Voya GLBL Eqty DVD & PRM OppXIGDX

13F holders, Q1 2024 (March 31)
90holders
1famous investor
$5.30avg. 13F price*

At the end of Q1 2024, 90 institutions reported holding Voya GLBL Eqty DVD & PRM Opp (XIGDX) in their 13F filings. The largest holders were Morgan Stanley ($16.9M), Bank of America Corp. ($16.3M) and Karpus Management, Inc. ($15.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Voya GLBL Eqty DVD & PRM Opp
CUSIP
92912T100
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 90Q1 2024Q2 2024: 96Q2 2024Q3 2024: 90Q3 2024Q4 2024: 89Q4 2024Q1 2025: 83Q1 2025Q2 2025: 91Q2 2025Q3 2025: 83Q3 2025Q4 2025: 89Q4 2025Q1 2026: 94Q1 2026Q2 2026: 96Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$902K
Exits16$2.4M

Ownership 90 holders

Morgan Stanley 0.00% Reduce -0.6% 3,193,820 $16.9M
Bank of America Corp. 0.00% Add +17.9% 3,074,040 $16.3M
Karpus Management, Inc. 0.45% Reduce -0.9% 2,950,358 $15.6M
Capital Investment Advisors, LLC 0.32% Add +2.3% 2,574,446 $13.6M
Guggenheim Capital LLC 0.06% Reduce -14.2% 1,590,582 $8.4M
Advisors Asset Management, Inc. 0.16% Add +18.6% 1,551,677 $8.2M
Invesco Ltd. 0.00% Add +3.6% 1,381,857 $7.3M
LPL Financial LLC 0.00% Reduce -3.1% 784,620 $4.2M
Saba Capital Management, L.P. 0.09% Reduce -33.5% 764,138 $4.0M
AQR Arbitrage LLC 0.12% Add +5.6% 424,719 $2.3M
Cornerstone Advisors, LLC 0.09% Reduce -21.2% 390,076 $2.1M
Thrivent Financial for Lutherans 0.00% No change 361,231 $1.9M
Private Advisor Group, LLC 0.01% Add +13.5% 349,831 $1.9M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -4.4% 266,516 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 260,460 $1.4M
Pathstone Holdings, LLC 0.01% Add +23.5% 247,366 $1.3M
Raymond James & Associates 0.00% Reduce -2.5% 238,597 $1.3M
Royal Bank of Canada 0.00% Add +34.1% 230,083 $1.2M
Benjamin F. Edwards & Company, Inc. 0.02% Add +8.1% 220,150 $1.2M
Osaic Holdings, Inc. 0.00% Add +2.6% 207,778 $1.1M
Park Avenue Securities LLC 0.01% Reduce -2.8% 201,378 $1.1M
UBS Group AG 0.00% Reduce -12.4% 198,307 $1.1M
Prevail Innovative Wealth Advisors, LLC 0.38% Add +23.4% 191,760 $1.0M
Stifel Financial Corp. 0.00% Reduce -1.9% 190,962 $1.0M
Landscape Capital Management, L.L.C. 0.08% Reduce -28.6% 165,265 $876K
Wells Fargo & Company 0.00% Add +1.3% 141,593 $750K
Wela Strategies, Inc. 0.33% Reduce -30.2% 130,477 $692K
1607 Capital Partners, LLC 0.06% Add +1.4% 128,741 $682K
Qube Research & Technologies Ltd 0.00% No change 119,542 $634K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -5.9% 113,286 $555K
NWF Advisory Services Inc. 0.09% No change 100,500 $533K
Lido Advisors, LLC 0.00% No change 100,402 $532K
Quantedge Capital Pte Ltd 0.20% Reduce -27.1% 87,680 $465K
Kestra Advisory Services, LLC 0.00% New 82,968 $440K
Cetera Investment Advisers 0.00% Add +99.0% 82,002 $435K
PNC Financial Services Group, Inc. 0.00% No change 81,010 $429K
Round Rock Advisors LLC 0.10% No change 76,634 $406K
Atria Wealth Solutions, Inc. 0.00% Add +12.7% 66,105 $350K
