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Voya Glbl Eqty DVD & PRM OPP (XIGDX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,695,158 from 2,687,268
Change+7,890 (+0%)
Value$16.7M (+$156.3K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares1,363,696 from 1,481,041
Change-117,345 (-8%)
Value$8.4M (-$665.9K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares702,463 from 244,614
Change+457,849 (+187%)
Value$4.3M (+$2.8M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares304,141 from 318,485
Change-14,344 (-4%)
Value$1.8K (-$75)
Filed 2026-11-05
Lido Advisors, LLC
UNCHANGED
Shares209,747 from 209,747
Change0 (0%)
Value$1.3M (+$8.4K)
Filed 2026-11-04
NWF Advisory Services Inc.
UNCHANGED
Shares88,000 from 88,000
Change0 (0%)
Value$543.8K (+$3.5K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares53,567 from 58,280
Change-4,713 (-8%)
Value$331.1K (-$26.8K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED
Shares49,803 from 49,803
Change0 (0%)
Value$307.8K (+$2.0K)
Filed 2026-11-06
Decision Investments, Inc
DECREASED
Shares43,430 from 44,530
Change-1,100 (-2%)
Value$268.4K (-$5.0K)
Filed 2026-10-07
Moors & Cabot, Inc.
DECREASED
Shares35,325 from 43,600
Change-8,275 (-19%)
Value$218.3K (-$49.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares29,331 from 38,206
Change-8,875 (-23%)
Value$181 (-$234.8K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares26,257 from 19,273
Change+6,984 (+36%)
Value$162.3K (+$43.9K)
Filed 2026-10-16
Indivisible Partners
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$154.5K (+$1.0K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
INCREASED
Shares24,940 from 24,374
Change+566 (+2%)
Value$154.1K (+$4.5K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares23,405 from 22,866
Change+539 (+2%)
Value$144.6K (+$4.2K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares23,275
Change+23,275
Value$144.6K
Filed 2026-11-03
Flynn Zito Capital Management, LLC
DECREASED
Shares22,050 from 23,550
Change-1,500 (-6%)
Value$136.3K (-$8.3K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares21,153 from 21,301
Change-148 (-1%)
Value$130.7K (-$62)
Filed 2026-10-26
Ashton Thomas Securities, LLC
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$112.5K (+$728)
Filed 2026-10-26
MRA Advisory Group
INCREASED
Shares17,290 from 16,892
Change+398 (+2%)
Value$106.9K (+$3.1K)
Filed 2026-10-07
Fifth Third Bancorp
DECREASED
Shares17,122 from 17,161
Change-39 (0%)
Value$105.8K (+$445)
Filed 2026-11-05
Tortuga Wealth Management, Inc
UNCHANGED
Shares16,873 from 16,873
Change0 (0%)
Value$104.3K (+$675)
Filed 2026-10-27
Closed-End Fund Advisors, Inc.
