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