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, Q3 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Sep 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
- 111
- +3 vs. Q2 2025
- Shares held
- 14.4M
- −81.0K (−0.6%) vs. Q2 2025
- Total value
- $305.0M
- +$1.08M (+0.4%) vs. Q2 2025
- New holders
- 12
- 40 more added
- Sold out
- 9
- 26 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $4.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $5.28K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 300 | $6.34K | 0.00% | +300 | New |
| Geneos Wealth Management Inc. | 332 | $7.01K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 366 | $7.73K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 550 | $12.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 590 | $12.5K | 0.00% | +228+63.0% | Added |
| IFP Advisors, Inc | 598 | $12.6K | 0.00% | +307+105.5% | Added |
| Wealthspire Advisors, LLC | 640 | $13.5K | 0.00% | +640 | New |
| Parallel Advisors, LLC | 736 | $15.6K | 0.00% | +13+1.8% | Added |
| McIlrath & Eck, LLC | 800 | $16.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 820 | $17.3K | 0.00% | +15+1.9% | Added |
| VSM Wealth Advisory, LLC | 822 | $17.4K | 0.01% | +48+6.2% | Added |
| Atlantic Union Bankshares Corp | 833 | $17.6K | 0.00% | +833 | New |
| Farther Finance Advisors, LLC | 1,100 | $23.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,162 | $24.9K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,200 | $25.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,223 | $25.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,000 | $27.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,440 | $30.4K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,455 | $30.7K | 0.00% | −6,593−81.9% | Reduced |
| Anchor Investment Management, LLC | 1,683 | $35.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,748 | $36.9K | 0.00% | +1+0.1% | Added |
| Pinnacle Bancorp, Inc. | 1,789 | $37.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,300 | $48.6K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 3,076 | $65.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,107 | $65.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,396 | $71.8K | 0.00% | −4,181−55.2% | Reduced |
| Principal Securities, Inc. | 3,455 | $73.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,384 | $92.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,880 | $103.1K | 0.00% | +1,338+37.8% | Added |
| Advisory Services Network, LLC | 6,130 | $129.5K | 0.00% | +6,130 | New |
| J.W. Cole Advisors, Inc. | 9,701 | $205.0K | 0.00% | −57−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 9,957 | $210.4K | 0.01% | +9,957 | New |
| United Advisor Group, LLC | 10,043 | $212.2K | 0.03% | +10,043 | New |
| Accel Wealth Management | 10,408 | $219.9K | 0.06% | +736+7.6% | Added |
| Change Path, LLC | 10,480 | $221.4K | 0.01% | −2,565−19.7% | Reduced |
| Shikiar Asset Management Inc | 10,500 | $222.0K | 0.06% | +10,500 | New |
| Ausdal Financial Partners, Inc. | 10,594 | $223.9K | 0.01% | −494−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 10,893 | $230.2K | 0.01% | +10,893 | New |
| Commerce Bank | 11,255 | $237.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,582 | $244.7K | 0.00% | +11,582 | New |
| Level Four Advisory Services, LLC | 11,663 | $246.4K | 0.01% | +500+4.5% | Added |
| The PNC Financial Services Group, Inc. | 11,796 | $249.2K | 0.00% | −2,655−18.4% | Reduced |
| Mariner, LLC | 12,573 | $265.7K | 0.00% | +1,056+9.2% | Added |
| CNH Partners LLC | 12,644 | $267.2K | 0.01% | −94,105−88.2% | Reduced |
| AQR Capital Management LLC | 13,329 | $281.6K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 13,743 | $290.4K | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 15,655 | $330.8K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 15,747 | $332.7K | 0.01% | +425+2.8% | Added |