DECREASED
Shares15,604 from 22,263
Change-6,659 (-30%)
Value$96.4K (-$40.3K)
Filed 2026-11-04
Client 1ST Advisory Group, LLC
DECREASED
Shares14,520 from 16,500
Change-1,980 (-12%)
Value$89.7K (-$11.6K)
Filed 2026-10-19
Sage Capital Management, LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$77.3K (+$500)
Filed 2026-10-20
Shaker Financial Services, LLC
DECREASED
Shares10,850 from 20,355
Change-9,505 (-47%)
Value$67.1K (-$57.9K)
Filed 2026-10-14
Apeiron RIA LLC
NEW
Shares10,026
Change+10,026
Value$61.8K
Filed 2026-10-08
Live Oak Private Wealth LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$61.8K (+$400)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares9,048 from 8,959
Change+89 (+1%)
Value$55.9K (+$905)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
INCREASED
Shares5,326 from 5,203
Change+123 (+2%)
Value$32.9K (+$966)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares4,312 from 4,213
Change+99 (+2%)
Value$26.7K (+$782)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$25 ($0)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares3,795 from 3,708
Change+87 (+2%)
Value$23.5K (+$688)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$10.4K (+$68)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares1,583 from 1,580
Change+3 (+0%)
Value$9.8K (+$82)
Filed 2026-10-08
Gen-Wealth Partners Inc
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$9.2K (+$59)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$7.1K (+$46)
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$4.9K (+$32)
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares650
Change+650
Value$4.0K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$3.0K (+$19)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$2.8K (+$18)
Filed 2026-10-19
Farther Finance Advisors, LLC
NEW
Shares430
Change+430
Value$2.7K
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$1.8K (+$12)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$989 (+$7)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$6 (-$6)
Filed 2026-10-27
BOS Asset Management, LLC
CLOSED
Shares0 from 30,960
Change-30,960 (-100%)
Value$0 (-$190.1K)
Filed 2026-10-09
Axiom Investment Management LLC
CLOSED
Shares0 from 1,675
Change-1,675 (-100%)
Value$0 (-$10.3K)
Filed 2026-11-03
US Bancorp \de\
CLOSED
Shares0 from 1,102
Change-1,102 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 716
Change-716 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 2,719,557
Change-2,719,557 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,366,131
Change-2,366,131 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,333,862
Change-2,333,862 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 954,138
Change-954,138 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 621,680
Change-621,680 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 469,883
Change-469,883 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 409,972
Change-409,972 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 325,989
Change-325,989 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 219,964
Change-219,964 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 181,470
Change-181,470 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 165,442
Change-165,442 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 154,533
Change-154,533 (-100%)
Value—
UBS Group AG
N/A
Shares— from 134,513
Change-134,513 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 131,231
Change-131,231 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 115,049
Change-115,049 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 113,062
Change-113,062 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 84,007
Change-84,007 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 62,896
Change-62,896 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 59,198
Change-59,198 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 49,374
Change-49,374 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 46,315
Change-46,315 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 38,269
Change-38,269 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 36,252
Change-36,252 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 33,115
Change-33,115 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 29,146
Change-29,146 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 27,006
Change-27,006 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 26,655
Change-26,655 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 26,430
Change-26,430 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,866
Change-22,866 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 22,451
Change-22,451 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,520
Change-21,520 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 21,200
Change-21,200 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 20,811
Change-20,811 (-100%)
Value—
Commerce Bank
N/A
Shares— from 17,865
Change-17,865 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 16,255
Change-16,255 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 13,629
Change-13,629 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 12,790
Change-12,790 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,121
Change-11,121 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 590
Change-590 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 477
Change-477 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,695,1582,687,268+7,890+0%$16.5M$16.7M+$156.3K2026-11-06
Capital Investment Advisors, LLC
DECREASED1,363,6961,481,041-117,345-8%$9.1M$8.4M-$665.9K2026-10-22
Kestra Advisory Services, LLC
INCREASED702,463244,614+457,849+187%$1.5M$4.3M+$2.8M2026-11-02
Thrivent Financial for Lutherans
DECREASED304,141318,485-14,344-4%$1.9K$1.8K-$752026-11-05
Lido Advisors, LLC
UNCHANGED209,747209,74700%$1.3M$1.3M+$8.4K2026-11-04
NWF Advisory Services Inc.
UNCHANGED88,00088,00000%$540.3K$543.8K+$3.5K2026-10-19
Commonwealth Equity Services, LLC
DECREASED53,56758,280-4,713-8%$357.8K$331.1K-$26.8K2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED49,80349,80300%$305.8K$307.8K+$2.0K2026-11-06
Decision Investments, Inc
DECREASED43,43044,530-1,100-2%$273.4K$268.4K-$5.0K2026-10-07
Moors & Cabot, Inc.
DECREASED35,32543,600-8,275-19%$267.7K$218.3K-$49.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED29,33138,206-8,875-23%$235.0K$181-$234.8K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED26,25719,273+6,984+36%$118.3K$162.3K+$43.9K2026-10-16
Indivisible Partners
UNCHANGED25,00025,00000%$153.5K$154.5K+$1.0K2026-10-26
Uhlmann Price Securities, LLC
INCREASED24,94024,374+566+2%$149.7K$154.1K+$4.5K2026-11-03
Soltis Investment Advisors LLC
INCREASED23,40522,866+539+2%$140.4K$144.6K+$4.2K2026-10-28
StoneX Group Inc.
