DaveManuel.com · Institutional Ownership · Who Owns It
VOYA GLBL EQTY DIV & PREM OP (IGD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
97
Reporting holders
$109.5M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $16.7M | 2,719,557 | 0.00% | 31q | +4.4%+$705.5K |
| LPL Financial LLC | $16.5M | 2,687,268 | 0.00% | 31q | -6.1%-$1.1M |
| MORGAN STANLEY | $14.5M | 2,366,131 | 0.00% | 35q | +1.9%+$268.4K |
| GUGGENHEIM CAPITAL LLC | $14.3M | 2,333,862 | 0.09% | 31q | +29.9%+$3.3M |
| Capital Investment Advisors, LLC | $9.1M | 1,481,041 | 0.12% | 12q | -14.7%-$1.6M |
| Invesco Ltd. | $5.9M | 954,138 | 0.00% | 31q | -21.3%-$1.6M |
| Advisors Asset Management, Inc. | $3.8M | 621,680 | 0.06% | 17q | -5.8%-$235.8K |
| OSAIC HOLDINGS, INC. | $2.9M | 469,883 | 0.00% | 26q | +36.6%+$773.8K |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 409,972 | 0.00% | 7q | HELD |
| ROYAL BANK OF CANADA | $2.0M | 325,989 | 0.00% | 31q | -6.0%-$128.9K |
| Thrivent Financial for Lutherans | $1.9M | 318,485 | 0.00% | 31q | -11.2%-$241.6K |
| Kestra Advisory Services, LLC | $1.5M | 244,614 | 0.00% | 10q | -51.3%-$1.6M |
| STIFEL FINANCIAL CORP | $1.4M | 219,964 | 0.00% | 14q | +2.5%+$32.5K |
| Lido Advisors, LLC | $1.3M | 209,747 | 0.00% | 11q | HELD |
| Mariner, LLC | $1.1M | 181,470 | 0.00% | 11q | +239.3%+$785.8K |
| WELLS FARGO & COMPANY/MN | $1.0M | 165,442 | 0.00% | 31q | HELD |
| Janney Montgomery Scott LLC | $949.0K | 154,533 | 0.00% | new | NEW |
| UBS Group AG | $825.9K | 134,513 | 0.00% | 31q | +2.3%+$18.6K |
| JANE STREET GROUP, LLC | $805.8K | 131,231 | 0.00% | 5q | +274.9%+$590.8K |
| Kovack Advisors, Inc. | $705.3K | 115,049 | 0.03% | 6q | -21.6%-$194.2K |
| NewEdge Advisors, LLC | $694.2K | 113,062 | 0.00% | 18q | -7.0%-$52.6K |
| NWF Advisory Services Inc. | $540.3K | 88,000 | 0.05% | 6q | HELD |
| Cetera Investment Advisers | $515.8K | 84,007 | 0.00% | 23q | +2.2%+$11.3K |
| Cambridge Investment Research Advisors, Inc. | $470.0K | 76,412 | 0.00% | 31q | +100.9%+$236.0K |
| Private Advisor Group, LLC | $386.2K | 62,896 | 0.00% | 27q | +67.4%+$155.4K |
| Core Wealth Advisors, Inc. | $363.5K | 59,198 | 0.07% | 2q | +65.5%+$143.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $357.8K | 58,280 | 0.00% | 31q | -2.8%-$10.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $305.8K | 49,803 | 0.00% | 24q | -3.1%-$9.8K |
| Turner Financial Group, Inc. | $303.2K | 49,374 | 0.30% | new | FIRST |
| Stonebridge Financial Group, LLC/CA | $284.0K | 46,315 | 0.04% | new | FIRST |
| DECISION INVESTMENTS, INC | $273.4K | 44,530 | 0.25% | 3q | -1.5%-$4.3K |
| Moors & Cabot, Inc. | $267.7K | 43,600 | 0.01% | 26q | -0.9%-$2.3K |
| Steward Partners Investment Advisory, LLC | $235.0K | 38,269 | 0.00% | 31q | +1.7%+$3.8K |
| Round Rock Advisors LLC | $222.6K | 36,252 | 0.03% | 19q | HELD |
| Everstar Asset Management, LLC | $203.3K | 33,115 | 0.10% | 8q | HELD |
| BOS Asset Management, LLC | $190.1K | 30,960 | 0.04% | new | NEW |
| Founders Financial Alliance, LLC | $179.0K | 29,146 | 0.02% | 6q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $165.8K | 27,006 | 0.01% | 3q | -2.0%-$3.4K |
