IGA — VOYA GLOBAL ADVANTAGE AND PRE
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details