Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) — Institutional Holders, Q2 2026
140 institutional investment managers reported a ETG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $343.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ETG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AMERIPRISE FINANCIALAdded · +700,002 sh+$16.5M
- 1607 Capital PartnersNew · +339,925 sh+$8.0M
- WOLVERINE ASSET MANAGEMENTAdded · +68,386 sh+$1.6M
- RAYMOND JAMES FINANCIALAdded · +53,090 sh+$1.2M
- Integrated Wealth ConceptsNew · +51,172 sh+$1.2M
Biggest sellers
- Shaker Financial ServicesTrimmed · -308,956 sh-$7.3M
- Arkadios Wealth AdvisorsSold out · -88,776 sh-$2.1M
- READYSTATE ASSET MANAGEMENTSold out · -80,717 sh-$1.9M
- MORGAN STANLEYTrimmed · -79,941 sh-$1.9M
- GUGGENHEIM CAPITALTrimmed · -50,955 sh-$1.2M
ETG 13F holders ranked 1–100 of 140
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 2,605,701 sh | 2,605,701 | $61.3M | <0.01% | -3.0% |
| 2 | UBS Group AG#2 · 2,242,764 sh | 2,242,764 | $52.8M | <0.01% | +1.9% |
| 3 | BANK OF AMERICA#3 · 1,438,101 sh | 1,438,101 | $33.9M | <0.01% | -1.4% |
| 4 | AMERIPRISE FINANCIAL#4 · 997,269 sh | 997,269 | $23.5M | <0.01% | +235.5% |
| 5 | WELLS FARGO & COMPANY#5 · 844,848 sh | 844,848 | $19.9M | <0.01% | +0.5% |
| 6 | McGowan Group Asset Management#6 · 618,154 sh | 618,154 | $14.6M | 1.77% | -1.0% |
| 7 | LPL Financial#7 · 405,342 sh | 405,342 | $9.5M | <0.01% | +10.2% |
| 8 | RAYMOND JAMES FINANCIAL#8 · 348,068 sh | 348,068 | $8.2M | <0.01% | +18.0% |
| 9 | 1607 Capital Partners#9 · 339,925 sh | 339,925 | $8.0M | 0.70% | New |
| 10 | ROYAL BANK OF CANADA#10 · 318,562 sh | 318,562 | $7.5M | <0.01% | +4.2% |
| 11 | Heron Bay Capital Management#11 · 302,683 sh | 302,683 | $7.1M | 0.65% | -2.8% |
| 12 | Steward Partners Investment Advisory#12 · 236,897 sh | 236,897 | $5.6M | 0.03% | +1.6% |
| 13 | WOLVERINE ASSET MANAGEMENT#13 · 206,719 sh | 206,719 | $4.9M | 0.04% | +49.4% |
| 14 | FIRST ADVISORS#14 · 199,304 sh | 199,304 | $4.7M | <0.01% | -0.7% |
| 15 | Janney Montgomery Scott#15 · 190,298 sh | 190,298 | $4.5M | <0.01% | +2.3% |
| 16 | Rockefeller Capital Management L.P.#16 · 177,254 sh | 177,254 | $4.2M | <0.01% | +1.3% |
| 17 | COHEN & STEERS#17 · 153,868 sh | 153,868 | $3.6M | <0.01% | +19.4% |
| 18 | OSAIC#18 · 130,651 sh | 130,651 | $3.1M | <0.01% | +17.1% |
| 19 | Advisors Asset Management#19 · 124,760 sh | 124,760 | $2.9M | 0.04% | -7.4% |
| 20 | Sanctuary Advisors#20 · 120,563 sh | 120,563 | $2.8M | 0.01% | +4.1% |
| 21 | GUGGENHEIM CAPITAL#21 · 119,588 sh | 119,588 | $2.8M | 0.02% | -29.9% |
| 22 | COMMONWEALTH EQUITY SERVICES#22 · 117,699 sh | 117,699 | $2.8M | <0.01% | -3.9% |
| 23 | WealthTrust Axiom#23 · 111,394 sh | 111,394 | $2.6M | 0.59% | -6.1% |
| 24 | Beacon Pointe Advisors#24 · 110,000 sh | 110,000 | $2.6M | 0.01% | -2.3% |
| 25 | Cetera Investment Advisers#25 · 106,792 sh | 106,792 | $2.5M | <0.01% | +10.7% |
| 26 | Live Oak Private Wealth#26 · 92,351 sh | 92,351 | $2.2M | 0.27% | 0.0% |
| 27 | Hennion & Walsh Asset Management#27 · 92,115 sh | 92,115 | $2.2M | — | -18.7% |
| 28 | Shaker Financial Services#28 · 89,127 sh | 89,127 | $2.1M | — | -77.6% |
| 29 | Wagner Wealth Management#29 · 84,990 sh | 84,990 | $2.0M | — | -0.4% |
| 30 | EDGEWOOD MANAGEMENT#30 · 82,000 sh | 82,000 | $1.9M | 0.02% | 0.0% |
| 31 | GOLDMAN SACHS GROUP#31 · 79,107 sh | 79,107 | $1.9M | <0.01% | +27.4% |
| 32 | FIFTH THIRD BANCORP#32 · 71,685 sh | 71,685 | $1.7M | <0.01% | +0.8% |
| 33 | Todd Wealth Management#33 · 70,475 sh | 70,475 | $1.7M | — | -0.2% |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES#34 · 54,891 sh | 54,891 | $1.3M | — | +0.5% |
| 35 | Integrated Wealth Concepts#35 · 51,172 sh | 51,172 | $1.2M | <0.01% | New |
| 36 | PMG Family Office#36 · 49,667 sh | 49,667 | $1.2M | — | +0.6% |
| 37 | WILEY BROS.-AINTREE CAPITAL#37 · 48,919 sh | 48,919 | $1.2M | <0.01% | +5.5% |
| 38 | Kestra Advisory Services#38 · 42,125 sh | 42,125 | $991.6K | <0.01% | -7.7% |
| 39 | Choate Investment Advisors#39 · 40,000 sh | 40,000 | $941.6K | 0.02% | New |
| 40 | PFG Investments#40 · 39,082 sh | 39,082 | $920.0K | 0.04% | +0.4% |
| 41 | STIFEL FINANCIAL#41 · 34,618 sh | 34,618 | $814.9K | <0.01% | -1.5% |
| 42 | Joel Isaacson#42 · 31,334 sh | 31,334 | $737.6K | 0.02% | +1.4% |
| 43 | XTX Topco Ltd#43 · 30,874 sh | 30,874 | $726.8K | <0.01% | +60.4% |
| 44 | 1776 Wealth#44 · 30,438 sh | 30,438 | $716.5K | 0.25% | -5.2% |
| 45 | Merit Financial Group#45 · 29,786 sh | 29,786 | $701.2K | <0.01% | 0.0% |
| 46 | HighTower Advisors#46 · 29,705 sh | 29,705 | $699.3K | <0.01% | +0.5% |
| 47 | Fairman Group#47 · 28,557 sh | 28,557 | $672.2K | — | 0.0% |
| 48 | Cambridge Investment Research Advisors#48 · 27,974 sh | 27,974 | $659.0K | <0.01% | +2.3% |
| 49 | Concurrent Investment Advisors#49 · 27,097 sh | 27,097 | $637.9K | — | +0.3% |
| 50 | ADAPT WEALTH ADVISORS#50 · 26,543 sh | 26,543 | $624.8K | 0.20% | +12.7% |
| 51 | Cresset Asset Management#51 · 24,993 sh | 24,993 | $588.3K | <0.01% | +81.7% |
| 52 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#52 · 24,323 sh | 24,323 | $572.6K | 0.03% | +36.6% |
| 53 | KESTRA PRIVATE WEALTH SERVICES#53 · 23,717 sh | 23,717 | $558.3K | <0.01% | -5.8% |
| 54 | Palogic Value Management, L.P.#54 · 23,500 sh | 23,500 | $553.2K | 0.18% | 0.0% |
| 55 | WCG Wealth Advisors#55 · 22,209 sh | 22,209 | $522.8K | 0.01% | 0.0% |
| 56 | Kingsview Wealth Management#56 · 20,614 sh | 20,614 | $485.3K | <0.01% | -5.3% |
| 57 | TRUIST FINANCIAL#57 · 20,287 sh | 20,287 | $477.6K | <0.01% | +0.1% |
| 58 | PNC FINANCIAL SERVICES GROUP#58 · 20,181 sh | 20,181 | $475.1K | <0.01% | -20.4% |
| 59 | DENVER WEALTH MANAGEMENT#59 · 19,856 sh | 19,856 | $467.4K | 0.13% | +0.5% |
| 60 | AlphaCore Capital#60 · 18,891 sh | 18,891 | $444.7K | <0.01% | +1.7% |
| 61 | 180 WEALTH ADVISORS#61 · 18,672 sh | 18,672 | $439.5K | 0.04% | -0.7% |
| 62 | NewEdge Advisors#62 · 18,436 sh | 18,436 | $434.0K | <0.01% | New |
| 63 | Creative Planning#63 · 17,767 sh | 17,767 | $418.2K | <0.01% | +4.3% |
| 64 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#64 · 17,570 sh | 17,570 | $413.6K | 0.00% | +64.8% |
| 65 | Advisory Advocates#65 · 17,498 sh | 17,498 | $411.9K | 0.35% | 0.0% |
| 66 | Stonebridge Financial Group#66 · 17,355 sh | 17,355 | $408.0K | 0.06% | — |
| 67 | AQR CAPITAL MANAGEMENT#67 · 16,137 sh | 16,137 | $379.9K | <0.01% | +21.1% |
| 68 | CHOREO#68 · 16,125 sh | 16,125 | $379.6K | <0.01% | 0.0% |
| 69 | Logan Stone Capital#69 · 15,803 sh | 15,803 | $372.0K | 0.08% | +17.3% |