| MILLENNIUM MANAGEMENT LLC | $163.7K | 26,655 | 0.00% | 2q | -73.6%-$456.2K |
| XTX Topco Ltd | $162.3K | 26,430 | 0.00% | 3q | +69.5%+$66.5K |
| Indivisible Partners | $153.5K | 25,000 | 0.01% | 3q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $149.7K | 24,374 | 0.01% | 8q | +2.5%+$3.6K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $144.6K | 23,550 | 0.04% | 10q | HELD |
| Soltis Investment Advisors LLC | $140.4K | 22,866 | 0.01% | 5q | +2.5%+$3.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $140.4K | 22,866 | 0.00% | 5q | +2.5%+$3.4K |
| Equitable Holdings, Inc. | $137.8K | 22,451 | 0.00% | 7q | -19.6%-$33.6K |
| Closed-End Fund Advisors, Inc. | $136.7K | 22,263 | 0.13% | 3q | -3.7%-$5.3K |
| CITADEL ADVISORS LLC | $132.1K | 21,520 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $130.8K | 21,301 | 0.00% | 2q | -5.2%-$7.1K |
| Waverly Advisors, LLC | $130.2K | 21,200 | 0.00% | 2q | HELD |
| Empirical Asset Management, LLC | $127.8K | 20,811 | 0.03% | 9q | +2.1%+$2.6K |
| Shaker Financial Services, LLC | $125.0K | 20,355 | 0.04% | 3q | -79.0%-$470.3K |
| Concurrent Investment Advisors, LLC | $118.3K | 19,273 | 0.00% | 3q | HELD |
| ASHTON THOMAS SECURITIES, LLC | $111.7K | 18,200 | 0.02% | 9q | HELD |
| COMMERCE BANK | $109.7K | 17,865 | 0.00% | 22q | HELD |
| FIFTH THIRD BANCORP | $105.4K | 17,161 | 0.00% | 2q | +8.2%+$8.0K |
| MRA Advisory Group | $103.7K | 16,892 | 0.04% | 23q | +2.5%+$2.5K |
| Tortuga Wealth Management, Inc | $103.6K | 16,873 | 0.08% | 3q | -9.5%-$10.8K |
| CLIENT 1ST ADVISORY GROUP, LLC | $101.3K | 16,500 | 0.03% | 19q | HELD |
| Advisors Capital Management, LLC | $99.8K | 16,255 | 0.00% | 3q | HELD |
| Corient Private Wealth LP | $99.3K | 16,180 | 0.00% | 4q | HELD |
| BENJAMIN EDWARDS INC | $83.7K | 13,629 | 0.00% | 4q | +6.4%+$5.1K |
| Alteri Wealth LLC | $78.5K | 12,790 | 0.02% | new | NEW |
| Sage Capital Management, LLC | $76.8K | 12,500 | 0.03% | 11q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $72.5K | 11,806 | 0.00% | 12q | HELD |
| PFG Investments, LLC | $68.3K | 11,121 | 0.00% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $61.9K | 10,082 | 0.00% | new | NEW |
| Live Oak Private Wealth LLC | $61.4K | 10,000 | 0.01% | 9q | HELD |
| LANARK FINANCIAL, INC. | $55.0K | 8,959 | 0.00% | 12q | +1.0% |
| Lloyd Advisory Services, LLC. | $31.9K | 5,203 | 0.01% | new | NEW |
| Spire Wealth Management | $25.9K | 4,213 | 0.00% | 22q | -44.6%-$20.9K |
| Colonial Trust Co / SC | $25.7K | 4,177 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $25.6K | 4,175 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $25.0K | 4,000 | 0.01% | 18q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.6K | 4,000 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $23.0K | 3,741 | 0.00% | 2q | HELD |
| CITIGROUP INC | $22.8K | 3,708 | 0.00% | 15q | +2.5% |
| Ameritas Advisory Services, LLC | $11.1K | 1,800 | 0.00% | new | NEW |
| IFP Advisors, Inc | $10.3K | 1,675 | 0.00% | 18q | HELD |
| Axiom Investment Management LLC | $10.3K | 1,675 | 0.01% | 2q | +134.9%+$5.9K |
