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, Q4 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Dec 31, 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
- 128
- +17 vs. Q3 2025
- Shares held
- 14.2M
- −219.0K (−1.5%) vs. Q3 2025
- Total value
- $328.3M
- +$23.4M (+7.7%) vs. Q3 2025
- New holders
- 27
- 32 more added
- Sold out
- 10
- 38 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 84 | $1.94K | 0.00% | +84 | New |
| St Germain D J Co Inc | 130 | $3.00K | 0.00% | +130 | New |
| Golden State Wealth Management, LLC | 200 | $4.62K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 231 | $5.34K | 0.00% | +231 | New |
| Hazlett, Burt & Watson, Inc. | 250 | $6.00K | 0.00% | +250 | New |
| Geneos Wealth Management Inc. | 332 | $7.67K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 362 | $8.36K | 0.00% | −228−38.6% | Reduced |
| Inlight Wealth Management, LLC | 366 | $8.46K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 375 | $8.66K | 0.00% | +375 | New |
| Pinnacle Bancorp, Inc. | 389 | $8.99K | 0.00% | −1,400−78.3% | Reduced |
| Godfrey Financial Associates, Inc. | 400 | $9.24K | 0.01% | +400 | New |
| UMA Financial Services, Inc. | 495 | $11.4K | 0.00% | +495 | New |
| Trust Co of Toledo NA | 500 | $11.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 659 | $15.2K | 0.00% | +359+119.7% | Added |
| Parallel Advisors, LLC | 748 | $17.3K | 0.00% | +12+1.6% | Added |
| McIlrath & Eck, LLC | 800 | $18.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 833 | $19.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 834 | $19.3K | 0.00% | +14+1.7% | Added |
| US Bancorp | 955 | $22.1K | 0.00% | −500−34.4% | Reduced |
| Old Point Trust & Financial Services N A | 961 | $22.2K | 0.01% | +961 | New |
| Huntington National Bank | – | $23.1K | 0.00% | – | New |
| CoreCap Advisors, LLC | 1,000 | $23.1K | 0.00% | +1,000 | New |
| Sound Income Strategies, LLC | 1,063 | $24.4K | 0.00% | +1,063 | New |
| Salomon & Ludwin, LLC | 1,162 | $27.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,200 | $27.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,000 | $30.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,440 | $33.3K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,641 | $37.9K | 0.00% | +1,391+556.4% | Added |
| Anchor Investment Management, LLC | 1,683 | $38.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,748 | $40.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,000 | $46.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,100 | $48.5K | 0.00% | +1,000+90.9% | Added |
| Chung Wu Investment Group, LLC | 2,300 | $53.1K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 2,580 | $59.6K | 0.00% | −2,300−47.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,616 | $60.4K | 0.00% | −780−23.0% | Reduced |
| ORG Partners LLC | 3,076 | $71.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,234 | $120.9K | 0.00% | +850+19.4% | Added |
| IFG Advisory, LLC | 8,661 | $200.1K | 0.01% | +8,661 | New |
| Creative Planning | 8,926 | $206.2K | 0.00% | +8,926 | New |
| Smith Asset Management Co., LLC | 8,928 | $206.2K | 0.17% | +8,928 | New |
| Sowell Financial Services LLC | 8,950 | $206.8K | 0.01% | +8,950 | New |
| Northstar Asset Management Inc | 9,000 | $207.9K | 0.05% | +9,000 | New |
| Cerity Partners LLC | 9,103 | $210.3K | 0.00% | +9,103 | New |
| Capital Investment Advisors, LLC | 9,124 | $210.8K | 0.00% | +9,124 | New |
| J.W. Cole Advisors, Inc. | 9,214 | $212.8K | 0.01% | −487−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 9,286 | $214.5K | 0.00% | −2,510−21.3% | Reduced |
| Simplicity Wealth,LLC | 9,523 | $220.0K | 0.01% | +9,523 | New |
| Change Path, LLC | 9,852 | $227.6K | 0.01% | −628−6.0% | Reduced |
