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, Q4 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities 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
- 70
- −1 vs. Q3 2025
- Shares held
- 3.21M
- +88.8K (+2.8%) vs. Q3 2025
- Total value
- $97.3M
- +$11.2M (+13.0%) vs. Q3 2025
- New holders
- 8
- 28 more added
- Sold out
- 9
- 25 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 612,728 | $18.6M | 0.57% | −12,219−2.0% | Reduced |
| 1607 Capital Partners, LLC | 239,386 | $7.27M | 0.50% | +18,808+8.5% | Added |
| Advisors Asset Management, Inc. | 179,942 | $5.46M | 0.09% | +7,484+4.3% | Added |
| Morgan Stanley | 165,443 | $5.02M | 0.00% | +18,382+12.5% | Added |
| Cornerstone Advisors, LLC | 158,450 | $4.81M | 0.16% | −37,226−19.0% | Reduced |
| Guggenheim Capital LLC | 157,739 | $4.79M | 0.04% | +54,771+53.2% | Added |
| Flagship Harbor Advisors, LLC | 131,211 | $3.98M | 0.19% | +844+0.6% | Added |
| LPL Financial LLC | 128,640 | $3.90M | 0.00% | +1,581+1.2% | Added |
| First Trust Advisors LP | 117,407 | $3.56M | 0.00% | −1,312−1.1% | Reduced |
| Shaker Financial Services, LLC | 114,010 | $3.46M | 1.10% | +16,864+17.4% | Added |
| Wells Fargo & Company | 92,252 | $2.80M | 0.00% | −20,621−18.3% | Reduced |
| Bank of America Corp | 81,635 | $2.48M | 0.00% | −5,620−6.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 71,690 | $2.14M | 0.00% | −1,689−2.3% | Reduced |
| Royal Bank of Canada | 63,733 | $1.93M | 0.00% | +32+0.1% | Added |
| Raymond James Financial Inc | 62,875 | $1.91M | 0.00% | −1,897−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 60,750 | $1.84M | 0.01% | +36,485+150.4% | Added |
| Ameriprise Financial Inc | 59,032 | $1.79M | 0.00% | +1,033+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 57,815 | $1.75M | 0.06% | −22,576−28.1% | Reduced |
| Formidable Asset Management, LLC | 54,614 | $1.51M | 0.22% | −4,259−7.2% | Reduced |
| Stifel Financial Corp | 43,993 | $1.34M | 0.00% | +689+1.6% | Added |
| Astoria Portfolio Advisors LLC. | 41,593 | $1.25M | 0.28% | +41,593 | New |
| UBS Group AG | 30,696 | $931.6K | 0.00% | +3,636+13.4% | Added |
| Rockefeller Capital Management L.P. | 30,473 | $924.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 27,720 | $841.3K | 0.00% | +4,006+16.9% | Added |
| Creative Planning | 25,203 | $764.9K | 0.00% | −281−1.1% | Reduced |
| Benjamin Edwards Inc | 22,869 | $694.2K | 0.01% | −3,708−14.0% | Reduced |
| Commonwealth Equity Services, LLC | 22,410 | $680.1K | 0.00% | +12,591+128.2% | Added |
| Silver Oak Securities, Inc | 22,879 | $679.5K | 0.05% | +1,419+6.6% | Added |
| Mercer Global Advisors Inc | 21,812 | $662.0K | 0.00% | +316+1.5% | Added |
| Invesco Ltd. | 21,150 | $641.9K | 0.00% | −8,457−28.6% | Reduced |
| Truist Financial Corp | 20,208 | $613.3K | 0.00% | +1,896+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,528 | $593.0K | 0.00% | +1,194+6.5% | Added |
| Cetera Investment Advisers | 17,618 | $534.7K | 0.00% | +1,667+10.5% | Added |
| Hollencrest Capital Management | 14,907 | $452.4K | 0.02% | −458−3.0% | Reduced |
| Joel Isaacson & Co., LLC | 14,361 | $435.9K | 0.01% | +59+0.4% | Added |
| Dakota Wealth Management | 13,555 | $411.4K | 0.01% | +205+1.5% | Added |
| GWM Advisors LLC | 13,357 | $405.4K | 0.00% | +373+2.9% | Added |
| Mutual Advisors, LLC | 12,999 | $394.5K | 0.01% | +8+0.1% | Added |
| The PNC Financial Services Group, Inc. | 12,944 | $392.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,674 | $384.7K | 0.00% | +2,210+21.1% | Added |
| Two Sigma Investments, LP | 11,995 | $364.0K | 0.00% | −10,729−47.2% | Reduced |
| Summit Financial, LLC | 11,783 | $357.6K | 0.01% | −1,275−9.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,479 | $318.0K | 0.05% | −100−0.9% | Reduced |
| Founders Financial Alliance, LLC | 10,187 | $309.2K | 0.06% | −1,050−9.3% | Reduced |
| CI Private Wealth, LLC | 10,167 | $308.6K | 0.00% | +165+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 9,995 | $303.3K | 0.00% | −163−1.6% | Reduced |
| Calamos Advisors LLC | 9,683 | $293.9K | 0.00% | +9,683 | New |
| Kovack Advisors, Inc. | 8,716 | $264.5K | 0.01% | +8,716 | New |
| Ashton Thomas Securities, LLC | 7,690 | $233.4K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 7,466 | $226.6K | 0.03% | −252−3.3% | Reduced |
| PMG Family Office LLC | 7,442 | $225.9K | 0.26% | −393−5.0% | Reduced |
| Sowell Financial Services LLC | 7,300 | $221.6K | 0.01% | −177−2.4% | Reduced |
| Comerica Bank | 5,206 | $158.0K | 0.00% | −207−3.8% | Reduced |
| Parallel Advisors, LLC | 5,005 | $151.9K | 0.00% | +70+1.4% | Added |
| NBC Securities, Inc. | 4,888 | $148.3K | 0.01% | −57−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,953 | $59.3K | 0.00% | +53+2.8% | Added |
| Garton & Associates Financial Advisors LLC | 1,875 | $56.9K | 0.03% | +1,875 | New |
| Ancora Advisors, LLC | 1,325 | $40.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,226 | $37.2K | 0.00% | +1,226 | New |
| Global Retirement Partners, LLC | 1,075 | $32.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 854 | $25.9K | 0.00% | +854 | New |
| CWM, LLC | 635 | $19.0K | 0.00% | +349+122.0% | Added |
| ESL Trust Services, LLC | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 450 | $13.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 331 | $10.1K | 0.00% | −154−31.8% | Reduced |
| Spire Wealth Management | 300 | $9.11K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 300 | $9.11K | 0.00% | +300 | New |
| US Bancorp | 225 | $6.83K | 0.00% | −950−80.9% | Reduced |
| MAI Capital Management | 218 | $6.62K | 0.00% | +218 | New |
| GoalVest Advisory LLC | 154 | $4.67K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,576−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,342−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −966−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |