | 18q | HELD |
| US BANCORP \DE\ | $4.5K | 455 | 0.00% | 8q | HELD |
| ASSETMARK, INC | $3.1K | 310 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.0K | 200 | 0.00% | 4q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $935.4K | 93,445 | 3 | 1 | 1 | 0.0% |
| Q2 2026 | 38 | $37.5M | 3,787,516 | 2 | 12 | 12 | 0.0% |
| Q1 2026 | 39 | $37.7M | 3,941,550 | 4 | 11 | 11 | 0.0% |
| Q4 2025 | 43 | $38.2M | 3,928,892 | 5 | 17 | 8 | 0.0% |
| Q3 2025 | 41 | $37.2M | 3,746,284 | 10 | 11 | 9 | 0.0% |
| Q2 2025 | 37 | $39.2M | 3,944,172 | 4 | 16 | 11 | 0.0% |
| Q1 2025 | 36 | $35.8M | 3,653,348 | 7 | 15 | 10 | 0.0% |
| Q4 2024 | 40 | $35.0M | 3,808,210 | 2 | 14 | 15 | 0.0% |
| Q3 2024 | 43 | $38.1M | 4,008,393 | 5 | 11 | 19 | 0.0% |
| Q2 2024 | 39 | $43.5M | 4,911,291 | 5 | 8 | 18 | 0.0% |
| Q1 2024 | 37 | $61.8M | 6,836,431 | 1 | 20 | 10 | 0.0% |
| Q4 2023 | 45 | $53.7M | 6,307,491 | 5 | 17 | 14 | 0.0% |
| Q3 2023 | 47 | $43.5M | 5,239,948 | 5 | 15 | 12 | 0.0% |
| Q2 2023 | 44 | $37.2M | 4,357,575 | 2 | 12 | 13 | 0.0% |
| Q1 2023 | 46 | $35.5M | 4,162,040 | 5 | 13 | 14 | 0.0% |
| Q4 2022 | 44 | $35.2M | 4,037,543 | 9 | 12 | 16 | 0.0% |
| Q3 2022 | 35 | $42.3M | 3,888,635 | 4 | 14 | 9 | 0.0% |
| Q2 2022 | 33 | $33.6M | 3,684,477 | 3 | 14 | 7 | 0.0% |
| Q1 2022 | 35 | $34.5M | 3,556,442 | 8 | 7 | 11 | 0.0% |
| Q4 2021 | 30 | $40.2M | 3,875,077 | 5 | 6 | 11 | 0.0% |
| Q3 2021 | 33 | $43.6M | 4,398,108 | 2 | 8 | 11 | 0.0% |
| Q2 2021 | 40 | $47.6M | 4,854,158 | 5 | 9 | 22 | 0.0% |
| Q1 2021 | 40 | $67.8M | 7,088,730 | 3 | 14 | 17 | 0.0% |
| Q4 2020 | 42 | $54.5M | 6,227,734 | 7 | 9 | 19 | 0.0% |
| Q3 2020 | 42 | $47.0M | 5,642,264 | 6 | 15 | 12 | 0.0% |
| Q2 2020 | 43 | $41.9M | 5,109,635 | 6 | 16 | 15 | 0.0% |
| Q1 2020 | 40 | $38.4M | 5,006,648 | 7 | 15 | 12 | 0.0% |
| Q4 2019 | 34 | $47.6M | 4,542,122 | 6 | 14 | 10 | 0.0% |
| Q3 2019 | 34 | $45.8M | 4,425,823 | 3 | 9 | 10 | 0.0% |
| Q2 2019 | 37 | $50.9M | 4,754,125 | 2 | 11 | 12 | 0.0% |
| Q1 2019 | 41 | $58.4M | 5,418,115 | 4 | 14 | 16 | 0.0% |
| Q4 2018 | 46 | $50.7M | 5,512,586 | 1 | 1 | 2 | 0.0% |