| CoreCap Advisors, LLC | $9.7K | 1,580 | 0.00% | 4q | HELD |
| Gen-Wealth Partners Inc | $9.1K | 1,485 | 0.00% | 10q | HELD |
| Geneos Wealth Management Inc. | $8.9K | 1,450 | 0.00% | 8q | HELD |
| Pinnacle Bancorp, Inc. | $7.1K | 1,150 | 0.00% | 5q | HELD |
| US BANCORP \DE\ | $6.8K | 1,102 | 0.00% | 8q | HELD |
| ASSETMARK, INC | $4.8K | 789 | 0.00% | 10q | -61.3%-$7.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.4K | 716 | 0.00% | 3q | HELD |
| SHP Wealth Management | $3.6K | 590 | 0.00% | 3q | +2.6% |
| Silver Grove Financial Group, Inc. | $3.0K | 490 | 0.00% | new | NEW |
| Financial Gravity Companies, Inc. | $2.9K | 477 | 0.00% | 3q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 450 | 0.00% | 4q | -10.0% |
| SIGNATUREFD, LLC | $1.8K | 292 | 0.00% | 7q | HELD |
| Key Financial Inc | $982 | 160 | 0.00% | 23q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $61 | 10 | 0.00% | 2q | HELD |
| BFC Planning, Inc. | $18 | 3 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $12 | 2 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $6 | 1 | 0.00% | 8q | 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 | 23 | $10.5M | 1,706,618 | 2 | 4 | 6 | 0.0% |
| Q2 2026 | 97 | $109.5M | 17,831,636 | 11 | 25 | 23 | 0.0% |
| Q1 2026 | 94 | $100.8M | 17,690,005 | 13 | 28 | 18 | 0.0% |
| Q4 2025 | 89 | $109.3M | 19,096,319 | 12 | 27 | 16 | 0.0% |
| Q3 2025 | 83 | $113.9M | 19,208,120 | 8 | 21 | 25 | 0.0% |
| Q2 2025 | 90 | $125.9M | 21,299,731 | 11 | 27 | 22 | 0.0% |
| Q1 2025 | 82 | $123.2M | 21,358,243 | 7 | 20 | 25 | 0.0% |
| Q4 2024 | 89 | $116.2M | 21,432,285 | 10 | 28 | 16 | 0.0% |
| Q3 2024 | 88 | $125.0M | 22,162,686 | 10 | 15 | 32 | 0.0% |
| Q2 2024 | 94 | $115.8M | 22,535,520 | 10 | 23 | 27 | 0.0% |
| Q1 2024 | 91 | $161.8M | 30,536,812 | 8 | 26 | 25 | 0.0% |
| Q4 2023 | 98 | $137.9M | 27,746,570 | 13 | 32 | 21 | 0.0% |
| Q3 2023 | 98 | $113.0M | 23,060,032 | 16 | 30 | 20 | 0.0% |
| Q2 2023 | 89 | $99.4M | 19,340,166 | 7 | 27 | 21 | 0.0% |
| Q1 2023 | 97 | $110.7M | 21,662,055 | 11 | 35 | 26 | 0.0% |
| Q4 2022 | 98 | $115.8M | 21,357,473 | 20 | 29 | 22 | 0.0% |
| Q3 2022 | 85 | $124.4M | 22,981,775 | 12 | 22 | 29 | 0.0% |
| Q2 2022 | 87 | $128.3M | 23,318,627 | 13 | 34 | 17 | 0.0% |
| Q1 2022 | 84 | $136.1M | 23,216,209 | 11 | 27 | 23 | 0.0% |
| Q4 2021 | 82 | $135.8M | 21,857,356 | 10 | 30 | 18 | 0.0% |
| Q3 2021 | 84 | $136.9M | 23,179,079 | 7 | 25 | 23 | 0.0% |
| Q2 2021 | 93 | $145.1M | 24,341,525 | 8 | 18 | 49 | 0.0% |
| Q1 2021 | 95 | $218.1M | 38,254,626 | 13 | 31 | 28 | 0.0% |
| Q4 2020 | 93 | $178.9M | 34,270,663 | 13 | 33 | 23 | 0.0% |
| Q3 2020 | 85 | $498.4M | 100,636,973 | 8 | 34 | 21 | 0.0% |
| Q2 2020 | 84 | $141.3M | 29,241,892 | 9 | 28 | 30 | 0.0% |
| Q1 2020 | 81 | $141.2M | 30,968,229 | 12 | 31 | 24 | 0.0% |
| Q4 2019 | 86 | $173.5M | 28,011,169 | 19 | 35 | 18 | 0.0% |
| Q3 2019 | 75 | $115.2M | 19,190,663 | 20 | 23 | 20 | 0.0% |
| Q2 2019 | 67 | $88.5M | 13,571,278 | 13 | 23 | 19 | 0.0% |
| Q1 2019 | 66 | $155.7M | 23,963,792 | 9 | 23 | 23 | 0.0% |
| Q4 2018 | 70 | $92.8M | 15,838,913 | 2 | 3 | 1 | 0.0% |