| Formidable Asset Management, LLC | 15,966 | $334.3K | 0.05% | −675−4.1% | Reduced |
| RSM US Wealth Management LLC | 16,125 | $340.7K | 0.00% | +16,125 | New |
| NWF Advisory Services Inc. | 17,467 | $369.1K | 0.04% | +2,500+16.7% | Added |
| Dakota Wealth Management | 17,569 | $371.2K | 0.01% | −10,730−37.9% | Reduced |
| HighTower Advisors, LLC | 17,792 | $375.9K | 0.00% | +1,878+11.8% | Added |
| Denver Wealth Management, Inc. | 18,259 | $385.8K | 0.14% | −238−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,704 | $416.0K | 0.00% | −1,743−8.1% | Reduced |
| 180 Wealth Advisors, LLC | 20,118 | $425.1K | 0.05% | +239+1.2% | Added |
| Truist Financial Corp | 20,821 | $439.9K | 0.00% | −276−1.3% | Reduced |
| WCG Wealth Advisors LLC | 22,209 | $469.3K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 22,217 | $469.4K | 0.01% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 23,500 | $496.6K | 0.21% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 24,791 | $523.8K | 0.01% | −631−2.5% | Reduced |
| Cresset Asset Management, LLC | 26,780 | $565.8K | 0.00% | +369+1.4% | Added |
| Concurrent Investment Advisors, LLC | 26,823 | $566.8K | 0.01% | +95+0.4% | Added |
| Strategic Advocates LLC | 27,799 | $587.4K | 0.15% | −19,857−41.7% | Reduced |
| Fairman Group, LLC | 28,557 | $603.4K | 0.49% | 00.0% | Unchanged |
| 1776 Wealth LLC | 31,608 | $667.9K | 0.26% | +3,960+14.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,263 | $724.0K | 0.00% | +1,800+5.5% | Added |
| PFG Investments, LLC | 36,943 | $780.6K | 0.04% | +12,253+49.6% | Added |
| Kestra Advisory Services, LLC | 38,744 | $818.7K | 0.00% | +1,267+3.4% | Added |
| Stifel Financial Corp | 39,014 | $824.4K | 0.00% | +958+2.5% | Added |
| Presper Financial Architects, LLC | 43,827 | $926.1K | 0.54% | −2,579−5.6% | Reduced |
| Adapt Wealth Advisors, LLC | 48,425 | $1.02M | 0.38% | +48,425 | New |
| PMG Family Office LLC | 48,751 | $1.03M | 1.15% | +48,751 | New |
| Invesco Ltd. | 55,964 | $1.18M | 0.00% | −20,600−26.9% | Reduced |
| Advisor Group Holdings, Inc. | 71,732 | $1.50M | 0.00% | +7,926+12.4% | Added |
| Comerica Bank | 72,699 | $1.54M | 0.01% | +4,381+6.4% | Added |
| Edgewood Management LLC | 82,000 | $1.73M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 83,818 | $1.77M | 0.06% | +26,235+45.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 87,900 | $1.89M | 0.00% | +718+0.8% | Added |
| Cetera Investment Advisers | 89,980 | $1.90M | 0.00% | +14,757+19.6% | Added |
| Live Oak Private Wealth LLC | 92,351 | $1.95M | 0.27% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 97,567 | $2.06M | 0.48% | +4,626+5.0% | Added |
| Sanctuary Advisors, LLC | 110,161 | $2.33M | 0.01% | +17,912+19.4% | Added |
| Beacon Pointe Advisors, LLC | 112,600 | $2.38M | 0.02% | +2,600+2.4% | Added |
| WealthTrust Axiom LLC | 126,844 | $2.68M | 0.72% | −1,500−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 139,237 | $2.94M | 0.01% | +13,508+10.7% | Added |
| Shaker Financial Services, LLC | 163,373 | $3.45M | 1.18% | +137,868+540.6% | Added |
| Janney Montgomery Scott LLC | 183,044 | $3.87M | 0.01% | +13,326+7.9% | Added |
| First Trust Advisors LP | 190,712 | $4.03M | 0.00% | +17,151+9.9% | Added |
| Cohen & Steers, Inc. | 192,868 | $4.08M | 0.01% | −123,252−39.0% | Reduced |
| Commonwealth Equity Services, LLC | 197,370 | $4.17M | 0.01% | −31,919−13.9% | Reduced |
| Raymond James Financial Inc | 208,736 | $4.41M | 0.00% | −9,785−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 209,222 | $4.42M | 0.03% | +37,423+21.8% | Added |
| Advisors Asset Management, Inc. | 223,376 | $4.72M | 0.08% | −73,882−24.9% | Reduced |
| Guggenheim Capital LLC | 229,757 | $4.85M | 0.04% | −11,203−4.6% | Reduced |