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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
$23.46 -0.01 (-0.04%) At close · Jul 2
Market Cap
$1.79B
Shares
76,321,908

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 125
Total Value: $281,826,060
Total Shares: 14,007,262
Showing 1–100 of 125 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 125 13F filers · Δ vs Dec 31, 2025
Top Holder
19.2%
Jun 2023 → Mar 2026 · range 14.7% – 19.2%
+0.7 pts
Top 5
55.8%
Jun 2023 → Mar 2026 · range 52.6% – 57.2%
+1.0 pts
Top 10
68.4%
Jun 2023 → Mar 2026 · range 66.7% – 72.4%
−1.0 pts
HHI
841
Jun 2023 → Mar 2026 · range 707 – 856
Broadly held+24

Quarterly Activity

vs Dec 31, 2025
New
21
Increased
38
Decreased
27
Sold Out
24
Unchanged
39
Holder count: -3
Institutional value: -14.2%
Shares held: -1.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +321,586 398,083
Mega BANK OF AMERICA CORP /DE/ +155,996 1,458,769
Mega WELLS FARGO & COMPANY/MN +120,907 840,344
Mega MORGAN STANLEY +53,914 2,685,642
Large Rockefeller Capital Management L.P. +26,951 174,979

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega UBS Group AG −63,873 2,201,303
Mega AMERIPRISE FINANCIAL INC −53,210 297,267
Mid Advisors Asset Management, Inc. −35,017 134,703
Micro Presper Financial Architects, LLC −34,894 10,010
Mid Karpus Management, Inc. −29,902 387,327

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid WOLVERINE ASSET MANAGEMENT LLC 138,333 $2,783,259
Mid Arkadios Wealth Advisors 88,776 $1,786,172
Mid READYSTATE ASSET MANAGEMENT LP 80,717 $1,624,026
Large FIFTH THIRD BANCORP 71,082 $1,430,169
Mid XTX Topco Ltd 19,243 $387,169

