ETO · Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

$31.39 -0.13 (-0.41%) At close · Aug 20

Market Cap

$514.42M

16.39M

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.

Quarter:

Holders: 73

Total Value: $106,035,815

Total Shares: 3,434,916

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 73 13F filers · Δ vs Mar 31, 2026

Top Holder

20.4%

−0.3 pts

Top 5

44.7%

−0.0 pts

Top 10

61.2%

−3.1 pts

HHI

681

Broadly held−20

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +6

Institutional value: +27.3%

Shares held: +9.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Karpus Management, Inc.	+53,336	699,132
Small 1607 Capital Partners, LLC	+49,407	295,263
Mid WOLVERINE ASSET MANAGEMENT LLC	+35,653	83,526
Large GUGGENHEIM CAPITAL LLC	+30,814	212,936
Mega WELLS FARGO & COMPANY/MN	+16,488	107,277

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Shaker Financial Services, LLC	−58,921	92,148
Mid Advisors Asset Management, Inc.	−26,600	96,662
Mega ROYAL BANK OF CANADA	−21,932	32,158
Mega LPL Financial LLC	−7,000	117,929
Small Formidable Asset Management, LLC	−2,901	48,973

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Advisory Solutions Group, LLC	114,081	$3,521,680
Mid Waverly Advisors, LLC	22,826	$704,638
Large HRT FINANCIAL LP	21,335	$658,611
Mega Invesco Ltd.	19,258	$594,494
Mega ENVESTNET ASSET MANAGEMENT INC	9,612	$296,722

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large READYSTATE ASSET MANAGEMENT LP	18,617	$496,143
Large MERCER GLOBAL ADVISORS INC /ADV	11,145	$297,014
Mid Kovack Advisors, Inc.	8,716	$232,281
Mid Advisory Services Network, LLC	1,400	$37,310
Mid Ancora Advisors LLC	1,325	$35,311

Filter: New 13 Increased 30 Reduced 18 Sold out 7 Unchanged 12

Showing 73 of 73

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Karpus Management, Inc.

$21,582,204

20.35%

699,132

1607 Capital Partners, LLC

$9,114,768

8.60%

295,263

GUGGENHEIM CAPITAL LLC

$6,573,333

6.20%

212,936

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	212,712	$6,566,419	99.9%	Defined
SECURITY INVESTORS LLC	224	$6,914	0.1%	Defined

MORGAN STANLEY

$5,665,754

5.34%

183,536

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	183,509	$5,664,921	100.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	27	$833	0.0%	Defined

FLAGSHIP HARBOR ADVISORS, LLC

$4,415,737

4.16%

143,043

FIRST TRUST ADVISORS LP

$3,986,212

3.76%

129,129

LPL Financial LLC

$3,640,468

3.43%

117,929

Advisory Solutions Group, LLC

$3,521,680

3.32%

114,081

WELLS FARGO & COMPANY/MN

$3,311,640

3.12%

107,277

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	32,263	$995,958	30.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	75,014	$2,315,682	69.9%	Defined

BANK OF AMERICA CORP /DE/

$3,052,549

2.88%

98,884

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	98,884	$3,052,549	100.0%	Defined

Advisors Asset Management, Inc.

$2,983,955

2.81%

96,662

Shaker Financial Services, LLC

$2,844,608

2.68%

92,148

WOLVERINE ASSET MANAGEMENT LLC

$2,578,447

2.43%

83,526

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	83,526	$2,578,447	100.0%	Defined

&PARTNERS

$2,164,203

2.04%

70,107

RAYMOND JAMES FINANCIAL INC

$1,964,380

1.85%

63,634

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	44,126	$1,362,169	69.3%	Defined
Raymond James Financial Services Advisors, Inc.	19,508	$602,211	30.7%	Defined

Hennion & Walsh Asset Management, Inc.

$1,796,634

1.69%

58,200

AMERIPRISE FINANCIAL INC

$1,747,705

1.65%

56,615

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	56,615	$1,747,705	100.0%	Defined

STIFEL FINANCIAL CORP

$1,620,705

1.53%

52,501

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	52,501	$1,620,705	100.0%	Defined

Astoria Portfolio Advisors LLC.

$1,576,901

1.49%

51,082

Formidable Asset Management, LLC

$1,511,796

1.43%

48,973

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$1,399,244

1.32%

45,327

OSAIC HOLDINGS, INC.

