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Voya Global Advan & Prem OPP (IGA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Marks Group Wealth Management, Inc
INCREASED
Shares262,299 from 195,408
Change+66,891 (+34%)
Value$2.6M (+$691.1K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares148,210 from 155,566
Change-7,356 (-5%)
Value$1.5M (-$56.5K)
Filed 2026-11-06
Uhlmann Price Securities, LLC
INCREASED
Shares41,060 from 40,057
Change+1,003 (+3%)
Value$411.0K (+$14.4K)
Filed 2026-11-03
Shaker Financial Services, LLC
DECREASED
Shares40,604 from 208,936
Change-168,332 (-81%)
Value$406.4K (-$1.7M)
Filed 2026-10-14
Closed-End Fund Advisors, Inc.
INCREASED
Shares37,254 from 36,103
Change+1,151 (+3%)
Value$372.9K (+$15.5K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares33,411 from 32,517
Change+894 (+3%)
Value$334 (-$321.7K)
Filed 2026-11-02
NWF Advisory Services Inc.
UNCHANGED
Shares18,950 from 18,950
Change0 (0%)
Value$189.7K (+$2.1K)
Filed 2026-10-19
Calamos Advisors LLC
NEW
Shares17,571
Change+17,571
Value$175.9K
Filed 2026-11-02
CoreCap Advisors, LLC
NEW
Shares13,000
Change+13,000
Value$130.1K
Filed 2026-10-08
Commonwealth Equity Services, LLC
UNCHANGED
Shares11,755 from 11,755
Change0 (0%)
Value$117.7K (+$1.3K)
Filed 2026-11-02
Decision Investments, Inc
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$116.1K (+$1.3K)
Filed 2026-10-07
Citigroup Inc
INCREASED
Shares7,035 from 6,973
Change+62 (+1%)
Value$70.4K (+$1.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
NEW
Shares6,600
Change+6,600
Value$66.1K
Filed 2026-10-08
Pathway Financial Advisers, LLC
NEW
Shares2,106
Change+2,106
Value$21.1K
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$10 ($0)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$4.6K (+$50)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$3.1K (+$34)
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares275 from 200
Change+75 (+38%)
Value$2.8K (+$773)
Filed 2026-10-19
Wolverine Asset Management LLC
CLOSED
Shares0 from 34,066
Change-34,066 (-100%)
Value$0 (-$337.3K)
Filed 2026-11-02
Axiom Investment Management LLC
CLOSED
Shares0 from 1,740
Change-1,740 (-100%)
Value$0 (-$17.2K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,338
Change-1,338 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-14
Guggenheim Capital LLC
N/A
Shares— from 772,141
Change-772,141 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 622,257
Change-622,257 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 351,609
Change-351,609 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 302,791
Change-302,791 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 148,185
Change-148,185 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 109,692
Change-109,692 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 105,198
Change-105,198 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 93,766
Change-93,766 (-100%)
Value—
UBS Group AG
N/A
Shares— from 93,322
Change-93,322 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 86,692
Change-86,692 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 79,454
Change-79,454 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 57,930
Change-57,930 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 49,132
Change-49,132 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 39,211
Change-39,211 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 32,935
Change-32,935 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 19,830
Change-19,830 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 14,234
Change-14,234 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 10,290
Change-10,290 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Status
Marks Group Wealth Management, Inc
INCREASED262,299195,408+66,891+34%$1.9M$2.6M+$691.1K2026-11-05
LPL Financial LLC
DECREASED148,210155,566-7,356-5%$1.5M$1.5M-$56.5K2026-11-06
Uhlmann Price Securities, LLC
INCREASED41,06040,057+1,003+3%$396.6K$411.0K+$14.4K2026-11-03
Shaker Financial Services, LLC
DECREASED40,604208,936-168,332-81%$2.1M$406.4K-$1.7M2026-10-14
Closed-End Fund Advisors, Inc.
INCREASED37,25436,103+1,151+3%$357.4K$372.9K+$15.5K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED33,41132,517+894+3%$322.0K$334-$321.7K2026-11-02
NWF Advisory Services Inc.
UNCHANGED18,95018,95000%$187.6K$189.7K+$2.1K2026-10-19
Calamos Advisors LLC
NEW17,571—+17,571——$175.9K—2026-11-02
CoreCap Advisors, LLC
NEW13,000—+13,000——$130.1K—2026-10-08
Commonwealth Equity Services, LLC
UNCHANGED11,75511,75500%$116.4K$117.7K+$1.3K2026-11-02
Decision Investments, Inc
UNCHANGED11,60011,60000%$114.8K$116.1K+$1.3K2026-10-07
Citigroup Inc
INCREASED7,0356,973+62+1%$69.0K$70.4K+$1.4K2026-11-04
Farther Finance Advisors, LLC
NEW6,600—+6,600——$66.1K—2026-10-08
Pathway Financial Advisers, LLC
NEW2,106—+2,106——$21.1K—2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED1,0001,00000%$10$10$02026-11-04
US Bancorp \de\
UNCHANGED45545500%$4.5K$4.6K+$502026-11-05
Assetmark, Inc
UNCHANGED31031000%$3.1K$3.1K+$342026-10-21
Highline Wealth Partners LLC
INCREASED275200+75+38%$2.0K$2.8K+$7732026-10-19
Wolverine Asset Management LLC
CLOSED034,066-34,066-100%$337.3K$0-$337.3K2026-11-02
Axiom Investment Management LLC
CLOSED01,740-1,740-100%$17.2K$0-$17.2K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,338-1,338-100%$13.2K$0-$13.2K2026-10-14
Guggenheim Capital LLC
N/A—772,141-772,141-100%$7.6M———
Advisors Asset Management, Inc.
N/A—622,257-622,257-100%$6.2M———
Raymond James Financial Inc
N/A—351,609-351,609-100%$3.5M———
Invesco Ltd.
N/A—302,791-302,791-100%$3.0M———
Morgan Stanley
N/A—148,185-148,185-100%$1.5M———
Osaic Holdings, Inc.
N/A—109,692-109,692-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—105,198-105,198-100%$1.0M———
Royal Bank of Canada
N/A—93,766-93,766-100%$928.0K———
UBS Group AG
N/A—93,322-93,322-100%$923.9K———
Kovack Advisors, Inc.
N/A—86,692-86,692-100%$854.0K———
Baird Financial Group, Inc.
N/A—79,454-79,454-100%$786.6K———
Cetera Investment Advisers
N/A—57,930-57,930-100%$573.5K———
Wells Fargo & Company
N/A—49,132-49,132-100%$486.4K———
Round Rock Advisors LLC
N/A—39,211-39,211-100%$388.2K———
Ameriprise Financial Inc
N/A—32,935-32,935-100%$326.1K———
Evolve Private Wealth, LLC
N/A—19,830-19,830-100%$196.3K———
XTX Topco Ltd
N/A—14,234-14,234-100%$140.9K———
Kapstone Financial Advisors LLC
N/A—10,290-10,290-100%$101.9K———
Steward Partners Investment Advisory, LLC
N/A—6,726-6,726-100%$66.6K———
Geneos Wealth Management Inc.
N/A—1,500-1,500-100%$14.9K———
Rockefeller Capital Management L.P.
N/A—1,130-1,130-100%$11.2K———
Showing 42 of 42 institutions