Vault-13

VOYA GLBL ADV & PREM OPP FD IGA

COM · Closed-End Fund · CUSIP 92912R104

38 institutional holders -1 vs Q1 2026
3,787,5163.8m shares reported held*
$37.5mreported value*
2 new 13 added 12 reduced 2 sold out net sold ≈ $1.5m (-153.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.90.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 38Q4 22: 45Q1 23: 47Q2 23: 45Q3 23: 48Q4 23: 47Q1 24: 39Q2 24: 40Q3 24: 44Q4 24: 41Q1 25: 37Q2 25: 38Q3 25: 41Q4 25: 42Q1 26: 39Q2 26: 3838Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202238
Q4 202245
Q1 202347
Q2 202345
Q3 202348
Q4 202347
Q1 202439
Q2 202440
Q3 202444
Q4 202441
Q1 202537
Q2 202538
Q3 202541
Q4 202542
Q1 202639
Q2 202638

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 16 bought or addedQ3 24: 21 cut or sold outQ4 24: 16 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 22 bought or addedQ1 25: 21 cut or sold outQ2 25: 20 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 23 bought or addedQ3 25: 14 cut or sold outQ4 25: 22 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 18 cut or sold outQ2 26: 15 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241621
Q4 20241621
Q1 20252221
Q2 20252015
Q3 20252314
Q4 20252214
Q1 20261518
Q2 20261514

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +45,463+45.5k
Shaker Financial Services, LLC Added +28,348+28.3k
AMERIPRISE FINANCIAL INC Added +16,303+16.3k
XTX Topco Ltd New +14,234+14.2k
Cetera Investment Advisers Added +10,251+10.3k
Kovack Advisors, Inc. Added +6,481+6.5k
LPL Financial LLC Added +6,046+6.0k
Invesco Ltd. Added +2,014+2.0k
Baird Financial Group, Inc. Added +1,853+1.9k
CITIGROUP INC Added +1,564+1.6k

Biggest sellers

Advisors Asset Management, Inc. Reduced -154,675-154.7k
WOLVERINE ASSET MANAGEMENT LLC Reduced -85,755-85.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -18,348-18.3k
Round Rock Advisors LLC Reduced -7,957-8.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -5,716-5.7k
ROYAL BANK OF CANADA Reduced -3,397-3.4k
RAYMOND JAMES FINANCIAL INC Reduced -3,378-3.4k
Integrated Wealth Concepts LLC Reduced -3,075-3.1k
OSAIC HOLDINGS, INC. Reduced -2,927-2.9k
UBS Group AG Reduced -1,914-1.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Advisors Asset Management, Inc. (4.6%, 2026-05-11)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GUGGENHEIM CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 772,141772.1k $7.6m $7.6m 0.05% Added +244 +244
2 Advisors Asset Management, Inc. 0.09% of their portfolio Monument, CO 622,257622.3k $6.2m $6.2m 0.09% Reduced -154.7k -154,675
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 351,609351.6k $3.5m $3.5m 0.00% Reduced -3.4k -3,378
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 302,791302.8k $3.0m $3.0m 0.00% Added +2.0k +2,014
5 Shaker Financial Services, LLC 0.65% of their portfolio Arlington, VA 208,936208.9k $2.1m $2.1m 0.65% Added +28.3k +28,348
6 Marks Group Wealth Management, Inc 0.17% of their portfolio MINNETONKA, MN 195,408195.4k $1.9m $1.9m 0.17% Unchanged
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 155,566155.6k $1.5m $1.5m 0.00% Added +6.0k +6,046
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 148,185148.2k $1.5m $1.5m 0.00% Reduced -1.2k -1,228
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 109,692109.7k $1.1m $1.1m 0.00% Reduced -2.9k -2,927
10 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 105,198105.2k $1.0m $1.0m 0.01% Reduced -3.1k -3,075
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 93,76693.8k $928.0k $928.0k 0.00% Reduced -3.4k -3,397
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 93,32293.3k $923.9k $923.9k 0.00% Reduced -1.9k -1,914
13 Kovack Advisors, Inc. 0.04% of their portfolio FT. LAUDERDALE, FL 86,69286.7k $854.0k $854.0k 0.04% Added +6.5k +6,481
14 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 79,45479.5k $786.6k $786.6k 0.00% Added +1.9k +1,853
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 65,03465.0k $644.0k $644.0k 0.00% Added +45.5k +45,463
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 57,93057.9k $573.5k $573.5k 0.00% Added +10.3k +10,251
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 49,13249.1k $486.4k $486.4k 0.00% Reduced -415 -415
18 UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio SKOKIE, IL 40,05740.1k $396.6k $396.6k 0.01% Added +1.0k +1,031
19 Round Rock Advisors LLC 0.05% of their portfolio WILTON, CT 39,21139.2k $388.2k $388.2k 0.05% Reduced -8.0k -7,957
20 Closed-End Fund Advisors, Inc. 0.35% of their portfolio RICHMOND, VA 36,10336.1k $357.4k $357.4k 0.35% Added +871 +871
21 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 34,06634.1k $337.3k $337.3k 0.00% Reduced -85.8k -85,755
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 32,93532.9k $326.1k $326.1k 0.00% Added +16.3k +16,303
23 EVOLVE PRIVATE WEALTH, LLC 0.01% of their portfolio LOS ANGELES, CA 19,83019.8k $196.3k $196.3k 0.01% Reduced -705 -705
24 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 18,95018.9k $187.6k $187.6k 0.02% Unchanged
25 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 14,23414.2k $140.9k $140.9k 0.00% New
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,75511.8k $116.4k $116.4k 0.00% Reduced -5.7k -5,716
27 DECISION INVESTMENTS, INC 0.10% of their portfolio SAN DIEGO, CA 11,60011.6k $114.8k $114.8k 0.10% Unchanged
28 Kapstone Financial Advisors LLC 0.04% of their portfolio LEBANON, OH 10,29010.3k $101.9k $101.9k 0.04% Unchanged
29 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,9737.0k $69.0k $69.0k 0.00% Added +1.6k +1,564
30 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,7266.7k $66.6k $66.6k 0.00% Added +161 +161
31 Axiom Investment Management LLC 0.01% of their portfolio NEW YORK, NY 1,7401.7k $17.2k $17.2k 0.01% Unchanged
32 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5001.5k $14.8k $14.8k 0.00% Unchanged
33 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 1,3381.3k $13.2k $13.2k 0.00% New
34 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,1301.1k $11.2k $11.2k 0.00% Unchanged
35 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 1,0001.0k $10.0k $10.0k 0.00% Unchanged
36 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 455455 $4.5k $4.5k 0.00% Unchanged
37 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 310310 $3.1k $3.1k 0.00% Unchanged
38 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 200200 $2.0k $2.0k 0.00% Unchanged