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 2026
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Jun 30, 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
- 139
- +16 vs. Q1 2026
- Shares held
- 14.5M
- +507.1K (+3.6%) vs. Q1 2026
- Total value
- $341.6M
- +$59.7M (+21.2%) vs. Q1 2026
- New holders
- 29
- 45 more added
- Sold out
- 13
- 25 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q1 2026.
| 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 | $37 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $1.48K | 0.00% | +63 | New |
| Highline Wealth Partners LLC | 150 | $3.53K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $3.53K | 0.00% | +150 | New |
| Bokf, NA | 200 | $4.71K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $4.71K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 263 | $6.19K | 0.00% | +263 | New |
| Geneos Wealth Management Inc. | 332 | $7.82K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 362 | $8.43K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 367 | $8.64K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 384 | $9.04K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 389 | $9.16K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 400 | $9.42K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 400 | $9.42K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 495 | $11.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 499 | $11.7K | 0.00% | +499 | New |
| Trust Co of Toledo NA | 500 | $11.8K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 569 | $13.4K | 0.01% | −100−14.9% | Reduced |
| Community Financial Services Group, LLC | 750 | $17.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 775 | $18.3K | 0.00% | +13+1.7% | Added |
| Armstrong Advisory Group, Inc | 863 | $20.3K | 0.00% | +14+1.6% | Added |
| VSM Wealth Advisory, LLC | 909 | $21.4K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 961 | $22.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,162 | $27.3K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,217 | $28.7K | 0.02% | +106+9.5% | Added |
| Mosley Wealth Management | 1,278 | $30.1K | 0.01% | +1,278 | New |
| DiNuzzo Private Wealth, Inc. | 1,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,440 | $33.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,641 | $38.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,683 | $39.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $47.1K | 0.00% | −630−24.0% | Reduced |
| Bangor Savings Bank | 2,000 | $47.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,100 | $49.4K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,300 | $54.1K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 2,658 | $62.6K | 0.00% | +39+1.5% | Added |
| Institute for Wealth Management, LLC. | 3,007 | $70.8K | 0.01% | +3,007 | New |
| Northwestern Mutual Wealth Management Co | 3,050 | $71.8K | 0.00% | +434+16.6% | Added |
| Oakworth Capital, Inc. | 4,670 | $109.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,884 | $115.0K | 0.00% | +4,884 | New |
| Blue Bell Private Wealth Management, LLC | 4,982 | $117.3K | 0.01% | +4,380+727.6% | Added |
| Northstar Asset Management LLC | 5,300 | $120.8K | 0.02% | +5,300 | New |
| Chesapeake Asset Management LLC | 5,177 | $121.9K | 0.09% | +5,177 | New |
| Change Path, LLC | 8,637 | $203.3K | 0.00% | +8,637 | New |
| Cerity Partners LLC | 8,639 | $203.4K | 0.00% | +8,639 | New |
| IFG Advisory, LLC | 8,661 | $203.9K | 0.01% | +8,661 | New |
| Smith Asset Management Co., LLC | 8,836 | $208.0K | 0.16% | +8,836 | New |
| Ellis Investment Partners, LLC | 8,967 | $211.1K | 0.03% | +8,967 | New |
| Capital Investment Advisors, LLC | 9,124 | $214.8K | 0.00% | +9,124 | New |
| Prospera Financial Services Inc | 9,203 | $216.7K | 0.00% | +9,203 | New |
