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, Q1 2026
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities 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
- 67
- −1 vs. Q4 2025
- Shares held
- 3.13M
- −80.0K (−2.5%) vs. Q4 2025
- Total value
- $83.6M
- −$13.4M (−13.8%) vs. Q4 2025
- New holders
- 8
- 28 more added
- Sold out
- 9
- 20 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 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 645,796 | $17.2M | 0.54% | +33,068+5.4% | Added |
| 1607 Capital Partners, LLC | 245,856 | $6.55M | 0.47% | +6,470+2.7% | Added |
| Guggenheim Capital LLC | 182,122 | $4.85M | 0.04% | +24,383+15.5% | Added |
| Morgan Stanley | 171,578 | $4.57M | 0.00% | +6,135+3.7% | Added |
| Shaker Financial Services, LLC | 151,069 | $4.03M | 1.40% | +37,059+32.5% | Added |
| Flagship Harbor Advisors, LLC | 133,102 | $3.55M | 0.16% | +1,891+1.4% | Added |
| First Trust Advisors LP | 130,347 | $3.47M | 0.00% | +12,940+11.0% | Added |
| LPL Financial LLC | 124,929 | $3.33M | 0.00% | −3,711−2.9% | Reduced |
| Advisors Asset Management, Inc. | 123,262 | $3.28M | 0.05% | −56,680−31.5% | Reduced |
| Bank of America Corp | 99,855 | $2.66M | 0.00% | +18,220+22.3% | Added |
| Wells Fargo & Company | 90,789 | $2.42M | 0.00% | −1,463−1.6% | Reduced |
| Raymond James Financial Inc | 65,874 | $1.76M | 0.00% | +2,999+4.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 65,301 | $1.74M | 0.01% | +4,551+7.5% | Added |
| Formidable Asset Management, LLC | 51,874 | $1.57M | 0.24% | −2,740−5.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 57,895 | $1.54M | 0.05% | +80+0.1% | Added |
| Ameriprise Financial Inc | 56,811 | $1.50M | 0.00% | −2,221−3.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 50,168 | $1.47M | 0.31% | +8,575+20.6% | Added |
| Royal Bank of Canada | 54,090 | $1.44M | 0.00% | −9,643−15.1% | Reduced |
| Wolverine Asset Management LLC | 47,873 | $1.28M | 0.02% | +47,873 | New |
| Wealth Enhancement Advisory Services, LLC | 45,904 | $1.25M | 0.00% | −25,786−36.0% | Reduced |
| Stifel Financial Corp | 42,398 | $1.13M | 0.00% | −1,595−3.6% | Reduced |
| Rockefeller Capital Management L.P. | 33,473 | $892.1K | 0.00% | +3,000+9.8% | Added |
| UBS Group AG | 27,492 | $732.7K | 0.00% | −3,204−10.4% | Reduced |
| Creative Planning | 26,996 | $719.5K | 0.00% | +1,793+7.1% | Added |
| Advisor Group Holdings, Inc. | 24,471 | $652.2K | 0.00% | −3,249−11.7% | Reduced |
| Silver Oak Securities, Inc | 23,397 | $623.5K | 0.05% | +518+2.3% | Added |
| Commonwealth Equity Services, LLC | 22,510 | $599.9K | 0.00% | +100+0.4% | Added |
| The PNC Financial Services Group, Inc. | 22,254 | $593.1K | 0.00% | +9,310+71.9% | Added |
| Benjamin Edwards Inc | 20,012 | $533.4K | 0.01% | −2,857−12.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,781 | $527.0K | 0.00% | +253+1.3% | Added |
| Readystate Asset Management LP | 18,617 | $496.1K | 0.03% | +18,617 | New |
| Truist Financial Corp | 18,319 | $488.2K | 0.00% | −1,889−9.3% | Reduced |
| Private Advisor Group, LLC | 15,132 | $403.3K | 0.00% | +2,458+19.4% | Added |
| Cohen & Steers, Inc. | 15,000 | $400.0K | 0.00% | +15,000 | New |
| Hollencrest Capital Management | 14,907 | $397.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,062 | $374.8K | 0.00% | −3,556−20.2% | Reduced |
| Joel Isaacson & Co., LLC | 13,883 | $370.0K | 0.01% | −478−3.3% | Reduced |
| Dakota Wealth Management | 13,805 | $367.9K | 0.01% | +250+1.8% | Added |
| Mutual Advisors, LLC | 12,891 | $343.5K | 0.01% | −108−0.8% | Reduced |
| Mercer Global Advisors Inc | 11,145 | $297.0K | 0.00% | −10,667−48.9% | Reduced |
| Calamos Advisors LLC | 10,993 | $293.0K | 0.00% | +1,310+13.5% | Added |
| Blue Bell Private Wealth Management, LLC | 10,790 | $287.6K | 0.04% | +311+3.0% | Added |
| Summit Financial, LLC | 10,718 | $285.6K | 0.00% | −1,065−9.0% | Reduced |
| Founders Financial Alliance, LLC | 10,259 | $273.4K | 0.05% | +72+0.7% | Added |
| CI Private Wealth, LLC | 10,167 | $270.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,995 | $266.4K | 0.00% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 9,450 | $251.8K | 0.02% | +9,450 | New |
| Kovack Advisors, Inc. | 8,716 | $232.3K | 0.01% | 00.0% | Unchanged |
| PMG Family Office LLC | 8,004 | $213.3K | 0.24% | +562+7.6% | Added |
| NBC Securities, Inc. | 6,232 | $166.1K | 0.01% | +1,344+27.5% | Added |
| Fifth Third Bancorp | 5,206 | $138.7K | 0.00% | +5,206 | New |
| Parallel Advisors, LLC | 4,631 | $123.4K | 0.00% | −374−7.5% | Reduced |
| GWM Advisors LLC | 4,626 | $123.3K | 0.00% | −8,731−65.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,953 | $52.0K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,385 | $37.7K | 0.02% | +1,385 | New |
| Advisory Services Network, LLC | 1,400 | $37.3K | 0.00% | +1,400 | New |
| Ancora Advisors, LLC | 1,325 | $35.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 987 | $26.3K | 0.00% | +133+15.6% | Added |
| CWM, LLC | 754 | $20.1K | 0.00% | +119+18.7% | Added |
| Axiom Investment Management LLC | 727 | $19.4K | 0.01% | +727 | New |
| ESL Trust Services, LLC | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 450 | $12.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 337 | $8.99K | 0.00% | +6+1.8% | Added |
| US Bancorp | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 218 | $5.81K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 185 | $4.93K | 0.00% | −115−38.3% | Reduced |
| GoalVest Advisory LLC | 154 | $4.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −158,450−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −21,150−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,995−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −7,690−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −7,466−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |