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Voya Emrg Mrkt HI DVD Eqty (IHD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Absolute Investment Advisers, LLC
INCREASED
Shares788,634 from 515,063
Change+273,571 (+53%)
Value$6.0M (+$2.0M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
DECREASED
Shares498,607 from 544,768
Change-46,161 (-8%)
Value$3.8M (-$494.7K)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares99,783 from 93,375
Change+6,408 (+7%)
Value$755.4K (+$27.0K)
Filed 2026-11-05
Avory & Company, LLC
UNCHANGED
Shares94,848 from 94,848
Change0 (0%)
Value$718.0K (-$21.8K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares66,617 from 66,551
Change+66 (+0%)
Value$504.3K (-$14.8K)
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares49,795 from 49,795
Change0 (0%)
Value$376.9K (-$11.5K)
Filed 2026-11-05
NWF Advisory Services Inc.
UNCHANGED
Shares33,500 from 33,500
Change0 (0%)
Value$253.6K (-$7.7K)
Filed 2026-10-19
Shaker Financial Services, LLC
INCREASED
Shares29,479 from 26,129
Change+3,350 (+13%)
Value$223.2K (+$19.4K)
Filed 2026-10-14
Decision Investments, Inc
UNCHANGED
Shares25,290 from 25,290
Change0 (0%)
Value$191.4K (-$5.8K)
Filed 2026-10-07
HB Wealth Management, LLC
DECREASED
Shares24,471 from 26,420
Change-1,949 (-7%)
Value$185.2K (-$20.8K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares24,191 from 24,191
Change0 (0%)
Value$183.1K (-$2.9K)
Filed 2026-10-13
Beverly Hills Private Wealth, LLC
NEW
Shares24,167
Change+24,167
Value$182.9K
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares21,250 from 20,125
Change+1,125 (+6%)
Value$160.9K (+$3.9K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
UNCHANGED
Shares17,844 from 17,844
Change0 (0%)
Value$135.1K (-$4.1K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$37.9K (-$1.2K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares564 from 2,553
Change-1,989 (-78%)
Value$4.3K (-$15.6K)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$4.2K (-$129)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3.0K (-$92)
Filed 2026-10-19
Waterfront Wealth Inc.
CLOSED
Shares0 from 510,568
Change-510,568 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-03
BOS Asset Management, LLC
CLOSED
Shares0 from 31,300
Change-31,300 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 15,309
Change-15,309 (-100%)
Value$0 (-$119.0K)
Filed 2026-11-02
Saba Capital Management, L.P.A
N/A
Shares— from 1,305,586
Change-1,305,586 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,123,730
Change-1,123,730 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 881,453
Change-881,453 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 528,430
Change-528,430 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 414,507
Change-414,507 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 332,407
Change-332,407 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 301,211
Change-301,211 (-100%)
Value—
Quarry LP
N/A
Shares— from 211,632
Change-211,632 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 173,638
Change-173,638 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 140,864
Change-140,864 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 134,765
Change-134,765 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 133,618
Change-133,618 (-100%)
Value—
&partners
N/A
Shares— from 124,346
Change-124,346 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 86,375
Change-86,375 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 78,161
Change-78,161 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 67,425
Change-67,425 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 66,598
Change-66,598 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 53,967
Change-53,967 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 53,635
Change-53,635 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 39,544
Change-39,544 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37,306
Change-37,306 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 26,745
Change-26,745 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,030
Change-24,030 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,877
Change-17,877 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,532
Change-14,532 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Status
Absolute Investment Advisers, LLC
INCREASED788,634515,063+273,571+53%$4.0M$6.0M+$2.0M2026-10-21
Allspring Global Investments Holdings, LLC
DECREASED498,607544,768-46,161-8%$4.2M$3.8M-$494.7K2026-11-04
Compound Planning, Inc.
INCREASED99,78393,375+6,408+7%$728.3K$755.4K+$27.0K2026-11-05
Avory & Company, LLC
UNCHANGED94,84894,84800%$739.8K$718.0K-$21.8K2026-10-21
LPL Financial LLC
INCREASED66,61766,551+66+0%$519.1K$504.3K-$14.8K2026-11-06
Fifth Third Bancorp
UNCHANGED49,79549,79500%$388.4K$376.9K-$11.5K2026-11-05
NWF Advisory Services Inc.
