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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
$30.80 +0.07 (+0.23%) At close · Jul 2
Market Cap
$504.75M
Shares
16,388,138

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: 67
Total Value: $83,292,598
Total Shares: 3,125,427

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 67 13F filers · Δ vs Dec 31, 2025
Top Holder
20.7%
Jun 2023 → Mar 2026 · range 19.1% – 23.7%
+1.6 pts
Top 5
44.7%
Jun 2023 → Mar 2026 · range 42.2% – 50.0%
+2.5 pts
Top 10
64.2%
Jun 2023 → Mar 2026 · range 62.4% – 68.9%
+1.8 pts
HHI
701
Jun 2023 → Mar 2026 · range 638 – 862
Broadly held+63

Quarterly Activity

vs Dec 31, 2025
New
8
Increased
28
Decreased
20
Sold Out
12
Unchanged
11
Holder count: -4
Institutional value: -14.6%
Shares held: -2.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +37,059 151,069
Mid Karpus Management, Inc. +33,068 645,796
Large GUGGENHEIM CAPITAL LLC +24,383 182,122
Mega BANK OF AMERICA CORP /DE/ +18,220 99,855
Mega FIRST TRUST ADVISORS LP +12,940 130,347

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Advisors Asset Management, Inc. −56,680 123,262
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −25,786 45,904
Large MERCER GLOBAL ADVISORS INC /ADV −10,667 11,145
Mega ROYAL BANK OF CANADA −9,643 54,090
Large NewEdge Advisors, LLC −8,731 4,626

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid WOLVERINE ASSET MANAGEMENT LLC 47,873 $1,275,815
Mid READYSTATE ASSET MANAGEMENT LP 18,617 $496,143
Large COHEN & STEERS, INC. 15,000 $399,750
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 9,450 $251,842
Large FIFTH THIRD BANCORP 5,206 $138,739

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid Cornerstone Advisors, LLC 158,450 $4,808,957
Mega Invesco Ltd. 21,150 $641,902
Mega TWO SIGMA INVESTMENTS, LP 11,995 $364,048
Small ASHTON THOMAS SECURITIES, LLC 7,690 $233,391
Small NWF Advisory Services Inc. 7,466 $226,593
Filter: New 8 Increased 28 Reduced 20 Sold out 12 Unchanged 11
Showing 67 of 67
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid Karpus Management, Inc. $17,210,463 20.66% 645,796
Small 1607 Capital Partners, LLC $6,552,062 7.87% 245,856
Large GUGGENHEIM CAPITAL LLC $4,853,551 5.83% 182,122
Mega MORGAN STANLEY $4,572,552 5.49% 171,578
Small Shaker Financial Services, LLC $4,025,988 4.83% 151,069
Small FLAGSHIP HARBOR ADVISORS, LLC $3,547,168 4.26% 133,102
Mega FIRST TRUST ADVISORS LP $3,473,747 4.17% 130,347
Mega LPL Financial LLC $3,329,357 4.00% 124,929
Mid Advisors Asset Management, Inc. $3,284,932 3.94% 123,262
Mega BANK OF AMERICA CORP /DE/ Bank $2,661,135 3.19% 99,855
Mega WELLS FARGO & COMPANY/MN $2,419,526 2.90% 90,789
Mega RAYMOND JAMES FINANCIAL INC $1,755,542 2.11% 65,874
Large &PARTNERS $1,740,271 2.09% 65,301
Mid Hennion & Walsh Asset Management, Inc. $1,542,901 1.85% 57,895
Mega AMERIPRISE FINANCIAL INC $1,514,013 1.82% 56,811
Mega ROYAL BANK OF CANADA Bank $1,441,498 1.73% 54,090
Small Formidable Asset Management, LLC $1,382,442 1.66% 51,874
Small Astoria Portfolio Advisors LLC. $1,336,977 1.61% 50,168
Mid WOLVERINE ASSET MANAGEMENT LLC $1,275,815 1.53% 47,873
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,223,341 1.47% 45,904
Large STIFEL FINANCIAL CORP $1,129,906 1.36% 42,398
Large Rockefeller Capital Management L.P. $892,055 1.07% 33,473
Mega UBS Group AG $732,661 0.88% 27,492
Large Creative Planning $719,443 0.86% 26,996
Large OSAIC HOLDINGS, INC. $652,152 0.78% 24,471
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $623,530 0.75% 23,397
Large COMMONWEALTH EQUITY SERVICES, LLC $599,891 0.72% 22,510
Mega PNC FINANCIAL SERVICES GROUP, INC. $593,069 0.71% 22,254
Mid BENJAMIN EDWARDS INC $533,319 0.64% 20,012
Large Cambridge Investment Research Advisors, Inc. $527,163 0.63% 19,781
Mid READYSTATE ASSET MANAGEMENT LP $496,143 0.60% 18,617
Large TRUIST FINANCIAL CORP $488,201 0.59% 18,319
Mid Private Advisor Group, LLC $403,267 0.48% 15,132
Large COHEN & STEERS, INC. $399,750 0.48% 15,000
Mid HOLLENCREST CAPITAL MANAGEMENT $397,271 0.48% 14,907
Large Cetera Investment Advisers $374,752 0.45% 14,062
Mid Joel Isaacson & Co., LLC $369,981 0.44% 13,883
Mid Dakota Wealth Management $367,903 0.44% 13,805
Mid Mutual Advisors, LLC $343,545 0.41% 12,891
Large MERCER GLOBAL ADVISORS INC /ADV $297,014 0.36% 11,145
Large Calamos Advisors LLC $292,963 0.35% 10,993
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $287,553 0.35% 10,790
Mid Summit Financial, LLC $285,634 0.34% 10,718
Small Founders Financial Alliance, LLC $273,402 0.33% 10,259
Large Corient Private Wealth LLC $270,950 0.33% 10,167
Large Steward Partners Investment Advisory, LLC $266,366 0.32% 9,995
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $251,842 0.30% 9,450
Mid Kovack Advisors, Inc. $232,281 0.28% 8,716
Micro PMG Family Office LLC Family Office $213,306 0.26% 8,004
Small NBC SECURITIES, INC. Broker-Dealer $166,082 0.20% 6,232
Large FIFTH THIRD BANCORP Bank $138,739 0.17% 5,206
Mid Parallel Advisors, LLC $123,416 0.15% 4,631
Large NewEdge Advisors, LLC $123,282 0.15% 4,626
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $52,047 0.06% 1,953
Mid Advisory Services Network, LLC $37,310 0.04% 1,400
Micro Holos Integrated Wealth LLC $36,910 0.04% 1,385
Mid Ancora Advisors LLC $35,311 0.04% 1,325
Mid HARBOUR INVESTMENTS, INC. $26,303 0.03% 987
Large CWM, LLC $20,094 0.02% 754
Small Axiom Investment Management LLC $19,373 0.02% 727
Micro ESL Trust Services, LLC $13,325 0.02% 500
Mid Farther Finance Advisors, LLC $11,992 0.01% 450
Mid Allworth Financial LP $8,981 0.01% 337
Large US BANCORP \DE\ Bank $5,996 0.01% 225
Mid MAI Capital Management $5,809 0.01% 218
Mid Spire Wealth Management $4,930 0.01% 185
Small GoalVest Advisory LLC $4,104 0.00% 154
Key facts CIK 1281926 CUSIP 27828U106

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