Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) — Institutional Holders, Q2 2026
74 institutional investment managers reported a ETO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $105.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ETO 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
- Karpus ManagementAdded · +53,336 sh+$1.6M
- 1607 Capital PartnersAdded · +49,407 sh+$1.5M
- WOLVERINE ASSET MANAGEMENTAdded · +35,653 sh+$1.1M
- GUGGENHEIM CAPITALAdded · +30,814 sh+$951.2K
- Waverly AdvisorsNew · +22,826 sh+$704.6K
Biggest sellers
- Shaker Financial ServicesTrimmed · -58,921 sh-$1.8M
- Advisors Asset ManagementTrimmed · -26,600 sh-$821.1K
- ROYAL BANK OF CANADATrimmed · -21,932 sh-$677.0K
- READYSTATE ASSET MANAGEMENTSold out · -18,617 sh-$574.7K
- MERCER GLOBAL ADVISORSSold out · -11,145 sh-$344.0K
ETO 13F holders ranked 1–74 of 74
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Karpus Management#1 · 699,132 sh | 699,132 | $21.6M | 0.62% | +8.3% |
| 2 | 1607 Capital Partners#2 · 295,263 sh | 295,263 | $9.1M | 0.79% | +20.1% |
| 3 | GUGGENHEIM CAPITAL#3 · 212,936 sh | 212,936 | $6.6M | 0.04% | +16.9% |
| 4 | MORGAN STANLEY#4 · 183,536 sh | 183,536 | $5.7M | <0.01% | +7.0% |
| 5 | FLAGSHIP HARBOR ADVISORS#5 · 143,043 sh | 143,043 | $4.4M | — | +7.5% |
| 6 | FIRST ADVISORS#6 · 129,129 sh | 129,129 | $4.0M | <0.01% | -0.9% |
| 7 | LPL Financial#7 · 117,929 sh | 117,929 | $3.6M | <0.01% | -5.6% |
| 8 | Advisory Solutions Group#8 · 114,081 sh | 114,081 | $3.5M | — | — |
| 9 | WELLS FARGO & COMPANY#9 · 107,277 sh | 107,277 | $3.3M | <0.01% | +18.2% |
| 10 | BANK OF AMERICA#10 · 98,884 sh | 98,884 | $3.1M | <0.01% | -1.0% |
| 11 | Advisors Asset Management#11 · 96,662 sh | 96,662 | $3.0M | 0.05% | -21.6% |
| 12 | Shaker Financial Services#12 · 92,148 sh | 92,148 | $2.8M | — | -39.0% |
| 13 | WOLVERINE ASSET MANAGEMENT#13 · 83,526 sh | 83,526 | $2.6M | 0.02% | +74.5% |
| 14 | WILEY BROS.-AINTREE CAPITAL#14 · 70,107 sh | 70,107 | $2.2M | <0.01% | +7.4% |
| 15 | RAYMOND JAMES FINANCIAL#15 · 63,634 sh | 63,634 | $2.0M | <0.01% | -3.4% |
| 16 | Hennion & Walsh Asset Management#16 · 58,200 sh | 58,200 | $1.8M | — | +0.5% |
| 17 | AMERIPRISE FINANCIAL#17 · 56,615 sh | 56,615 | $1.7M | <0.01% | -0.3% |
| 18 | STIFEL FINANCIAL#18 · 52,501 sh | 52,501 | $1.6M | <0.01% | +23.8% |
| 19 | Astoria Portfolio Advisors#19 · 51,082 sh | 51,082 | $1.6M | 0.27% | +1.8% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES#20 · 45,327 sh | 45,327 | $1.4M | — | -1.3% |
| 21 | Formidable Asset Management#21 · 48,973 sh | 48,973 | $1.3M | 0.21% | -5.6% |
| 22 | OSAIC#22 · 34,270 sh | 34,270 | $1.1M | <0.01% | +40.0% |
| 23 | Rockefeller Capital Management L.P.#23 · 33,473 sh | 33,473 | $1.0M | <0.01% | 0.0% |
| 24 | ROYAL BANK OF CANADA#24 · 32,158 sh | 32,158 | $993.0K | <0.01% | -40.5% |
| 25 | COHEN & STEERS#25 · 30,000 sh | 30,000 | $926.0K | <0.01% | +100.0% |
| 26 | Creative Planning#26 · 28,121 sh | 28,121 | $868.1K | <0.01% | +4.2% |
| 27 | UBS Group AG#27 · 27,174 sh | 27,174 | $838.9K | <0.01% | -1.2% |
| 28 | SILVER OAK SECURITIES#28 · 25,480 sh | 25,480 | $786.6K | 0.05% | +8.9% |
| 29 | Waverly Advisors#29 · 22,826 sh | 22,826 | $704.6K | <0.01% | New |
| 30 | PNC FINANCIAL SERVICES GROUP#30 · 22,254 sh | 22,254 | $687.0K | <0.01% | 0.0% |
| 31 | COMMONWEALTH EQUITY SERVICES#31 · 22,101 sh | 22,101 | $682.2K | <0.01% | -1.8% |
| 32 | HRT FINANCIAL#32 · 21,335 sh | 21,335 | $658.0K | <0.01% | New |
| 33 | Private Advisor Group#33 · 20,946 sh | 20,946 | $646.6K | <0.01% | +38.4% |
