SCOTTSDALE, AZ
VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUNDIGA— Latest position per institution from SEC 13F filings
15
Institutional holders
3.96M
Total shares held
36.25M
Estimated value
197.96K
Avg. position size
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
772.14K
Value
7.64M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
622.26K
Value
6.16M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
351.61K
Value
3.48M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
302.79K
Value
3M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
284K
Value
2.42K
Filed
Dec 31, 2023
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
208.94K
Value
2.07M
Filed
Jun 30, 2026
MARKS GROUP WEALTH MANAGEMENT, INC
CIK 1802473
Shares
195.41K
Value
1.93M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
155.57K
Value
1.54M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
148.19K
Value
1.47M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
109.69K
Value
1.09M
Filed
Jun 30, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
105.20K
Value
1.04M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
93.77K
Value
928K
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
93.32K
Value
923.89K
Filed
Jun 30, 2026
KOVACK ADVISORS, INC.
CIK 1728321
Shares
86.69K
Value
854K
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
82.56K
Value
746.29K
Filed
Mar 31, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
80.24K
Value
762.24K
Filed
Sep 30, 2024
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
79.45K
Value
786.60K
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
68.96K
Value
677.15K
Filed
Mar 31, 2025
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
60.40K
Value
573.75K
Filed
Sep 30, 2024
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
57.93K
Value
573.51K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 1283072 | 772.14K | 7.64M | Jun 30, 2026 |
| 2 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 622.26K | 6.16M | Jun 30, 2026 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720005 | 351.61K | 3.48M | Jun 30, 2026 |
| 4 | INVESCO LTD. | 914208 | 302.79K | 3M | Jun 30, 2026 |
| 5 | SIT INVESTMENT ASSOCIATES INC | 769317 | 284K | 2.42K | Dec 31, 2023 |
| 6 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 208.94K | 2.07M | Jun 30, 2026 |
| 7 | MARKS GROUP WEALTH MANAGEMENT, INC | 1802473 | 195.41K | 1.93M | Jun 30, 2026 |
| 8 | LPL FINANCIAL LLC | 1403438 | 155.57K | 1.54M | Jun 30, 2026 |
| 9 | MORGAN STANLEY | 895421 | 148.19K | 1.47M | Jun 30, 2026 |
| 10 | OSAIC HOLDINGS, INC. | 1677044 | 109.69K | 1.09M | Jun 30, 2026 |
| 11 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 105.20K | 1.04M | Jun 30, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 93.77K | 928K | Jun 30, 2026 |
| 13 | UBS GROUP AG | 1610520 | 93.32K | 923.89K | Jun 30, 2026 |
| 14 | KOVACK ADVISORS, INC. | 1728321 | 86.69K | 854K | Jun 30, 2026 |
| 15 | PATHSTONE HOLDINGS, LLC | 2011612 | 82.56K | 746.29K | Mar 31, 2024 |
| 16 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 80.24K | 762.24K | Sep 30, 2024 |
| 17 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 79.45K | 786.60K | Jun 30, 2026 |
| 18 | KARPUS MANAGEMENT, INC. | 1048703 | 68.96K | 677.15K | Mar 31, 2025 |
| 19 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 60.40K | 573.75K | Sep 30, 2024 |
| 20 | CETERA INVESTMENT ADVISERS | 1666741 | 57.93K | 573.51K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.