Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund - ETO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | Reduced | 612,728 | 18,596 | 0.57% | 0.55% | 1 | -12,219 | -1.96% | Q4 2025 | Feb 17, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 239,386 | 7,265 | 0.5% | 0.46% | 2 | +18,808 | 8.53% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 179,942 | 5,461 | 0.09% | 0.08% | 3 | +7,484 | 4.34% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 165,443 | 5,021 | 0.0% | 0.0% | 4 | +18,382 | 12.5% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisors, LLC | History | Reduced | 158,450 | 4,808 | 0.16% | 0.18% | 5 | -37,226 | -19.02% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 157,739 | 4,787 | 0.03% | 0.02% | 6 | +54,771 | 53.19% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 131,211 | 3,982 | 0.19% | 0.16% | 7 | +844 | 0.65% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 128,640 | 3,904 | 0.0% | 0.0% | 8 | +1,581 | 1.24% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 117,407 | 3,563 | 0.0% | 0.0% | 9 | -1,312 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Shaker Financial Services, LLC | History | Added to | 114,010 | 3,460 | 1.1% | 0.92% | 10 | +16,864 | 17.36% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 92,252 | 2,799 | 0.0% | 0.0% | 11 | -20,621 | -18.27% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 81,635 | 2,477 | 0.0% | 0.0% | 12 | -5,620 | -6.44% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 71,690 | 2,141 | 0.0% | 0.0% | 13 | -1,689 | -2.3% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 63,733 | 1,934 | 0.0% | — | 14 | +63,733 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 62,875 | 1,908 | 0.0% | 0.0% | 15 | -1,897 | -2.93% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 60,750 | 1,843 | 0.01% | 0.0% | 16 | +36,485 | 150.36% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 59,032 | 1,791 | 0.0% | 0.0% | 17 | +1,033 | 1.78% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 57,815 | 1,754 | 0.06% | 0.08% | 18 | -22,576 | -28.08% | Q4 2025 | Jan 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 54,614 | 1,505 | 0.22% | 0.25% | 19 | -4,259 | -7.23% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 43,993 | 1,335 | 0.0% | 0.0% | 20 | +689 | 1.59% | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 41,593 | 1,249 | 0.28% | — | 21 | +41,593 | New | Q4 2025 | Feb 24, 2026 |
| UBS Group AG | History | Added to | 30,696 | 931 | 0.0% | 0.0% | 22 | +3,636 | 13.44% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 30,473 | 924 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,720 | 841 | 0.0% | 0.0% | 24 | +4,006 | 16.89% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 25,203 | 764 | 0.0% | 0.0% | 25 | -281 | -1.1% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 22,869 | 694 | 0.01% | 0.01% | 26 | -3,708 | -13.95% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 22,410 | 680 | 0.0% | 0.0% | 27 | +12,591 | 128.23% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 22,879 | 679 | 0.05% | 0.04% | 28 | +1,419 | 6.61% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,812 | 661 | 0.0% | 0.0% | 29 | +316 | 1.47% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 21,150 | 641 | 0.0% | 0.0% | 30 | -8,457 | -28.56% | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,208 | 613 | 0.0% | 0.0% | 31 | +1,896 | 10.35% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,528 | 593 | 0.0% | 0.0% | 32 | +1,194 | 6.51% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 17,618 | 534 | 0.0% | 0.0% | 33 | +1,667 | 10.45% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 14,907 | 452 | 0.02% | 0.02% | 34 | -458 | -2.98% | Q4 2025 | Feb 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 14,361 | 435 | 0.01% | 0.01% | 35 | +59 | 0.41% | Q4 2025 | Jan 30, 2026 |
| Dakota Wealth Management | History | Added to | 13,555 | 411 | 0.01% | 0.01% | 36 | +205 | 1.54% | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,357 | 405 | 0.0% | 0.0% | 37 | +373 | 2.87% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,999 | 394 | 0.01% | 0.01% | 38 | +8 | 0.06% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,944 | 392 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,674 | 384 | 0.0% | 0.0% | 40 | +2,210 | 21.12% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 11,995 | 364 | 0.0% | 0.0% | 41 | -10,729 | -47.21% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 11,783 | 357 | 0.01% | 0.01% | 42 | -1,275 | -9.76% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 10,479 | 318 | 0.05% | 0.04% | 43 | -100 | -0.95% | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 10,187 | 309 | 0.06% | 0.06% | 44 | -1,050 | -9.34% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 24,842 | 308 | 0.0% | 0.0% | 45 | +14,840 | 148.37% | Q4 2025 | Mar 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,995 | 303 | 0.0% | 0.0% | 46 | -163 | -1.6% | Q4 2025 | Feb 12, 2026 |
| Calamos Advisors LLC | History | New | 9,683 | 293 | 0.0% | — | 47 | +9,683 | New | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | New | 8,716 | 264 | 0.01% | — | 48 | +8,716 | New | Q4 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 7,690 | 233 | 0.04% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 7,466 | 226 | 0.02% | 0.02% | 50 | -252 | -3.27% | Q4 2025 | Mar 03, 2026 |
| PMG Family Office LLC | History | Reduced | 7,442 | 225 | 0.26% | 0.24% | 51 | -393 | -5.02% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,300 | 221 | 0.01% | 0.01% | 52 | -177 | -2.37% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 5,206 | 158 | 0.0% | 0.0% | 53 | -207 | -3.82% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,005 | 151 | 0.0% | 0.0% | 54 | +70 | 1.42% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,888 | 148 | 0.01% | 0.01% | 55 | -57 | -1.15% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,953 | 59 | 0.0% | 0.0% | 56 | +53 | 2.79% | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,875 | 56 | 0.03% | — | 57 | +1,875 | New | Q4 2025 | Feb 18, 2026 |
| Ancora Advisors LLC | History | No change | 1,325 | 40 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,226 | 37 | 0.0% | — | 59 | +1,226 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,075 | 32 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 854 | 25 | 0.0% | — | 61 | +854 | New | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 635 | 19 | 0.0% | 0.0% | 62 | +349 | 122.03% | Q4 2025 | Jan 26, 2026 |
| ESL Trust Services, LLC | History | No change | 500 | 15 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 450 | 13 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 331 | 10 | 0.0% | — | 65 | +331 | New | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | New | 300 | 9 | 0.0% | — | 66 | +300 | New | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | No change | 300 | 9 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 225 | 6 | 0.0% | 0.0% | 68 | -950 | -80.85% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | New | 218 | 6 | 0.0% | — | 69 | +218 | New | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | No change | 154 | 4 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,511 | -100.0% | Q3 2025 | Oct 28, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,576 | -100.0% | Q3 2025 | Nov 07, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,342 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -966 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -628 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 14, 2025 |