$1,057,914

1.00%

34,270

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	34,070	$1,051,740	99.4%	Defined
Osaic Advisory Services, LLC	200	$6,174	0.6%	Defined

Rockefeller Capital Management L.P.

$1,033,311

0.97%

33,473

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	33,473	$1,033,311	100.0%	Defined

ROYAL BANK OF CANADA

$992,717

0.94%

32,158

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	32,158	$992,717	100.0%	Defined

COHEN & STEERS, INC.

$926,100

0.87%

30,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	30,000	$926,100	100.0%	Sole

Creative Planning

$868,095

0.82%

28,121

UBS Group AG

$838,860

0.79%

27,174

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	27,173	$838,830	100.0%	Defined
UBS Securities LLC	1	$30	0.0%	Defined

SILVER OAK SECURITIES, INCORPORATED

$786,567

0.74%

25,480

Waverly Advisors, LLC

$704,638

0.66%

22,826

PNC FINANCIAL SERVICES GROUP, INC.

$686,980

0.65%

22,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	22,254	$686,980	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$682,257

0.64%

22,101

HRT FINANCIAL LP

$658,611

0.62%

21,335

Private Advisor Group, LLC

$646,603

0.61%

20,946

Cambridge Investment Research Advisors, Inc.

$618,696

0.58%

20,042

Dakota Wealth Management

$604,280

0.57%

19,575

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	19,575	$604,280	100.0%	Defined

BENJAMIN EDWARDS INC

$595,852

0.56%

19,302

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	19,302	$595,852	100.0%	Defined

Invesco Ltd.

$594,494

0.56%

19,258

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	19,258	$594,494	100.0%	Defined

TRUIST FINANCIAL CORP

$571,928

0.54%

18,527

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	4,305	$132,895	23.2%	Defined
Truist Advisory Services, Inc.	14,222	$439,033	76.8%	Defined

Cetera Investment Advisers

$466,877

0.44%

15,124

HOLLENCREST CAPITAL MANAGEMENT

$460,179

0.43%

14,907

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$431,377

0.41%

13,974

Joel Isaacson & Co., LLC

$430,111

0.41%

13,933

Mutual Advisors, LLC

$400,877

0.38%

12,986

Calamos Advisors LLC

$363,617

0.34%

11,779

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

$331,698

0.31%

10,745

Summit Financial, LLC

$324,690

0.31%

10,518

Founders Financial Alliance, LLC

$318,825

0.30%

10,328

Corient Private Wealth LLC

$313,855

0.30%

10,167

ENVESTNET ASSET MANAGEMENT INC

$296,722

0.28%

9,612

Steward Partners Investment Advisory, LLC

$294,931

0.28%

9,554

PMG Family Office LLC

$253,195

0.24%

8,202

Sowell Financial Services LLC

$230,228

0.22%

7,458

ASHTON THOMAS SECURITIES, LLC

$200,037

0.19%

6,480

NBC SECURITIES, INC.

$191,702

0.18%

6,210

FIFTH THIRD BANCORP

$160,709

0.15%

5,206

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	5,206	$160,709	100.0%	Defined

Parallel Advisors, LLC

$145,089

0.14%

4,700

NewEdge Advisors, LLC

$142,804

0.13%

4,626

Institute for Wealth Management, LLC.

$102,766

0.10%

3,329

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$60,289

0.06%

1,953

Holos Integrated Wealth LLC

$42,754

0.04%

1,385

Global Retirement Partners, LLC

$33,185

0.03%

1,075

HARBOUR INVESTMENTS, INC.

$26,362

0.02%

854

Axiom Investment Management LLC

$25,713

0.02%

833

ESL Trust Services, LLC

$15,435

0.01%

500

Farther Finance Advisors, LLC

$11,884

0.01%

385

Allworth Financial LP

$10,588

0.01%

343

US BANCORP \DE\

$6,945

0.01%

225

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	225	$6,945	100.0%	Other

Spire Wealth Management

$5,710

0.01%

185

GoalVest Advisory LLC

$4,753

0.00%

154

ASSETMARK, INC

$3,766

0.00%

122

HIGHLINE WEALTH PARTNERS LLC

$3,087

0.00%

100

BlackRock, Inc.

$2,809

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	91	$2,809	100.0%	Sole

JFS WEALTH ADVISORS, LLC

$1,420

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	1,325	$35,311	100.0%	Sole

Key facts CIK 1281926 CUSIP 27828U106 13F (30d) 60 filings 60 filers Visit website