SCOTTSDALE, AZ
VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUNDIGA— Latest position per institution from SEC 13F filings
15
Institutional holders
4.15M
Total shares held
36.89M
Estimated value
207.33K
Avg. position size
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
776.93K
Value
7.43M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
771.90K
Value
7.38M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
354.99K
Value
3.39M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
300.78K
Value
2.88M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
284K
Value
2.42K
Filed
Dec 31, 2023
MARKS GROUP WEALTH MANAGEMENT, INC
CIK 1802473
Shares
195.41K
Value
1.87M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
180.59K
Value
1.73M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
149.52K
Value
1.43M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
149.41K
Value
1.43M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
119.82K
Value
1.15M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
112.62K
Value
1.08M
Filed
Mar 31, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
108.27K
Value
1.04M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
97.16K
Value
929K
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
95.24K
Value
910.46K
Filed
Mar 31, 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
KOVACK ADVISORS, INC.
CIK 1728321
Shares
80.21K
Value
763.68K
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
77.60K
Value
741.87K
Filed
Mar 31, 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
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 776.93K | 7.43M | Mar 31, 2026 |
| 2 | GUGGENHEIM CAPITAL LLC | 1283072 | 771.90K | 7.38M | Mar 31, 2026 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720005 | 354.99K | 3.39M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 300.78K | 2.88M | Mar 31, 2026 |
| 5 | SIT INVESTMENT ASSOCIATES INC | 769317 | 284K | 2.42K | Dec 31, 2023 |
| 6 | MARKS GROUP WEALTH MANAGEMENT, INC | 1802473 | 195.41K | 1.87M | Mar 31, 2026 |
| 7 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 180.59K | 1.73M | Mar 31, 2026 |
| 8 | LPL FINANCIAL LLC | 1403438 | 149.52K | 1.43M | Mar 31, 2026 |
| 9 | MORGAN STANLEY | 895421 | 149.41K | 1.43M | Mar 31, 2026 |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 119.82K | 1.15M | Mar 31, 2026 |
| 11 | OSAIC HOLDINGS, INC. | 1677044 | 112.62K | 1.08M | Mar 31, 2026 |
| 12 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 108.27K | 1.04M | Mar 31, 2026 |
| 13 | ROYAL BANK OF CANADA | 1000275 | 97.16K | 929K | Mar 31, 2026 |
| 14 | UBS GROUP AG | 1610520 | 95.24K | 910.46K | Mar 31, 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 | KOVACK ADVISORS, INC. | 1728321 | 80.21K | 763.68K | Mar 31, 2026 |
| 18 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 77.60K | 741.87K | Mar 31, 2026 |
| 19 | KARPUS MANAGEMENT, INC. | 1048703 | 68.96K | 677.15K | Mar 31, 2025 |
| 20 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 60.40K | 573.75K | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.