EATON VANCE TX ADV GLBL DIV (ETG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
134
Reporting holders
$333.0M
Reported value
0.0%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $61.3M | 2,605,701 | 0.00% | 35q | -3.0%-$1.9M |
| UBS Group AG | $52.8M | 2,242,764 | 0.01% | 31q | +1.9%+$976.0K |
| BANK OF AMERICA CORP /DE/ | $33.9M | 1,438,101 | 0.00% | 31q | -1.4%-$486.5K |
| AMERIPRISE FINANCIAL INC | $23.5M | 997,269 | 0.00% | 31q | +67.7%+$9.5M |
| WELLS FARGO & COMPANY/MN | $19.9M | 844,848 | 0.00% | 31q | -49.7%-$19.7M |
| McGowan Group Asset Management, Inc. | $14.6M | 618,154 | 1.77% | 23q | -1.0%-$147.2K |
| LPL Financial LLC | $9.5M | 405,342 | 0.00% | 31q | +10.2%+$882.0K |
| RAYMOND JAMES FINANCIAL INC | $8.2M | 348,068 | 0.00% | 7q | +18.0%+$1.2M |
| 1607 Capital Partners, LLC | $8.0M | 339,925 | 0.70% | new | NEW |
| ROYAL BANK OF CANADA | $7.5M | 318,562 | 0.00% | 31q | +4.2%+$303.3K |
| Heron Bay Capital Management | $7.1M | 302,683 | 0.65% | 5q | -2.8%-$206.2K |
| Steward Partners Investment Advisory, LLC | $5.6M | 236,897 | 0.03% | 29q | +1.6%+$88.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $4.9M | 206,719 | 0.04% | 2q | +49.4%+$1.6M |
| FIRST TRUST ADVISORS LP | $4.7M | 199,304 | 0.00% | 31q | -0.7%-$33.7K |
| Rockefeller Capital Management L.P. | $4.2M | 177,254 | 0.01% | 30q | +1.3%+$53.6K |
| OSAIC HOLDINGS, INC. | $3.1M | 130,651 | 0.00% | 26q | +17.1%+$449.2K |
| Advisors Asset Management, Inc. | $2.9M | 124,760 | 0.04% | 34q | -7.4%-$234.1K |
| Sanctuary Advisors, LLC | $2.8M | 120,563 | 0.01% | 9q | +4.1%+$112.1K |
| GUGGENHEIM CAPITAL LLC | $2.8M | 119,588 | 0.02% | 31q | -29.9%-$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 117,699 | 0.00% | 31q | -3.9%-$112.3K |
| WealthTrust Axiom LLC | $2.6M | 111,394 | 0.59% | 31q | -6.1%-$169.1K |
| Beacon Pointe Advisors, LLC | $2.6M | 110,000 | 0.01% | 26q | -2.3%-$61.2K |
| Cetera Investment Advisers | $2.5M | 106,792 | 0.00% | 10q | +10.7%+$242.2K |
| Live Oak Private Wealth LLC | $2.2M | 92,351 | 0.27% | 25q | HELD |
| Hennion & Walsh Asset Management, Inc. | $2.2M | 92,115 | 0.06% | 10q | -18.7%-$497.3K |
| Shaker Financial Services, LLC | $2.1M | 89,127 | 0.66% | 19q | -77.6%-$7.3M |
| Wagner Wealth Management, LLC | $2.0M | 84,990 | 0.37% | 22q | HELD |
| EDGEWOOD MANAGEMENT LLC | $1.9M | 82,000 | 0.02% | 27q | HELD |
| GOLDMAN SACHS GROUP INC | $1.9M | 79,107 | 0.00% | 3q | +27.4%+$400.6K |
| FIFTH THIRD BANCORP | $1.7M | 71,685 | 0.00% | 2q | +0.8%+$14.2K |
| Merit Financial Group, LLC | $1.4M | 59,572 | 0.00% | 3q | +100.0%+$701.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 54,891 | 0.00% | 12q | HELD |
| Integrated Wealth Concepts LLC | $1.2M | 51,172 | 0.01% | new | NEW |
| PMG Family Office LLC | $1.2M | 49,667 | 1.08% | 4q | +0.6%+$6.9K |
| &PARTNERS | $1.2M | 48,919 | 0.00% | 5q | +5.5%+$60.4K |
| Kestra Advisory Services, LLC | $991.6K | 42,125 | 0.00% | 7q | -7.7%-$82.9K |
| Choate Investment Advisors | $941.6K | 40,000 | 0.02% | new | NEW |
| PFG Investments, LLC | $920.0K | 39,082 | 0.04% | 9q | HELD |
| STIFEL FINANCIAL CORP | $814.9K | 34,618 | 0.00% | 31q | -1.5%-$12.1K |
| Joel Isaacson & Co., LLC | $737.6K | 31,334 | 0.02% | 3q | +1.4%+$10.4K |