NEW23,275—+23,275——$144.6K—2026-11-03
Flynn Zito Capital Management, LLC
DECREASED22,05023,550-1,500-6%$144.6K$136.3K-$8.3K2026-11-04
Oppenheimer & Co Inc
DECREASED21,15321,301-148-1%$130.8K$130.7K-$622026-10-26
Ashton Thomas Securities, LLC
UNCHANGED18,20018,20000%$111.7K$112.5K+$7282026-10-26
MRA Advisory Group
INCREASED17,29016,892+398+2%$103.7K$106.9K+$3.1K2026-10-07
Fifth Third Bancorp
DECREASED17,12217,161-390%$105.4K$105.8K+$4452026-11-05
Tortuga Wealth Management, Inc
UNCHANGED16,87316,87300%$103.6K$104.3K+$6752026-10-27
Closed-End Fund Advisors, Inc.
DECREASED15,60422,263-6,659-30%$136.7K$96.4K-$40.3K2026-11-04
Client 1ST Advisory Group, LLC
DECREASED14,52016,500-1,980-12%$101.3K$89.7K-$11.6K2026-10-19
Sage Capital Management, LLC
UNCHANGED12,50012,50000%$76.8K$77.3K+$5002026-10-20
Shaker Financial Services, LLC
DECREASED10,85020,355-9,505-47%$125.0K$67.1K-$57.9K2026-10-14
Apeiron RIA LLC
NEW10,026—+10,026——$61.8K—2026-10-08
Live Oak Private Wealth LLC
UNCHANGED10,00010,00000%$61.4K$61.8K+$4002026-11-02
Lanark Financial, Inc.
INCREASED9,0488,959+89+1%$55.0K$55.9K+$9052026-10-26
Lloyd Advisory Services, Llc.
INCREASED5,3265,203+123+2%$31.9K$32.9K+$9662026-11-02
Spire Wealth Management
INCREASED4,3124,213+99+2%$25.9K$26.7K+$7822026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED4,0004,00000%$25$25$02026-11-04
Citigroup Inc
INCREASED3,7953,708+87+2%$22.8K$23.5K+$6882026-11-04
IFP Advisors, Inc
UNCHANGED1,6751,67500%$10.3K$10.4K+$682026-10-16
CoreCap Advisors, LLC
INCREASED1,5831,580+3+0%$9.7K$9.8K+$822026-10-08
Gen-Wealth Partners Inc
UNCHANGED1,4851,48500%$9.1K$9.2K+$592026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED1,1501,15000%$7.1K$7.1K+$462026-10-21
Assetmark, Inc
UNCHANGED78978900%$4.8K$4.9K+$322026-10-21
Rossby Financial, LCC
NEW650—+650——$4.0K—2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED49049000%$3.0K$3.0K+$192026-11-05
Highline Wealth Partners LLC
UNCHANGED45045000%$2.8K$2.8K+$182026-10-19
Farther Finance Advisors, LLC
NEW430—+430——$2.7K—2026-10-08
Signaturefd, LLC
UNCHANGED29229200%$1.8K$1.8K+$122026-10-23
Key FInancial Inc
UNCHANGED16016000%$982$989+$72026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED12-1-50%$12$6-$62026-10-27
BOS Asset Management, LLC
CLOSED030,960-30,960-100%$190.1K$0-$190.1K2026-10-09
Axiom Investment Management LLC
CLOSED01,675-1,675-100%$10.3K$0-$10.3K2026-11-03
US Bancorp \de\
CLOSED01,102-1,102-100%$6.8K$0-$6.8K2026-11-05
International Assets Investment Management, LLC
CLOSED0716-716-100%$4.4K$0-$4.4K2026-11-02
Bank of America Corp
N/A—2,719,557-2,719,557-100%$16.7M———
Morgan Stanley
N/A—2,366,131-2,366,131-100%$14.5M———
Guggenheim Capital LLC
N/A—2,333,862-2,333,862-100%$14.3M———
Invesco Ltd.