| Sowell Financial Services LLC | 9,484 | $223.3K | 0.01% | +9,484 | New |
| J.W. Cole Advisors, Inc. | 9,530 | $224.3K | 0.00% | +9,530 | New |
| Envestnet Asset Management Inc | 9,638 | $226.9K | 0.00% | +9,638 | New |
| Captrust Financial Advisors | 9,905 | $233.2K | 0.00% | +9,905 | New |
| MidFirst Bank | 10,000 | $235.4K | 0.02% | −1,000−9.1% | Reduced |
| Presper Financial Architects, LLC | 10,010 | $235.6K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,231 | $240.8K | 0.01% | +163+1.6% | Added |
| StoneX Group Inc. | 10,466 | $245.6K | 0.01% | +10,466 | New |
| Shikiar Asset Management Inc | 10,500 | $247.0K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 10,667 | $251.1K | 0.00% | +10,667 | New |
| National Asset Management, Inc. | 11,039 | $257.0K | 0.01% | +11,039 | New |
| Accel Wealth Management | 11,157 | $262.6K | 0.06% | +82+0.7% | Added |
| Commerce Bank | 11,255 | $264.9K | 0.00% | 00.0% | Unchanged |
| Indivisible Partners | 12,539 | $295.2K | 0.02% | +12,539 | New |
| D.A. Davidson & Co. | 12,743 | $300.0K | 0.00% | +12,743 | New |
| Formidable Asset Management, LLC | 15,555 | $313.0K | 0.05% | −178−1.1% | Reduced |
| Silverlake Wealth Management LLC | 13,743 | $323.5K | 0.06% | 00.0% | Unchanged |
| United Advisor Group, LLC | 13,797 | $324.8K | 0.03% | +1,904+16.0% | Added |
| NWF Advisory Services Inc. | 15,467 | $364.1K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 15,655 | $368.5K | 0.01% | −2,648−14.5% | Reduced |
| Logan Stone Capital, LLC | 15,803 | $372.0K | 0.08% | +2,330+17.3% | Added |
| RSM US Wealth Management LLC | 16,125 | $379.6K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 16,137 | $379.9K | 0.00% | +2,808+21.1% | Added |
| Stonebridge Financial Group, LLC | 17,355 | $408.0K | 0.06% | +17,355 | New |
| Advisory Advocates, LLC | 17,498 | $411.9K | 0.35% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,570 | $413.6K | 0.00% | +6,911+64.8% | Added |
| Creative Planning | 17,767 | $418.2K | 0.00% | +734+4.3% | Added |
| GWM Advisors LLC | 18,436 | $434.0K | 0.00% | +13,202+252.2% | Added |
| 180 Wealth Advisors, LLC | 18,672 | $439.5K | 0.04% | −133−0.7% | Reduced |
| AlphaCore Capital LLC | 18,891 | $444.7K | 0.01% | +313+1.7% | Added |
| Denver Wealth Management, Inc. | 19,856 | $467.4K | 0.13% | +92+0.5% | Added |
| The PNC Financial Services Group, Inc. | 20,181 | $475.1K | 0.00% | −5,175−20.4% | Reduced |
| Truist Financial Corp | 20,287 | $477.6K | 0.00% | +22+0.1% | Added |
| Kingsview Wealth Management, LLC | 20,614 | $485.3K | 0.01% | −1,164−5.3% | Reduced |
| WCG Wealth Advisors LLC | 22,209 | $522.8K | 0.01% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 23,500 | $553.2K | 0.20% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 23,717 | $558.3K | 0.01% | −1,462−5.8% | Reduced |
| City of London Investment Management Co Ltd | 24,323 | $572.6K | 0.03% | +6,512+36.6% | Added |
| Cresset Asset Management, LLC | 24,993 | $588.3K | 0.00% | +11,240+81.7% | Added |
| Adapt Wealth Advisors, LLC | 26,543 | $624.8K | 0.20% | +2,998+12.7% | Added |
| Concurrent Investment Advisors, LLC | 27,097 | $637.9K | 0.01% | +93+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,974 | $659.0K | 0.00% | +623+2.3% | Added |
| Fairman Group, LLC | 28,557 | $672.2K | 0.53% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,705 | $699.3K | 0.00% | +150+0.5% | Added |
| Merit Financial Group, LLC | 29,786 | $701.2K | 0.00% | 00.0% | Unchanged |
| 1776 Wealth LLC | 30,438 | $716.5K | 0.25% | −1,665−5.2% | Reduced |
| XTX Topco Ltd | 30,874 | $726.8K | 0.01% | +11,631+60.4% | Added |
| Joel Isaacson & Co., LLC | 31,334 | $737.6K | 0.02% | +442+1.4% | Added |
| Stifel Financial Corp | 34,618 | $814.9K | 0.00% | −516−1.5% | Reduced |