| XTX Topco Ltd | $726.8K | 30,874 | 0.01% | 2q | +60.4%+$273.8K |
| 1776 Wealth LLC | $716.5K | 30,438 | 0.25% | 11q | -5.2%-$39.2K |
| HighTower Advisors, LLC | $699.3K | 29,705 | 0.00% | 31q | +0.5%+$3.5K |
| Fairman Group, LLC | $672.2K | 28,557 | 0.53% | 9q | HELD |
| Concurrent Investment Advisors, LLC | $637.9K | 27,097 | 0.01% | 11q | HELD |
| ADAPT WEALTH ADVISORS, LLC | $624.8K | 26,543 | 0.20% | 4q | +12.7%+$70.6K |
| Cresset Asset Management, LLC | $588.3K | 24,993 | 0.00% | 5q | +81.7%+$264.6K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $572.6K | 24,323 | 0.03% | 2q | +36.6%+$153.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $558.3K | 23,717 | 0.01% | 24q | -5.8%-$34.4K |
| Palogic Value Management, L.P. | $553.2K | 23,500 | 0.18% | 15q | HELD |
| WCG Wealth Advisors LLC | $522.8K | 22,209 | 0.01% | 6q | HELD |
| Kingsview Wealth Management, LLC | $485.3K | 20,614 | 0.01% | 26q | -5.3%-$27.4K |
| TRUIST FINANCIAL CORP | $477.6K | 20,287 | 0.00% | 27q | HELD |
| PNC Financial Services Group, Inc. | $475.1K | 20,181 | 0.00% | 31q | -20.4%-$121.8K |
| DENVER WEALTH MANAGEMENT, INC. | $467.4K | 19,856 | 0.13% | 19q | HELD |
| AlphaCore Capital LLC | $444.7K | 18,891 | 0.01% | 6q | +1.7%+$7.4K |
| 180 WEALTH ADVISORS, LLC | $439.5K | 18,672 | 0.04% | 31q | -0.7%-$3.1K |
| NewEdge Advisors, LLC | $434.0K | 18,436 | 0.00% | new | NEW |
| Creative Planning | $418.2K | 17,767 | 0.00% | 3q | +4.3%+$17.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $413.6K | 17,570 | 0.00% | 2q | +64.8%+$162.7K |
| Advisory Advocates, LLC | $411.9K | 17,498 | 0.35% | 3q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $379.9K | 16,137 | 0.00% | 5q | +21.1%+$66.1K |
| CHOREO, LLC | $379.6K | 16,125 | 0.00% | 4q | HELD |
| Logan Stone Capital, LLC | $372.0K | 15,803 | 0.08% | 2q | +17.3%+$54.8K |
| Avantax Planning Partners, Inc. | $368.5K | 15,655 | 0.01% | 10q | -14.5%-$62.3K |
| NWF Advisory Services Inc. | $364.1K | 15,467 | 0.03% | 6q | HELD |
| United Advisor Group, LLC | $324.8K | 13,797 | 0.03% | 4q | +16.0%+$44.8K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $323.5K | 13,743 | 0.06% | 19q | HELD |
| Formidable Asset Management, LLC | $313.0K | 15,555 | 0.05% | 18q | -1.1%-$3.6K |
| D.A. DAVIDSON & CO. | $300.0K | 12,743 | 0.00% | new | NEW |
| Indivisible Partners | $295.2K | 12,539 | 0.02% | new | NEW |
| COMMERCE BANK | $264.9K | 11,255 | 0.00% | 22q | HELD |
| Accel Wealth Management | $262.6K | 11,157 | 0.06% | 5q | +0.7%+$1.9K |
| B. Riley Wealth Advisors, Inc. | $257.0K | 11,039 | 0.01% | new | NEW |
| Mariner, LLC | $251.1K | 10,667 | 0.00% | new | NEW |
| StoneX Group Inc. | $245.6K | 10,466 | 0.01% | new | NEW |
| Ausdal Financial Partners, Inc. | $240.8K | 10,231 | 0.01% | 14q | +1.6%+$3.8K |
| Presper Financial Architects, LLC | $235.6K | 10,010 | 0.12% | 5q | HELD |
| MidFirst Bank | $235.4K | 10,000 | 0.02% | 3q | -9.1%-$23.5K |
| CAPTRUST FINANCIAL ADVISORS | $233.2K | 9,905 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $226.9K | 9,638 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $224.3K | 9,530 | 0.00% | new | NEW |
| Sowell Financial Services LLC | $223.3K | 9,484 | 0.01% | new | NEW |