N/A—954,138-954,138-100%$5.9M———
Advisors Asset Management, Inc.
N/A—621,680-621,680-100%$3.8M———
Osaic Holdings, Inc.
N/A—469,883-469,883-100%$2.9M———
Raymond James Financial Inc
N/A—409,972-409,972-100%$2.5M———
Royal Bank of Canada
N/A—325,989-325,989-100%$2.0M———
Stifel Financial Corp
N/A—219,964-219,964-100%$1.4M———
Mariner, LLC
N/A—181,470-181,470-100%$1.1M———
Wells Fargo & Company
N/A—165,442-165,442-100%$1.0M———
Janney Montgomery Scott LLC
N/A—154,533-154,533-100%$949.0K———
UBS Group AG
N/A—134,513-134,513-100%$825.9K———
Jane Street Group, LLC
N/A—131,231-131,231-100%$805.8K———
Kovack Advisors, Inc.
N/A—115,049-115,049-100%$705.3K———
NewEdge Advisors, LLC
N/A—113,062-113,062-100%$694.2K———
Cetera Investment Advisers
N/A—84,007-84,007-100%$515.8K———
Private Advisor Group, LLC
N/A—62,896-62,896-100%$386.2K———
Core Wealth Advisors, Inc.
N/A—59,198-59,198-100%$363.5K———
Turner Financial Group, Inc.
N/A—49,374-49,374-100%$303.2K———
Stonebridge Financial Group, LLC
N/A—46,315-46,315-100%$284.0K———
Steward Partners Investment Advisory, LLC
N/A—38,269-38,269-100%$235.0K———
Round Rock Advisors LLC
N/A—36,252-36,252-100%$222.6K———
Everstar Asset Management, LLC
N/A—33,115-33,115-100%$203.3K———
Founders Financial Alliance, LLC
N/A—29,146-29,146-100%$179.0K———
Evolve Private Wealth, LLC
N/A—27,006-27,006-100%$165.8K———
Millennium Management LLC
N/A—26,655-26,655-100%$163.7K———
XTX Topco Ltd
N/A—26,430-26,430-100%$162.3K———
O'shaughnessy Asset Management, LLC
N/A—22,866-22,866-100%$140.4K———
Equitable Holdings, Inc.
N/A—22,451-22,451-100%$137.8K———
Citadel Advisors LLC
N/A—21,520-21,520-100%$132.1K———
Waverly Advisors, LLC
N/A—21,200-21,200-100%$130.2K———
Empirical Asset Management, LLC
N/A—20,811-20,811-100%$127.8K———
Commerce Bank
N/A—17,865-17,865-100%$109.7K———
Advisors Capital Management, LLC
N/A—16,255-16,255-100%$99.8K———
Benjamin Edwards Inc
N/A—13,629-13,629-100%$83.7K———
Alteri Wealth LLC
N/A—12,790-12,790-100%$78.5K———
Silver OAK Securities, Incorporated
N/A—11,806-11,806-100%$72.5K———
PFG Investments, LLC
N/A—11,121-11,121-100%$68.3K———
Goldman Sachs Group Inc
N/A—10,082-10,082-100%$61.9K———
Colonial Trust Co / SC
N/A—4,177-4,177-100%$25.7K———
Rockefeller Capital Management L.P.
N/A—4,175-4,175-100%$25.6K———
Northwestern Mutual Wealth Management Co
N/A—4,000-4,000-100%$24.6K———
Harbour Investments, Inc.
N/A—3,741-3,741-100%$23.0K———
Ameritas Advisory Services, LLC
N/A—1,800-1,800-100%$11.1K———
Geneos Wealth Management Inc.
N/A—1,450-1,450-100%$8.9K———
SHP Wealth Management
N/A—590-590-100%$3.6K———
Financial Gravity Companies, Inc.
N/A—477-477-100%$2.9K———
UBS Asset Management Americas LLC
N/A—10-10-100%$61———
BFC Planning, Inc.
N/A—3-3-100%$18———
JPMorgan Chase & Co
N/A—1-1-100%$6———
Showing 100 of 100 institutions