| 70 | Avantax Planning Partners#70 · 15,655 sh | 15,655 | $368.5K | <0.01% | -14.5% |
| 71 | NWF Advisory Services#71 · 15,467 sh | 15,467 | $364.1K | — | 0.0% |
| 72 | United Advisor Group#72 · 13,797 sh | 13,797 | $324.8K | 0.03% | +16.0% |
| 73 | SILVERLAKE WEALTH MANAGEMENT#73 · 13,743 sh | 13,743 | $323.5K | — | 0.0% |
| 74 | Formidable Asset Management#74 · 15,555 sh | 15,555 | $313.0K | 0.05% | -1.1% |
| 75 | D.A. DAVIDSON#75 · 12,743 sh | 12,743 | $300.0K | <0.01% | New |
| 76 | Indivisible Partners#76 · 12,539 sh | 12,539 | $295.2K | — | New |
| 77 | COMMERCE BANK#77 · 11,255 sh | 11,255 | $264.9K | <0.01% | 0.0% |
| 78 | Accel Wealth Management#78 · 11,157 sh | 11,157 | $262.6K | — | +0.7% |
| 79 | B. Riley Wealth Advisors#79 · 11,039 sh | 11,039 | $257.0K | — | New |
| 80 | Mariner#80 · 10,667 sh | 10,667 | $251.1K | <0.01% | New |
| 81 | SHIKIAR ASSET MANAGEMENT#81 · 10,500 sh | 10,500 | $247.0K | — | 0.0% |
| 82 | StoneX Group#82 · 10,466 sh | 10,466 | $245.6K | <0.01% | New |
| 83 | Ausdal Financial Partners#83 · 10,231 sh | 10,231 | $240.8K | <0.01% | +1.6% |
| 84 | Presper Financial Architects#84 · 10,010 sh | 10,010 | $235.6K | 0.12% | 0.0% |
| 85 | MidFirst Bank#85 · 10,000 sh | 10,000 | $235.4K | 0.02% | -9.1% |
| 86 | CAPTRUST FINANCIAL ADVISORS#86 · 9,905 sh | 9,905 | $233.2K | <0.01% | New |
| 87 | ENVESTNET ASSET MANAGEMENT#87 · 9,638 sh | 9,638 | $226.9K | <0.01% | New |
| 88 | J.W. COLE ADVISORS#88 · 9,530 sh | 9,530 | $224.3K | <0.01% | New |
| 89 | Sowell Financial Services#89 · 9,484 sh | 9,484 | $223.3K | — | New |
| 90 | Prospera Financial Services#90 · 9,203 sh | 9,203 | $216.7K | <0.01% | New |
| 91 | Capital Investment Advisors#91 · 9,124 sh | 9,124 | $214.8K | — | New |
| 92 | Ellis Investment Partners#92 · 8,967 sh | 8,967 | $211.1K | — | New |
| 93 | Smith Asset Management#93 · 8,836 sh | 8,836 | $208.0K | — | New |
| 94 | IFG Advisory#94 · 8,661 sh | 8,661 | $203.9K | <0.01% | New |
| 95 | Cerity Partners#95 · 8,639 sh | 8,639 | $203.4K | <0.01% | New |
| 96 | CreativeOne Wealth#96 · 8,637 sh | 8,637 | $203.3K | <0.01% | New |
| 97 | CHESAPEAKE ASSET MANAGEMENT#97 · 5,177 sh | 5,177 | $121.9K | 0.09% | New |
| 98 | NORTHSTAR ASSET MANAGEMENT#98 · 5,300 sh | 5,300 | $120.8K | — | New |
| 99 | BLUE BELL PRIVATE WEALTH MANAGEMENT#99 · 4,982 sh | 4,982 | $117.3K | 0.01% | +727.6% |
| 100 | SRS Capital Advisors#100 · 4,884 sh | 4,884 | $115.0K | <0.01% | New |
Funds that sold out of ETG in Q2 2026 (12)
Held ETG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Arkadios Wealth Advisors88,776 sh | 88,776 | $1.8M |
| READYSTATE ASSET MANAGEMENT80,717 sh | 80,717 | $1.6M |
| Kovack Advisors26,563 sh | 26,563 | $542.7K |
| Invesco Ltd.19,267 sh | 19,267 | $387.7K |
| Z3 Capital Partners16,650 sh | 16,650 | $335.0K |
| Dakota Wealth Management13,264 sh | 13,264 | $266.9K |
| Meeder Advisory Services9,957 sh | 9,957 | $200.3K |
| Advisory Services Network6,613 sh | 6,613 | $133.1K |
| Golden State Equity Partners3,076 sh | 3,076 | $61.9K |
| MAI Capital Management1,750 sh | 1,750 | $35.2K |
| HAZLETT, BURT & WATSON250 sh | 250 | $5.0K |
| Tower Research Capital (TRC)19 sh | 19 | $382.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.