Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG- Exchange
- NYSE
- SEC CIK
- 0001270523
No open-market purchases or sales by Eaton Vance Tax-Advantaged Global Dividend Income Fund insiders were filed in the last 90 days; 139 institutions reported holding it in 13F filings for Q2 2026, worth $341.6M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 109
- +11 vs. Q1 2025
- Shares held
- 14.6M
- −362.1K (−2.4%) vs. Q1 2025
- Total value
- $305.0M
- +$33.0M (+12.1%) vs. Q1 2025
- New holders
- 19
- 30 more added
- Sold out
- 8
- 28 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 139 | $341.6M |
| Q1 2026 | 125 | $281.9M |
| Q4 2025 | 128 | $328.3M |
| Q3 2025 | 111 | $305.0M |
| Q2 2025 | 109 | $305.0M |
| Q1 2025 | 98 | $272.0M |
| Q4 2024 | 96 | $279.4M |
| Q3 2024 | 89 | $304.4M |
| Q2 2024 | 95 | $297.0M |
| Q1 2024 | 98 | $289.6M |
| Q4 2023 | 99 | $255.9M |
| Q3 2023 | 95 | $211.7M |
| Q2 2023 | 98 | $212.4M |
| Q1 2023 | 98 | $195.7M |
| Q4 2022 | 111 | $181.6M |
| Q3 2022 | 91 | $179.1M |
| Q2 2022 | 99 | $207.2M |
| Q1 2022 | 104 | $240.3M |
| Q4 2021 | 113 | $287.9M |
| Q3 2021 | 100 | $276.7M |
| Q2 2021 | 92 | $286.2M |
| Q1 2021 | 103 | $268.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 0 | $6 | 0.00% | −179−100.0% | Reduced |
| Golden State Wealth Management, LLC | 200 | $4.19K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $5.24K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 291 | $6.08K | 0.00% | +1+0.3% | Added |
| Geneos Wealth Management Inc. | 332 | $6.95K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 362 | $7.58K | 0.00% | +334+1,192.9% | Added |
| Inlight Wealth Management, LLC | 366 | $7.66K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 500 | $10.5K | 0.00% | +500 | New |
| CWM, LLC | 550 | $12.0K | 0.00% | −6−1.1% | Reduced |
| Parallel Advisors, LLC | 723 | $15.1K | 0.00% | +14+2.0% | Added |
| VSM Wealth Advisory, LLC | 774 | $16.2K | 0.01% | +187+31.9% | Added |
| McIlrath & Eck, LLC | 800 | $16.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 805 | $16.9K | 0.00% | +805 | New |
| TD Capital Management LLC | 953 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,000 | $20.9K | 0.00% | +1,000 | New |
| Farther Finance Advisors, LLC | 1,100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,162 | $24.5K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,200 | $25.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,223 | $25.6K | 0.00% | +1,223 | New |
| DiNuzzo Private Wealth, Inc. | 1,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,440 | $30.2K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,683 | $35.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,747 | $36.6K | 0.00% | +1+0.1% | Added |
| Pinnacle Bancorp, Inc. | 1,789 | $37.5K | 0.01% | +1,789 | New |
| Bangor Savings Bank | 2,000 | $41.9K | 0.00% | +2,000 | New |
| Chung Wu Investment Group, LLC | 2,300 | $48.2K | 0.05% | +2,300 | New |
| ORG Partners LLC | 3,076 | $64.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,107 | $65.1K | 0.01% | +3,107 | New |
| Principal Securities, Inc. | 3,455 | $72.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,542 | $74.2K | 0.00% | +1,082+44.0% | Added |
| Kiker Wealth Management, LLC | 4,334 | $90.8K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,384 | $91.8K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 5,475 | $114.6K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,577 | $158.7K | 0.00% | +6,586+664.6% | Added |
| US Bancorp | 8,048 | $168.5K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 9,672 | $202.5K | 0.07% | +9,672 | New |
| J.W. Cole Advisors, Inc. | 9,758 | $204.3K | 0.00% | +9,758 | New |
| Flputnam Investment Management Co | 10,500 | $219.9K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 11,088 | $232.2K | 0.02% | −10,991−49.8% | Reduced |
| Level Four Advisory Services, LLC | 11,163 | $233.8K | 0.01% | +11,163 | New |
| Commerce Bank | 11,255 | $235.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,517 | $241.2K | 0.00% | +11,517 | New |
| Change Path, LLC | 13,045 | $273.2K | 0.01% | −7,499−36.5% | Reduced |
| AQR Capital Management LLC | 13,329 | $279.1K | 0.00% | +13,329 | New |
| Kovack Advisors, Inc. | 13,742 | $287.8K | 0.03% | +13,742 | New |
