LPL Financial LLC
Position in ETW — Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
CIK 1403438
FORT MILL, SC
Position in ETW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,319,927
+$1,055,039 QoQ
Shares Held
863,063
+4.3% QoQ
Ownership
0.795%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 173 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETW 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. ETW ranks #95 (0.2% 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 ETW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,319,927 | 863,063 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,264,888 | 827,436 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,277,880 | 789,358 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,563,946 | 725,298 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,541,241 | 524,999 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,441,603 | 417,164 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,411,708 | 405,191 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,252,760 | 374,742 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,074,058 | 371,712 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,495,407 | 304,318 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,700,688 | 347,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,135,448 | 410,399 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,128,934 | 380,649 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,464,020 | 304,953 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,273,136 | 292,930 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,304,837 | 304,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,534,300 | 304,970 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,883,152 | 282,662 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,093,934 | 276,491 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,756,031 | 254,952 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,236,261 | 205,350 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,949,654 | 188,920 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,712,033 | 176,863 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,539,300 | 180,246 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,300,250 | 150,318 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,014,321 | 135,968 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||