LPL Financial LLC
Position in IGA — Voya Global Advantage & Premium Opportunity Fund
CIK 1403438
FORT MILL, SC
Position in IGA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,540,103
+$110,692 QoQ
Shares Held
155,566
+4.0% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 38 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. IGA ranks #277 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in IGA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,540,103 | 155,566 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,429,411 | 149,520 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,783,143 | 183,451 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,634,935 | 164,812 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,560,221 | 157,122 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,532,980 | 156,108 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,565,324 | 170,144 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,639,434 | 172,572 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,639,754 | 185,283 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,741,248 | 192,616 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,754,174 | 205,889 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $600,588 | 72,360 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $718,333 | 84,114 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $844,307 | 98,865 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,051,360 | 120,846 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,004,619 | 119,172 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $98,278 | 10,788 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $104,427 | 10,788 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $110,763 | 11,574 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $118,720 | 13,568 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $119,595 | 14,340 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $128,533 | 15,694 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $119,725 | 15,630 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||