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, Q1 2026
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Mar 31, 2026. 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
- 125
- −1 vs. Q4 2025
- Shares held
- 14.0M
- −129.9K (−0.9%) vs. Q4 2025
- Total value
- $281.9M
- −$44.7M (−13.7%) vs. Q4 2025
- New holders
- 21
- 38 more added
- Sold out
- 22
- 27 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,685,642 | $54.0M | 0.00% | +53,914+2.0% | Added |
| UBS Group AG | 2,201,303 | $44.3M | 0.01% | −63,873−2.8% | Reduced |
| Bank of America Corp | 1,458,769 | $29.4M | 0.00% | +155,996+12.0% | Added |
| Wells Fargo & Company | 840,344 | $16.9M | 0.00% | +120,907+16.8% | Added |
| McGowan Group Asset Management, Inc. | 624,406 | $12.6M | 1.60% | +638+0.1% | Added |
| Shaker Financial Services, LLC | 398,083 | $8.01M | 2.79% | +321,586+420.4% | Added |
| Karpus Management, Inc. | 387,327 | $7.79M | 0.24% | −29,902−7.2% | Reduced |
| LPL Financial LLC | 367,874 | $7.40M | 0.00% | −1,829−0.5% | Reduced |
| Heron Bay Capital Management | 311,443 | $6.27M | 0.58% | −591−0.2% | Reduced |
| Royal Bank of Canada | 305,677 | $6.15M | 0.00% | +19,855+6.9% | Added |
| Ameriprise Financial Inc | 297,267 | $5.98M | 0.00% | −53,210−15.2% | Reduced |
| Raymond James Financial Inc | 294,978 | $5.93M | 0.00% | −24,108−7.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 233,157 | $4.69M | 0.02% | +10,926+4.9% | Added |
| First Trust Advisors LP | 200,737 | $4.04M | 0.00% | +10,819+5.7% | Added |
| Janney Montgomery Scott LLC | 186,038 | $3.74M | 0.01% | +3,131+1.7% | Added |
| Rockefeller Capital Management L.P. | 174,979 | $3.52M | 0.01% | +26,951+18.2% | Added |
| Guggenheim Capital LLC | 170,543 | $3.43M | 0.03% | +2,821+1.7% | Added |
| Wolverine Asset Management LLC | 138,333 | $2.78M | 0.04% | +138,333 | New |
| Advisors Asset Management, Inc. | 134,703 | $2.71M | 0.05% | −35,017−20.6% | Reduced |
| Cohen & Steers, Inc. | 128,868 | $2.59M | 0.00% | −20,000−13.4% | Reduced |
| Commonwealth Equity Services, LLC | 122,469 | $2.46M | 0.00% | −5,564−4.3% | Reduced |
| WealthTrust Axiom LLC | 118,579 | $2.39M | 0.59% | −3,165−2.6% | Reduced |
| Sanctuary Advisors, LLC | 115,801 | $2.33M | 0.01% | +1,059+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 113,239 | $2.28M | 0.08% | −6,386−5.3% | Reduced |
| Beacon Pointe Advisors, LLC | 112,600 | $2.27M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 111,568 | $2.24M | 0.00% | −2,825−2.5% | Reduced |
| Cetera Investment Advisers | 96,504 | $1.94M | 0.00% | +3,532+3.8% | Added |
| Live Oak Private Wealth LLC | 92,351 | $1.86M | 0.26% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 88,776 | $1.79M | 0.03% | +88,776 | New |
| Wagner Wealth Management, LLC | 85,374 | $1.72M | 0.35% | −439−0.5% | Reduced |
| Edgewood Management LLC | 82,000 | $1.65M | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 80,717 | $1.62M | 0.09% | +80,717 | New |
| Fifth Third Bancorp | 71,082 | $1.43M | 0.00% | +71,082 | New |
| Goldman Sachs Group Inc | 62,088 | $1.25M | 0.00% | +981+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 54,619 | $1.12M | 0.00% | −23,236−29.8% | Reduced |
| PMG Family Office LLC | 49,372 | $993.4K | 1.11% | +616+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 46,353 | $929.3K | 0.00% | +3,903+9.2% | Added |
| Kestra Advisory Services, LLC | 45,648 | $918.4K | 0.00% | +6,865+17.7% | Added |
| PFG Investments, LLC | 38,924 | $783.1K | 0.04% | +162+0.4% | Added |
| Stifel Financial Corp | 35,134 | $706.9K | 0.00% | +60.0% | Added |
| 1776 Wealth LLC | 32,103 | $645.9K | 0.25% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 30,892 | $621.5K | 0.02% | +266+0.9% | Added |
| Merit Financial Group, LLC | 29,786 | $599.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,555 | $594.6K | 0.00% | +11,451+63.3% | Added |
| Fairman Group, LLC | 28,557 | $574.6K | 0.49% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 27,351 | $550.0K | 0.00% | +8,172+42.6% | Added |