Dakota Wealth Management 0.01% Reduce -2.0% 61,820 $328K
Commonwealth Equity Services, LLC 0.00% Reduce -5.6% 56,406 $299K
Kestra Private Wealth Services, LLC 0.01% Add +0.2% 51,083 $271K
Calamos Advisors LLC 0.00% New 45,871 $243K
Moors & Cabot, Inc. 0.01% Add +10.4% 42,950 $228K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.4% 33,841 $179K
Integrated Capital Management, Inc. 0.14% Add +4.0% 33,096 $175K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +126.5% 31,678 $168K
Cambridge Investment Research Advisors, Inc. 0.00% No change 28,544 $151K
Comerica Bank 0.00% Reduce -3.5% 23,806 $126K
Flynn Zito Capital Management, LLC 0.06% New 23,550 $125K
Game Plan Financial Advisors, LLC 0.06% No change 19,500 $103K
Commerce Bank 0.00% No change 19,365 $103K
Relative Value Partners Group, LLC 0.01% Reduce -4.4% 19,421 $98K
Citadel Advisors 0.00% New 17,420 $92K
Raymond James Trust N.A. 0.00% No change 17,000 $90K
Client 1ST Advisory Group, LLC 0.04% No change 16,500 $87K
Sage Capital Management, LLC 0.05% No change 16,000 $85K
Mariner, LLC 0.00% Reduce -45.7% 15,700 $83K
MRA Advisory Group 0.05% No change 14,458 $77K
Avantax Advisory Services, Inc. 0.00% Add +11.0% 14,429 $76K
National Bank of Canada 0.00% No change 14,000 $72K
LVZ, Inc. 0.01% Reduce -14.1% 13,506 $72K
Susquehanna International Group, LLP 0.00% Reduce -62.8% 13,448 $71K
Perennial Investment Advisors, LLC 0.01% No change 11,800 $63K
Silver Oak Securities, Incorporated 0.01% No change 11,606 $62K
Lanark Financial, Inc. 0.01% Add +0.6% 11,527 $61K
Catalina Capital Group, LLC 0.02% No change 10,766 $57K
Shaker Financial Services, LLC 0.02% Reduce -93.0% 10,000 $53K
Stonegate Investment Group, LLC 0.00% No change 10,000 $53K
NewEdge Advisors, LLC 0.00% No change 9,726 $52K
Blue Bell Private Wealth Management, LLC 0.01% Add +200.5% 7,002 $37K
Sound Income Strategies, LLC 0.00% No change 4,300 $23K
Hazlett, Burt & Watson, Inc. 0.01% No change 4,000 $21K
Spire Wealth Management 0.00% Add +1.6% 3,322 $18K
Citigroup Inc. 0.00% Add +300000.0% 3,001 $16K
Cedar Mountain Advisors, LLC 0.00% No change 2,740 $15K
Gen-Wealth Partners Inc 0.01% — 2,185 $12K
Global Retirement Partners, LLC 0.00% No change 1,884 $10K
Oliver Lagore Vanvalin Investment Group 0.00% No change 1,757 $9K
IFP Advisors, Inc 0.00% No change 1,675 $9K
Concourse Financial Group Securities, Inc. 0.00% Reduce -60.0% 1,600 $8K
Larson Financial Group LLC 0.00% Add +0.8% 1,512 $8K
Cwm, LLC 0.00% No change 1,064 $6K
Wolverine Asset Management LLC 0.00% Reduce -76.8% 1,000 $5K
Armstrong Advisory Group, Inc. 0.00% No change 1,049 $5K
TCTC Holdings, LLC 0.00% No change 454 $2K
WR Wealth Planners, LLC 0.00% New 270 $1K
Key Financial Inc 0.00% No change 160 $848
Assetmark, Inc. 0.00% New 89 $472
Tower Research Capital LLC (TRC) 0.00% New 15 $80
Tsfg, LLC 0.00% No change 3 $0

"% of holder's portfolio" is XIGDX's weight in each manager's 13F, not the share of Voya GLBL Eqty DVD & PRM Opp the manager owns.