| Prospera Financial Services Inc | $216.7K | 9,203 | 0.00% | new | NEW |
| Capital Investment Advisors, LLC | $214.8K | 9,124 | 0.00% | new | NEW |
| Ellis Investment Partners, LLC | $211.1K | 8,967 | 0.03% | new | NEW |
| Smith Asset Management Co., LLC | $208.0K | 8,836 | 0.16% | new | NEW |
| IFG Advisory, LLC | $203.9K | 8,661 | 0.01% | new | NEW |
| Cerity Partners LLC | $203.4K | 8,639 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $203.3K | 8,637 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $167.0K | 7,095 | 0.00% | new | NEW |
| CHESAPEAKE ASSET MANAGEMENT LLC | $121.9K | 5,177 | 0.09% | new | NEW |
| NORTHSTAR ASSET MANAGEMENT Co | $120.8K | 5,300 | 0.02% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $117.3K | 4,982 | 0.01% | 2q | +727.6%+$103.1K |
| Arax Advisory Partners | $115.0K | 4,884 | 0.00% | new | NEW |
| OAKWORTH CAPITAL, INC. | $109.9K | 4,670 | 0.01% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $71.8K | 3,050 | 0.00% | 9q | +16.6%+$10.2K |
| Institute for Wealth Management, LLC. | $70.8K | 3,007 | 0.01% | new | NEW |
| Allworth Financial LP | $62.6K | 2,658 | 0.00% | 22q | +1.5% |
| Chung Wu Investment Group, LLC | $54.1K | 2,300 | 0.04% | 5q | HELD |
Showing the largest 100 of 139 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 134 | $333.0M | 14,148,680 | 30 | 36 | 25 | 0.0% |
| Q1 2026 | 118 | $297.6M | 14,786,630 | 20 | 30 | 23 | 0.0% |
| Q4 2025 | 122 | $323.9M | 14,021,865 | 22 | 27 | 31 | 0.0% |
| Q3 2025 | 104 | $293.6M | 13,901,925 | 10 | 34 | 23 | 0.0% |
| Q2 2025 | 102 | $296.0M | 14,137,036 | 18 | 22 | 25 | 0.0% |
| Q1 2025 | 92 | $258.6M | 14,194,286 | 11 | 24 | 25 | 0.0% |
| Q4 2024 | 90 | $269.5M | 14,779,447 | 12 | 21 | 21 | 0.0% |
| Q3 2024 | 84 | $294.6M | 15,163,724 | 5 | 28 | 23 | 0.0% |
| Q2 2024 | 88 | $287.4M | 15,449,276 | 8 | 24 | 25 | 0.0% |
| Q1 2024 | 92 | $359.0M | 19,677,871 | 13 | 29 | 18 | 0.0% |
| Q4 2023 | 92 | $284.0M | 16,610,767 | 16 | 25 | 27 | 0.0% |
| Q3 2023 | 85 | $200.8M | 13,051,092 | 9 | 28 | 18 | 0.0% |
| Q2 2023 | 85 | $199.7M | 11,956,064 | 8 | 21 | 28 | 0.0% |
| Q1 2023 | 84 | $179.9M | 11,136,320 | 5 | 28 | 24 | 0.0% |
| Q4 2022 | 91 | $165.5M | 10,965,054 | 19 | 16 | 23 | 0.0% |
| Q3 2022 | 90 | $179.1M | 11,862,102 | 4 | 23 | 25 | 0.0% |
| Q2 2022 | 97 | $198.3M | 12,304,218 | 8 | 29 | 24 | 0.0% |
| Q1 2022 | 104 | $266.4M | 12,449,706 | 13 | 25 | 29 | 0.0% |
| Q4 2021 | 112 | $287.9M | 12,673,739 | 17 | 33 | 24 | 0.0% |
| Q3 2021 | 98 | $276.7M | 12,998,906 | 16 | 32 | 21 | 0.0% |
| Q2 2021 | 91 | $286.2M | 13,605,853 | 4 | 34 | 26 | 0.0% |
| Q1 2021 | 102 | $271.5M | 14,218,270 | 15 | 28 | 31 | 0.0% |
| Q4 2020 | 102 | $252.6M | 13,844,774 | 11 | 25 | 34 | 0.0% |
| Q3 2020 | 90 | $194.3M | 13,059,762 | 9 | 26 | 26 | 0.0% |
| Q2 2020 | 80 | $184.0M | 12,886,745 | 7 | 22 | 21 | 0.0% |
| Q1 2020 | 87 | $160.2M | 13,408,096 | 18 | 27 | 22 | 0.0% |
| Q4 2019 | 82 | $204.0M | 11,317,954 | 9 | 15 | 23 | 0.0% |
| Q3 2019 | 78 | $195.8M | 11,897,840 | 5 | 20 | 24 | 0.0% |
| Q2 2019 | 87 | $199.2M | 12,411,403 | 5 | 27 | 27 | 0.0% |
| Q1 2019 | 92 | $198.5M | 12,761,132 | 7 | 27 | 24 | 0.0% |
| Q4 2018 | 94 | $179.4M | 13,243,463 | 1 | 4 | 0 | 0.0% |