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Disclosery

IGA VOYA GLBL ADV & PREM OPP FD

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COM (fund), issuer CIK 1332943

37 managers (37 13F filers) reported a position in IGA shares at 2025-03-31, 3,650,091 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
37
13F filers
37
New
7
Added
14
Reduced
11
Sold out
10
Shares held by filers
3,650,091

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.1,166,177$11.5M0.22%-58,37313F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC427,497$4.2M0.04%+85,87813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY381,979$3.75M<0.01%-70,53413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.214,911$2.11M<0.01%+7,75313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC196,640$1.93M<0.01%+12,30213F-HRTimelineGroup
LPL Financial LLC156,108$1.53M<0.01%-14,03613F-HRTimeline
UBS Group AGin group UBS Group AG149,331$1.47M<0.01%-26213F-HRTimelineGroup
Integrated Wealth Concepts LLC142,494$1.4M0.02%+1,83313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.117,637$1.16M<0.01%new13F-HRTimelineGroup
Karpus Management, Inc.68,957$677K0.02%-275,87513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,302$642K<0.01%-7,41613F-HR/ATimelineGroup
Global Assets Advisory, LLC63,381$594K0.11%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,959$530K<0.01%+14,66313F-HRTimelineGroup
Round Rock Advisors LLC48,168$473K0.09%+6,82813F-HRTimeline
Kovack Advisors, Inc.47,260$464K0.05%+2,01913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…44,437$436K0.07%+1,16513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,916$412K<0.01%+7,12313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,470$407K<0.01%+3,15913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,091$394K<0.01%new13F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC35,196$346K0.25%+80013F-HRTimeline
NWF Advisory Services Inc.22,950$225K0.03%new13F-HRTimeline
Cetera Investment Advisers21,931$215K<0.01%new13F-HRTimeline
Shaker Financial Services, LLC19,534$192K0.07%-27,69313F-HRTimeline
Cambridge Investment Research Advisors,…19,480$191K<0.01%-2,35213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,471$172K<0.01%013F-HRTimeline
Private Advisor Group, LLC16,700$164K<0.01%-4,58513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,480$103K<0.01%-50613F-HRTimeline
Steward Partners Investment Advisory, L…6,715$65.9K<0.01%+14413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,171$50.8K<0.01%+5813F-HRTimelineGroup
Elequin Capital, LP1,928$18.9K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,500$14.7K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,388$13.6K<0.01%-29,00713F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,000$10K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\762$7.48K<0.01%+16213F-HRTimelineGroup
COMERICA BANK169$1.66K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.