Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO- Exchange
- NYSE
- SEC CIK
- 0001281926
No open-market purchases or sales by Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund insiders were filed in the last 90 days; 74 institutions reported holding it in 13F filings for Q2 2026, worth $105.9M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities 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
- 71
- +8 vs. Q2 2025
- Shares held
- 3.12M
- +33.0K (+1.1%) vs. Q2 2025
- Total value
- $86.1M
- +$2.19M (+2.6%) vs. Q2 2025
- New holders
- 12
- 27 more added
- Sold out
- 4
- 22 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETO 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 | 74 | $105.9M |
| Q1 2026 | 67 | $83.6M |
| Q4 2025 | 70 | $97.3M |
| Q3 2025 | 71 | $86.1M |
| Q2 2025 | 63 | $83.9M |
| Q1 2025 | 57 | $77.2M |
| Q4 2024 | 58 | $80.9M |
| Q3 2024 | 64 | $92.3M |
| Q2 2024 | 60 | $84.2M |
| Q1 2024 | 58 | $80.5M |
| Q4 2023 | 58 | $71.0M |
| Q3 2023 | 53 | $59.8M |
| Q2 2023 | 51 | $58.9M |
| Q1 2023 | 52 | $52.7M |
| Q4 2022 | 50 | $41.9M |
| Q3 2022 | 46 | $30.7M |
| Q2 2022 | 46 | $35.1M |
| Q1 2022 | 48 | $44.3M |
| Q4 2021 | 49 | $50.4M |
| Q3 2021 | 50 | $50.0M |
| Q2 2021 | 53 | $49.5M |
| Q1 2021 | 51 | $45.2M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 624,947 | $17.2M | 0.55% | −19,208−3.0% | Reduced |
| 1607 Capital Partners, LLC | 220,578 | $6.08M | 0.46% | −34,187−13.4% | Reduced |
| Cornerstone Advisors, LLC | 195,676 | $5.39M | 0.18% | −21,885−10.1% | Reduced |
| Advisors Asset Management, Inc. | 172,458 | $4.75M | 0.08% | −6,540−3.7% | Reduced |
| Morgan Stanley | 147,061 | $4.05M | 0.00% | +10,471+7.7% | Added |
| Flagship Harbor Advisors, LLC | 130,367 | $3.59M | 0.16% | +922+0.7% | Added |
| LPL Financial LLC | 127,059 | $3.50M | 0.00% | +5,172+4.2% | Added |
| First Trust Advisors LP | 118,719 | $3.27M | 0.00% | +16,713+16.4% | Added |
| Wells Fargo & Company | 112,873 | $3.11M | 0.00% | +17,310+18.1% | Added |
| Guggenheim Capital LLC | 102,968 | $2.84M | 0.02% | +47,406+85.3% | Added |
| Shaker Financial Services, LLC | 97,146 | $2.68M | 0.92% | +11,098+12.9% | Added |
| Bank of America Corp | 87,255 | $2.40M | 0.00% | −19,618−18.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 80,391 | $2.22M | 0.08% | −1,809−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 73,379 | $2.05M | 0.00% | +902+1.2% | Added |
| Raymond James Financial Inc | 64,772 | $1.79M | 0.00% | −12,447−16.1% | Reduced |
| Royal Bank of Canada | 63,701 | $1.76M | 0.00% | −2,096−3.2% | Reduced |
| Formidable Asset Management, LLC | 58,873 | $1.60M | 0.25% | −2,225−3.6% | Reduced |
| Ameriprise Financial Inc | 57,999 | $1.60M | 0.00% | +1,219+2.1% | Added |
| Stifel Financial Corp | 43,304 | $1.19M | 0.00% | −2,320−5.1% | Reduced |
| Rockefeller Capital Management L.P. | 30,473 | $839.8K | 0.00% | +1,250+4.3% | Added |
| Invesco Ltd. | 29,607 | $816.0K | 0.00% | −2,070−6.5% | Reduced |
| UBS Group AG | 27,060 | $745.8K | 0.00% | +61+0.2% | Added |
| Benjamin Edwards Inc | 26,577 | $732.6K | 0.01% | −7,136−21.2% | Reduced |
| Creative Planning | 25,484 | $702.3K | 0.00% | +1,291+5.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,265 | $668.8K | 0.00% | +2,709+12.6% | Added |
| Advisor Group Holdings, Inc. | 23,714 | $650.4K | 0.00% | +1,013+4.5% | Added |
| Two Sigma Investments, LP | 22,724 | $626.3K | 0.00% | −6,279−21.6% | Reduced |
| Mercer Global Advisors Inc | 21,496 | $592.4K | 0.00% | +21,496 | New |
| Silver Oak Securities, Inc | 21,460 | $591.4K | 0.04% | +2,494+13.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,334 | $505.0K | 0.00% | +257+1.4% | Added |
| Truist Financial Corp | 18,312 | $504.7K | 0.00% | +172+0.9% | Added |
| Cetera Investment Advisers | 15,951 | $439.6K | 0.00% | +7,070+79.6% | Added |
| Hollencrest Capital Management | 15,365 | $423.5K | 0.02% | −1,000−6.1% | Reduced |
| Joel Isaacson & Co., LLC | 14,302 | $394.2K | 0.01% | +62+0.4% | Added |
| Dakota Wealth Management | 13,350 | $367.9K | 0.01% | −765−5.4% | Reduced |
| Mutual Advisors, LLC | 12,991 | $361.7K | 0.01% | −157−1.2% | Reduced |
| Summit Financial, LLC | 13,058 | $359.9K | 0.01% | +13,058 | New |
| GWM Advisors LLC | 12,984 | $357.8K | 0.00% | +330+2.6% | Added |
| The PNC Financial Services Group, Inc. | 12,944 | $356.7K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 11,237 | $309.7K | 0.06% | +2,299+25.7% | Added |
| Blue Bell Private Wealth Management, LLC | 10,579 | $291.6K | 0.04% | −129−1.2% | Reduced |
| Private Advisor Group, LLC | 10,464 | $288.4K | 0.00% | −1,710−14.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,158 | $280.0K | 0.00% | −213−2.1% | Reduced |
| CI Private Wealth, LLC | 10,002 | $275.7K | 0.00% | −700−6.5% | Reduced |
| Commonwealth Equity Services, LLC | 9,819 | $271.0K | 0.00% | +151+1.6% | Added |
| Wolverine Asset Management LLC | 8,511 | $234.6K | 0.00% | +8,111+2,027.8% | Added |
| PMG Family Office LLC | 7,835 | $215.9K | 0.24% | +7,835 | New |
| NWF Advisory Services Inc. | 7,718 | $212.7K | 0.02% | −45−0.6% | Reduced |
| Ashton Thomas Securities, LLC | 7,690 | $211.9K | 0.03% | −3,000−28.1% | Reduced |
| Readystate Asset Management LP | 7,576 | $208.8K | 0.01% | +7,576 | New |
| Sowell Financial Services LLC | 7,477 | $206.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,342 | $202.3K | 0.01% | +7,342 | New |
| Comerica Bank | 5,413 | $149.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,945 | $136.3K | 0.01% | +2,977+151.3% | Added |
| Parallel Advisors, LLC | 4,935 | $136.0K | 0.00% | +70+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,900 | $52.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,400 | $38.6K | 0.00% | +1,400 | New |
| Ancora Advisors, LLC | 1,325 | $36.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,175 | $32.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,075 | $29.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 966 | $26.6K | 0.00% | +44+4.8% | Added |
| Wealthspire Advisors, LLC | 628 | $17.3K | 0.00% | +628 | New |
| ESL Trust Services, LLC | 500 | $13.8K | 0.00% | +500 | New |
| Allworth Financial LP | 485 | $13.4K | 0.00% | +166+52.0% | Added |
| Farther Finance Advisors, LLC | 450 | $12.4K | 0.00% | +450 | New |
| Newbridge Financial Services Group, Inc. | 372 | $10.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $8.27K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 286 | $8.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 154 | $4.24K | 0.00% | +154 | New |
| Russell Investments Group, Ltd. | 150 | $4.13K | 0.00% | +150 | New |
| Highline Wealth Partners LLC | 100 | $2.76K | 0.00% | +100 | New |
| CNH Partners LLC | 0 | $0 | 0.00% | −23,412−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |