ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) Institutional Ownership
What the institutions did with ETG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 2.6M | 17.9% |
| UBS Group AG | 2.2M | 15.4% |
| BANK OF AMERICA CORP /DE/ | 1.4M | 9.9% |
| AMERIPRISE FINANCIAL INC | 997.3K | 6.8% |
| WELLS FARGO & COMPANY/MN | 844.8K | 5.8% |
| McGowan Group Asset Management, Inc. | 618.2K | 4.2% |
| LPL Financial LLC | 405.3K | 2.8% |
| RAYMOND JAMES FINANCIAL INC | 348.1K | 2.4% |
| 1607 Capital Partners, LLC | 339.9K | 2.3% |
| ROYAL BANK OF CANADA | 318.6K | 2.2% |
| Heron Bay Capital Management | 302.7K | 2.1% |
| Steward Partners Investment Advisory, LLC | 236.9K | 1.6% |
| WOLVERINE ASSET MANAGEMENT LLC | 206.7K | 1.4% |
| FIRST TRUST ADVISORS LP | 199.3K | 1.4% |
| Janney Montgomery Scott LLC | 190.3K | 1.3% |
| Rockefeller Capital Management L.P. | 177.3K | 1.2% |
| COHEN & STEERS, INC. | 153.9K | 1.1% |
| OSAIC HOLDINGS, INC. | 130.7K | 0.9% |
| Advisors Asset Management, Inc. | 124.8K | 0.9% |
| Sanctuary Advisors, LLC | 120.6K | 0.8% |
| GUGGENHEIM CAPITAL LLC | 119.6K | 0.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 117.7K | 0.8% |
| WealthTrust Axiom LLC | 111.4K | 0.8% |
| Beacon Pointe Advisors, LLC | 110.0K | 0.8% |
| Cetera Investment Advisers | 106.8K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | Increased | 297.3K | 997.3K | +700.0K |
| Karpus Management, Inc. | Sold Out | 387.3K | 0 | -387.3K |
| 1607 Capital Partners, LLC | New | 0 | 339.9K | +339.9K |
| Shaker Financial Services, LLC | Reduced | 398.1K | 89.1K | -309.0K |
| Arkadios Wealth Advisors | Sold Out | 88.8K | 0 | -88.8K |
| READYSTATE ASSET MANAGEMENT LP | Sold Out | 80.7K | 0 | -80.7K |
| MORGAN STANLEY | Reduced | 2.7M | 2.6M | -79.9K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 138.3K | 206.7K | +68.4K |
| RAYMOND JAMES FINANCIAL INC | Increased | 295.0K | 348.1K | +53.1K |
| Integrated Wealth Concepts LLC | New | 0 | 51.2K | +51.2K |
| GUGGENHEIM CAPITAL LLC | Reduced | 170.5K | 119.6K | -51.0K |
| UBS Group AG | Increased | 2.2M | 2.2M | +41.5K |
| Choate Investment Advisors | New | 0 | 40.0K | +40.0K |
| LPL Financial LLC | Increased | 367.9K | 405.3K | +37.5K |
| Cambridge Investment Research Advisors, Inc. | Increased | 27.4K | 55.9K | +28.6K |
| Kovack Advisors, Inc. | Sold Out | 26.6K | 0 | -26.6K |
| COHEN & STEERS, INC. | Increased | 128.9K | 153.9K | +25.0K |
| Palogic Value Management, L.P. | Increased | 23.5K | 47.0K | +23.5K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 113.2K | 92.1K | -21.1K |
| BANK OF AMERICA CORP /DE/ | Reduced | 1.5M | 1.4M | -20.7K |
| Invesco Ltd. | Sold Out | 19.3K | 0 | -19.3K |
| OSAIC HOLDINGS, INC. | Increased | 111.6K | 130.7K | +19.1K |
| GOLDMAN SACHS GROUP INC | Increased | 62.1K | 79.1K | +17.0K |
| Z3 Capital Partners, LLC | Sold Out | 16.7K | 0 | -16.7K |
| Dakota Wealth Management | Sold Out | 13.3K | 0 | -13.3K |
| NewEdge Advisors, LLC | Increased | 5.2K | 18.4K | +13.2K |
| ROYAL BANK OF CANADA | Increased | 305.7K | 318.6K | +12.9K |
| D.A. DAVIDSON & CO. | New | 0 | 12.7K | +12.7K |
| Indivisible Partners | New | 0 | 12.5K | +12.5K |
| XTX Topco Ltd | Increased | 19.2K | 30.9K | +11.6K |
| Cresset Asset Management, LLC | Increased | 13.8K | 25.0K | +11.2K |
| B. Riley Wealth Advisors, Inc. | New | 0 | 11.0K | +11.0K |
| Mariner, LLC | New | 0 | 10.7K | +10.7K |
| StoneX Group Inc. | New | 0 | 10.5K | +10.5K |
| Cetera Investment Advisers | Increased | 96.5K | 106.8K | +10.3K |
| Meeder Advisory Services, Inc. | Sold Out | 10.0K | 0 | -10.0K |
| Advisors Asset Management, Inc. | Reduced | 134.7K | 124.8K | -9.9K |
| CAPTRUST FINANCIAL ADVISORS | New | 0 | 9.9K | +9.9K |
| ENVESTNET ASSET MANAGEMENT INC | New | 0 | 9.6K | +9.6K |
| J.W. COLE ADVISORS, INC. | New | 0 | 9.5K | +9.5K |
| Sowell Financial Services LLC | New | 0 | 9.5K | +9.5K |
| Prospera Financial Services Inc | New | 0 | 9.2K | +9.2K |
| Capital Investment Advisors, LLC | New | 0 | 9.1K | +9.1K |
| Ellis Investment Partners, LLC | New | 0 | 9.0K | +9.0K |
| Smith Asset Management Co., LLC | New | 0 | 8.8K | +8.8K |
| Heron Bay Capital Management | Reduced | 311.4K | 302.7K | -8.8K |
| IFG Advisory, LLC | New | 0 | 8.7K | +8.7K |
| Cerity Partners LLC | New | 0 | 8.6K | +8.6K |
| CreativeOne Wealth, LLC | New | 0 | 8.6K | +8.6K |
| WealthTrust Axiom LLC | Reduced | 118.6K | 111.4K | -7.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 10.7K | 17.6K | +6.9K |
| Advisory Services Network, LLC | Sold Out | 6.6K | 0 | -6.6K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Increased | 17.8K | 24.3K | +6.5K |
| McGowan Group Asset Management, Inc. | Reduced | 624.4K | 618.2K | -6.3K |
| NORTHSTAR ASSET MANAGEMENT Co | New | 0 | 5.3K | +5.3K |
| CHESAPEAKE ASSET MANAGEMENT LLC | New | 0 | 5.2K | +5.2K |
| PNC FINANCIAL SERVICES GROUP, INC. | Reduced | 25.4K | 20.2K | -5.2K |
| Arax Advisory Partners | New | 0 | 4.9K | +4.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 122.5K | 117.7K | -4.8K |
| Sanctuary Advisors, LLC | Increased | 115.8K | 120.6K | +4.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.