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Disclosery

IGA VOYA GLBL ADV & PREM OPP FD

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COM (fund), issuer CIK 1332943

38 managers (38 13F filers) reported a position in IGA shares at 2025-06-30, 3,873,913 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
3
Added
17
Reduced
10
Sold out
4
Shares held by filers
3,873,913

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.1,117,606$11.1M0.2%-48,57113F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC522,946$5.19M0.04%+95,44913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY355,623$3.53M<0.01%-26,35613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,434$2.35M<0.01%+39,79413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.214,744$2.13M<0.01%-16713F-HRTimelineGroup
Marks Group Wealth Management, Inc199,864$1.98M0.18%new13F-HRTimeline
UBS Group AGin group UBS Group AG164,256$1.63M<0.01%+14,92513F-HRTimelineGroup
LPL Financial LLC157,122$1.56M<0.01%+1,01413F-HRTimeline
Integrated Wealth Concepts LLC136,636$1.36M0.01%-5,85813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.115,096$1.14M<0.01%-2,54113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,404$898K<0.01%+48,93413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA69,141$687K<0.01%+3,83913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN61,071$606K<0.01%+7,11213F-HRTimelineGroup
Kovack Advisors, Inc.47,311$470K0.05%+5113F-HRTimeline
Round Rock Advisors LLC47,168$468K0.08%-1,00013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…45,609$453K0.06%+1,17213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,329$430K<0.01%+3,23813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,250$360K<0.01%-5,66613F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC36,122$359K0.26%+92613F-HRTimeline
Cetera Investment Advisers25,370$252K<0.01%+3,43913F-HRTimeline
NWF Advisory Services Inc.22,950$228K0.03%013F-HRTimeline
Global Assets Advisory, LLC21,127$211K0.08%-42,25413F-HRTimeline
Laird Norton Wetherby Wealth Management…20,681$205K0.01%13F-HRTimeline
Cambridge Investment Research Advisors,…19,318$192K<0.01%-16213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,471$173K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,971$159K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.10,578$105K<0.01%+9813F-HRTimeline
Steward Partners Investment Advisory, L…6,861$68.1K<0.01%+14613F-HRTimeline
Elequin Capital, LP6,125$60.8K0.01%+4,19713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,228$51.9K<0.01%+5713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,379$23.6K<0.01%+99113F-HRTimelineGroup
Geneos Wealth Management Inc.1,500$14.9K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$10K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\455$4.52K<0.01%-30713F-HRTimelineGroup
Global Retirement Partners, LLC164$1.63K<0.01%13F-HRTimeline
Larson Financial Group LLC2$20<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1$00%013F-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.