Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) — Institutional Holders, Q2 2026 (page 2)
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 101 to 140. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ETG 13F holders ranked 101–140 of 140
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Oakworth Capital#101 · 4,670 sh | 4,670 | $109.9K | — | 0.0% |
| 102 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#102 · 3,050 sh | 3,050 | $71.8K | 0.00% | +16.6% |
| 103 | Institute for Wealth Management#103 · 3,007 sh | 3,007 | $70.8K | <0.01% | New |
| 104 | Allworth Financial#104 · 2,658 sh | 2,658 | $62.6K | <0.01% | +1.5% |
| 105 | Chung Wu Investment Group#105 · 2,300 sh | 2,300 | $54.1K | 0.04% | 0.0% |
| 106 | Farther Finance Advisors#106 · 2,100 sh | 2,100 | $49.4K | — | 0.0% |
| 107 | PRIVATE NA#107 · 2,000 sh | 2,000 | $47.1K | — | -24.0% |
| 108 | Bangor Savings Bank#108 · 2,000 sh | 2,000 | $47.1K | — | 0.0% |
| 109 | Anchor Investment Management#109 · 1,683 sh | 1,683 | $39.6K | <0.01% | 0.0% |
| 110 | HARBOUR INVESTMENTS#110 · 1,641 sh | 1,641 | $38.6K | <0.01% | 0.0% |
| 111 | Millstone Evans Group#111 · 1,440 sh | 1,440 | $33.9K | 0.02% | 0.0% |
| 112 | DiNuzzo Private Wealth#112 · 1,000 sh | 1,000 | $30.9K | — | 0.0% |
| 113 | Mosley Wealth Management#113 · 1,278 sh | 1,278 | $30.1K | — | New |
| 114 | Axiom Investment Management#114 · 1,217 sh | 1,217 | $28.7K | 0.02% | +9.5% |
| 115 | Indiana & Investment Management#115 · 1,200 sh | 1,200 | $28.2K | — | 0.0% |
| 116 | Salomon & Ludwin#116 · 1,162 sh | 1,162 | $27.3K | <0.01% | 0.0% |
| 117 | OLD POINT & FINANCIAL SERVICES N A#117 · 961 sh | 961 | $22.6K | <0.01% | 0.0% |
| 118 | VSM Wealth Advisory#118 · 909 sh | 909 | $21.4K | <0.01% | 0.0% |
| 119 | ARMSTRONG ADVISORY GROUP#119 · 863 sh | 863 | $20.3K | — | +1.6% |
| 120 | Parallel Advisors#120 · 775 sh | 775 | $18.3K | <0.01% | +1.7% |
| 121 | Community Financial Services Group#121 · 750 sh | 750 | $17.6K | — | 0.0% |
| 122 | PlanVest Financial#122 · 569 sh | 569 | $13.4K | <0.01% | -14.9% |
| 123 | OF TOLEDO NA#123 · 500 sh | 500 | $11.8K | — | 0.0% |
| 124 | TD PRIVATE CLIENT WEALTH#124 · 499 sh | 499 | $11.7K | <0.01% | New |
| 125 | Physician Wealth Advisors#125 · 495 sh | 495 | $11.7K | — | 0.0% |
| 126 | Godfrey Financial Associates#126 · 400 sh | 400 | $9.4K | <0.01% | 0.0% |
| 127 | US BANCORP \DE\#127 · 400 sh | 400 | $9.4K | 0.00% | 0.0% |
| 128 | Pinnacle Bancorp#128 · 389 sh | 389 | $9.2K | — | 0.0% |
| 129 | ASSETMARK#129 · 384 sh | 384 | $9.0K | — | 0.0% |
| 130 | Strategic Advocates#130 · 367 sh | 367 | $8.6K | 0.03% | 0.0% |
| 131 | JPMORGAN CHASE#131 · 362 sh | 362 | $8.4K | 0.00% | 0.0% |
| 132 | Geneos Wealth Management#132 · 332 sh | 332 | $7.8K | <0.01% | 0.0% |
| 133 | NBH Bank#133 · 263 sh | 263 | $6.2K | <0.01% | — |
| 134 | Golden State Wealth Management#134 · 200 sh | 200 | $4.7K | <0.01% | 0.0% |
| 135 | BOKF, NA#135 · 200 sh | 200 | $4.7K | <0.01% | 0.0% |
| 136 | Concord Wealth Partners#136 · 150 sh | 150 | $3.5K | <0.01% | New |
| 137 | HIGHLINE WEALTH PARTNERS#137 · 150 sh | 150 | $3.5K | — | 0.0% |
| 138 | JFS WEALTH ADVISORS#138 · 63 sh | 63 | $1.5K | <0.01% | New |
| 139 | REAP Financial Group#139 · 2 sh | 2 | $37.00 | 0.00% | 0.0% |
| 140 | Capital Advisors, Ltd.#140 · 2 sh | 2 | $0.00 | 0.00% | 0.0% |
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.