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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 154 | $4.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 185 | $4.93K | 0.00% | −115−38.3% | Reduced |
| MAI Capital Management | 218 | $5.81K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 337 | $8.99K | 0.00% | +6+1.8% | Added |
| Farther Finance Advisors, LLC | 450 | $12.3K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 727 | $19.4K | 0.01% | +727 | New |
| CWM, LLC | 754 | $20.1K | 0.00% | +119+18.7% | Added |
| Harbour Investments, Inc. | 987 | $26.3K | 0.00% | +133+15.6% | Added |
| Ancora Advisors, LLC | 1,325 | $35.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,400 | $37.3K | 0.00% | +1,400 | New |
| Holos Integrated Wealth LLC | 1,385 | $37.7K | 0.02% | +1,385 | New |
| Northwestern Mutual Wealth Management Co | 1,953 | $52.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,626 | $123.3K | 0.00% | −8,731−65.4% | Reduced |
| Parallel Advisors, LLC | 4,631 | $123.4K | 0.00% | −374−7.5% | Reduced |
| Fifth Third Bancorp | 5,206 | $138.7K | 0.00% | +5,206 | New |
| NBC Securities, Inc. | 6,232 | $166.1K | 0.01% | +1,344+27.5% | Added |
| PMG Family Office LLC | 8,004 | $213.3K | 0.24% | +562+7.6% | Added |
| Kovack Advisors, Inc. | 8,716 | $232.3K | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 9,450 | $251.8K | 0.02% | +9,450 | New |
| Steward Partners Investment Advisory, LLC | 9,995 | $266.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,167 | $270.9K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,259 | $273.4K | 0.05% | +72+0.7% | Added |
| Summit Financial, LLC | 10,718 | $285.6K | 0.00% | −1,065−9.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,790 | $287.6K | 0.04% | +311+3.0% | Added |
| Calamos Advisors LLC | 10,993 | $293.0K | 0.00% | +1,310+13.5% | Added |
| Mercer Global Advisors Inc | 11,145 | $297.0K | 0.00% | −10,667−48.9% | Reduced |
| Mutual Advisors, LLC | 12,891 | $343.5K | 0.01% | −108−0.8% | Reduced |
| Dakota Wealth Management | 13,805 | $367.9K | 0.01% | +250+1.8% | Added |
| Joel Isaacson & Co., LLC | 13,883 | $370.0K | 0.01% | −478−3.3% | Reduced |
| Cetera Investment Advisers | 14,062 | $374.8K | 0.00% | −3,556−20.2% | Reduced |
| Hollencrest Capital Management | 14,907 | $397.3K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 15,000 | $400.0K | 0.00% | +15,000 | New |
| Private Advisor Group, LLC | 15,132 | $403.3K | 0.00% | +2,458+19.4% | Added |
| Truist Financial Corp | 18,319 | $488.2K | 0.00% | −1,889−9.3% | Reduced |
| Readystate Asset Management LP | 18,617 | $496.1K | 0.03% | +18,617 | New |
| Cambridge Investment Research Advisors, Inc. | 19,781 | $527.0K | 0.00% | +253+1.3% | Added |
| Benjamin Edwards Inc | 20,012 | $533.4K | 0.01% | −2,857−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 22,254 | $593.1K | 0.00% | +9,310+71.9% | Added |
| Commonwealth Equity Services, LLC | 22,510 | $599.9K | 0.00% | +100+0.4% | Added |
| Silver Oak Securities, Inc | 23,397 | $623.5K | 0.05% | +518+2.3% | Added |
| Advisor Group Holdings, Inc. | 24,471 | $652.2K | 0.00% | −3,249−11.7% | Reduced |
| Creative Planning | 26,996 | $719.5K | 0.00% | +1,793+7.1% | Added |
| UBS Group AG | 27,492 | $732.7K | 0.00% | −3,204−10.4% | Reduced |
| Rockefeller Capital Management L.P. | 33,473 | $892.1K | 0.00% | +3,000+9.8% | Added |
| Stifel Financial Corp | 42,398 | $1.13M | 0.00% | −1,595−3.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 45,904 | $1.25M | 0.00% | −25,786−36.0% | Reduced |
| Wolverine Asset Management LLC | 47,873 | $1.28M | 0.02% | +47,873 | New |
| Royal Bank of Canada | 54,090 | $1.44M | 0.00% | −9,643−15.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 50,168 | $1.47M | 0.31% | +8,575+20.6% | Added |
| Ameriprise Financial Inc | 56,811 | $1.50M | 0.00% | −2,221−3.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 57,895 | $1.54M | 0.05% | +80+0.1% | Added |
| Formidable Asset Management, LLC | 51,874 | $1.57M | 0.24% | −2,740−5.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 65,301 | $1.74M | 0.01% | +4,551+7.5% | Added |
| Raymond James Financial Inc | 65,874 | $1.76M | 0.00% | +2,999+4.8% | Added |
| Wells Fargo & Company | 90,789 | $2.42M | 0.00% | −1,463−1.6% | Reduced |
| Bank of America Corp | 99,855 | $2.66M | 0.00% | +18,220+22.3% | Added |
| Advisors Asset Management, Inc. | 123,262 | $3.28M | 0.05% | −56,680−31.5% | Reduced |
| LPL Financial LLC | 124,929 | $3.33M | 0.00% | −3,711−2.9% | Reduced |
| First Trust Advisors LP | 130,347 | $3.47M | 0.00% | +12,940+11.0% | Added |
| Flagship Harbor Advisors, LLC | 133,102 | $3.55M | 0.16% | +1,891+1.4% | Added |
| Shaker Financial Services, LLC | 151,069 | $4.03M | 1.40% | +37,059+32.5% | Added |
| Morgan Stanley | 171,578 | $4.57M | 0.00% | +6,135+3.7% | Added |
| Guggenheim Capital LLC | 182,122 | $4.85M | 0.04% | +24,383+15.5% | Added |
| 1607 Capital Partners, LLC | 245,856 | $6.55M | 0.47% | +6,470+2.7% | Added |
| Karpus Management, Inc. | 645,796 | $17.2M | 0.54% | +33,068+5.4% | Added |
| 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 |