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, Q2 2026
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Jun 30, 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
- 74
- +8 vs. Q1 2026
- Shares held
- 3.44M
- +311.6K (+10.0%) vs. Q1 2026
- Total value
- $105.9M
- +$22.3M (+26.6%) vs. Q1 2026
- New holders
- 13
- 30 more added
- Sold out
- 5
- 18 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 46 | $1.42K | 0.00% | +46 | New |
| BlackRock, Inc. | 91 | $2.80K | 0.00% | +91 | New |
| Highline Wealth Partners LLC | 100 | $3.09K | 0.00% | +100 | New |
| Assetmark, Inc | 122 | $3.77K | 0.00% | +122 | New |
| GoalVest Advisory LLC | 154 | $4.75K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 185 | $5.71K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 225 | $6.95K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 343 | $10.6K | 0.00% | +6+1.8% | Added |
| Farther Finance Advisors, LLC | 385 | $11.9K | 0.00% | −65−14.4% | Reduced |
| ESL Trust Services, LLC | 500 | $15.4K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 833 | $25.7K | 0.02% | +106+14.6% | Added |
| Harbour Investments, Inc. | 854 | $26.4K | 0.00% | −133−13.5% | Reduced |
| Global Retirement Partners, LLC | 1,075 | $33.2K | 0.00% | +1,075 | New |
| Ancora Advisors, LLC | 1,325 | $40.9K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,385 | $42.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,953 | $60.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,329 | $102.8K | 0.01% | +3,329 | New |
| GWM Advisors LLC | 4,626 | $142.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,700 | $145.1K | 0.00% | +69+1.5% | Added |
| Fifth Third Bancorp | 5,206 | $160.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,210 | $191.7K | 0.01% | −22−0.4% | Reduced |
| Ashton Thomas Securities, LLC | 6,480 | $200.0K | 0.03% | +6,480 | New |
| Sowell Financial Services LLC | 7,458 | $230.2K | 0.01% | +7,458 | New |
| PMG Family Office LLC | 8,202 | $253.2K | 0.23% | +198+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,554 | $294.9K | 0.00% | −441−4.4% | Reduced |
| Envestnet Asset Management Inc | 9,612 | $296.7K | 0.00% | +9,612 | New |
| CI Private Wealth, LLC | 10,167 | $313.9K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,328 | $318.8K | 0.04% | +69+0.7% | Added |
| Summit Financial, LLC | 10,518 | $324.7K | 0.00% | −200−1.9% | Reduced |
| City of London Investment Management Co Ltd | 10,745 | $331.7K | 0.02% | +1,295+13.7% | Added |
| Calamos Advisors LLC | 11,779 | $363.6K | 0.00% | +786+7.2% | Added |
| Mutual Advisors, LLC | 12,986 | $400.9K | 0.01% | +95+0.7% | Added |
| Joel Isaacson & Co., LLC | 13,933 | $430.1K | 0.01% | +50+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 13,974 | $431.4K | 0.05% | +3,184+29.5% | Added |
| Hollencrest Capital Management | 14,907 | $460.2K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,124 | $466.9K | 0.00% | +1,062+7.6% | Added |
| Truist Financial Corp | 18,527 | $571.9K | 0.00% | +208+1.1% | Added |
| Invesco Ltd. | 19,258 | $594.5K | 0.00% | +19,258 | New |
| Benjamin Edwards Inc | 19,302 | $596.1K | 0.01% | −710−3.5% | Reduced |
| Dakota Wealth Management | 19,575 | $604.3K | 0.01% | +5,770+41.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,042 | $619.0K | 0.00% | +261+1.3% | Added |
| Private Advisor Group, LLC | 20,946 | $646.6K | 0.00% | +5,814+38.4% | Added |
| HRT Financial LP | 21,335 | $658.0K | 0.00% | +21,335 | New |
| Commonwealth Equity Services, LLC | 22,101 | $682.2K | 0.00% | −409−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 22,254 | $687.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 22,826 | $704.6K | 0.00% | +22,826 | New |
| Silver Oak Securities, Inc | 25,480 | $786.6K | 0.05% | +2,083+8.9% | Added |
| UBS Group AG | 27,174 | $838.9K | 0.00% | −318−1.2% | Reduced |
| Creative Planning | 28,121 | $868.1K | 0.00% | +1,125+4.2% | Added |
| Cohen & Steers, Inc. | 30,000 | $926.0K | 0.00% | +15,000+100.0% | Added |
| Royal Bank of Canada | 32,158 | $993.0K | 0.00% | −21,932−40.5% | Reduced |
| Rockefeller Capital Management L.P. | 33,473 | $1.03M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 34,270 | $1.06M | 0.00% | +9,799+40.0% | Added |
| Formidable Asset Management, LLC | 48,973 | $1.31M | 0.21% | −2,901−5.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 45,327 | $1.39M | 0.00% | −577−1.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 51,082 | $1.58M | 0.27% | +914+1.8% | Added |
| Stifel Financial Corp | 52,501 | $1.62M | 0.00% | +10,103+23.8% | Added |
| Ameriprise Financial Inc | 56,615 | $1.75M | 0.00% | −196−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 58,200 | $1.80M | 0.05% | +305+0.5% | Added |
| Raymond James Financial Inc | 63,634 | $1.96M | 0.00% | −2,240−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 70,107 | $2.16M | 0.01% | +4,806+7.4% | Added |
| Wolverine Asset Management LLC | 83,526 | $2.58M | 0.03% | +35,653+74.5% | Added |
| Shaker Financial Services, LLC | 92,148 | $2.84M | 0.89% | −58,921−39.0% | Reduced |
| Advisors Asset Management, Inc. | 96,662 | $2.98M | 0.05% | −26,600−21.6% | Reduced |
| Bank of America Corp | 98,884 | $3.05M | 0.00% | −971−1.0% | Reduced |
| Wells Fargo & Company | 107,277 | $3.31M | 0.00% | +16,488+18.2% | Added |
| Advisory Solutions Group, LLC | 114,081 | $3.52M | 1.21% | +114,081 | New |
| LPL Financial LLC | 117,929 | $3.64M | 0.00% | −7,000−5.6% | Reduced |
| First Trust Advisors LP | 129,129 | $3.99M | 0.00% | −1,218−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 143,043 | $4.42M | 0.17% | +9,941+7.5% | Added |
| Morgan Stanley | 183,536 | $5.67M | 0.00% | +11,958+7.0% | Added |
| Guggenheim Capital LLC | 212,936 | $6.57M | 0.04% | +30,814+16.9% | Added |
| 1607 Capital Partners, LLC | 295,263 | $9.11M | 0.79% | +49,407+20.1% | Added |
| Karpus Management, Inc. | 699,132 | $21.6M | 0.62% | +53,336+8.3% | Added |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −18,617−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,145−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −8,716−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |