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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2 | $31 | 0.00% | −373−99.5% | Reduced |
| Tower Research Capital LLC (TRC) | 19 | $382 | 0.00% | +19 | New |
| CWM, LLC | 95 | $1.91K | 0.00% | +95 | New |
| Highline Wealth Partners LLC | 150 | $3.02K | 0.00% | +150 | New |
| Golden State Wealth Management, LLC | 200 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 200 | $4.02K | 0.00% | +200 | New |
| Hazlett, Burt & Watson, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 332 | $6.68K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 362 | $7.04K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 367 | $7.38K | 0.03% | −22,563−98.4% | Reduced |
| Assetmark, Inc | 384 | $7.73K | 0.00% | −275−41.7% | Reduced |
| Pinnacle Bancorp, Inc. | 389 | $7.83K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 400 | $8.05K | 0.00% | −555−58.1% | Reduced |
| Godfrey Financial Associates, Inc. | 400 | $8.05K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 495 | $9.96K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 602 | $12.1K | 0.00% | +602 | New |
| PlanVest Financial, Inc | 669 | $13.5K | 0.01% | +669 | New |
| Parallel Advisors, LLC | 762 | $15.3K | 0.00% | +14+1.9% | Added |
| Community Financial Services Group, LLC | 750 | $15.5K | 0.00% | +750 | New |
| McIlrath & Eck, LLC | 800 | $16.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 849 | $17.1K | 0.00% | +15+1.8% | Added |
| VSM Wealth Advisory, LLC | 909 | $18.3K | 0.01% | +909 | New |
| Old Point Trust & Financial Services N A | 961 | $19.3K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,111 | $22.4K | 0.02% | +1,111 | New |
| Salomon & Ludwin, LLC | 1,162 | $23.8K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,200 | $24.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,000 | $26.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,440 | $29.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,641 | $33.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,683 | $33.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,750 | $35.2K | 0.00% | +2+0.1% | Added |
| Bangor Savings Bank | 2,000 | $40.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,100 | $43.5K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,300 | $46.3K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,616 | $52.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,619 | $52.7K | 0.00% | +39+1.5% | Added |
| Private Trust Co NA | 2,630 | $52.9K | 0.00% | +2,630 | New |
| Golden State Equity Partners | 3,076 | $61.9K | 0.00% | +3,076 | New |
| Oakworth Capital, Inc. | 4,670 | $94.0K | 0.00% | +4,670 | New |
| GWM Advisors LLC | 5,234 | $105.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,613 | $133.1K | 0.00% | +6,613 | New |
| Meeder Advisory Services, Inc. | 9,957 | $200.3K | 0.01% | 00.0% | Unchanged |
| Presper Financial Architects, LLC | 10,010 | $201.4K | 0.12% | −34,894−77.7% | Reduced |
| Ausdal Financial Partners, Inc. | 10,068 | $202.6K | 0.01% | +45+0.4% | Added |
| Shikiar Asset Management Inc | 10,500 | $211.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,659 | $214.5K | 0.00% | +10,659 | New |
| MidFirst Bank | 11,000 | $221.3K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 11,075 | $222.8K | 0.06% | +85+0.8% | Added |
| Commerce Bank | 11,255 | $226.5K | 0.00% | 00.0% | Unchanged |
| United Advisor Group, LLC | 11,893 | $239.3K | 0.03% | +1,819+18.1% | Added |
| Dakota Wealth Management | 13,264 | $266.9K | 0.01% | +1,175+9.7% | Added |
| AQR Capital Management LLC | 13,329 | $268.2K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 13,473 | $271.1K | 0.08% | +13,473 | New |
| Silverlake Wealth Management LLC | 13,743 | $276.5K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,753 | $276.7K | 0.00% | −10,228−42.7% | Reduced |
| NWF Advisory Services Inc. | 15,467 | $311.2K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,125 | $324.4K | 0.00% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 16,650 | $335.0K | 0.08% | −525−3.1% | Reduced |
| Creative Planning | 17,033 | $342.7K | 0.00% | +8,107+90.8% | Added |
| Advisory Advocates, LLC | 17,498 | $352.1K | 0.36% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 17,811 | $358.4K | 0.03% | +17,811 | New |
| Formidable Asset Management, LLC | 15,733 | $363.4K | 0.06% | −233−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 18,303 | $368.3K | 0.01% | +2,648+16.9% | Added |
| AlphaCore Capital LLC | 18,578 | $373.8K | 0.01% | −228−1.2% | Reduced |
| 180 Wealth Advisors, LLC | 18,805 | $378.4K | 0.04% | −211−1.1% | Reduced |
| XTX Topco Ltd | 19,243 | $387.2K | 0.01% | +19,243 | New |
| Invesco Ltd. | 19,267 | $387.7K | 0.00% | −24,235−55.7% | Reduced |
| Denver Wealth Management, Inc. | 19,764 | $397.6K | 0.14% | +2,095+11.9% | Added |
| Truist Financial Corp | 20,265 | $407.7K | 0.00% | +23+0.1% | Added |
| Kingsview Wealth Management, LLC | 21,778 | $438.2K | 0.01% | −439−2.0% | Reduced |
| WCG Wealth Advisors LLC | 22,209 | $446.8K | 0.01% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 23,500 | $472.8K | 0.21% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 23,545 | $473.7K | 0.17% | −24,363−50.9% | Reduced |
| Kestra Private Wealth Services, LLC | 25,179 | $506.6K | 0.01% | +293+1.2% | Added |
| The PNC Financial Services Group, Inc. | 25,356 | $510.2K | 0.00% | +16,070+173.1% | Added |
| Kovack Advisors, Inc. | 26,563 | $542.7K | 0.03% | +895+3.5% | Added |
| Concurrent Investment Advisors, LLC | 27,004 | $543.3K | 0.01% | +89+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,351 | $550.0K | 0.00% | +8,172+42.6% | Added |
| Fairman Group, LLC | 28,557 | $574.6K | 0.49% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,555 | $594.6K | 0.00% | +11,451+63.3% | Added |
| Merit Financial Group, LLC | 29,786 | $599.3K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 30,892 | $621.5K | 0.02% | +266+0.9% | Added |
| 1776 Wealth LLC | 32,103 | $645.9K | 0.25% | 00.0% | Unchanged |
| Stifel Financial Corp | 35,134 | $706.9K | 0.00% | +60.0% | Added |
| PFG Investments, LLC | 38,924 | $783.1K | 0.04% | +162+0.4% | Added |
| Kestra Advisory Services, LLC | 45,648 | $918.4K | 0.00% | +6,865+17.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 46,353 | $929.3K | 0.00% | +3,903+9.2% | Added |
| PMG Family Office LLC | 49,372 | $993.4K | 1.11% | +616+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 54,619 | $1.12M | 0.00% | −23,236−29.8% | Reduced |
| Goldman Sachs Group Inc | 62,088 | $1.25M | 0.00% | +981+1.6% | Added |
| Fifth Third Bancorp | 71,082 | $1.43M | 0.00% | +71,082 | New |
| Readystate Asset Management LP | 80,717 | $1.62M | 0.09% | +80,717 | New |
| Edgewood Management LLC | 82,000 | $1.65M | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 85,374 | $1.72M | 0.35% | −439−0.5% | Reduced |
| Arkadios Wealth Advisors | 88,776 | $1.79M | 0.03% | +88,776 | New |
| Live Oak Private Wealth LLC | 92,351 | $1.86M | 0.26% | 00.0% | Unchanged |
| Cetera Investment Advisers | 96,504 | $1.94M | 0.00% | +3,532+3.8% | Added |
| Advisor Group Holdings, Inc. | 111,568 | $2.24M | 0.00% | −2,825−2.5% | Reduced |