| Silverlake Wealth Management LLC | 13,743 | $287.8K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,451 | $302.6K | 0.00% | −23,426−61.8% | Reduced |
| Formidable Asset Management, LLC | 16,641 | $303.2K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 14,967 | $313.4K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 15,322 | $320.8K | 0.01% | +1,314+9.4% | Added |
| Avantax Planning Partners, Inc. | 15,655 | $327.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,914 | $333.2K | 0.00% | +16+0.1% | Added |
| Denver Wealth Management, Inc. | 18,497 | $387.3K | 0.16% | −16−0.1% | Reduced |
| Oppenheimer & Co Inc | 18,828 | $394.3K | 0.01% | +18,828 | New |
| 180 Wealth Advisors, LLC | 19,879 | $416.3K | 0.06% | −642−3.1% | Reduced |
| Truist Financial Corp | 21,097 | $441.8K | 0.00% | −998−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,447 | $449.0K | 0.00% | −2,552−10.6% | Reduced |
| WCG Wealth Advisors LLC | 22,209 | $465.1K | 0.03% | +9,429+73.8% | Added |
| Kingsview Wealth Management, LLC | 22,217 | $465.2K | 0.01% | +40.0% | Added |
| Palogic Value Management, L.P. | 23,500 | $492.1K | 0.21% | 00.0% | Unchanged |
| PFG Investments, LLC | 24,690 | $517.0K | 0.03% | +7,790+46.1% | Added |
| Kestra Private Wealth Services, LLC | 25,422 | $532.3K | 0.01% | −5,395−17.5% | Reduced |
| Shaker Financial Services, LLC | 25,505 | $534.1K | 0.19% | −138,008−84.4% | Reduced |
| Cresset Asset Management, LLC | 26,411 | $553.1K | 0.00% | +26,411 | New |
| Concurrent Investment Advisors, LLC | 26,728 | $559.7K | 0.01% | +6,086+29.5% | Added |
| 1776 Wealth LLC | 27,648 | $578.9K | 0.24% | +1,673+6.4% | Added |
| Dakota Wealth Management | 28,299 | $592.6K | 0.01% | −7,451−20.8% | Reduced |
| Fairman Group, LLC | 28,557 | $598.0K | 0.49% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 32,463 | $679.8K | 0.01% | +32,463 | New |
| Kestra Advisory Services, LLC | 37,477 | $784.8K | 0.00% | −275−0.7% | Reduced |
| Stifel Financial Corp | 38,056 | $796.9K | 0.00% | +1,164+3.2% | Added |
| 1607 Capital Partners, LLC | 41,506 | $869.1K | 0.07% | −57,933−58.3% | Reduced |
| Presper Financial Architects, LLC | 46,406 | $972.0K | 0.72% | +46,406 | New |
| Strategic Advocates LLC | 47,656 | $997.9K | 0.30% | +3,402+7.7% | Added |
| Good Life Advisors, LLC | 53,673 | $1.12M | 0.07% | +20,197+60.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 57,583 | $1.21M | 0.05% | −1,830−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 63,806 | $1.34M | 0.00% | −344−0.5% | Reduced |
| Comerica Bank | 68,318 | $1.43M | 0.01% | −14,437−17.4% | Reduced |
| Cetera Investment Advisers | 75,223 | $1.58M | 0.00% | −3,079−3.9% | Reduced |
| Invesco Ltd. | 76,564 | $1.60M | 0.00% | −23,198−23.3% | Reduced |
| Edgewood Management LLC | 82,000 | $1.72M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 87,182 | $1.85M | 0.00% | +5,669+7.0% | Added |
| Sanctuary Advisors, LLC | 92,249 | $1.93M | 0.01% | +18,728+25.5% | Added |
| Live Oak Private Wealth LLC | 92,351 | $1.93M | 0.29% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 92,941 | $1.95M | 0.44% | +414+0.4% | Added |
| CNH Partners LLC | 106,749 | $2.24M | 0.05% | −125,685−54.1% | Reduced |
| Beacon Pointe Advisors, LLC | 110,000 | $2.30M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 125,729 | $2.63M | 0.01% | +13,182+11.7% | Added |
| WealthTrust Axiom LLC | 128,344 | $2.69M | 0.79% | +2,665+2.1% | Added |
| Janney Montgomery Scott LLC | 169,718 | $3.55M | 0.01% | −704−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 171,799 | $3.60M | 0.03% | +77,601+82.4% | Added |
| First Trust Advisors LP | 173,561 | $3.63M | 0.00% | −7,917−4.4% | Reduced |
| Raymond James Financial Inc | 218,521 | $4.58M | 0.00% | +1,835+0.8% | Added |
| Royal Bank of Canada | 228,311 | $4.78M | 0.00% | +14,578+6.8% | Added |
| Commonwealth Equity Services, LLC | 229,289 | $4.80M | 0.01% | +5,420+2.4% | Added |
| Guggenheim Capital LLC | 240,960 | $5.05M | 0.04% | −45,515−15.9% | Reduced |
| Ameriprise Financial Inc | 257,379 | $5.39M | 0.00% | −6,053−2.3% | Reduced |
| Advisors Asset Management, Inc. | 297,258 | $6.22M | 0.11% | −14,267−4.6% | Reduced |
| Heron Bay Capital Management | 314,167 | $6.58M | 1.29% | +314,167 | New |