Who Owns Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG)?Hedge Fund & Institutional Holders

$21.05-0.20 (-0.94%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+9 / -3

Price History

$15.84$17.78$19.73$21.67$23.61Aug 24Jun 25Mar 26

ETG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+120K+$2.8B
AMERIPRISE FINANCIAL INCIncreased+90K+$2.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+128K+$2.0B
Wagner Wealth Management, LLCNew Position+86K+$2.0B
Shaker Financial Services, LLCNew Position+76K+$1.8B
RAYMOND JAMES FINANCIAL INCIncreased+110K+$1.6B
WELLS FARGO & COMPANY/MNIncreased+31K+$1.5B
GOLDMAN SACHS GROUP INCNew Position+61K+$1.0B
PFG Investments, LLCNew Position+39K+$895.0M
1776 Wealth LLCNew Position+32K+$741.0M
Joel Isaacson & Co., LLCNew Position+31K+$707.0M
Fairman Group, LLCNew Position+29K+$659.0M
ROYAL BANK OF CANADAIncreased+30K+$586.0M
Steward Partners Investment Advisory, LLCIncreased+13K+$579.1M
OSAIC HOLDINGS, INC.Increased+43K+$500.7M

ETG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cornerstone Advisors, LLCDecreased-335K-$6.3B
GUGGENHEIM CAPITAL LLCDecreased-62K-$1.9B
Advisors Asset Management, Inc.Decreased-54K-$1.7B
STIFEL FINANCIAL CORPDecreased-4K-$824.4M
Cresset Asset Management, LLCDecreased-3K-$565.8M
Dakota Wealth ManagementDecreased-5K-$371.0M
AQR Arbitrage LLCClosed Position-13K-$267.2M
Mariner, LLCDecreased-396-$265.7M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-3K-$249.2M
EverSource Wealth Advisors, LLCClosed Position-11K-$230.2M
Ausdal Financial Partners, Inc.Decreased-571-$223.6M
CreativeOne Wealth, LLCDecreased-628-$221.4M
Invesco Ltd.Decreased-12K-$178.5M
Advisory Services Network, LLCClosed Position-6K-$129.5M
Allworth Financial LPDecreased-2K-$103.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG2,265,176$52.3B8.48%Share
2BANK OF AMERICA CORP /DE/1,294,423$29.0B2.11%Share
3Cornerstone Advisors, LLC859,911$19.0B0.63%Share
4WELLS FARGO & COMPANY/MN452,161$10.0B1.82%Share
5AMERIPRISE FINANCIAL INC350,477$8.0B1.81%Share
6Heron Bay Capital Management312,034$7.2B1.37%Share
7ROYAL BANK OF CANADA282,135$6.0B0.98%Share
8WELLS FARGO & COMPANY/MN267,276$6.0B1.09%Share
9Steward Partners Investment Advisory, LLC222,231$5.0B27.42%Share
10RAYMOND JAMES FINANCIAL INC196,439$4.0B1.24%Share
11FIRST TRUST ADVISORS LP189,918$4.0B2.91%Share
12Rockefeller Capital Management L.P.148,028$3.0B5.40%Share
13Advisors Asset Management, Inc.169,720$3.0B50.37%Share
14GUGGENHEIM CAPITAL LLC167,722$3.0B21.48%Share
15WealthTrust Axiom LLC121,744$2.8B0.72%Share
16Hennion & Walsh Asset Management, Inc.119,625$2.8B0.10%Share
17OSAIC HOLDINGS, INC.113,823$2.0B2.92%Share
18COMMONWEALTH EQUITY SERVICES, LLC128,033$2.0B2.67%Share
19RAYMOND JAMES FINANCIAL INC122,647$2.0B0.62%Share
20Wagner Wealth Management, LLC85,813$2.0B0.42%Share
21EDGEWOOD MANAGEMENT LLC82,000$1.9B9.02%Share
22Shaker Financial Services, LLC76,497$1.8B0.56%Share
23COMERICA BANK69,082$1.6B6.36%Share
24ADAPT WEALTH ADVISORS, LLC47,908$1.1B0.38%Share
25Invesco Ltd.43,502$1.0B0.15%Share
26GOLDMAN SACHS GROUP INC61,107$1.0B0.12%Share
27PFG Investments, LLC38,762$895.0M0.04%Share
281776 Wealth LLC32,103$741.0M0.28%Share
29Joel Isaacson & Co., LLC30,626$707.0M0.02%Share
30Fairman Group, LLC28,557$659.0M0.53%Share
31Palogic Value Management, L.P.23,500$542.0M0.23%Share
32Strategic Advocates LLC22,930$526.0M0.13%Share
33WCG Wealth Advisors LLC22,209$513.0M0.01%Share
34DENVER WEALTH MANAGEMENT, INC.17,669$408.0M0.14%Share
35NWF Advisory Services Inc.15,467$357.0M0.04%Share
36SILVERLAKE WEALTH MANAGEMENT LLC13,743$317.0M0.07%Share
37Kovack Advisors, Inc.25,668$315.0M0.02%Share
38Navis Wealth Advisors, LLC13,000$300.0M0.13%Share
39Accel Wealth Management10,990$253.0M0.07%Share
40United Advisor Group, LLC10,074$232.0M0.03%Share
41Simplicity Wealth,LLC9,523$219.0M0.01%Share
42J.W. COLE ADVISORS, INC.9,214$212.0M0.01%Share
43Capital Investment Advisors, LLC9,124$210.0M3.20%Share
44NORTHSTAR ASSET MANAGEMENT INC9,000$207.0M0.05%Share
45Smith Asset Management Co., LLC8,928$206.0M0.17%Share
46Sowell Financial Services LLC8,950$206.0M0.01%Share
47COMERICA BANK3,499$80.0M0.32%Share
48MORGAN STANLEY2,619,228$60.0M0.00%Share
49Farther Finance Advisors, LLC2,100$48.0M0.51%Share
50Anchor Investment Management, LLC1,683$38.9M0.00%Share

ETG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025123$190.0B+48
Q3 202575$163.3B-19
Q2 202594$186.1B-2
Q1 202596$222.2B+8
Q4 202488$2.1T+17
Q3 202471$6.1T-2
Q2 202473$2.6T+2
Q1 202471$219.7T—

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As of Q4 2025, 50 institutional investors hold ETG (Eaton Vance Tax-Advantaged Global Dividend Income Fund). The largest holder is UBS Group AG with $52.3B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ETG?

As of Q4 2025, 50 institutional investors report holding ETG (Eaton Vance Tax-Advantaged Global Dividend Income Fund) in their 13F filings.

Who is the largest institutional holder of ETG?

The largest institutional holder of ETG is UBS Group AG with $52.3B in shares.

Is institutional ownership of ETG increasing or decreasing?

This quarter, 9 institutions opened new positions in ETG and 3 closed their positions.