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IGA — VOYA GLOBAL ADVANTAGE AND PRE

Reported value held$6.17M
Funds holding (latest)10
SectorFinancials
Funds holding (Q2 2026)5
Institutional value$5.94M · 600.40K sh
New / Add / Cut / Exit0 / 2 / 3 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +0.0% (+21 sh)
Institutional value change Up +3.6%

As of Q2 2026, 5 SEC-registered investment managers reported holding IGA (VOYA GLOBAL ADVANTAGE AND PRE) in their latest 13F filings, with a combined reported value of $5.94M across 600.40K shares. That is +0.0% by share count (+21 shares) versus the previous quarter, while reported value moved +3.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

IGA is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Invesco Ltd history Q2 2026 302.79K $3.00M 0.00% Add
Morgan Stanley history Q2 2026 148.19K $1.47M 0.00% Reduce
UBS Group AG history Q2 2026 93.32K $923.89K 0.00% Reduce
Wells Fargo & Co history Q2 2026 49.13K $486.41K 0.00% Reduce
Northern Trust Corp history Q4 2024 10.91K $100.41K 0.00% Add
Citigroup Inc history Q2 2026 6.97K $69.03K 0.00% Add
PNC Financial Services history Q4 2024 5.61K $51.57K 0.00% Reduce
Bank of America Corp history Q4 2025 3.85K $37.39K 0.00% Reduce
JPMorgan Chase & Co history Q3 2023 3.81K $31.65K 0.00% New
Fidelity Management & Research (FMR) history Q1 2023 1 $9 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 10 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Invesco Ltd 304.48K 261.00K 257.24K 314.06K 416.97K 416.73K 371.34K 342.38K 272.57K 215.95K 248.93K 194.27K 205.47K 207.16K 214.91K 214.74K 279.86K 287.02K 300.78K 302.79K
Morgan Stanley 781.95K 771.57K 715.13K 842.32K 755.22K 670.25K 644.49K 633.06K 604.59K 552.47K 558.74K 565.11K 483.67K 452.51K 381.98K 355.62K 286.40K 149.30K 149.41K 148.19K
UBS Group AG 72.11K 79.46K 90.84K 100.31K 174.10K 222.45K 221.82K 214.89K 221.32K 216.53K 207.57K 130.96K 142.68K 149.59K 149.33K 164.26K 129.60K 105.74K 95.24K 93.32K
Wells Fargo & Co 42.54K 41.48K 43.63K 39.45K 31.10K 14.10K 12.03K 10.15K 9.71K 12.48K 18.62K 19.13K 21.08K 39.30K 53.96K 61.07K 50.40K 51.03K 49.55K 49.13K
Citigroup Inc 1.40K — 1.60K — — — — — — — — 5.02K 3.00K 5.11K 5.17K 5.23K 5.29K 5.35K 5.41K 6.97K
Bank of America Corp 12.05K 10.00K 36.76K 37.17K 38.23K 332.81K 321.43K 408.33K 465.75K 537.21K 552.78K 473.96K 191.87K 30.39K 1.39K 2.38K 13.78K 3.85K — —
Fidelity Management & Research (FMR) — — — — — — 1 — — — — — — — — — — — — —
JPMorgan Chase & Co — — — — — — — — 3.81K — — — — — — — — — — —
Northern Trust Corp — — — — — — — — — — — — 10.78K 10.91K — — — — — —
PNC Financial Services 8.96K 8.96K 8.96K 8.96K 8.96K 8.96K 8.96K 13.37K 20.78K 22.78K 20.78K 11.82K 11.82K 5.61K — — — — — —

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