| Meeder Advisory Services, Inc. | 9,957 | $230.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,023 | $231.5K | 0.01% | −571−5.4% | Reduced |
| United Advisor Group, LLC | 10,074 | $232.7K | 0.03% | +31+0.3% | Added |
| Shikiar Asset Management Inc | 10,500 | $243.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 10,990 | $253.9K | 0.07% | +582+5.6% | Added |
| MidFirst Bank | 11,000 | $254.1K | 0.02% | +11,000 | New |
| Commerce Bank | 11,255 | $260.0K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,089 | $279.3K | 0.00% | −5,480−31.2% | Reduced |
| Mariner, LLC | 12,177 | $281.3K | 0.00% | −396−3.1% | Reduced |
| Navis Wealth Advisors, LLC | 13,000 | $300.3K | 0.13% | +13,000 | New |
| AQR Capital Management LLC | 13,329 | $307.9K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,663 | $315.3K | 0.01% | +2,000+17.1% | Added |
| Silverlake Wealth Management LLC | 13,743 | $317.5K | 0.07% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 15,966 | $337.4K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,411 | $356.0K | 0.00% | +3,829+33.1% | Added |
| NWF Advisory Services Inc. | 15,467 | $357.3K | 0.04% | −2,000−11.5% | Reduced |
| Avantax Planning Partners, Inc. | 15,655 | $361.6K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,125 | $371.0K | 0.00% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 17,175 | $396.7K | 0.10% | +17,175 | New |
| Advisory Advocates, LLC | 17,498 | $404.2K | 0.40% | +17,498 | New |
| Denver Wealth Management, Inc. | 17,669 | $408.2K | 0.14% | −590−3.2% | Reduced |
| HighTower Advisors, LLC | 18,104 | $418.2K | 0.00% | +312+1.8% | Added |
| AlphaCore Capital LLC | 18,806 | $434.4K | 0.01% | +3,059+19.4% | Added |
| 180 Wealth Advisors, LLC | 19,016 | $439.3K | 0.05% | −1,102−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,179 | $443.0K | 0.00% | −525−2.7% | Reduced |
| Truist Financial Corp | 20,242 | $467.6K | 0.00% | −579−2.8% | Reduced |
| WCG Wealth Advisors LLC | 22,209 | $513.0K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 22,217 | $513.2K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 22,930 | $526.0K | 0.13% | −4,869−17.5% | Reduced |
| Palogic Value Management, L.P. | 23,500 | $542.9K | 0.23% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 23,981 | $554.0K | 0.00% | −2,799−10.5% | Reduced |
| Kestra Private Wealth Services, LLC | 24,886 | $574.9K | 0.01% | +95+0.4% | Added |
| Kovack Advisors, Inc. | 25,668 | $592.9K | 0.03% | +25,668 | New |
| Concurrent Investment Advisors, LLC | 26,915 | $621.7K | 0.01% | +92+0.3% | Added |
| Fairman Group, LLC | 28,557 | $659.7K | 0.53% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 29,786 | $688.1K | 0.01% | +29,786 | New |
| Joel Isaacson & Co., LLC | 30,626 | $707.5K | 0.02% | +30,626 | New |
| 1776 Wealth LLC | 32,103 | $741.6K | 0.28% | +495+1.6% | Added |
| Stifel Financial Corp | 35,128 | $811.4K | 0.00% | −3,886−10.0% | Reduced |
| PFG Investments, LLC | 38,762 | $895.4K | 0.04% | +1,819+4.9% | Added |
| Kestra Advisory Services, LLC | 38,783 | $895.9K | 0.00% | +39+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 42,450 | $980.6K | 0.01% | +8,187+23.9% | Added |
| Invesco Ltd. | 43,502 | $1.00M | 0.00% | −12,462−22.3% | Reduced |
| Presper Financial Architects, LLC | 44,904 | $1.04M | 0.59% | +1,077+2.5% | Added |
| Adapt Wealth Advisors, LLC | 47,908 | $1.11M | 0.38% | −517−1.1% | Reduced |
| PMG Family Office LLC | 48,756 | $1.13M | 1.30% | +50.0% | Added |
| Goldman Sachs Group Inc | 61,107 | $1.41M | 0.00% | +61,107 | New |
| Comerica Bank | 72,581 | $1.68M | 0.01% | −118−0.2% | Reduced |
| Shaker Financial Services, LLC | 76,497 | $1.77M | 0.56% | −86,876−53.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 77,855 | $1.82M | 0.00% | −10,045−11.4% | Reduced |
| Edgewood Management LLC | 82,000 | $1.89M | 0.01% | 00.0% | Unchanged |