ETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

NYE
$29.98

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) Institutional Ownership

What the institutions did with ETO 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.

Managers compared
77
filed both this quarter and last
Managers holding
72
+6 on the quarter
Buyers
41
11 opened new
Sellers
23
5 sold out entirely
Buyer share
64.1%
of managers who traded it
Breadth
+28.1
net buyers, as a share of those trading

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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Ownership map

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.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Karpus Management, Inc. 699.1K 20.2%
1607 Capital Partners, LLC 295.3K 8.5%
GUGGENHEIM CAPITAL LLC 212.9K 6.2%
MORGAN STANLEY 183.5K 5.3%
FLAGSHIP HARBOR ADVISORS, LLC 143.0K 4.1%
FIRST TRUST ADVISORS LP 129.1K 3.7%
LPL Financial LLC 117.9K 3.4%
Advisory Solutions Group, LLC 114.1K 3.3%
WELLS FARGO & COMPANY/MN 107.3K 3.1%
BANK OF AMERICA CORP /DE/ 98.9K 2.9%
Advisors Asset Management, Inc. 96.7K 2.8%
Shaker Financial Services, LLC 92.1K 2.7%
WOLVERINE ASSET MANAGEMENT LLC 83.5K 2.4%
&PARTNERS 70.1K 2.0%
RAYMOND JAMES FINANCIAL INC 63.6K 1.8%
Hennion & Walsh Asset Management, Inc. 58.2K 1.7%
AMERIPRISE FINANCIAL INC 56.6K 1.6%
STIFEL FINANCIAL CORP 52.5K 1.5%
Astoria Portfolio Advisors LLC. 51.1K 1.5%
Formidable Asset Management, LLC 49.0K 1.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45.3K 1.3%
Cambridge Investment Research Advisors, Inc. 40.1K 1.2%
OSAIC HOLDINGS, INC. 34.3K 1.0%
Rockefeller Capital Management L.P. 33.5K 1.0%
ROYAL BANK OF CANADA 32.2K 0.9%

Largest changes

Manager Action Previous Current Change
Shaker Financial Services, LLC Reduced 151.1K 92.1K -58.9K
Karpus Management, Inc. Increased 645.8K 699.1K +53.3K
1607 Capital Partners, LLC Increased 245.9K 295.3K +49.4K
WOLVERINE ASSET MANAGEMENT LLC Increased 47.9K 83.5K +35.7K
GUGGENHEIM CAPITAL LLC Increased 182.1K 212.9K +30.8K
Advisors Asset Management, Inc. Reduced 123.3K 96.7K -26.6K
Waverly Advisors, LLC New 0 22.8K +22.8K
ROYAL BANK OF CANADA Reduced 54.1K 32.2K -21.9K
HRT FINANCIAL LP New 0 21.3K +21.3K
Cambridge Investment Research Advisors, Inc. Increased 19.8K 40.1K +20.3K
Invesco Ltd. New 0 19.3K +19.3K
READYSTATE ASSET MANAGEMENT LP Sold Out 18.6K 0 -18.6K
WELLS FARGO & COMPANY/MN Increased 90.8K 107.3K +16.5K
COHEN & STEERS, INC. Increased 15.0K 30.0K +15.0K
MORGAN STANLEY Increased 171.6K 183.5K +12.0K
MERCER GLOBAL ADVISORS INC /ADV Sold Out 11.1K 0 -11.1K
STIFEL FINANCIAL CORP Increased 42.4K 52.5K +10.1K
FLAGSHIP HARBOR ADVISORS, LLC Increased 133.1K 143.0K +9.9K
OSAIC HOLDINGS, INC. Increased 24.5K 34.3K +9.8K
ENVESTNET ASSET MANAGEMENT INC New 0 9.6K +9.6K
Kovack Advisors, Inc. Sold Out 8.7K 0 -8.7K
Sowell Financial Services LLC New 0 7.5K +7.5K
LPL Financial LLC Reduced 124.9K 117.9K -7.0K
ASHTON THOMAS SECURITIES, LLC New 0 6.5K +6.5K
Private Advisor Group, LLC Increased 15.1K 20.9K +5.8K
Dakota Wealth Management Increased 13.8K 19.6K +5.8K
&PARTNERS Increased 65.3K 70.1K +4.8K
Institute for Wealth Management, LLC. New 0 3.3K +3.3K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Increased 10.8K 14.0K +3.2K
Formidable Asset Management, LLC Reduced 51.9K 49.0K -2.9K
RAYMOND JAMES FINANCIAL INC Reduced 65.9K 63.6K -2.2K
SILVER OAK SECURITIES, INCORPORATED Increased 23.4K 25.5K +2.1K
Advisory Services Network, LLC Sold Out 1.4K 0 -1.4K
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Increased 9.5K 10.7K +1.3K
FIRST TRUST ADVISORS LP Reduced 130.3K 129.1K -1.2K
Creative Planning Increased 27.0K 28.1K +1.1K
Cetera Investment Advisers Increased 14.1K 15.1K +1.1K
BANK OF AMERICA CORP /DE/ Reduced 99.9K 98.9K -971
Astoria Portfolio Advisors LLC. Increased 50.2K 51.1K +914
Calamos Advisors LLC Increased 11.0K 11.8K +786
BENJAMIN EDWARDS INC Reduced 20.0K 19.3K -710
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced 45.9K 45.3K -577
Steward Partners Investment Advisory, LLC Reduced 10.0K 9.6K -441
COMMONWEALTH EQUITY SERVICES, LLC Reduced 22.5K 22.1K -409
UBS Group AG Reduced 27.5K 27.2K -318
Hennion & Walsh Asset Management, Inc. Increased 57.9K 58.2K +305
MAI Capital Management Sold Out 218 0 -218
TRUIST FINANCIAL CORP Increased 18.3K 18.5K +208
Summit Financial, LLC Reduced 10.7K 10.5K -200
PMG Family Office LLC Increased 8.0K 8.2K +198
AMERIPRISE FINANCIAL INC Reduced 56.8K 56.6K -196
HARBOUR INVESTMENTS, INC. Reduced 987 854 -133
ASSETMARK, INC New 0 122 +122
Axiom Investment Management LLC Increased 727 833 +106
HIGHLINE WEALTH PARTNERS LLC New 0 100 +100
Mutual Advisors, LLC Increased 12.9K 13.0K +95
BlackRock, Inc. New 0 91 +91
Founders Financial Alliance, LLC Increased 10.3K 10.3K +69
Parallel Advisors, LLC Increased 4.6K 4.7K +69
Farther Finance Advisors, LLC Reduced 450 385 -65

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.