| Concurrent Investment Advisors, LLC | 27,004 | $543.3K | 0.01% | +89+0.3% | Added |
| Kovack Advisors, Inc. | 26,563 | $542.7K | 0.03% | +895+3.5% | Added |
| The PNC Financial Services Group, Inc. | 25,356 | $510.2K | 0.00% | +16,070+173.1% | Added |
| Kestra Private Wealth Services, LLC | 25,179 | $506.6K | 0.01% | +293+1.2% | Added |
| Adapt Wealth Advisors, LLC | 23,545 | $473.7K | 0.17% | −24,363−50.9% | Reduced |
| Palogic Value Management, L.P. | 23,500 | $472.8K | 0.21% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 22,209 | $446.8K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 21,778 | $438.2K | 0.01% | −439−2.0% | Reduced |
| Truist Financial Corp | 20,265 | $407.7K | 0.00% | +23+0.1% | Added |
| Denver Wealth Management, Inc. | 19,764 | $397.6K | 0.14% | +2,095+11.9% | Added |
| Invesco Ltd. | 19,267 | $387.7K | 0.00% | −24,235−55.7% | Reduced |
| XTX Topco Ltd | 19,243 | $387.2K | 0.01% | +19,243 | New |
| 180 Wealth Advisors, LLC | 18,805 | $378.4K | 0.04% | −211−1.1% | Reduced |
| AlphaCore Capital LLC | 18,578 | $373.8K | 0.01% | −228−1.2% | Reduced |
| Avantax Planning Partners, Inc. | 18,303 | $368.3K | 0.01% | +2,648+16.9% | Added |
| Formidable Asset Management, LLC | 15,733 | $363.4K | 0.06% | −233−1.5% | Reduced |
| City of London Investment Management Co Ltd | 17,811 | $358.4K | 0.03% | +17,811 | New |
| Advisory Advocates, LLC | 17,498 | $352.1K | 0.36% | 00.0% | Unchanged |
| Creative Planning | 17,033 | $342.7K | 0.00% | +8,107+90.8% | Added |
| Z3 Capital Partners, LLC | 16,650 | $335.0K | 0.08% | −525−3.1% | Reduced |
| RSM US Wealth Management LLC | 16,125 | $324.4K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 15,467 | $311.2K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,753 | $276.7K | 0.00% | −10,228−42.7% | Reduced |
| Silverlake Wealth Management LLC | 13,743 | $276.5K | 0.06% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 13,473 | $271.1K | 0.08% | +13,473 | New |
| AQR Capital Management LLC | 13,329 | $268.2K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,264 | $266.9K | 0.01% | +1,175+9.7% | Added |
| United Advisor Group, LLC | 11,893 | $239.3K | 0.03% | +1,819+18.1% | Added |
| Commerce Bank | 11,255 | $226.5K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11,075 | $222.8K | 0.06% | +85+0.8% | Added |
| MidFirst Bank | 11,000 | $221.3K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,659 | $214.5K | 0.00% | +10,659 | New |
| Shikiar Asset Management Inc | 10,500 | $211.0K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,068 | $202.6K | 0.01% | +45+0.4% | Added |
| Presper Financial Architects, LLC | 10,010 | $201.4K | 0.12% | −34,894−77.7% | Reduced |
| Meeder Advisory Services, Inc. | 9,957 | $200.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,613 | $133.1K | 0.00% | +6,613 | New |
| GWM Advisors LLC | 5,234 | $105.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,670 | $94.0K | 0.00% | +4,670 | New |
| Golden State Equity Partners | 3,076 | $61.9K | 0.00% | +3,076 | New |
| Private Trust Co NA | 2,630 | $52.9K | 0.00% | +2,630 | New |
| Allworth Financial LP | 2,619 | $52.7K | 0.00% | +39+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,616 | $52.6K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,300 | $46.3K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,100 | $43.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,000 | $40.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,750 | $35.2K | 0.00% | +2+0.1% | Added |
| Anchor Investment Management, LLC | 1,683 | $33.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,641 | $33.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,440 | $29.0K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,000 | $26.6K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,200 | $24.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,162 | $23.8K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,111 | $22.4K | 0.02% | +1,111 | New |