UNCHANGED33,50033,50000%$261.3K$253.6K-$7.7K2026-10-19
Shaker Financial Services, LLC
INCREASED29,47926,129+3,350+13%$203.8K$223.2K+$19.4K2026-10-14
Decision Investments, Inc
UNCHANGED25,29025,29000%$197.3K$191.4K-$5.8K2026-10-07
HB Wealth Management, LLC
DECREASED24,47126,420-1,949-7%$206.1K$185.2K-$20.8K2026-10-23
B. Riley Wealth Advisors, Inc.
UNCHANGED24,19124,19100%$186.0K$183.1K-$2.9K2026-10-13
Beverly Hills Private Wealth, LLC
NEW24,167—+24,167——$182.9K—2026-11-04
Moors & Cabot, Inc.
INCREASED21,25020,125+1,125+6%$157.0K$160.9K+$3.9K2026-11-06
Daymark Wealth Partners, LLC
UNCHANGED17,84417,84400%$139.2K$135.1K-$4.1K2026-11-04
Oakworth Capital, Inc.
UNCHANGED5,0005,00000%$39.0K$37.9K-$1.2K2026-10-26
CoreCap Advisors, LLC
DECREASED5642,553-1,989-78%$19.9K$4.3K-$15.6K2026-10-08
Pinnacle Bancorp, Inc.
UNCHANGED56056000%$4.4K$4.2K-$1292026-10-21
Highline Wealth Partners LLC
UNCHANGED40040000%$3.1K$3.0K-$922026-10-19
Waterfront Wealth Inc.
CLOSED0510,568-510,568-100%$3.8M$0-$3.8M2026-11-03
BOS Asset Management, LLC
CLOSED031,300-31,300-100%$244.1K$0-$244.1K2026-10-09
Cambridge Investment Research Advisors, Inc.
CLOSED015,309-15,309-100%$119.0K$0-$119.0K2026-11-02
Saba Capital Management, L.P.A
N/A—1,305,586-1,305,586-100%$10.2M———
Morgan Stanley
N/A—1,123,730-1,123,730-100%$8.8M———
Bulldog Investors, LLPA
N/A—881,453-881,453-100%$6.9M———
Wells Fargo & Company
N/A—528,430-528,430-100%$4.1M———
Raymond James Financial Inc
N/A—414,507-414,507-100%$3.2M———
Invesco Ltd.
N/A—332,407-332,407-100%$2.6M———
Guggenheim Capital LLC
N/A—301,211-301,211-100%$2.3M———
Quarry LP
N/A—211,632-211,632-100%$1.7M———
Bank of America Corp
N/A—173,638-173,638-100%$1.4M———
Osaic Holdings, Inc.
N/A—140,864-140,864-100%$1.1M———
Private Advisor Group, LLC
N/A—134,765-134,765-100%$1.1M———
Arkadios Wealth Advisors
N/A—133,618-133,618-100%$1.0M———
&partners
N/A—124,346-124,346-100%$967.9K———
Stonebridge Financial Group, LLC
N/A—86,375-86,375-100%$673.0K———
Almitas Capital LLC
N/A—78,161-78,161-100%$609.7K———
State of Wisconsin Investment Board
N/A—67,425-67,425-100%$525.9K———
Clear Street Group Inc.
N/A—66,598-66,598-100%$519.5K———
SIT Investment Associates Inc
N/A—53,967-53,967-100%$421.0K———
Kingsview Wealth Management, LLC
N/A—53,635-53,635-100%$418.4K———
XTX Topco Ltd
N/A—39,544-39,544-100%$308.4K———
NewEdge Advisors, LLC
N/A—37,306-37,306-100%$291.0K———
Cetera Investment Advisers
N/A—26,745-26,745-100%$208.6K———
Citadel Advisors LLC
N/A—24,030-24,030-100%$187.4K———
Susquehanna International Group, LLP
N/A—17,877-17,877-100%$139.4K———
UBS Group AG
N/A—14,532-14,532-100%$113.3K———
Comprehensive Money Management Services LLC
N/A—14,250-14,250-100%$111.2K———
Twin Focus Capital Partners, LLC
N/A—12,000-12,000-100%$93.6K———
Stratos Wealth Partners, Ltd.
N/A—11,676-11,676-100%$91.1K———
Cary Street Partners Financial LLC
N/A—11,000-11,000-100%$85.8K———
Showing 50 of 50 institutions