LPL Financial LLC
Position in ETO — Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
CIK 1403438
FORT MILL, SC
Position in ETO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,640,468
+$311,111 QoQ
Shares Held
117,929
-5.6% QoQ
Ownership
0.720%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 73 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ETO 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. ETO ranks #181 (0.1% 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 ETO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,640,468 | 117,929 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,329,357 | 124,929 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,904,224 | 128,640 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,501,746 | 127,059 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,314,107 | 121,887 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,913,584 | 118,583 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,763,115 | 109,387 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,804,853 | 105,684 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,682,370 | 105,191 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,564,521 | 102,663 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,308,682 | 97,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,341,796 | 109,686 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,625,154 | 114,336 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,630,342 | 118,324 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,406,843 | 114,940 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,447,501 | 120,924 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,522,994 | 114,111 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,815,120 | 126,622 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,031,077 | 123,995 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,366,003 | 111,716 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,052,164 | 104,205 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,711,878 | 103,231 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,368,354 | 93,722 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,751,806 | 84,262 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,794,785 | 86,454 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,496,307 | 84,299 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||