SEC 13F Intelligence

IGAVOYA GLBL ADV & PREM OPP FD

CUSIP 92912R104 · Yahoo Finance ↗ · Google Finance ↗

Voya Glbl Adv & Prem Opp Fd (IGA) has 39 institutional holders in Filings Flow’s 13F database, together reporting 3.94M shares worth $38M as of Q1 2026. The largest reported holders are Advisors Asset Management, Inc., Guggenheim Capital LLC, and Raymond James Financial Inc.

Institutional Holders
39
Q1 2026
Reported Value
$38M
Ticker
IGA
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 40Q4 ’18Q1 ’19: 35Q2 ’19: 32Q2 ’19Q3 ’19: 26Q2 ’21: 35Q2 ’21Q4 ’21: 25Q4 ’22: 40Q4 ’22Q4 ’25: 42Q1 ’26: 39Q1 ’26Q2 ’26: 2filingsflow.com
Total reported value
Q4 ’18: $35MQ4 ’18Q1 ’19: $39MQ2 ’19: $33MQ2 ’19Q3 ’19: $29MQ2 ’21: $27MQ2 ’21Q4 ’21: $28MQ4 ’22: $24MQ4 ’22Q4 ’25: $38MQ1 ’26: $38MQ1 ’26Q2 ’26: $486,919filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Shaker Financial Services, LLC$287M AUM0.60%$2M180.6KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.18%$2M195.4KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.12%$7M776.9KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.07%$450,92647.2KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.06%$210,21421.6KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.06%$7M771.9KQ1 2026OLDER
Kapstone Financial Advisors LLC$204M AUM0.05%$98,37210.3KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.04%$763,67780.2KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.03%$46,6854.8KQ4 2025OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.03%$134,22813.5KQ3 2025OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.03%$373,09339.0KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.02%$181,16218.9KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.01%$16,6381.7KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M119.8KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$196,31520.5KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M108.3KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.01%$17,8561.8KQ3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$13,2461.3KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M112.6KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$4,860500Q4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$741,86677.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M355.0KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$1,912200Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$455,80747.7KQ1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$2,013207Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$3M300.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$113,86211.5KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$1M149.5KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$14,3401.5KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$62,7616.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$167,02017.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$929,00097.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$910,45795.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$407,58041.9KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$473,67349.5KQ2 2026
MORGAN STANLEY$1.67T AUM0.00%$1M149.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$3,824400Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$159,00016.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$195,84119.7KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,594164Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$51,7105.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$175,40718.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$10,8031.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$3,309346Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2,964310Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$4,350455Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$37,3863.8KQ4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.