| 34 | Cambridge Investment Research Advisors#34 · 20,042 sh | 20,042 | $619.0K | <0.01% | +1.3% |
| 35 | Dakota Wealth Management#35 · 19,575 sh | 19,575 | $604.3K | 0.01% | +41.8% |
| 36 | BENJAMIN EDWARDS#36 · 19,302 sh | 19,302 | $596.1K | <0.01% | -3.5% |
| 37 | Invesco Ltd.#37 · 19,258 sh | 19,258 | $594.5K | 0.00% | New |
| 38 | TRUIST FINANCIAL#38 · 18,527 sh | 18,527 | $571.9K | <0.01% | +1.1% |
| 39 | Cetera Investment Advisers#39 · 15,124 sh | 15,124 | $466.9K | <0.01% | +7.6% |
| 40 | HOLLENCREST SECURITIES#40 · 14,907 sh | 14,907 | $460.2K | 0.03% | 0.0% |
| 41 | BLUE BELL PRIVATE WEALTH MANAGEMENT#41 · 13,974 sh | 13,974 | $431.4K | 0.05% | +29.5% |
| 42 | Joel Isaacson#42 · 13,933 sh | 13,933 | $430.1K | 0.01% | +0.4% |
| 43 | Mutual Advisors#43 · 12,986 sh | 12,986 | $400.9K | <0.01% | +0.7% |
| 44 | Calamos Advisors#44 · 11,779 sh | 11,779 | $363.6K | <0.01% | +7.2% |
| 45 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#45 · 10,745 sh | 10,745 | $331.7K | 0.02% | +13.7% |
| 46 | Summit Financial#46 · 10,518 sh | 10,518 | $324.7K | <0.01% | -1.9% |
| 47 | Founders Financial Alliance#47 · 10,328 sh | 10,328 | $318.8K | 0.04% | +0.7% |
| 48 | Corient Private Wealth#48 · 10,167 sh | 10,167 | $313.9K | <0.01% | 0.0% |
| 49 | ENVESTNET ASSET MANAGEMENT#49 · 9,612 sh | 9,612 | $296.7K | <0.01% | New |
| 50 | Steward Partners Investment Advisory#50 · 9,554 sh | 9,554 | $294.9K | <0.01% | -4.4% |
| 51 | PMG Family Office#51 · 8,202 sh | 8,202 | $253.2K | — | +2.5% |
| 52 | Sowell Financial Services#52 · 7,458 sh | 7,458 | $230.2K | — | New |
| 53 | ASHTON THOMAS SECURITIES#53 · 6,480 sh | 6,480 | $200.0K | — | New |
| 54 | NBC SECURITIES#54 · 6,210 sh | 6,210 | $191.7K | — | -0.4% |
| 55 | FIFTH THIRD BANCORP#55 · 5,206 sh | 5,206 | $160.7K | <0.01% | 0.0% |
| 56 | Parallel Advisors#56 · 4,700 sh | 4,700 | $145.1K | <0.01% | +1.5% |
| 57 | NewEdge Advisors#57 · 4,626 sh | 4,626 | $142.8K | <0.01% | New |
| 58 | Institute for Wealth Management#58 · 3,329 sh | 3,329 | $102.8K | <0.01% | New |
| 59 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#59 · 1,953 sh | 1,953 | $60.3K | 0.00% | 0.0% |
| 60 | Holos Integrated Wealth#60 · 1,385 sh | 1,385 | $42.8K | — | 0.0% |
| 61 | Ancora Advisors#61 · 1,325 sh | 1,325 | $40.9K | <0.01% | New |
| 62 | Global Retirement Partners#62 · 1,075 sh | 1,075 | $33.2K | <0.01% | — |
| 63 | HARBOUR INVESTMENTS#63 · 854 sh | 854 | $26.4K | <0.01% | -13.5% |
| 64 | Axiom Investment Management#64 · 833 sh | 833 | $25.7K | 0.02% | +14.6% |
| 65 | ESL Services#65 · 500 sh | 500 | $15.4K | <0.01% | 0.0% |
| 66 | Farther Finance Advisors#66 · 385 sh | 385 | $11.9K | — | -14.4% |
| 67 | Allworth Financial#67 · 343 sh | 343 | $10.6K | 0.00% | +1.8% |
| 68 | US BANCORP \DE\#68 · 225 sh | 225 | $6.9K | 0.00% | 0.0% |
| 69 | Spire Wealth Management#69 · 185 sh | 185 | $5.7K | <0.01% | 0.0% |
| 70 | GoalVest Advisory#70 · 154 sh | 154 | $4.8K | — | 0.0% |
| 71 | ASSETMARK#71 · 122 sh | 122 | $3.8K | — | New |
| 72 | HIGHLINE WEALTH PARTNERS#72 · 100 sh | 100 | $3.1K | — | New |
| 73 | BlackRock#73 · 91 sh | 91 | $2.8K | 0.00% | New |
| 74 | JFS WEALTH ADVISORS#74 · 46 sh | 46 | $1.4K | <0.01% | New |
Funds that sold out of ETO in Q2 2026 (5)
Held ETO 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 |
|---|---|---|
| READYSTATE ASSET MANAGEMENT18,617 sh | 18,617 | $496.1K |
| MERCER GLOBAL ADVISORS11,145 sh | 11,145 | $297.0K |
| Kovack Advisors8,716 sh | 8,716 | $232.3K |
| Advisory Services Network1,400 sh | 1,400 | $37.3K |
| MAI Capital Management218 sh | 218 | $5.8K |
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.