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid Cornerstone Advisors, LLC 859,911 $19,863,944
Large COMERICA BANK 72,581 $1,676,620
Mega JANE STREET GROUP, LLC 15,411 $355,994
Mid LEVEL FOUR ADVISORY SERVICES, LLC 13,663 $315,615
Micro Navis Wealth Advisors, LLC 13,000 $300,300
Filter: New 21 Increased 38 Reduced 27 Sold out 24 Unchanged 39
Showing 100 of 125
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $54,035,117 19.17% 2,685,642
Mega UBS Group AG $44,290,216 15.72% 2,201,303
Mega BANK OF AMERICA CORP /DE/ Bank $29,350,432 10.41% 1,458,769
Mega WELLS FARGO & COMPANY/MN $16,907,720 6.00% 840,344
Small McGowan Group Asset Management, Inc. $12,563,048 4.46% 624,406
Small Shaker Financial Services, LLC $8,009,429 2.84% 398,083
Mid Karpus Management, Inc. $7,793,019 2.77% 387,327
Mega LPL Financial LLC $7,401,624 2.63% 367,874
Mid Heron Bay Capital Management $6,266,233 2.22% 311,443
Mega ROYAL BANK OF CANADA Bank $6,150,219 2.18% 305,677
Mega AMERIPRISE FINANCIAL INC $5,981,012 2.12% 297,267
Mega RAYMOND JAMES FINANCIAL INC $5,934,956 2.11% 294,978
Large Steward Partners Investment Advisory, LLC $4,691,118 1.66% 233,157
Mega FIRST TRUST ADVISORS LP $4,038,828 1.43% 200,737
Large Janney Montgomery Scott LLC $3,743,084 1.33% 186,038
Large Rockefeller Capital Management L.P. $3,520,577 1.25% 174,979
Large GUGGENHEIM CAPITAL LLC $3,431,325 1.22% 170,543
Mid WOLVERINE ASSET MANAGEMENT LLC $2,783,259 0.99% 138,333
Mid Advisors Asset Management, Inc. $2,710,224 0.96% 134,703
Large COHEN & STEERS, INC. $2,592,824 0.92% 128,868
Large COMMONWEALTH EQUITY SERVICES, LLC $2,464,076 0.87% 122,469
Small WealthTrust Axiom LLC $2,385,809 0.85% 118,579
Mid Sanctuary Advisors, LLC $2,329,916 0.83% 115,801
Mid Hennion & Walsh Asset Management, Inc. $2,278,368 0.81% 113,239
Mid Beacon Pointe Advisors, LLC $2,265,512 0.80% 112,600
Large OSAIC HOLDINGS, INC. $2,244,747 0.80% 111,568
Large Cetera Investment Advisers $1,941,660 0.69% 96,504
Small Live Oak Private Wealth LLC $1,858,102 0.66% 92,351
Mid Arkadios Wealth Advisors $1,786,172 0.63% 88,776
Small Wagner Wealth Management, LLC $1,717,724 0.61% 85,374
Large EDGEWOOD MANAGEMENT LLC $1,649,840 0.59% 82,000
Mid READYSTATE ASSET MANAGEMENT LP $1,624,026 0.58% 80,717
Large FIFTH THIRD BANCORP Bank $1,430,169 0.51% 71,082
Mega GOLDMAN SACHS GROUP INC $1,249,210 0.44% 62,088
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,098,934 0.39% 54,619
Micro PMG Family Office LLC Family Office $993,364 0.35% 49,372
Large &PARTNERS $932,622 0.33% 46,353
Large Kestra Advisory Services, LLC $918,437 0.33% 45,648
Mid PFG Investments, LLC $783,150 0.28% 38,924
Large STIFEL FINANCIAL CORP $706,896 0.25% 35,134
Small 1776 Wealth LLC $645,912 0.23% 32,103
Mid Joel Isaacson & Co., LLC $621,547 0.22% 30,892
Mid Merit Financial Group, LLC $599,294 0.21% 29,786
Large HighTower Advisors, LLC $594,646 0.21% 29,555
Micro Fairman Group, LLC $574,566 0.20% 28,557
Large Cambridge Investment Research Advisors, Inc. $550,302 0.20% 27,351
Mid Concurrent Investment Advisors, LLC $543,320 0.19% 27,004
Mid Kovack Advisors, Inc. $534,447 0.19% 26,563
Mega PNC FINANCIAL SERVICES GROUP, INC. $510,162 0.18% 25,356
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $506,601 0.18% 25,179
Micro ADAPT WEALTH ADVISORS, LLC $473,725 0.17% 23,545
Small Palogic Value Management, L.P. $472,820 0.17% 23,500
Mid WCG Wealth Advisors LLC $446,845 0.16% 22,209
Mid Kingsview Wealth Management, LLC $438,173 0.16% 21,778
Large TRUIST FINANCIAL CORP $407,731 0.14% 20,265
Micro DENVER WEALTH MANAGEMENT, INC. $397,651 0.14% 19,764
Mega Invesco Ltd. $387,652 0.14% 19,267
Mid XTX Topco Ltd $387,169 0.14% 19,243
Small 180 WEALTH ADVISORS, LLC $378,356 0.13% 18,805
Mid AlphaCore Capital LLC $373,789 0.13% 18,578
Small Avantax Planning Partners, Inc. $368,256 0.13% 18,303
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $358,357 0.13% 17,811
Micro Advisory Advocates, LLC $352,059 0.12% 17,498
Large Creative Planning $342,703 0.12% 17,033
Small Z3 Capital Partners, LLC $334,998 0.12% 16,650
Mid CHOREO, LLC $324,435 0.12% 16,125
Small Formidable Asset Management, LLC $316,547 0.11% 15,733
Small NWF Advisory Services Inc. $311,196 0.11% 15,467
Large Cresset Asset Management, LLC $276,710 0.10% 13,753
Small SILVERLAKE WEALTH MANAGEMENT LLC $276,509 0.10% 13,743
Small Logan Stone Capital, LLC $271,076 0.10% 13,473
Mega AQR CAPITAL MANAGEMENT LLC $268,179 0.10% 13,329
Mid Dakota Wealth Management $266,871 0.09% 13,264
Small United Advisor Group, LLC $239,287 0.08% 11,893
Large COMMERCE BANK Bank $226,450 0.08% 11,255
Small Accel Wealth Management $222,829 0.08% 11,075
Small MidFirst Bank Bank $221,320 0.08% 11,000
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $214,459 0.08% 10,659
Small SHIKIAR ASSET MANAGEMENT INC $211,260 0.07% 10,500
Small Ausdal Financial Partners, Inc. $202,568 0.07% 10,068
Micro Presper Financial Architects, LLC $201,401 0.07% 10,010
Mid Meeder Advisory Services, Inc. $200,334 0.07% 9,957
Mid Advisory Services Network, LLC $133,053 0.05% 6,613
Large NewEdge Advisors, LLC $105,308 0.04% 5,234
Small OAKWORTH CAPITAL, INC. $93,960 0.03% 4,670
Small Ascentis Independent Advisors $61,889 0.02% 3,076
Small PRIVATE TRUST CO NA Bank $52,915 0.02% 2,630
Mid Allworth Financial LP $52,694 0.02% 2,619
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $52,633 0.02% 2,616
Micro Chung Wu Investment Group, LLC $46,276 0.02% 2,300
Mid Farther Finance Advisors, LLC $42,252 0.01% 2,100
Small Bangor Savings Bank Bank $40,240 0.01% 2,000
Mid MAI Capital Management $35,210 0.01% 1,750
Small Anchor Investment Management, LLC $33,861 0.01% 1,683
Mid HARBOUR INVESTMENTS, INC. $33,016 0.01% 1,641
Small Millstone Evans Group, LLC $28,972 0.01% 1,440
Small Indiana Trust & Investment Management Co $24,144 0.01% 1,200
Small Salomon & Ludwin, LLC $23,379 0.01% 1,162
Small Axiom Investment Management LLC $22,352 0.01% 1,111
Micro DiNuzzo Private Wealth, Inc. $20,120 0.01% 1,000
Key facts CIK 1270523 CUSIP 27828S101 Visit website

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