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Disclosery

IGA VOYA GLBL ADV & PREM OPP FD

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COM (fund), issuer CIK 1332943

41 managers (41 13F filers) reported a position in IGA shares at 2024-12-31, 3,808,210 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
41
New
2
Added
14
Reduced
15
Sold out
6
Shares held by filers
3,808,210

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Advisors Asset Management, Inc.1,224,550$11.3M0.21%+31,49413F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY452,513$4.16M<0.01%-31,15813F-HR/ATimelineGroup
Karpus Management, Inc.344,832$3.17M0.09%-208,62313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC341,619$3.14M0.03%+203,17613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.207,158$1.91M<0.01%+1,69013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC184,338$1.7M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC170,144$1.57M<0.01%-2,42813F-HRTimeline
UBS Group AGin group UBS Group AG149,593$1.38M<0.01%+6,91313F-HRTimelineGroup
Integrated Wealth Concepts LLC140,661$1.29M0.02%-6,54613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,718$669K<0.01%+4,63813F-HRTimelineGroup
Shaker Financial Services, LLC47,227$436K0.17%-6,20813F-HRTimeline
Kovack Advisors, Inc.45,241$416K0.04%-29613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…43,272$398K0.08%new13F-HRTimeline
Round Rock Advisors LLC41,340$380K0.08%-6,63013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,296$362K<0.01%+18,21213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,311$352K<0.01%+1,03113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,793$320K<0.01%+4,12213F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC34,396$316K0.24%+90313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,395$280K<0.01%-161,47913F-HRTimelineGroup
Sanctuary Advisors, LLC24,562$233K<0.01%-22713F-HRTimeline
Cambridge Investment Research Advisors,…21,832$201K<0.01%-98113F-HRTimeline
Private Advisor Group, LLC21,285$196K<0.01%013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC20,791$191K<0.01%-36,26713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,471$161K<0.01%+72213F-HRTimeline
WealthShield Partners, LLC13,876$129K0.02%+1,71913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,986$101K<0.01%-5,89013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,914$100K<0.01%+13913F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,571$60.5K<0.01%+14013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,605$51.6K<0.01%-6,22013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,113$47K<0.01%+2,11313F-HRTimelineGroup
Pathway Financial Advisers, LLC1,800$16.6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,500$13.8K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$9K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC935$8.6K<0.01%-3,49413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\600$5.52K<0.01%013F-HRTimelineGroup
Transce3nd, LLC452$4.16K<0.01%13F-HRTimeline
COMERICA BANK169$1.55K<0.01%-16813F-HR/ATimeline
Global Retirement Partners, LLC164$1.51K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC118$1.06K<0.01%new13F-HRTimeline
WPG Advisers, LLC69$635<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.