Voya GLBL Eqty DVD & PRM OppXIGDX

13F holders, Q4 2024 (December 31)
89holders −1
10new positions
11sold out
$5.42avg. 13F price*

At the end of Q4 2024, 89 institutions reported holding Voya GLBL Eqty DVD & PRM Opp (XIGDX) in their 13F filings, down 1 from Q3 2024. 10 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($15.7M), Capital Investment Advisors, LLC ($14.2M) and Bank of America Corp. ($14.0M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$455K
Exits11$1.6M

All 13F filers, Q3 2024 → Q4 2024: 846,666 shares bought and 1,590,793 shares sold, net −744,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 89 holders

Morgan Stanley 0.00% Reduce -12.5% 2,892,101 $15.7M
Capital Investment Advisors, LLC 0.29% Reduce -3.1% 2,620,946 $14.2M
Bank of America Corp. 0.00% Reduce -2.5% 2,575,518 $14.0M
Karpus Management, Inc. 0.36% Reduce -3.0% 2,269,170 $12.3M
Penserra Capital Management LLC 0.21% Add +7.2% 2,155,507 $11.7M
Guggenheim Capital LLC 0.05% Reduce -21.1% 1,201,231 $6.5M
Advisors Asset Management, Inc. 0.12% Reduce -17.6% 1,172,266 $6.4M
Invesco Ltd. 0.00% Reduce -3.1% 1,141,842 $6.2M
LPL Financial LLC 0.00% Add +4.5% 784,229 $4.3M
Raymond James Financial Inc. 0.00% — 436,145 $2.4M
Kestra Advisory Services, LLC 0.01% Add +400.8% 389,858 $2.1M
Thrivent Financial for Lutherans 0.00% No change 344,231 $1.9M
Private Advisor Group, LLC 0.01% Reduce -0.3% 341,280 $1.8M
Envestnet Asset Management Inc. 0.00% Add +4.9% 277,194 $1.5M
Lido Advisors, LLC 0.01% Add +21.1% 271,631 $1.5M
Royal Bank of Canada 0.00% Add +11.6% 215,300 $1.2M
Park Avenue Securities LLC 0.01% Add +3.6% 204,752 $1.1M
UBS Group AG 0.00% Add +0.9% 201,972 $1.1M
Stifel Financial Corp. 0.00% Add +8.6% 195,212 $1.1M
Osaic Holdings, Inc. 0.00% Add +11.4% 176,972 $959K
World Investment Advisors 0.02% Add +55.8% 166,000 $900K
Wells Fargo & Company 0.00% Reduce -0.4% 135,818 $736K
Shaker Financial Services, LLC 0.23% Add +87.7% 111,768 $611K
Wela Strategies, Inc. 0.20% Add +2.4% 83,935 $455K
Cetera Investment Advisers 0.00% Add +2.9% 72,678 $394K
Commonwealth Equity Services, LLC 0.00% Add +17.4% 67,297 $365K
Dakota Wealth Management 0.01% Add +1.4% 62,220 $337K
PNC Financial Services Group, Inc. 0.00% No change 61,615 $334K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.0% 51,222 $278K
Mariner, LLC 0.00% Add +21.3% 42,655 $231K
Moors & Cabot, Inc. 0.01% Reduce -5.4% 39,850 $216K
Everstar Asset Management, LLC 0.15% Reduce -14.1% 39,715 $215K
Integrated Capital Management, Inc. 0.16% Add +4.3% 38,456 $208K
Steward Partners Investment Advisory, LLC 0.00% Add +1.6% 36,062 $195K
Sanctuary Advisors, LLC 0.00% Reduce -1.7% 32,373 $177K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 31,678 $172K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.2% 28,487 $154K
Ashton Thomas Securities, LLC 0.04% No change 25,200 $137K
Round Rock Advisors LLC 0.03% No change 24,556 $133K
Flynn Zito Capital Management, LLC 0.06% No change 23,550 $128K
Uhlmann Price Securities, LLC 0.09% Add +2.7% 21,138 $115K
NewEdge Advisors, LLC 0.00% No change 20,813 $113K
Empirical Asset Management, LLC 0.04% No change 20,382 $110K
Equitable Holdings, Inc. 0.00% New 20,084 $109K
Independent Advisor Alliance 0.00% New 19,368 $105K
Commerce Bank 0.00% No change 19,365 $105K
Game Plan Financial Advisors, LLC 0.05% No change 19,000 $103K
Comerica Bank 0.00% Reduce -27.9% 17,977 $97K
Client 1ST Advisory Group, LLC 0.03% No change 16,500 $89K
Sage Capital Management, LLC 0.04% No change 16,000 $87K
MRA Advisory Group 0.04% Add +1.8% 14,852 $80K
National Bank of Canada 0.00% No change 14,000 $76K
Atria Wealth Solutions, Inc. 0.00% Reduce -75.6% 13,930 $76K
Avantax Advisory Services, Inc. 0.00% Add +5.7% 13,508 $73K
LVZ, Inc. 0.01% No change 13,506 $73K
GWN Securities Inc. 0.02% — 13,098 $72K
Silver Oak Securities, Incorporated 0.01% Add +1.7% 11,806 $64K
PFG Investments, LLC 0.00% New 11,121 $60K
MML Investors Services, LLC 0.00% New 11,059 $60K
Susquehanna International Group, LLP 0.00% New 10,934 $59K
Concurrent Investment Advisors, LLC 0.00% New 10,086 $55K
Live Oak Private Wealth LLC 0.01% No change 10,000 $54K
Stonegate Investment Group, LLC 0.00% No change 10,000 $54K
Oliver Lagore Vanvalin Investment Group 0.01% Add +345.8% 4,980 $27K
Sound Income Strategies, LLC 0.00% No change 4,300 $23K
Hazlett, Burt & Watson, Inc. 0.01% No change 4,000 $22K
Global Retirement Partners, LLC 0.00% No change 3,703 $20K
Spire Wealth Management 0.00% Add +2.7% 3,605 $20K
Citigroup Inc. 0.00% Add +317100.0% 3,172 $17K
Cedar Mountain Advisors, LLC 0.00% No change 2,740 $15K
Gen-Wealth Partners Inc 0.01% No change 2,185 $12K
Larson Financial Group LLC 0.00% Add +19.1% 1,800 $10K
IFP Advisors, Inc 0.00% No change 1,675 $9K
US Bancorp \de 0.00% No change 1,462 $8K
Geneos Wealth Management Inc. 0.00% Reduce -31.7% 1,450 $8K
WPG Advisers, LLC 0.01% — 1,064 $6K
Coppell Advisory Solutions LLC 0.00% New 575 $3K
Financial Gravity Companies, Inc. 0.00% New 477 $3K
TCTC Holdings, LLC 0.00% No change 454 $2K
Cwm, LLC 0.00% No change 311 $2K
Signaturefd, LLC 0.00% New 292 $2K
WR Wealth Planners, LLC 0.00% No change 270 $1K
Key Financial Inc 0.00% No change 160 $867
Assetmark, Inc. 0.00% No change 89 $482
JPMorgan Chase & Co. 0.00% No change 10 $54
Lanark Financial, Inc. 0.00% — 9 $50
Tower Research Capital LLC (TRC) 0.00% Reduce -98.4% 3 $16
FMR LLC 0.00% New 1 $5
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.